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. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, three community Flow experts showcase their record-triggered flow […]
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, three community Flow experts showcase their record-triggered flow […]
#AwesomeAdmins, in case you haven’t heard, we’ve taken our existing “How I Solved It” series from YouTube, sprinkled some extra magic onto it, and are bringing a five-episode version of it to Salesforce+, our free streaming service. In the third episode (available now on Salesforce+), we see how Karmel James uses her problem-solving skills to create a […]
#AwesomeAdmins, in case you haven’t heard, we’ve taken our existing “How I Solved It” series from YouTube, sprinkled some extra magic onto it, and are bringing a five-episode version of it to Salesforce+, our free streaming service. In the second episode (available now on Salesforce+), we see how Madeleine Coutanceau built a solution to manage […]
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. Automation helps you remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, see how Stephen Spencer uses loops in a record-triggered […]
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 Michelle Hansen uses custom metadata […]
When I started my professional career, one of my first assignments was to map out all the existing processes in a financial operations environment. It was a task well-suited to my skill set, as I have a keen eye for process and a passion for driving efficiency. Many years later, I decided to rebuild my […]
Summer ’22 introduces a new feature—Flow Testing! The Summer ’22 Release brings admins the ability to create tests for record-triggered flows with Flow Testing. This beta* feature is a great productivity gain for admins! First, you create positive test scenarios for your flow in advance. This includes setting up a test record to use and […]
Importing and exporting data is incredibly useful. But as any admin can tell you, it can also be very time-consuming. Data loads often require manual adjustments, ID mappings, and troubleshooting. Your time is valuable, and automating this process can make you a more efficient admin, freeing you up for important feature requests or maintenance. Historically, […]