Kate Lessard

Awesome Admins, join me for the second episode in my new video series, Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this episode, I’ll cover installation and use of a free Salesforce … [Read more...] about Optimizer Is Sunsetting: Learn How To Use Org Check | Kate Clicks Through It

Awesome Admins, join me for my new video series, Kate Clicks Through It—where we don’t just talk Salesforce, we click through it! In each quick episode, I’ll guide you through a step-by-step tour of a key backend process to help you grow your Salesforce skills in ten minutes or less. In this episode, I’ll show you how to set up your own Agentforce Data Library. You’ll learn how … [Read more...] about Build Your Own Agentforce Data Library | Kate Clicks Through It

As Salesforce Admins, we’ve dived headfirst into Agentforce. We’re building agents in Trailhead, attending workshops like Agentforce NOW, doing hands-on sessions with our Community Groups and at conferences like TDX, and coming up with ideas of how to put agents to work for our individual business need, even bringing that to fruition through events like the Agentforce … [Read more...] about Demo to Deployment: Engaging Stakeholders With Agentforce

There’s been a lot of talk about the Agentforce development lifecycle. As admins, we know that you can’t just jump into building without an implementation plan to guide users to adopt new technology. So how do we get to the development lifecycle and create a partnership between our users, customers, and agents? We build a solid foundation in adoption. Meet the Agentforce … [Read more...] about Your 5-Step Guide to Successful Agentforce Adoption

The evolving admin landscape The Salesforce Admin role is continuously evolving, especially with the integration of artificial intelligence (AI). As Salesforce Admins, we play a crucial role in ensuring our users get the most out of the platform, and sometimes that means adapting to where our users are most comfortable. One such place is Slack, a tool to connect with people and … [Read more...] about How Admins Can Bring the Agentforce Advantage to Slack