Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Erick Mahle leverages Prompt Builder […]

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, […]

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 […]

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 modern integrations and where it fits into Einstein and artificial intelligence (AI). The good news is […]

Today on the Salesforce Admins Podcast, we talk to Elizabeth Awad, Associate Product Manager for Prompt Builder at Salesforce. Join us as we chat about how you can use Prompt Builder to simplify users’ daily tasks by integrating generative AI moments powered by prompt templates into their workflows. You should subscribe for the full episode, […]

Today on the Salesforce Admins Podcast, it’s another deep dive with Josh Birk as he talks to Bobby Brill, Senior Director of Product for Einstein Discovery. Join us as we chat about how you can use Model Builder to harness the power of AI with clicks, not code. You should subscribe for the full episode, […]

Today on the Salesforce Admins Podcast, we talk to Mehmet Orun, GM and Data Strategist at PeerNova. Join us as we chat about why data health is easier than you think and what you can do to get started. You should subscribe for the full episode, but here are a few takeaways from our conversation […]

Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to showcasing solutions built by Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Eduardo Guzman enhanced productivity and […]

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 […]