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By: Tag: Process Automation

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Eliminate Manual Record Matching.

Eliminate Manual Record Matching | 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, Christina Nava uses a screen flow to […]

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Salesforce Admins Podcast ad with guest Christina Nava on optimizing subflows.

Optimize Subflows for Efficiency with Christina Nava

Today on the Salesforce Admins Podcast, we talk to Christina Nava, Director of Salesforce Strategy at Gaggle. Join us as we chat about making flows more manageable with subflows. You should subscribe for the full episode, but here are a few takeaways from our conversation with Christina Nava. Creating flows to save time on business […]

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A Salesforce Admin's Guide to TrailblazerDX 2024.

A Salesforce Admin’s Guide to TrailblazerDX 2024

The Trailblazer community is coming back together on March 6-7, 2024, in San Francisco and on Salesforce+ for TrailblazerDX 2024—join us! Generative artificial intelligence (AI) is revolutionizing application development, creating the most significant shift and opportunities for both admins and developers in decades. At TDX, you’ll learn to supercharge user productivity, automate business processes, and […]

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Be Release Ready Spring '24 | The Ultimate Guide to Prompt Builder.

The Ultimate Guide to Prompt Builder | Spring ’24

Artificial intelligence (AI) is not a new concept to Salesforce or to Salesforce Admins. Over the years, Salesforce has empowered admins with a user-friendly interface for the setup and configuration of predictive AI features such as Opportunity Scoring, Lead Scoring, Einstein Bots, and more. The introduction of generative AI in Salesforce brings even more possibilities […]

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Harness Custom Settings and Flow for Dynamic Round Robins.

Harness Custom Settings and Flow for Dynamic Round Robins | 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, see how Warren Walters creates custom Auto […]

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10 Important Takeaways for Salesforce Admins from 2023

10 Important Takeaways for Salesforce Admins from 2023

As we approach the end of 2023, it’s the perfect time to reflect on what we’ve learned as a Salesforce Admin community and to prepare for the exciting year ahead. In this blog post, we’ll recap essential insights that will help you walk away from this year ready to tackle 2024. Let’s dive into our […]

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Build a One-Screen Mobile App for Easy Record Creation.

Build a One-Screen Mobile App for Easy Record Creation | 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, see how Dirk Keaton created a one-screen, […]

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Implement a Scalable Incident Creation and Notification Process.

Implement a Scalable Incident Creation and Notification Process | 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 Aleksandra Radovanovic created automation […]

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