As admins, we’ve all been there. We do the right thing to reduce technical debt, perhaps by rebuilding logic in the newest tool to stay ahead of the curve. For example, I was recently working on an agent originally built in the legacy builder. I rebuilt it in the new Agentforce Builder, and it worked […]
Starting out as a Salesforce Admin can feel like stepping into a world of endless clicks, tabs, and thinking, “Wait…where did that setting live again?” The good news? You don’t need to overhaul your org on day one to make an impact. The fastest way to build confidence (and trust) is by stacking a few […]
Monitoring API usage isn’t just a technical task — it’s a core part of keeping your org healthy. As an admin, you’re the guardian of your platform’s limits and performance. Having a clear view of your API consumption helps you answer leadership questions, flag risky integrations before they break, and reduce overall operational risk. The […]
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 […]
Big news for the Salesforce Admin community: The power of Flow Orchestration is officially at your fingertips. Previously a paid add-on, Orchestration is now a standard Flow type included for all Salesforce customers (subject to edition limits for Flow). For admins, this is more than just a product update. Flow Orchestration is a major toolkit […]
Flows are massive. You’re sitting there with a business requirement, staring at that “New Flow” screen, and you don’t know which flow type to choose. It can be intimidating, for sure. You may choose a flow type and start to build it, only to find out partway through that the flow type won’t work. Now, […]
Welcome to another episode of 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. Today, we’re diving into a powerful AI assistant for […]
Welcome to “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. This episode has a twist—the admin is me! Are you tired of manually reading customer emails or messages and copying that data into Salesforce? In this […]
2025 was a year of learning, experimentation, and celebration for Salesforce Admins. You strengthened your skills, explored your org in new ways, and connected with a thriving global community of peers. But more than anything, this year was about opportunity: the chance to step into a more strategic, high-impact role as automation and AI take […]
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