J. Steadman

Did you know the Admin Relations team uses Salesforce to manage our content publication process? We publish many different kinds of content including blogs, videos, marketing campaigns, YouTube Live episodes, Twitter Spaces, and the occasional trail. We also publish on a lot of different topics like Tableau, Sales Cloud, essential habits for Salesforce Admins, Release … [Read more...] about How Salesforce Uses Junction Objects to Enrich Reporting

Did you know there is a new way to explore and construct your reports and dashboards? Join J. in this short video to learn how to enable this feature and save time on your reports and dashboards. In this video you’ll learn: How to enable Analytics Home (Beta) How to save time finding your reports, dashboards, and folders How to build reports directly from the new Analytics … [Read more...] about Build Reports and Dashboards Faster with Analytics Tab (Beta)

Salesforce customers put their customers at the center of everything they do. How? With data, of course. But let’s face it: Most organizations are struggling to keep up with customer data. As an admin, you know this from experience. Your company uses data from many different sources, like point-of-sale, CRM, and ecommerce. You have numerous data sources, such as data … [Read more...] about Segment Your Audiences with Salesforce CDP

Importing and exporting data is incredibly useful. But as any admin can tell you, it can also be very time-consuming. Data loads often require manual adjustments, ID mappings, and troubleshooting. Your time is valuable, and automating this process can make you a more efficient admin, freeing you up for important feature requests or maintenance. Historically, this automation has … [Read more...] about Automate Your Business Process with MuleSoft Composer

  Did you know Security Center can notify you when a user is granted a risky permission such as Modify All Data? Join me and watch this short video to learn how to create a new alert setting the next time you use Security Center. In this video you’ll learn: What an alert setting is How to configure an alert setting in Security Center How to analyze changes in user permissions … [Read more...] about Monitor Risky Permissions with Security Center