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By: Tag: Process Automation

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Jennifer Lee, Brian Kwong, and Mark Ross in a new episode of Automate This!

Automate This! — Discover Tips and Best Practices for Record-Triggered Flows

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 #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, hear about the best practices and words of […]

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Cloudy standing underneath text that says "Deliver Success as a Salesforce Admin."

Deliver Success as a Salesforce Admin

Salesforce Admins deliver value to their organizations every day through the core skills they develop on the path of becoming an admin. At a time when many businesses face critical challenges and tightening budgets, admins are essential for driving efficiency and productivity through their core responsibilities. As an admin, you drive success for your organization […]

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Jennifer Lee and Sunil Matthew in a new episode of "Automate This!"

Automate This! — Migrate Processes to Flow and Use Custom Notifications

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 #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Sunil Mathew used Flow and […]

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Greenery next to text that says," Three Powerful Formula Functions You Can Use in Flow"

Three Powerful Formula Functions You Can Use in Flow

Often times in automation, you want activities to occur only when the record is new, when the record is updated, or when there was a record update but only if the previous field value was ‘x’. The power formula functions IsNew(), IsChanged(), and PriorValue() that you use in workflow rules and processes can also be […]

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AI for Admins: What You Need to Know to Make Einstein Bots a Success

Einstein Bots interact with your customers quickly and accurately with automation and artificial intelligence (AI) capability. In terms of AI initiatives, the biggest challenge is measuring business impact. One reason most AI projects fail is that people are looking at “model performance” instead of business value, such as how much money, in either additional revenue […]

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