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’re tackling a common challenge admins […]
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 […]
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 […]
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 […]
Welcome to our blog and video series, Automate with Agentforce! Get ready to take your automation skills to the next level with the power of Salesforce, MuleSoft, and innovative AI with Agentforce. In each episode, we highlight real solutions built by Awesome Admin Trailblazers—just like you. Whether you’re just beginning your automation journey or you’re […]
Welcome to our new blog and video series, Automate with Agentforce! Get ready to take your automation skills to the next level with the power of Salesforce, MuleSoft, and innovative AI with Agentforce. In each episode, we highlight real solutions built by Awesome Admin Trailblazers — just like you. Whether you’re just beginning your automation […]
Every Salesforce Admin lives in two worlds. In one, you’re a strategic architect, designing flows and planning for the future. In the other, you’re the org’s caretaker, performing the vital, daily maintenance that keeps the system running smoothly — like merging duplicates and managing user permissions. Both roles are essential, but the clicks of caretaking […]
This article was co-authored by Salesforce Program Manager Anna Bromley and Salesforce Solution Architect Jeff Kallenbach. From Hackathon pitch to working demo in 14 days Let me take you back to June 2025. The lights were bright overhead, and the low hum of TDX London buzzed around. Jeff and I were on stage, about a […]
Internal teams often reach out to admins with the same types of questions, like how to reset a password, where to check their paid time off balance, or how to find a policy. These requests may be simple, but they take time and often build up during the day. Agentforce can help by automatically handling […]
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