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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
Summer ’24 is just around the corner! Discover Action Buttons, one of the new screen flow capabilities I’m really excited about, and check out Be Release Ready for additional resources to help you prepare for Summer ’24. Screen Actions are a screen flow game changer One of the most important new screen flow capabilities is […]
You know artificial intelligence (AI) is officially everywhere when your 73-year-young mother asks you if AI can create a birthday card design for one of her friends. Which is another way of saying, it’s most likely crept into your business conversations with stakeholders and users. If not, then let’s be proactive Salesforce Admins and get […]
Editor’s note: This post was updated on November 14, 2024, with the latest information and resources. As a Salesforce Admin, you know that the rollout of any new solution comes with a few stock questions in tow. No matter how good it feels to accomplish quick tasks with artificial intelligence (AI), eventually someone will ask, […]
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