I was recently talking with some new Salesforce Admins who are studying for their certification exam. We discussed how BIG the platform feels and how, with so much to learn, it can feel challenging to even get started. Salesforce is incredibly powerful, which means there are a lot of features and settings, but new admins […]
If you’re a Salesforce Admin, you know the struggle. You build an amazing solution in a sandbox, but then comes “Deployment Day.” You’re juggling sticky notes, hunting through spreadsheet logs to remember which fields you modified, and praying you didn’t forget to add a permission to the change set. You also need to consider your […]
Awesome Admins, join me for the second episode in my new video series, 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 […]
Internal teams often reach out to admins with the same types of questions, like how to reset a password, where to check their paid time off balance, or how to find a policy. These requests may be simple, but they take time and often build up during the day. Agentforce can help by automatically handling […]
As a Salesforce Admin, you’re the first line of defense when it comes to keeping your org running smoothly. From supporting users to monitoring performance and planning for growth, your role is essential in ensuring your org is stable, scalable, and set up for success. That’s where Scale Center and ApexGuru come in. These tools […]
Today on the Salesforce Admins Podcast, we talk to Brinkal Janani, Director of Product Management at Salesforce. Join us as we chat about how Generative Canvas will help admins create dynamic, personalized user experiences. You should subscribe for the full episode, but here are a few takeaways from our conversation with Brinkal Janani. What is […]
What are agent quick actions and why should you care? Starting in Spring ’25*, you can now harness the power of your agent actions right to your record pages with an agent shortcut. This new feature streamlines workflows and improves user efficiency by allowing your users to trigger an agent right from a record page, […]
It’s possible by now you’ve been to a Salesforce event or went through some Trailhead modules, and you’ve built your first agent in Salesforce. What’s even more possible is that you know about artificial intelligence (AI) and have in some way been involved in company discussions about its use. For me, those types of discussions […]
True to the Core is a favorite session at Dreamforce and TDX, especially for admins who want an opportunity to connect with Salesforce executives and product managers on the topics that are most important to you. True to the Core offers an unfiltered look into our product development plans, and gives you the chance to […]
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