When you start building agents in Agentforce, your first instinct might be to make one agent do everything. One set of instructions, one agent to handle billing questions, delivery updates, promotions, and escalations all at once. It seems like the right thing to do. But the more you ask a single agent to do, the […]
You shipped an agent. It’s working — and now everyone wants a piece of it. “Can it also handle billing?” “What about account inquiries?” “Can it do onboarding too?” Before long, your focused agent is being asked to do everything at once, and that’s where things get messy. Multi-agent orchestration is how you fix that: […]
Welcome to another episode of Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this click-through, we’re taking a hands-on tour of […]
Every admin knows the rule: Test in a sandbox before it breaks in production. Or as the saying goes, measure twice and cut once. When new or updated solutions are released to your users, you want to be able to predict that they will have the experience you intend. This also goes for ensuring that […]
As a Salesforce Admin, you and your business users are probably familiar with back-office processes you would love to automate. Like the vendor onboarding workflow that starts in Salesforce, jumps to email for document collection, touches an ERP nobody has API access to, and ends when someone manually updates a spreadsheet to say it’s done. […]
In any Salesforce org, security is the sum of thousands of small decisions. From how permissions are assigned to how sharing rules evolve over time, these layers of configuration define how your data stays safe and who gets to see what. But if you’ve ever been deep in troubleshooting mode, clicking through Setup pages, running […]
Let’s be real for a minute. Things are moving incredibly fast right now. Every time you log in or refresh your feed, there’s a new AI tool popping up, promising to change how we work. If you’re feeling the fatigue of constantly trying to keep up, or if you’re quietly worrying about where your traditional […]
Today on the Salesforce Admins Podcast, we talk to Kacie Molina, Salesforce Consultant at Kawaii Cloud. Join us as we chat about how admins can start small with Agentforce and still make a big impact. You should subscribe for the full episode, but here are a few takeaways from our conversation with Kacie Molina. Why […]
Think about the last time you had to solve a user access riddle: Pam and Jim are in the same department, so why can Pam edit Dwight’s record but Jim can’t? That kind of troubleshooting could take dozens of clicks and cost hours of your day. Now, imagine asking Salesforce and it solves it for […]
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