Winter ’25 is almost here! Learn more about Conditional Field Formatting and check out Be Release Ready to discover more resources to help you prepare for Winter ’25. The challenge with configuring visual indicators today Creating custom visual indicators to call attention to key fields is a common Salesforce configuration requirement. Visual indicators make it […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one Awesome Admin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Dee Ervin searched unsearchable field data […]
Gosh, it just seemed like yesterday that I was putting together my blog post about Summer. But here we are, getting ready for Winter ’25. I find it a bit comforting to think about snow as a way to cool down in this 80/90 degree weather we’ve been having in Boston. Mochi (my Pomeranian) would […]
Winter ’25 is almost here! Learn more about user management and check out Be Release Ready to discover more resources to help you prepare for Winter ’25. We’re continuing to innovate in Setup starting with user access and user management. We have several exciting enhancements in store for Winter ’25–many thanks to your feedback and […]
In today’s fast-paced world, it’s harder than ever to stay on top of everything happening in your business. Managers and sellers constantly juggle multiple priorities, jumping from prospect meetings to pipeline reviews and forecast calls, and need to react quickly to changes to accelerate their pipeline. They need a clear, comprehensive view of their pipeline, […]
Awesome Admins, we know that troubleshooting user access is a common task. You’re frequently asked questions like “Why can Jane access this field, but John can’t?” or “Why can John view this record when he shouldn’t be able to?” In Summer ’24, we introduced helpful summary views for users, public groups, permission sets, and permission […]
Summer ’24 is almost here. Learn more about user management below and check out Be Release Ready to discover more resources to help you prepare for this release. Welcome to a new era of user management! At Salesforce, we believe in the power of community-driven innovation. Your feedback as Trailblazers is invaluable—it’s the compass that […]
As an admin, you’ve probably heard of Data Cloud, but maybe you haven’t prioritized it right away because you have other company challenges to address. Well, now’s the time to move Data Cloud to the top and dig in. If you’re thinking, “What is Data Cloud? Can you break it down for me?”, you’re in […]
Editor’s note: This post was updated on November 15, 2024, with the latest information and resources. As Salesforce continues to revolutionize how users interact with the Einstein 1 Platform, Agentforce is poised to provide a new and exciting layer of artificial intelligence (AI)-powered conversations for your users. Agentforce is your trusted AI assistant for CRM […]
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