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By: Tag: Process Automation

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Salesforce Flow Approvals Made Easy

Salesforce Flow Approvals Made Easy | Kate Clicks Through It

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. In this episode, we’ll be setting up a simple […]

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Dreamforce 2025 Product Highlights for Admins

The Dreamforce 2025 Product Announcements You Can’t Miss

Wow! Dreamforce 2025 was one for the books. From connecting and learning together to building the Agentic Enterprise, the event was packed with inspiration and innovation — including some game-changing announcements in the Admin Keynote. This year’s keynote took us to Coral Cloud Resorts, a fictional luxury resort featured in Trailhead challenges and Agentforce NOW workshops […]

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why every admin should maintain a backlog

Why Every Admin Needs a Backlog (and How To Use One)

Requests come from everywhere: users, stakeholders, leadership. Without a plan, it’s easy to fall into reactive mode. A good backlog helps admins stay grounded. It’s your go-to place for capturing ideas, organizing requests, and moving your org forward with clarity and confidence. In this post, we’ll discuss what a backlog actually is, how to start […]

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Navigating Flow Errors as a New Administrator

Navigating Flow Errors as a New Salesforce Admin

Today on the Salesforce Admins Podcast, we talk to David Simpson, Salesforce Admin at the 1916 Company. Join us as we chat about his process for troubleshooting Flow errors and his unexpected path into the Salesforce ecosystem. You should subscribe for the full episode, but here are a few takeaways from our conversation with David […]

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Slack & Salesforce: The Power of No-Code Automation

Slack and Salesforce: The Power of No-Code Automation

Have you ever wished you could update Salesforce without leaving Slack? Okay, maybe you haven’t had this thought as an admin who lives and breathes Salesforce, but I bet you’ve heard this request from your users.  As admins, we play a vital role in ensuring our users get the most out of the platform and […]

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