As a Salesforce Admin or Designer, the pages you create or configure have a huge impact on your Salesforce users. Your design choices can make the difference between users finding the information they need in seconds instead of minutes. The homepage is one of the most important pages you can design as it is often […]
Editor’s note: As of January 2022, Essential Habits for Salesforce Admins has been refreshed and is now available as a Trailhead module. This blog post was updated in October 2022 to reflect the content changes. Learn more about the user management habits that will help you succeed in your role in the new Essential Habits […]
Learn MOAR is here! For Release Highlights for Admins, check out the blog post here. Formula Advice From the Awesome Admin Community Salesforce Admins are experts in their orgs, and they continue to generously share their knowledge with other Trailblazers. In conjunction with the Admin Best Practices: Building Useful Formulas Trailhead LIVE session, we thought […]
Our users have a million things going on. As admins, we can make their jobs more productive and drive data consistency with a to-do list on the record page, using the Actions & Recommendations component in Lightning Experience. This way, users can track their progress by completing each item on their to-do list. The Actions […]
Back in 2016, Gillian went to you, the community, and gathered your best tips for setting up a New Salesforce Org in 5 Steps. After 5 years and 15 (!!!) releases, it seemed about time for us to return to the community and see if you had any new insight. Before we dive into our […]
Many Salesforce Admins are looking for ways to help scale their organization’s customer service experience. This can include finding solutions to increased case volume and optimizing agents’ time so they can solve customer issues faster, instead of just triaging them. One way to accomplish all of this is with Einstein Case Classification. So let’s take […]
Editor’s note: This is a sponsored post by OwnBackup, the #1 Cloud Data Protection Platform for Salesforce. If you ask any CEO what they want for their Salesforce users, I bet most would answer, “Reliable access to accurate data.” As admins, one of your top priorities is making sure that every user has the right […]
Two weeks ago, Salesforce experts dropped a plethora of knowledge into the world at TrailheaDX ’21. With five channels, demo rooms, and Circles of Success happening all at the same time, I wouldn’t be super surprised if you didn’t catch it all. ? We shared key announcements and partnerships in the Main Show. We heard […]
When I think about my Salesforce Administrator journey, it always amazes me how my future career began with just one curious click. You see, seven years ago, I was working as a customer service rep in a call center. I spent my days answering anywhere from 50 to 70 phone calls and averaged around 500 […]
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