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Jennifer W. Lee

Jen’s Top Summer ’22 Release Features for Admins and Users

May 13, 2022 by Jennifer W. Lee Leave a Comment

It’s that time of year again. Seemed like just yesterday that I reviewed the Spring ’22 features. Time flies! Check out the newest features for you and your end users, hitting your sandboxes and Production orgs soon. As always, I encourage you to read the release notes for features that are important to you, as an admin, and your company. Once you’ve read the summaries below, … [Read more...] about Jen’s Top Summer ’22 Release Features for Admins and Users

Automate the Assignment and Removal of Permission Set Groups

April 18, 2022 by Jennifer W. Lee Leave a Comment

In the first episode of Automate This!, a new livestream content series focused on all things automation, I presented a solution for automating the assignment and removal of permission sets. This blog post will cover a related solution, the automation of the assignment and removal of permission set groups. Don’t know what permission set groups are? Check out the Introducing the … [Read more...] about Automate the Assignment and Removal of Permission Set Groups

Automate This! — Automatically Assign and Remove a Permission Set

April 14, 2022 by Jennifer W. Lee Leave a Comment

Welcome to “Automate This!” In this new, livestream 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. With the recent announcement of the future retirement of Workflow Rules and … [Read more...] about Automate This! — Automatically Assign and Remove a Permission Set

Admin Release Countdown: Get Ready for Summer ’22

April 6, 2022 by Jennifer W. Lee Leave a Comment

Are you ready, #AwesomeAdmins? It’s almost time for the Summer ’22 Salesforce Release! Below are the most important dates you’ll want to mark in your calendar. You can also review release dates and sandbox preview information on the corporate blog. April 21: Get early access by signing up for a pre-release org Admins can sign up for a pre-release Developer Edition … [Read more...] about Admin Release Countdown: Get Ready for Summer ’22

Your Guide to Determining the Flow Running User and Its Execution Context

April 4, 2022 by Jennifer W. Lee Leave a Comment

When you build automation in Flow Builder, it’s important to understand how the running user affects your flow. The running user determines how your flow runs. Knowing who the running user is allows you to know who creates or modifies the records in the flow and helps you debug issues when they arise. It’s also important to know how the running user affects the context in … [Read more...] about Your Guide to Determining the Flow Running User and Its Execution Context

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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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