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By: Tag: Process Automation

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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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Advance Your Admin Career With Dev Fundamentals

Advance Your Admin Career With Dev Fundamentals

Ready to take the next step in your admin career but unsure where to start? Take a page out of my book and learn development fundamentals to jumpstart your abilities as an advanced admin and extend your Salesforce Platform knowledge. Several years ago, I was at a career tipping point. I felt solid in my […]

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