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 guides our continuous improvement efforts. At TrailblazerDX ’24, our session, The Future of User Management, showed the power of community collaboration, drawing insights from our Awesome Admins. Over the past year, your feedback on the admin user access ..read more

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 the right place. The image above breaks down how Data Cloud works, but let’s simplify it some more. Imagine you have pieces of a puzzle (Data Sources) spread across different rooms in your house. Data Cloud is like a super-efficient organizer that gathers all these pieces (Connect), puts them togethe ..read more

Today on the Salesforce Admins Podcast, we talk to Skip Sauls, Senior Director of Product Management at Salesforce. Join us as we chat about how Data Cloud can make it easier than ever to roll out enhancements to your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Skip Sauls. The challenges of working with external data sources Pulling data from external sources is always a challenge. For one thing, it usually requires a bunch of work on the back end to get things looking the way you want them to. What’s more, it opens the door to all so ..read more

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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Jeff Susich uses a record-triggered flow with a Custom Error element to prevent the deletion of accounts with associated opportunities or contacts. The post Use a Custom Error Element and Flow to Prevent Record Deletion | Automate This! appeared first on Sal ..read more

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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Jon Chen designs a solution for a highly customized approval process that limits approvals to certain users. The post Level Up Your Approvals with Flows and the Custom Error Element | Automate This! appeared first on Salesforce Admins ..read more

Summer ’24 is almost here! Learn more about new Flow Builder enhancements like the Automation App, Action Button (beta), and more, and check out Be Release Ready to discover more resources to help you prepare for Summer ’24.  Flow management Easily manage flows with the Automation App A new way to manage and work with your flows arrives! You can now manage flows through a full-fledged Lightning app where you’ll be able to filter, search, and create list views for your flows. This is a huge advancement and a testament to Salesforce’s continued investment in Flow. Stay tuned for Flow Releas ..read more

We’re at the dawn of the artificial intelligence (AI) revolution, and as a Salesforce Admin, you’re essential in shaping its future. You play a pivotal role in leading AI transformations within your organization by implementing intelligent, trusted solutions. That’s why we’re excited to offer you a fun, new opportunity to showcase your AI skills and inspire other admins with the #BuiltWithEinstein Quest. What is Einstein 1 Studio? At TrailblazerDX, we announced the availability of Einstein 1 Studio, a set of low-code builders you can use to build prompt templates grounded in your data, customi ..read more

Today on the Salesforce Admins Podcast, we talk to Lizz Hellinga, Consultant and Salesforce MVP. Join us as we chat about why product management principles in Salesforce are crucial if you want to take advantage of new AI tools. You should subscribe for the full episode, but here are a few takeaways from our conversation with Lizz Hellinga. AI enhancements and what they mean for admins The last time I had Lizz on the pod, we talked about why clean data is crucial for AI tools. But with everything that Einstein Copilot and Prompt Builder make possible, I wanted to bring her back to help us unde ..read more

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 Kim Strauss built an automation for non-technical users to mass create and update records with just a few clicks. The post Mass Create and Update Records in a Few Clicks | How I Solved It appeared first on Salesforce Admins ..read more

Today on the Salesforce Admins Podcast, we talk to Tom Leddy, the Product Director of Well-Architected and Decision Guides at Salesforce. Join us as we chat about decision making in the age of AI and why cleaning up your data is more important than ever. You should subscribe for the full episode, but here are a few takeaways from our conversation with Tom Leddy. Decision Guides and the Well-Architected Framework Almost exactly a year ago, we had Tom on the pod to talk about the Well-Architected framework. I’ll link the episode below but Tom gives us a quick summary: “It tells you how to build ..read more