Here’s a situation we can all recall: You have to give a presentation, and it’s time to start creating the slide deck. You begin by opening PowerPoint, making a title slide, putting some bullet points on the intro slide, and inserting a cute picture — and then you hit a wall. You give yourself kudos […]
Welcome to another post in the “How I Solved This” series. 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! Let’s take a look at […]
Last year, we dipped our toes into the world of user experience, reimagining a record page using dynamic forms and actions. This year, we’re building on those skills and taking it one step further. Get ready to Be An Innovator with Design! We know you’re expected to make changes in Salesforce at lightning speed in […]
The truth is: You are already doing design tasks. Your process inherently uses design whether or not it’s on your resume. Choosing a layout? That’s user interface (UI) design. Timing newsletters? That’s user experience (UX) design. Aligning color palettes to branding? That’s graphic design. Weaving design considerations into admin decisions has likely become automatic in […]
Welcome to another post in the “How I Solved This” series. 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! Let’s take a look at […]
At some point in your admin journey, you will be involved in or lead a project. These two skill sets are in high demand, and the combination of the two creates a powerful and productive duo! But you don’t need to wait for that big project to focus on project management. Every admin can begin […]
*Editor’s note: This blog post was updated on May 4, 2023, with the latest information and resources for the Summer ’23 release. An essential part of every admin’s job is staying on top of the latest Salesforce Releases. But what does that mean? Let’s break down the Salesforce Release process and answer commonly asked questions […]
Salesforce Admins know that automation is essential to help teams work better. But sometimes, it’s hard to know how to start translating manual processes into automated workflows. Perhaps your teams need a better way to approve cancellation requests for ecommerce purchases or send documents to insurance policy holders. Salesforce Flow helps #AwesomeAdmins like yourself automate […]
I love Einstein Bots because they help lighten the load on customer-facing teams. By handling basic tasks, they free up your employees to tackle the tougher questions. The number of digital shoppers increased by 40% in Q1 of 2020, and more customers are relying on digital systems to get information, process returns, and troubleshoot problems. […]
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