When you first create an agent—like a service agent for support queries—it can be tempting to deploy it right away. However, by following a test-driven development (TDD) approach, you write tests first, set clear expectations, and then build your agent to pass these tests. This process, combined with creating a robust test dataset and running […]
The Salesforce Admin role is evolving, and so are the tools and resources designed to support it. In recognition of this progression, we’re excited to announce a significant update: the transformation of the Essential Habits for Salesforce Admins Trailhead module into the newly renamed Core Responsibilities for Salesforce Admins. This revision reflects a shift from […]
What is Agentforce? We are living in the artificial intelligence (AI) era, currently in the third wave of the AI revolution focused on contextual and generative AI and characterized by prompt-based generative AI, real-time AI applications, and autonomous agents. Agentforce is the suite of both assistive and autonomous agents built on the Salesforce platform. Agents […]
Are you a Salesforce Admin managing multiple orgs? If so, Data Cloud One is the game-changer you’ve been waiting for. This new solution simplifies the complexities of using Data Cloud across multiple orgs, making it easy to access a unified Customer 360 profile and take action. Utilize powerful features like calculated insights, Data Cloud-triggered flows, […]
Editor’s Note: This post was updated on May 18, 2026, with the latest information and resources. As Salesforce Admins, you’re well-versed in delivering Salesforce features to your users and stakeholders. Salesforce Foundations makes it even easier for you to get the most out of Salesforce by adding cross-department features built into your existing CRM. Salesforce […]
As a Salesforce Admin, the challenge of staying current with each new release and effectively rolling out Salesforce’s continuous innovations can be overwhelming. In today’s fast-evolving tech landscape, keeping track of numerous products, features, and updates is no small feat. But there’s good news for those managing Sales Cloud instances! With Winter ’25 coming up, […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Dee Ervin searched unsearchable field data […]
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 […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Anne Powell created a Lightning page […]