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, […]
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 […]
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