Today on the Salesforce Admins Podcast, we talk to Denise Carbone, Director of Delivery at ImagineCRM. Join us as we chat about her journey from business analyst to external consultant admin and why AI makes BA skills even more valuable. You should subscribe for the full episode, but here are a few takeaways from our […]
Requests come from everywhere: users, stakeholders, leadership. Without a plan, it’s easy to fall into reactive mode. A good backlog helps admins stay grounded. It’s your go-to place for capturing ideas, organizing requests, and moving your org forward with clarity and confidence. In this post, we’ll discuss what a backlog actually is, how to start […]
As a Salesforce Admin, and especially a solo admin, the requests from your team sometimes get overwhelming. One moment someone needs a new field, the next moment there’s a request for a report, and these all end up living in your org forever. If you don’t have a prioritization system in place, it becomes extremely […]
If you’ve ever struggled to understand what your AI agent actually did in a conversation, or why it missed the mark, you’re not alone. AI solutions promise better experiences, but too often, Salesforce Admins and agent builders are left in the dark without clear ways to monitor performance or improve the customer journey. Poor agent […]
As Salesforce Admins, we’ve dived headfirst into Agentforce. We’re building agents in Trailhead, attending workshops like Agentforce NOW, doing hands-on sessions with our Community Groups and at conferences like TDX, and coming up with ideas of how to put agents to work for our individual business need, even bringing that to fruition through events like […]
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 […]
As admins, you hold the keys to success for your users and companies to get the most out of Salesforce. You have the unique opportunity to build and manage trusted solutions that drive productivity and innovation through five admin core responsibilities: security, user management, data management, analytics, and a new core responsibility: product management. The admin […]
Editor’s note: This post was updated on November 14, 2024, with the latest information and resources. As a Salesforce Admin, you know that the rollout of any new solution comes with a few stock questions in tow. No matter how good it feels to accomplish quick tasks with artificial intelligence (AI), eventually someone will ask, […]
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. […]
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