Formula creation and maintenance is an important skill to have as an Awesome Admin. You can use formulas to automate calculations, validate data, derive values, perform conditional logic, concatenate information, trigger automation, calculate date/time, and much more. You will commonly use formulas in (the most obvious) formula fields, validation rules, and default values in … [Read more...] about Einstein for Formulas | Spring ’24
Jen’s Top Spring ’24 Release Features
As I write this blog, it’s winter and it’s cold in Boston. While I like sipping hot apple cider, eating roasted chestnuts, and enjoy seeing all the festive holiday lights in New York City in Hudson Yards, Rockefeller Center, and at the Saks Fifth Avenue store, I can’t wait to fast forward to spring for some warmer weather. So, let’s do it! After you read the summarized list of … [Read more...] about Jen’s Top Spring ’24 Release Features
How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days
One of the core responsibilities Salesforce Admins handle is user management. You’re creating, updating, and deactivating users while working within a defined number of licenses for your org. Some of you proactively review user login activity and take action accordingly by deactivating users who don’t use or haven’t used Salesforce in a while. Do you run reports every quarter … [Read more...] about How to Automatically Deactivate Users Who Haven’t Logged On in 90 Days
What Is a Platform Event-Triggered Flow?
Admins, have you ever needed to have actions taken in Salesforce if something happens in an external system? Have you ever needed to log an error or notify people if an error occurs? If yes, then a platform event-triggered flow might be what you need. In this post, we’ll provide a high-level overview of a platform event-triggered flow, share use cases solved with a platform … [Read more...] about What Is a Platform Event-Triggered Flow?
What Is a Schedule-Triggered Flow?
As an admin, you may be given business requirements to perform some type of automation, like maintain your org’s data or complete routine tasks (for example, send an email reminder) on a scheduled time and frequency, such as daily or weekly. Or, you might just need to run automation once on a batch of records. To solve for that without writing code, you can create a … [Read more...] about What Is a Schedule-Triggered Flow?