Today on the Salesforce Admins Podcast, we talk to Mehmet Orun, GM and Data Strategist at PeerNova. Join us as we chat about why data health is easier than you think and what you can do to get started. You should subscribe for the full episode, but here are a few takeaways from our conversation with Mehmet Orun. Healthy data drives business outcomes We talk a lot about getting your data ready for AI, but there’s a simpler question you need to ask yourself: is your data driving business outcomes? After all, AI insights are only as good as the data they’re based on. That’s why I’ve been looking ..read more

Today on the Salesforce Admins Podcast, we talk to Warren Walters, Salesforce MVP and host of the Salesforce Mentor YouTube channel and website. Join us as we chat about what admins and devs can learn from each other and why everyone can learn to code. You should subscribe for the full episode, but here are a few takeaways from our conversation with Warren Walter. The rise of the admin-eloper If you’ve ever taken a peek at Warren’s content, you may have noticed that a lot of it is about learning how to code in Apex. So why have him on a podcast for admins? That’s dev stuff, right? Warren has n ..read more

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 set groups, which make answering user access questions much easier. If you want to level up your troubleshooting skills even more, you can use SOQL queries along with these summary views. By querying, you get even more information, including why a user has acces ..read more

With the arrival of ChatGPT3 and the overall rise in public awareness and access to artificial intelligence (AI) comes an invitation to explore a novel form of the user interface (UI)—one that’s conversational. Instead of having to select specific elements or options, users can simply ask an AI tool anything like they would ask a human. While we’ve already seen some of this with smart devices like Alexa, which uses natural language processing (NLP) to determine what the user is asking, generative AI tools like ChatGPT3 also respond by generating a human-like response as opposed to a predetermi ..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 Nancy Brown created a screen flow and subflow to make user acceptance testing (UAT) of a scheduled flow easier for her clients. The post How I Created a Solution to Test Scheduled Flows Easier During UAT | Automate This! appeared first on Salesforce Admins ..read more

Today on the Salesforce Admins Podcast, it’s time for a deep dive with Josh Birk, who talks to Raveesh Raina, Principal Solutions Engineer at Salesforce. Join us as we chat about what Prompt Builder can do and how to write effective prompts. You should subscribe for the full episode, but here are a few takeaways from our conversation with Raveesh Raina. Intro to Prompt Builder Raveesh is the perfect person to talk to about Prompt Builder and all the cool stuff you can do with it. As a Solutions Engineer, he works with customers to implement the latest and greatest Salesforce innovations and ri ..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 Dan Faulkner built a screen flow to allow customers to submit cases with attachments to their support team with tailored questions based on the product they need support for. The post Create Dynamic Case Creation Forms with Attachments Using Flow Builder | How I Solved It appeared first on Salesforce Admins ..read more

Today on the Salesforce Admins Podcast, we sit down for an Admin Evangelist roundtable discussion with Josh Birk, Jennifer Lee, and yours truly. Join us as we chat about how AI can help you be a better Salesforce Admin and what you can do to improve your prompts. You should subscribe for the full episode, but here are a few takeaways from our conversation with Josh Birk and Jen Lee. Practice your AI prompts With everything going on with Einstein Copilot and Prompt Builder, I wanted to bring the Admin Evangelists together to find out how they’re thinking about AI and what you should do to get r ..read more

Today on the Salesforce Admins Podcast, we talk to Chris Zullo, Global Practice Director of Customer 360 and Marketing at AllCloud. Join us as we chat about integrating Marketing Cloud and Data Cloud and how you can do more with your data. You should subscribe for the full episode, but here are a few takeaways from our conversation with Chris Zullo. Bring all your customer data together in Salesforce Chris is kind of my go-to Marketing Cloud guy, so I wanted to bring him on the pod to talk through how Data Cloud and Marketing Cloud go hand-in-hand. In his role as Global Practice Director of bo ..read more

Most admins don’t have the luxury of managing only a single Salesforce instance. Frequently, data is strewn across multiple orgs and can be difficult to integrate. That’s where Data Cloud comes in, providing the ability to create a single source of truth across Salesforce orgs. Even if you are the lucky admin with a single org, pulling your data into Data Cloud helps you create new insights into your data and helps harmonize and streamline it. Because of this, one of the first things customers want to do when they set up Data Cloud is bring over all their data from core. The CRM connector that ..read more