Are you ready, #AwesomeAdmins? It’s almost time for the Spring ’23 Salesforce Release! An essential part of every admin’s job is staying on top of the latest Salesforce Releases. Three times a year, Salesforce releases new features and updates to our technology, enabling users everywhere to take advantage of the latest and greatest that our […]

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be […]

Einstein Bots interact with your customers quickly and accurately with automation and artificial intelligence (AI) capability. In terms of AI initiatives, the biggest challenge is measuring business impact. One reason most AI projects fail is that people are looking at “model performance” instead of business value, such as how much money, in either additional revenue […]

⚠️ The challenge As #AwesomeAdmins, we’re used to managing our Salesforce orgs and constantly making our best efforts to turn user feedback into actionable enhancements together with the development team. Now let’s imagine it’s the go-live day of a brand new, industry-specific component. We’re all so excited about it and we want to enrich it […]

Automation is the hot-button item for every company. This is not surprising, as companies of all sizes are looking to boost productivity and reduce costs across the business—and do it quickly. At Dreamforce ’22, we learned how automations are changing the game for business teams to create connected customer experiences. But who’s tasked with creating […]

Multi-factor authentication (MFA) is one of the easiest and most effective ways to protect user accounts against cybersecurity threats. It’s such an important safeguard that Salesforce made it a contractual requirement to use MFA when accessing Salesforce products. That requirement went into effect on February 1, 2022. And now? MFA auto-enablement for Salesforce orgs is […]

This post is a follow-up to a packed session we held at #DF22 called “The Future of User Management.” We want to provide a summary of the session for those of you who weren’t able to get into the session due to room capacity or weren’t able to attend Dreamforce in person. Our session at […]

A few years ago, I found myself at the beginning of my Salesforce journey trying to export email lists for marketing blasts. Besides having no clue what Salesforce really was, I had the added confusion of needing to learn both Classic and Lightning interfaces, since the company was in the middle of a Lightning migration.  […]

When you’re mid-career, it’s time to start thinking about your next steps. Maybe you’ve worked in the same industry for a while and are ready for change. Or perhaps you’re considering your career path options and want to find something more fulfilling and rewarding. If that sounds like you, then joining the Salesforce ecosystem might […]