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 […]
The Salesforce Summer ’21 Release is now live for all orgs, and we’ve loved hearing how you plan to use many of the features. Each release, we have a fun Treasure Hunt in the Release Readiness Trailblazer Community and our community members tell us what nuggets they’ve found. For this blog, we thought we’d look […]
Editor’s note: This post was updated on March 15, 2022, with the latest information and resources. Admins like you know workflow requirements are becoming increasingly complex. Simple processes have evolved to span multiple users or departments. You may have to wait days, weeks, or months between each stage of a workflow. Every handoff between users […]
At Salesforce, we build security into our products and processes from the ground up. But our commitment to delivering secure products is only half the story because we believe security is a shared responsibility between Salesforce and our customers. As an admin, you have a unique opportunity to become a security advocate — or champion, […]
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