After diving into the record access (sharing) roadmap session during Dreamforce ‘22, and sharing more details in TrailblazerDX ’23, I want to provide highlights for those of you who weren’t able to able to attend in person. As a product manager, I’m grateful for your feedback. Over the last several months, we’ve met with and […]

In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Preena Johansen solves a customer insights problem using CRM Analytics and App Builder. Learn how she approached building her solution and her tips for developing admin skills. The problem Rumor had it that account teams were frustrated because there wasn’t a quick and easy […]

Salesforce Admins like you build efficiency and automation for your end users with great apps, pages, and automations. Screen flows are a powerful automation tool that allows you to create interactive workflows for your users with just a few clicks. With screen flows, you can create step-by-step workflows that include screens for data entry, decision […]

Over the last 14 years in the Salesforce ecosystem, one of the topics talked about least has been maybe one of the most important ones: availability. Availability is a topic not too many people get excited about—that is, until availability is negatively impacted. But with a little thoughtful design, implementation, and eye toward maintaining your […]

As an admin, there may be times where you want to simplify the process of gathering data from your end users by improving the user experience. This involves minimizing the number of screens and clicks needed to get the job done and increasing the overall efficiency of the process. You want to flex those declarative […]

In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Jessie Whitney solves a performance tracking problem using a formula field, reports, and dashboards. Learn how he approached building his solution and his tips for developing admin skills. The problem The business I was working with had all the data (so much data!), but […]

When starting a blog, the first instinct for most people is to grab a custom domain, decide on a platform, and maybe even think about branding. Sometimes that even happens after you’ve written your first couple of posts in your head. And while all are very important things to accomplish, they’re not where you should […]

Ever find yourself building the same automation steps to solve different use cases, which results in slightly different flow solutions? So now you have clones of the same automation steps hanging out in multiple flows. And then, goodness forbid you have to make a change to those steps in all those flows? That can be […]

In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Brittanee Charles solves a disconnected sales process using custom objects, Flow, and App Builder. Learn how she approached building her solution and her tips for developing admin skills. The problem We had two different sales processes in our organization: land sales and home sales. […]