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How to Automate Your Entire Business Operation — Without Code

Think of a typical day at work. There are emails to answer and send, calls to make, meetings to attend, approvals, reports, follow-ups, and tasks to track. While mundane, these repetitive tasks allow businesses to operate successfully. The downside is that they take up a lot of time. For instance, we know that salespeople only […]

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Creating Awesome Documentation: Your questions answered!

No matter who you are – a beginner admin or an advanced admin – creating robust documentation is important. Documenting your unique & customized business processes will help, not only your users and colleagues, but it will be a lifesaver for ‘future you’. If you have a hard time remembering what you had for breakfast today, […]

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Spring Cleaning Your Org

Spring is here and now is as good a time as any to do a bit of housekeeping … of your Salesforce org that is! And, we’re excited to equip you with all the tools you need to make it a breeze. TRAILHEAD This month, Team Trailhead released a new badge called Data Quality as […]

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Salesforce World Tour: Feeling the Energy, Boston!

As we touched down in snowy Boston this week to bring you the Salesforce World Tour, I was reminded of the amazing energy and passion of our Awesome Admins! The winter weather didn’t stop us from connecting or learning, and we want to thank all of you for being so welcoming. Over 5000 people filled […]

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How to Evaluate the Security of Your Org and Improve it Instantly

The Salesforce Admin is also the trusted security advisor. Security is our #1 priority at Salesforce, so we’ve made it easy for you, as a Salesforce Admin, to be a security superhero for your organization with Two-Factor Authentication. You have the power to customize your Salesforce org in many ways, including user authentication. User authentication […]

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Building your Army of Internal Advocates

When I first started as a Salesforce Admin I was “the person” to talk to about Salesforce. Which meant my days were jam-packed with meetings, training sessions, process discussions, and yes- password resets. I had a mountain of work to do and never enough hours in the day to accomplish it. Then I realized I […]

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Set Up Your New Salesforce Org in 5 Steps

Editor’s note: This is one of our most popular posts, so we’ve re-published it here it with the latest information and resources. What are the first few things your should do when setting up a new Salesforce org? Thanks to the generosity of the Salesforce Community, I’ve gathered best practices from real-life Admins to help […]

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Salesforce World Tour: Feeling Motivated

The Salesforce Admin team blew into the windy city last week to kick off the Salesforce World Tour. Along the way, we had some amazing deep dish pizza and got to connect with you! We had an amazing time in Chicago and want to thank everyone for coming out to the Trailhead zone and our breakout session. […]

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