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 #AwesomeAdmin Trailblazers like you. Automation allows you to remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Eric Smith used a custom […]
You asked; we listened. We’re proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Follow along with this video series to ensure you’re adhering to the best practice of least privilege access: giving your users the data access they need—and only what […]
As an admin, you play a major role in how customers and colleagues experience Salesforce. Choices you make can connect your organization’s mission/purpose to the power of cutting-edge technology. When it comes to your org’s values, this is especially important, because customers care about what businesses believe in, and it’s often admins who translate those […]
Selling has become a team sport, with 81% of reps saying team selling helps them close deals. For Salesforce Admins, enabling a team selling approach can create both opportunity and some complexity. Team selling weaves in many of the core responsibilities admins practice each and every day, such as permission sets, security, and data management. […]
Welcome to another “How I Solved It.” In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Rachel Park Brayboy used her sewing (and […]
After diving into the record access (sharing) roadmap session during Dreamforce ‘22, and sharing more details in TrailblazerDX ’23, I want to provide highlights for those of you who weren’t able to able to attend in person. As a product manager, I’m grateful for your feedback. Over the last several months, we’ve met with and […]
Over the last 14 years in the Salesforce ecosystem, one of the topics talked about least has been maybe one of the most important ones: availability. Availability is a topic not too many people get excited about—that is, until availability is negatively impacted. But with a little thoughtful design, implementation, and eye toward maintaining your […]
Welcome to another post in the “How I Solved It” series. In this series, we do a deep dive into a specific business problem and share how one #AwesomeAdmin chose to solve it. Once you learn how they solved their specific problem, you’ll be inspired to try their solution yourself! Watch how Christina Nava used […]
A best practice for building and configuring new solutions is to always build and test outside of your production org. But what org type should you use for building and testing? There are many resources that break down sandboxes and scratch orgs separately—but on the Admin Relations team, we often hear from admins who want […]