What if you could make that long queue of password reset emails and return policy questions disappear—saving time for your agents to focus on more complex cases? Einstein Article Recommendations supercharge agent productivity by recommending relevant articles for a given case in the service console. Starting in Summer ’22, you can invoke your Einstein Article […]
Follow and complete a Learn MOAR Summer ’22 trailmix for admins or developers by July 31, 2022, 11:59 pm PT to earn a special community badge and be automatically entered for a chance to win one of five $200 USD Salesforce Certification vouchers. Restrictions apply. Learn how to participate and review the Official Rules by […]
Welcome to another “Automate This!” In this live-streamed video series, we cover all things automation, from use cases and best practices to solutions built by #AwesomeAdmin Trailblazers like you. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Salesforce MVP Aleksandra Radovanovic tackles the […]
Two weeks ago, TrailblazerDX returned, marking our first big in-person event together in more than 800 days! The energy, enthusiasm, and excitement on-site was equally matched by those joining us on Salesforce+, with two full days of content, connection, and collaboration. From keynotes to campfires and everything in between, TDX ’22 was full of knowledge […]
In the first episode of Automate This!, a new livestream content series focused on all things automation, I presented a solution for automating the assignment and removal of permission sets. This blog post will cover a related solution, the automation of the assignment and removal of permission set groups. Don’t know what permission set groups […]
Welcome to “Automate This!” In this new, 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. With the recent announcement of the future retirement of Workflow Rules […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Sarah Pilzer uses a naming convention to […]
When you build automation in Flow Builder, it’s important to understand how the running user affects your flow. The running user determines how your flow runs. Knowing who the running user is allows you to know who creates or modifies the records in the flow and helps you debug issues when they arise. It’s also […]
As admins, you know that the needs of your business stretch beyond the bounds of a cookie-cutter approach—especially when it comes to integrations and automation. We kept this in mind as we built MuleSoft Composer for Salesforce, the no-code integrations and automation tool built for admins. Today, we are introducing a new formula editor feature […]
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