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J. Steadman

Improve Your Project Management Skills with Flow Integration

May 18, 2022 by J. Steadman Leave a Comment

Did you know you can use Flow integration to keep your projects on track? When you create, update, or delete a record in Salesforce you can also create tasks in Asana — and it doesn’t require any code! In this video you’ll learn: How to connect Salesforce and Asana using Flow integration How to trigger an integration when updating a record in Salesforce How to use a … [Read more...] about Improve Your Project Management Skills with Flow Integration

Introduction to Slack for Salesforce Admins

March 28, 2022 by J. Steadman Leave a Comment

Admins like you often field questions from your business about Salesforce products, features, and value. As our offerings continue to expand, it can be difficult to stay up to date. Let’s break down what you need to know about Slack as a Salesforce Admin. Not just another communication channel Slack is a messaging app for business that connects people to the information they … [Read more...] about Introduction to Slack for Salesforce Admins

Make Slack Notifications Work for You

March 21, 2022 by J. Steadman Leave a Comment

Slack is amazing for collaboration, but managing notifications across platforms, devices, and applications can get messy fast. Especially when you add in email, text messages, phone calls, and collaborative documents! I’m kind of getting a headache just thinking about it. I hate headaches. But you know what I love? Using technology really well. And guess what? I GOT SOME … [Read more...] about Make Slack Notifications Work for You

Make Your Mark with Custom Emoji in Slack

March 14, 2022 by J. Steadman Leave a Comment

Emojis in Slack can do a lot: trigger a workflow when you react (a reactji), signal you’ve finished an action item, or help you celebrate a co-worker! Finding the perfect emoji can clarify your tone and bring some fun to your conversations. And there are tons of emojis available in Slack. But what if you want something more authentically you? Maybe you *must have* an … [Read more...] about Make Your Mark with Custom Emoji in Slack

On Using Slack for Sales with Scott Beeler

March 10, 2022 by J. Steadman Leave a Comment

Today on the Salesforce Admins Podcast, we talk to Scott Beeler, Lead Solution Engineer at Salesforce. Join us as we talk about using Slack for sales and how Scott uses it on a day-to-day basis to process his job function. You should subscribe for the full episode, but here are a few takeaways from our conversation with Scott Beeler. Why Slack and sales go hand-in-hand “My job … [Read more...] about On Using Slack for Sales with Scott Beeler

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  • Optimizer Is Sunsetting: Learn How To Use Org Check | Kate Clicks Through It
  • Admin Release Countdown: Get Ready for Winter ’26
  • Breaking Into Tech With a Nontraditional Background
  • Introducing True to the Core Deep Dive: In-Depth Product Conversations with Salesforce PMs
  • Inside Our Hackathon Build: Case Automation on Agentforce in 9 Steps

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