Selling has become a team sport, with 81% of reps saying team selling helps them close deals. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. […]
In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Learn how he approached building his solution and his tips for developing admin skills. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Rachel Park Brayboy used her sewing (and […]
Are you ready, #AwesomeAdmins? It’s almost time for the Summer ’23 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 our […]
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 […]
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