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User management enhancements Winter '25

User Management Enhancements | Winter ’25 Be Release Ready

Winter ’25 is almost here! Learn more about user management and check out Be Release Ready to discover more resources to help you prepare for Winter ’25. We’re continuing to innovate in Setup starting with user access and user management. We have several exciting enhancements in store for Winter ’25–many thanks to your feedback and […]

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Help sellers succeed with Sales Cloud Pipeline Inspection

Help Sellers Succeed with Sales Cloud Pipeline Inspection

In today’s fast-paced world, it’s harder than ever to stay on top of everything happening in your business. Managers and sellers constantly juggle multiple priorities, jumping from prospect meetings to pipeline reviews and forecast calls, and need to react quickly to changes to accelerate their pipeline. They need a clear, comprehensive view of their pipeline, […]

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Enhance workflows with Agentforce's real-time insights

Enhance Workflows with Agentforce’s Real-Time Insights

Editor’s note: This post was updated on November 14, 2024, with the latest information and resources. Empowering your teams with real-time insights is key to staying competitive. Agentforce gives you the tools to create customized agents with development options that best suit your company’s needs.  When setting up custom agent actions, a common use case […]

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Unlocking the power of Data Cloud for Salesforce Admins

Unlocking the Power of Data Cloud for Salesforce Admins

Editor’s note: This post was updated on May 27, 2025 with the latest information and resources. Admins are being tasked at a growing rate to integrate with more sources of information to tie back to their Salesforce implementations. You might be hearing a lot of questions about Data Cloud, like how it can help with […]

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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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