The Trailblazer community is coming back together on March 6-7, 2024, in San Francisco and on Salesforce+ for TrailblazerDX 2024—join us! Generative artificial intelligence (AI) is revolutionizing application development, creating the most significant shift and opportunities for both admins and developers in decades. At TDX, you’ll learn to supercharge user productivity, automate business processes, and […]

Artificial intelligence (AI) is not a new concept to Salesforce or to Salesforce Admins. Over the years, Salesforce has empowered admins with a user-friendly interface for the setup and configuration of predictive AI features such as Opportunity Scoring, Lead Scoring, Einstein Bots, and more. The introduction of generative AI in Salesforce brings even more possibilities […]

Formula creation and maintenance is an important skill to have as an Awesome Admin. You can use formulas to automate calculations, validate data, derive values, perform conditional logic, concatenate information, trigger automation, calculate date/time, and much more. You will commonly use formulas in (the most obvious) formula fields, validation rules, and default values in fields. […]

Salesforce is ever-expanding its product offerings, and this year, the most fantastic features of the platform are all things artificial intelligence (AI). Have you started exploring capabilities? Are you truly getting the most from the features? In this post, we’ll cover five ways to make your sales and service reps’ lives easier with AI. 1. […]

In the ever-evolving landscape of artificial intelligence (AI), 2023 proved to be a pivotal year, especially for Salesforce Admins. As technology continues to push boundaries, Salesforce has embraced AI to empower admins with tools that enhance efficiency, decision-making, and the user experience. As you may have seen, we published a lot of AI content in […]

What is Salesforce Backup? Salesforce Backup is our native backup and restore solution designed to safeguard customers’ valuable data. Geared for user-friendly operation, Salesforce Backup automatically creates backup copies of business data, empowering organizations to effortlessly restore data and recover from even the most challenging scenarios. With the Spring ’24 Release, we’re thrilled to announce […]

The role of the Salesforce Admin is more important than ever. As customers’ expectations continue to grow, more companies look to digital transformation to deliver that highly personalized, responsive, on-brand experience. At the center of delivering a Salesforce Customer 360 view sits the Awesome Admin—building, configuring, and automating solutions to drive productivity, innovation, and efficiency […]

As I write this blog, it’s winter and it’s cold in Boston. While I like sipping hot apple cider, eating roasted chestnuts, and enjoy seeing all the festive holiday lights in New York City in Hudson Yards, Rockefeller Center, and at the Saks Fifth Avenue store, I can’t wait to fast forward to spring for […]

As a Salesforce Admin, a good portion of our daily job is to be a functional leader within your organization. When you think about it, many of the users you support don’t report directly to you, yet they often benefit from your leadership and direction. So, apart from being a direct leader or managing people, […]