Artificial intelligence (AI) agents are intelligent systems that can reason and act on behalf of customers and employees. But to realize their full potential, we need to test and configure agents without disrupting live production environments. That’s where you as an admin come in.  Building an effective AI agent isn’t just about deploying advanced models—it’s […]

Have you ever wished you could give your users exactly the right guidance at just the right moment? That’s the magic of Next Best Action! Whether it’s helping a sales rep spot the perfect opportunity for a follow-up or guiding a service agent with a recommended solution, Next Best Action allows you to create custom […]

In today’s digital landscape, ensuring the security of customer data is one of the top priorities for Salesforce Admins. With the increasing frequency of security breaches, the need for robust protection of sensitive information is more critical than ever. Exposing services to the public internet inherently opens up vulnerabilities that can lead to unauthorized access, […]

Automation is one of our superpowers as Salesforce Admins, and modular flows make that power even stronger. If you’ve noticed, flows are everywhere! Your flow-building expertise is key to preparing your company for Agentforce by creating custom flow actions for agents. However, as we shift toward building autonomous agents, we must rethink our approach from […]

As 2024 comes to a close, it’s time to reflect on all that Salesforce Admins have accomplished. ✅ This year was packed with innovation, and one of the standout milestones was the launch of Agentforce, Salesforce’s new suite of assistive and autonomous agents. With Agentforce, you can build, customize, and deploy intelligent agents tailored to […]

As Salesforce Admins, we’re always looking for ways to automate processes and reduce manual work for our users. With the introduction of Agentforce, we have a powerful new tool that goes beyond traditional automation. Let’s explore how to create effective Agentforce agents that can handle complex tasks autonomously. This article is based on my session […]

Are you ready, Awesome Admins? It’s almost time for the Spring ’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 […]

There is a lot of excitement around artificial intelligence (AI) right now. New uses and new models are changing the way we think about how AI can support and improve the ways we work.  At Dreamforce ’24 one of the big announcements was Agentforce, a powerful companion to help Salesforce users resolve cases, answer questions, […]

As Salesforce Admins, we have clear core responsibilities that define our day-to-day roles. We manage users, data, and product, provide actionable analytics, and oversee security. But we’re currently in the third wave of the artificial intelligence (AI) revolution: contextual and generative AI, characterized by prompt-based generative AI, real-time AI applications, and autonomous agents.  This means […]