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 […]
I was recently talking with some new Salesforce Admins who are studying for their certification exam. We discussed how BIG the platform feels and how, with so much to learn, it can feel challenging to even get started. Salesforce is incredibly powerful, which means there are a lot of features and settings, but new admins […]
Ah, winter . . . As I think about winter in the U.S., I have visions of me being fully decked out in my heated jacket and scarf, with my heated hand warmer keeping my hands nice and toasty. Yes, heated all the things. Meanwhile, my furry co-worker Mochi is living her best life, treating […]
True to the Core Deep Dive has arrived! In this post, we recap the key takeaways from our first episode on Setup and user access. This special monthly series builds on the trusted True to the Core format you know and love, offering you a closer, more focused look at specific Salesforce Platform topics with […]
Awesome Admins, join me for the second episode in my new video series, Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In […]
Summer, by far, is one of my favorite seasons. It’s the time of year where the chances of me being cold are really slim. When I think of summers in the US, I think of lemonade, roasted corn on the cob, barbecuing all the things, sitting on the beach in P-Town with Mochi (my 6-year-old […]
Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Lead Admin Evangelist at Salesforce and the host of How I Solved It and Automate This! Join us as we chat about everything coming with the Spring ’25 release and what’s new for Agentforce and AI on Salesforce. You should subscribe for the full […]
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 Mike Reynolds set up permissions to […]
As an Awesome Admin, it’s probably in your nature to look for any way to optimize a process or situation! As part of that never-ending desire for optimization, I would bet that you’ve spent a lot of time thinking about your permissions setup in Salesforce. Salesforce provides multiple ways to grant permissions to users, each […]
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