Today on the Salesforce Admins Podcast, we talk to Gary Brandeleer, Senior Director of Product Management, Emerging Tech and Products at Salesforce. Join us for a roundtable discussion of everything Einstein Copilot: what it can do, how you can customize it, and what you need to do to get your org ready to get the […]

As Salesforce continues to revolutionize how users interact with the Einstein 1 Platform, Einstein Copilot is poised to provide a new and exciting layer of artificial intelligence (AI)-powered conversations for your users. Einstein Copilot is your trusted AI assistant for CRM — built into the flow of work for any application, employee, and department. With […]

The Trailblazer community is coming back together on March 6-7, 2024, in San Francisco and on Salesforce+ for TrailblazerDX 2024—join us! Generative artificial intelligence (AI) is revolutionizing application development, creating the most significant shift and opportunities for both admins and developers in decades. At TDX, you’ll learn to supercharge user productivity, automate business processes, and […]

Today on the Salesforce Admins Podcast, we talk to Marissa Scalercio, VP of Sales Operations at Carnegie Learning. Join us as we chat about Prompt Builder, why it will be a game changer, and how her Salesforce Admin skills help her be a better sales leader. You should subscribe for the full episode, but here […]

Artificial intelligence (AI) is not a new concept to Salesforce or to Salesforce Admins. Over the years, Salesforce has empowered admins with a user-friendly interface for the setup and configuration of predictive AI features such as Opportunity Scoring, Lead Scoring, Einstein Bots, and more. The introduction of generative AI in Salesforce brings even more possibilities […]

Formula creation and maintenance is an important skill to have as an Awesome Admin. You can use formulas to automate calculations, validate data, derive values, perform conditional logic, concatenate information, trigger automation, calculate date/time, and much more. You will commonly use formulas in (the most obvious) formula fields, validation rules, and default values in fields. […]

Salesforce is ever-expanding its product offerings, and this year, the most fantastic features of the platform are all things artificial intelligence (AI). Have you started exploring capabilities? Are you truly getting the most from the features? In this post, we’ll cover five ways to make your sales and service reps’ lives easier with AI. 1. […]

In the ever-evolving landscape of artificial intelligence (AI), 2023 proved to be a pivotal year, especially for Salesforce Admins. As technology continues to push boundaries, Salesforce has embraced AI to empower admins with tools that enhance efficiency, decision-making, and the user experience. As you may have seen, we published a lot of AI content in […]

In the Spring ’23, Summer ’23, and Winter ’24 Salesforce Releases, Salesforce launched hundreds of new features. Make sure you’re up to date on the latest and greatest features for admins by reading about the new features admins were most excited about this year.  Lightning Experience enhancements From new Dynamic Forms enhancements to the Prompt […]