Today on the Salesforce Admins Podcast, we talk to Michelle Blair, Community Manager at Salesforce. Join us as we chat about Salesforce Community Events, her work with local event organizers, and why you should attend one near you. You should subscribe for the full episode, but here are a few takeaways from our conversation with Michelle Blair. By Trailblazers, for Trailblazers Michelle is a part of the Trailblazer Community team, which helps millions of Salesforce users around the world come together and learn. I brought her on the pod to tell us about community conferences and how you can fi ..read more

As a Salesforce Admin, you know that the rollout of any new solution comes with a few stock questions in tow. No matter how good it feels to accomplish quick tasks with artificial intelligence (AI), eventually someone will ask, “How much is this really helping our company?” As a component of Salesforce’s Einstein Platform, Einstein Copilot strives to assist your organization in managing daily tasks, intricate workflows, and automations. The goal is to enhance efficiency, productivity, and cost-effectiveness across your operations. So, how can you measure its effectiveness on your organization ..read more

Today on the Salesforce Admins Podcast, we talk to Jason Atwood, CEO and Co-Founder of Arkus. Join us as we chat about landing your first Salesforce Admin role, from finding good opportunities to nailing the interview and more. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jason Atwood. The 20/30/50 rule Jason has interviewed a lot of people for Salesforce roles in his 15 years in the ecosystem. His biggest piece of advice when looking for your first role is pretty simple: “Relax. It’s going to be OK.” But you still need to acquire skills an ..read more

As a Salesforce Admin, you know how important it is to get timely feedback on solutions your users rely on. When it comes to solutions like Einstein Copilot—where the user interface (UI) is pervasive, operates in real time, and might give slightly different answers to different users—how can you stay ahead on the robustness of prompts and actions? If a user witnesses an answer with a hallucination, or provides data irrelevant to the question, how can they easily report this behavior? You need to be able to see how trust, like data masking and toxicity detection, is working to ensure the safety ..read more

Today on the Salesforce Admins Podcast, Admin Evangelist Josh Birk sits down with Kat Holmes, Chief Design Officer and EVP at Salesforce. Join us as we chat about diversity, accessibility, and her book, Mismatch: How Inclusion Shapes Design. You should subscribe for the full episode, but here are a few takeaways from our conversation with Kat Holmes. What is a mismatch? I brought Josh on the podcast to host this special deep dive episode of the Salesforce Admins Podcast, and we couldn’t think of a better guest than Kat Holmes. At Salesforce, she’s in charge of User Experience. But she’s also t ..read more

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