Quick Actions in Salesforce are a fast way to predefine field values and streamline inputs for speedy, seamless entry of data—thus their name, Quick Actions. However, do you find that your upper-right-hand bar in Lightning is overloaded or that Case Actions are a bit confusing to end-users? That’s where Quick Actions Everywhere, the open-source (free!), […]
Over the years, Lightning pages have become increasingly more powerful, enabling Salesforce Admins to envision and build complex, flexible and smart experiences for users with low code. Making changes to the user experience in Salesforce is critical when you’re supporting a business that is fast-changing, needing to pivot, or expanding. Requirements change, new programs launch, […]
Welcome to a new series on the Salesforce Admins blog called “How I Solved This.” In this series, we 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 will be inspired to try their solution yourself! Let’s take […]
Sometimes, figuring out your user’s needs is a mystery. Becoming a business analysis detective allows you to get to the bottom of what your users really need, and why they need it. Let’s explore the basics of what requirements are and why they matter, techniques for gathering requirements, and then finally documenting requirements. Ready to […]
The global pandemic has significantly changed the way businesses operate. And admins everywhere have sprung into action to adapt existing processes or to design, and roll out, new processes that are having a huge impact. Just last week, we heard about Salesforce Admin Jeff Berger, who built a Salesforce app in just 5 hours to […]
Most Salesforce users use Salesforce Search. But sometimes, it can be difficult for users to find exactly what they are looking for. That is why we have combined the power of AI with Salesforce Search to bring you: Einstein Search! And the best part is that most* Admins can turn it on on their own […]
A lot of things change quickly in our business-meets-virtual world, and it’s important that we, as admins, check in to make sure that Salesforce continues to meet the needs of our organizations. Processes shift online every day, and the usual ways of doing things change to better serve our customers. As a result, there are […]
We all know that a CRM is only as good as the data it holds. However, getting that data into a format that is easily accessible and discernable is not always easy. Having a solid understanding of the numerous reporting features and best practices that are available to us is an important part of any […]
No matter where you are in your #AwesomeAdmin journey, you’ve no doubt learned that reports and dashboards are a fundamental part of your business. But if you’re newer to learning how to build reports, you may have questions. You may be wondering about best practices or the most effective way to display data. Well, thanks […]
Trailhead
Learn in-demand skills that lead to top jobs with Trailhead,
the free online learning platform from Salesforce.
the free online learning platform from Salesforce.
Trailblazer Community
Connect, learn, have fun and give back with #AwesomeAdmins across the globe.