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 […]
In the Spring ’23, Summer ’23, and Winter ’24 Salesforce Releases, Salesforce launched hundreds of new features. Make sure you’re up to date on the latest and greatest features for admins by reading about the new features admins were most excited about this year. Lightning Experience enhancements From new Dynamic Forms enhancements to the Prompt […]
This post describes new and planned features, so we want to remind you of our forward-looking statement, which states you should only make purchasing decisions based on existing features and functionality. In a world where the internet is woven into the fabric of our daily lives, accessibility is a human right. If we don’t make […]
Today on the Salesforce Admins Podcast, we talk to Cheryl Feldman, Director of Product Management at Salesforce covering all user access features. Join us as we chat about best practices for configuring user access and discuss the latest initiatives Cheryl is spearheading to assist you. You should subscribe for the full episode, but here are […]
Salesforce is a great tool for building out custom solutions to meet your organization’s unique needs. You have tremendous flexibility in building out a data model and user interface (UI) that captures all of the complexity of your specific user workflows using our low-code tools. This flexibility can sometimes come at a cost, however. Over […]
No matter the size of your organization, or how many admins you have on your team (if you have a team!), one of the last things you probably enjoy doing is writing documentation. I hear you—it’s hard to start writing documentation, know what to capture, and figure out where to put it so you’ll actually […]