Editor’s note: This post was updated on November 14, 2024, with the latest information and resources. Empowering your teams with real-time insights is key to staying competitive. Agentforce gives you the tools to create customized agents with development options that best suit your company’s needs. When setting up custom agent actions, a common use case […]
Editor’s note: This post was updated on May 27, 2025 with the latest information and resources. Admins are being tasked at a growing rate to integrate with more sources of information to tie back to their Salesforce implementations. You might be hearing a lot of questions about Data Cloud, like how it can help with […]
Are you ready, Awesome Admins? It’s almost time for the Winter ’25 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 […]
In your role, you may struggle to bring innovation to your organization, especially if the process involved is already well-defined. Or maybe you just need a way to uncover best practices and additional depth on features and capabilities you already use. These two opportunities are the essence of My Service Journey, a new tool to […]
Awesome Admins, we know that troubleshooting user access is a common task. You’re frequently asked questions like “Why can Jane access this field, but John can’t?” or “Why can John view this record when he shouldn’t be able to?” In Summer ’24, we introduced helpful summary views for users, public groups, permission sets, and permission […]
With the arrival of ChatGPT3 and the overall rise in public awareness and access to artificial intelligence (AI) comes an invitation to explore a novel form of the user interface (UI)—one that’s conversational. Instead of having to select specific elements or options, users can simply ask an AI tool anything like they would ask a […]
Most admins don’t have the luxury of managing only a single Salesforce instance. Frequently, data is strewn across multiple orgs and can be difficult to integrate. That’s where Data Cloud comes in, providing the ability to create a single source of truth across Salesforce orgs. Even if you are the lucky admin with a single […]
You solve business problems every day in your work as a Salesforce Admin. Whether you’re already using AI to lighten the load, or you’re not sure where to start, you can leverage many of your existing admin skills to build and deploy solutions with the Einstein 1 Platform. Let’s start with Prompt Builder, a generative […]
We’re bringing you a new content series on IdeaExchange to keep you informed and engaged with our evolving cloud product landscape. As part of our ongoing commitment to transparency and customer alignment, the series will provide updates on upcoming cloud product developments. Stay tuned for more cloud content coming soon to IdeaExchange. At the recent […]
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