In the Salesforce Admins Webinar: “Advanced Automation with Flows and Custom Metadata Types,” I described what custom metadata types were, their benefits, and why #AwesomeAdmins should use them in their configuration. I also presented a real-life use case for automatically assigning and removing users to a public group based on profile, and walked through the […]
Today on the Salesforce Admins Podcast we’re joined by Matt Vickery, Salesforce Administrator at the Washington State Housing and Finance Commission. We’ll hear how he’s using Salesforce to help get people into homes. Join us as we talk about how Matt got into Salesforce, and how it’s simplified and streamlined processes for his team. You […]
Exciting news, #AwesomeAdmins, Lightning Flow is getting some major upgrades that will make it easier for you to automate and guide users through flows. Introducing the New Flow Builder A faster and easier tool for assembling flows is on the horizon: the new Flow Builder. The new tool is built with four key design principles […]
Today on the Salesforce Admins Podcast we have Admin Evangelist Marc Baizman to talk about his upcoming presentation with Gillian at TrailheaDX focused on the “process before the process,” what you should go through and think about before you start implementing features. More about this Insights session: a mini version of Marc and Gillian’s TrailheaDX […]
There’s much more to being a Salesforce Administrator than just knowing the features of the Salesforce platform. A truly #AwesomeAdmin also has to know when and how to use those features. We don’t just build a Process Builder solution to fire off an email until we understand why that email needs to exist in the […]
This week on the podcast we are getting you ready for Dreamforce by looking at how you document process in Salesforce before you begin the building process. First-time Dreamforce presenter Jennifer Lee joins us for a discussion of all the amazing sessions she is presenting at Dreamforce in both the Admin and Developer tracks. More about Jennifer’s session: […]
Think of a typical day at work. There are emails to answer and send, calls to make, meetings to attend, approvals, reports, follow-ups, and tasks to track. While mundane, these repetitive tasks allow businesses to operate successfully. The downside is that they take up a lot of time. For instance, we know that salespeople only […]
100 billion. It’s estimated that there are nearly 100 billion stars in the Milky Way. There are 100 billion neurons in the human brain. And there are just north of 100 billion tweets each year. Today, thanks to the dedicated work of Salesforce admins around the globe, Salesforce’s Lightning Process Builder joins the elite ranks […]
Product Manager Adam Torman joins us to discuss how he joined the Salesforce ecosystem along with some of his proudest achievements as a Product Manager. As an Admin this episode is all about you- many of the features that Adam has worked on have directly benefitted us. Features like: Login as any user, Permission sets, and […]