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By: Tag: Process Automation

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Modular Flows + Agentforce for Smarter Automation.

Embrace Modular Flows to Build Smarter Automation for Agentforce

Automation is one of our superpowers as Salesforce Admins, and modular flows make that power even stronger. If you’ve noticed, flows are everywhere! Your flow-building expertise is key to preparing your company for Agentforce by creating custom flow actions for agents. However, as we shift toward building autonomous agents, we must rethink our approach from […]

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key 2024 takeaways for Salesforce Admins

Key 2024 Takeaways for Salesforce Admins: Agentforce, Flow, and More

As 2024 comes to a close, it’s time to reflect on all that Salesforce Admins have accomplished. ✅ This year was packed with innovation, and one of the standout milestones was the launch of Agentforce, Salesforce’s new suite of assistive and autonomous agents. With Agentforce, you can build, customize, and deploy intelligent agents tailored to […]

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Build effective Agentforce agents

Build Effective Agentforce Agents for High-Impact Automation

As Salesforce Admins, we’re always looking for ways to automate processes and reduce manual work for our users. With the introduction of Agentforce, we have a powerful new tool that goes beyond traditional automation. Let’s explore how to create effective Agentforce agents that can handle complex tasks autonomously. This article is based on my session […]

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Leverage flows to process inbound emails with documents

Leverage Flows To Process Inbound Emails With Documents | Automate This!

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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Ohad Idan vanquishes shared […]

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Overcome access dilemmas with permission sets

Use Permission Sets To Overcome Common Access Dilemmas

As an Awesome Admin, it’s probably in your nature to look for any way to optimize a process or situation! As part of that never-ending desire for optimization, I would bet that you’ve spent a lot of time thinking about your permissions setup in Salesforce. Salesforce provides multiple ways to grant permissions to users, each […]

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Improve sales funnel velocity with Flow

Improve Sales Funnel Velocity Using Flow | Automate This!

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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Becka Dente leverages a simple […]

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Send a dynamic email to user-defined contacts with flow

Send a Dynamic Email to User-Defined Contacts Using Flow | Automate This!

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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Michael Barnes uses Flow to […]

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