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Be Release Ready for Winter '25

Admin Release Countdown: Get Ready for Winter ’25

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

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Maximize Service Cloud capabilities with My Service Journey

Maximize Service Cloud Capabilities with My Service Journey

In your role, you may struggle to bring innovation to your organization, especially if the process involved is already well-defined. Or maybe you just need a way to uncover best practices and additional depth on features and capabilities you already use. These two opportunities are the essence of My Service Journey, a new tool to […]

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Troubleshoot user access with SOQL

How to Troubleshoot User Access with SOQL (Beginner Friendly)

Awesome Admins, we know that troubleshooting user access is a common task. You’re frequently asked questions like “Why can Jane access this field, but John can’t?” or “Why can John view this record when he shouldn’t be able to?” In Summer ’24, we introduced helpful summary views for users, public groups, permission sets, and permission […]

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Get to know Einstein Copilot

Get to Know Einstein Copilot

With the arrival of ChatGPT3 and the overall rise in public awareness and access to artificial intelligence (AI) comes an invitation to explore a novel form of the user interface (UI)—one that’s conversational. Instead of having to select specific elements or options, users can simply ask an AI tool anything like they would ask a […]

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Data Cloud: Full Stream Ahead

Data Cloud: Full Stream Ahead

Most admins don’t have the luxury of managing only a single Salesforce instance. Frequently, data is strewn across multiple orgs and can be difficult to integrate. That’s where Data Cloud comes in, providing the ability to create a single source of truth across Salesforce orgs. Even if you are the lucky admin with a single […]

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New Video Series: Salesforce Admins Innovate with Prompt Builder

You solve business problems every day in your work as a Salesforce Admin. Whether you’re already using AI to lighten the load, or you’re not sure where to start, you can leverage many of your existing admin skills to build and deploy solutions with the Einstein 1 Platform. Let’s start with Prompt Builder, a generative […]

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A sneak peek at the Revenue Cloud roadmap

Revolutionizing Revenue: A Sneak Peek at the Revenue Cloud Roadmap

We’re bringing you a new content series on IdeaExchange to keep you informed and engaged with our evolving cloud product landscape. As part of our ongoing commitment to transparency and customer alignment, the series will provide updates on upcoming cloud product developments. Stay tuned for more cloud content coming soon to IdeaExchange. At the recent […]

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Unleashing productivity: Master prompt templates with flow tools

Unleashing Productivity: Master Prompt Templates with Flow Tools

Prompt Builder became generally available on February 29, just over two months ago. Since then, we’ve seen a lot of Salesforce Admins start to experiment and come up with a wide variety of use cases to leverage it. From summarizing records to generating points of view and even creating business-context rich emails, there are a […]

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