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By: Tag: Setup + Customization

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Bring CRM Conversations Into Slack With Salesforce Channels and Slackbot

Bring CRM Conversations Into Slack With Salesforce Channels and Slackbot

As a Salesforce Admin, you’re not just responsible for configuring Salesforce; you’re constantly looking for ways to help your teams work more efficiently. Whether it’s reducing clicks, streamlining processes, improving user adoption, or helping teams collaborate, your goal is to make work easier. Connecting Salesforce and Slack is a great first step toward bringing CRM […]

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Solving Sharing Mysteries with Setup with Agentforce

Today on the Salesforce Admins Podcast, we talk to Nikita Kothari, Senior Member of the Technical Staff at Salesforce. Join us as we chat about using Setup with Agentforce to understand and manage record access. You should subscribe for the full episode, but here are a few takeaways from our conversation with Nikita Kothari. Setup […]

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5 Use Cases To Get Started With Setup with Agentforce

5 Use Cases To Get Started With Setup with Agentforce

Think about the last time you had to solve a user access riddle: Pam and Jim are in the same department, so why can Pam edit Dwight’s record but Jim can’t? That kind of troubleshooting could take dozens of clicks and cost hours of your day. Now, imagine asking Salesforce and it solves it for […]

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Prepare Your Org for Salesforce MFA Enforcement

Prepare Your Org for Salesforce MFA Enforcement

Editors note: this post was updated on July 6, 2026 with the latest information and resources. For the most recent information on the MFA rollout, please reference this help article. If you’ve been in the Salesforce ecosystem for awhile, you’ve heard us say it: At Salesforce, Trust is our #1 value. And we mean it! […]

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Setup with Agentforce Is Now Generally Available

Setup with Agentforce Is Now Generally Available: Built With Admin Feedback at the Center

At TDX 2026, one thing became incredibly clear: The response to Setup with Agentforce was overwhelmingly positive. Many admins already reported great success trying out the Setup with Agentforce beta for tasks like creating objects, troubleshooting user access, and getting information on Salesforce features.  At the same time, across demos, customer conversations, and True to […]

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Securing Your Org: From Reactive to Proactive

Securing Your Org: From Reactive to Proactive

Before TDX 2026, the Admin Relations, Security, and Trusted Services teams brought admins together for an Admin Day of Security with a clear goal: to position Salesforce Admins as proactive security leaders in the agentic era. Throughout the day, we aligned on how chief information security officers (CISOs) and admins can work more closely together, […]

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The Admin's Guide to permission and profiles

The Salesforce Admin’s Guide to Profiles and Permissions

User management is a huge responsibility to ensure the right people (both internal and external) have the right access. This includes creating and deactivating users, managing licenses, providing login access, understanding profiles, permission sets, and permission set groups, and troubleshooting user visibility issues. In fact, troubleshooting user management is something that admins everywhere report takes […]

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The Future of Salesforce Setup Is Agent-Driven

Today on the Salesforce Admins Podcast, we talk to Cheryl Feldman, Senior Director of Product Management at Salesforce. Join us as we chat about how Agentforce is reshaping the Setup experience. You should subscribe for the full episode, but here are a few takeaways from our conversation with Cheryl Feldman. From 1,300 pages to one […]

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