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 field and a simple record-triggered flow to make a value really stand out on a Lightning record page.     The post Automate This! — How to Make a Field POP on a Record Page appeared first on Salesforce Admins ..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 #AwesomeAdmin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Gorav Seth reimagined a series of disconnected emails into a single consolidated email with a list of records using Flow. The post Automate This! — Consolidate Emails Using Flow appeared first on Salesforce Admins ..read more

Today on the Salesforce Admins Podcast, we talk to Jenny McNamara, Salesforce Admin at CINC. Join us as we chat about how she became obsessed with Flow Builder, the importance of Salesforce basics, and why you need to get yourself to a Salesforce live event. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jenny McNamara. Be the translator Jenny started as a business analyst, serving as the scrum master for multiple teams in her organization. When the Salesforce team needed more help, she jumped at the chance to specialize and become an admin ..read more

Today on the Salesforce Admins Podcast, I sit down for coffee with fellow Admin Evangelists Gillian Bruce and Josh Birk. Join us as we chat about the Summer ‘23 Release, Einstein GPT, and what makes a Dreamforce speaker submission stand out. You should subscribe for the full episode, but here are a few takeaways from our conversation with the Admin Evangelist Team. Summer ’23 Release May is coming to an end, which means the Summer Release is just around the corner. The team has been hard at work on content to help you get up to speed on everything you should know. Check out the on-demand Relea ..read more

Summer is always my favorite time of year. While there are days when it does get hot in Boston, I enjoy summer activities like going to the beach, hiking with my partner and Mochi, eating outside without a jacket, and eating lots of roasted corn and watermelon! Summer also happens to be one of our three releases to the Salesforce platform. As always, please read the release notes for features that are important to you and your company. After you read the summarized list of features below, head over to your Summer ’23 sandbox and test-drive the features yourself. You can also get hands-on in a ..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 why data is so important to reporting, what some big-data terms are, and some fun hobbies that Skip enjoys outside of building awesome products for Salesforce Admins. You should subscribe for the full episode, but here are a few takeaways from our conversation with Skip Sauls. The data lakehouse Skip is the product manager in charge of the ecosystem for Data Cloud, which unifies data from Salesforce and other sources to give you a single source of truth f ..read more

The Summer ’23 release has a lot of great analytics enhancements specifically designed for admins, from the new Analytics tab to posting dashboards to Slack to sharing Tableau visualizations in Salesforce. Read this blog post for the highlights. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Visit the new Analytics tab (Generally Available) You now have one place to manage all your analytics with the new Analytics tab. All your reports, dashboards, and CRM Analytics (if enabled) data and insights are in this tab where you can organize them by Col ..read more

The Salesforce mobile app is the flagship mobile app of Salesforce, enabling the world’s #1 CRM and Salesforce Customer 360 on mobile. Built on the Lightning platform, users have access to their Lightning apps, and admins can create custom apps and experiences for mobile users in Lightning App Builder. Let’s dive into a few of the Salesforce mobile app highlights from the Summer ’23 release. Read this blog post to discover mobile highlights. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Dynamic Forms on Mobile (Beta) One of the most highly reque ..read more

In Summer ’23, admins can start taking advantage of reactivity with reactive formulas. Read this blog post to learn why reactive screens will transform the screen-building game for Flow and for the Salesforce platform as a whole. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. Before we dive into what’s new in Summer ’23, let’s take a closer look at how reactivity impacts you and your team, the fantastic improvements it will make for your users, and what the roadmap looks like for fully reactive screen flows.  Introducing reactive screen comp ..read more

Welcome to the Summer ’23 release! Every release, we bring you release highlights for admins with Learn MOAR. With Learn MOAR, you can discover top new features for admins in an easy-to-digest trailmix with blogs, videos, and more. There are a ton of great new features in this release, so I pulled together a few of my favorites. Read this blog post for the highlights. Then complete the Learn MOAR Summer ’23 for Admins trailmix to earn a special community badge. First, let’s start with some big enhancements for us app builders. Cloning for custom apps With over 4,200 points on the IdeaExchange ..read more