No matter the size of your organization, or how many admins you have on your team (if you have a team!), one of the last things you probably enjoy doing is writing documentation. I hear you—it’s hard to start writing documentation, know what to capture, and figure out where to put it so you’ll actually […]
Editor’s note: This post was updated on February 27, 2024, with the latest information and resources. Generative artificial intelligence (AI) has brought tremendous value to the everyday workflows of consumers, from upending how students study for exams to helping travelers quickly plan itineraries. While we’ve encountered firsthand how generative AI supercharges our daily tasks, we […]
Admins, you’re being asked to do a lot these days in this period of consistently evolving data, artificial intelligence (AI), and technology. As the backbone of your organization’s realm of technical infrastructure, ensuring seamless application delivery, managing complex systems, and navigating the maze of application lifecycle management is a heavy load. In this landscape, where […]
Right now, everyone is looking for ways to drive efficiency and get more done with less. That’s good news for us admins because we know how to build solutions in Salesforce to help our users get their work done more efficiently. One of the most important tools we have in our Salesforce toolbox is analytics. […]
If you’re ready to build your first platform app on Salesforce, congrats! Before diving in, it’s crucial to understand the specific needs of your organization. To get started, lean into your business analyst skills and conduct a business analysis and discovery process with your users and stakeholders. Ask yourself what problem you can solve with […]
In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Paolo Sambrano solves an inefficient service desk experience using App Builder and Flow. Learn how he approached building his solution and his tips for developing admin skills. The problem A long, long time ago, someone (ahem, maybe a less-experienced me) built a service desk […]
In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Preena Johansen solves a customer insights problem using CRM Analytics and App Builder. Learn how she approached building her solution and her tips for developing admin skills. The problem Rumor had it that account teams were frustrated because there wasn’t a quick and easy […]
Salesforce Admins like you build efficiency and automation for your end users with great apps, pages, and automations. Screen flows are a powerful automation tool that allows you to create interactive workflows for your users with just a few clicks. With screen flows, you can create step-by-step workflows that include screens for data entry, decision […]
In this episode of “How I Solved It” on Salesforce+, #AwesomeAdmin Brittanee Charles solves a disconnected sales process using custom objects, Flow, and App Builder. Learn how she approached building her solution and her tips for developing admin skills. The problem We had two different sales processes in our organization: land sales and home sales. […]
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