Salesforce customers put their customers at the center of everything they do. How? With data, of course. But let’s face it: Most organizations are struggling to keep up with customer data. As an admin, you know this from experience. Your company uses data from many different sources, like point-of-sale, CRM, and ecommerce. You have numerous […]

When I started my professional career, one of my first assignments was to map out all the existing processes in a financial operations environment. It was a task well-suited to my skill set, as I have a keen eye for process and a passion for driving efficiency. Many years later, I decided to rebuild my […]

Summer ’22 introduces a new feature—Flow Testing! The Summer ’22 Release brings admins the ability to create tests for record-triggered flows with Flow Testing. This beta* feature is a great productivity gain for admins! First, you create positive test scenarios for your flow in advance. This includes setting up a test record to use and […]

“The only constant in life is change.” No doubt you’ve heard this quote by the Greek philosopher Heraclitus at some point in your life. It also rings true in the world of business and your role as a Salesforce Admin. Let’s discuss the importance of managing changes to business process, technology, and people within Salesforce. […]

As Salesforce Admins we’ve always been about action, being proactive in our organizations to drive positive change to help achieve the overall mission and vision. To do that we’ve utilized countless low-code tools like App Builder to create dynamic user experiences, Flow to automate processes, and MuleSoft to integrate data—and now, it’s time to turn […]

We want YOU to present at Dreamforce! Dreamforce ’22 is coming, and we need #AwesomeAdmin content for the Admin Track! The Admin Track at Dreamforce 2022 is the platform for admins to deliver and absorb engaging, actionable, and memorable content that helps them become awesome Salesforce Admins, drive success for their business, and elevate their […]

Importing and exporting data is incredibly useful. But as any admin can tell you, it can also be very time-consuming. Data loads often require manual adjustments, ID mappings, and troubleshooting. Your time is valuable, and automating this process can make you a more efficient admin, freeing you up for important feature requests or maintenance. Historically, […]

There are many different specialties spanning the various Salesforce products. You’ll often hear about finding your niche, that specialty where you’re the expert and you’ve found your groove. Whether you’ve found your niche as an administrator, developer, consultant, or in a highly specialized area (I’m looking at you, CPQ!), there are some common skills that, […]

What if you could make that long queue of password reset emails and return policy questions disappear—saving time for your agents to focus on more complex cases? Einstein Article Recommendations supercharge agent productivity by recommending relevant articles for a given case in the service console. Starting in Summer ’22, you can invoke your Einstein Article […]