As Salesforce Admins, you’re well-versed in delivering Salesforce features to your users and stakeholders. Now, we’re making it even easier for you to get the most out of Salesforce by adding cross-department features built into your existing CRM. The exciting news from Dreamforce ’24 is Salesforce Foundations, which brings built-in, key features to Sales Cloud […]

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! Learn how Katie Villanueva combines Flow, Prompt Builder, […]

Data Cloud provides the ability to integrate multiple sources of data and create your own data lake to use with AI. However, having access to a myriad of potential sources means we also have an array of ways to authenticate against them. Authentication patterns have flourished over the years of web development to help keep […]

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, […]