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Reports and dashboards are one of the go-to tools admins can use to make data actionable. I’ve heard countless stories from admins about how they built a dashboard, showed leadership, and got a “This is amazing!” response. Admins have shown me reports and dashboards to track all sorts of key performance indicators (KPIs) that have not only enabled their organizations to make … [Read more...] about Create a Dream Dashboard for Your Sales Team

You asked; we listened. We’re proud to announce the new Who Sees What Lightning Experience series, updated with the latest best practices on data visibility and access. Follow along with this video series to ensure you’re adhering to the best practice of least privilege access: giving your users the data access they need—and only what they need! Here we’ll give you info on what … [Read more...] about Learn About Data Visibility and Access with the Updated Who Sees What Video Series

Welcome to another “Automate This!” In this live-streamed 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. In this episode, let’s see how Melissa Shepard uses a combination of … [Read more...] about Automate This! — Discover How to Use the Well-Architected Framework to Build Automation

As an admin, you play a major role in how customers and colleagues experience Salesforce. Choices you make can connect your organization’s mission/purpose to the power of cutting-edge technology. When it comes to your org’s values, this is especially important, because customers care about what businesses believe in, and it’s often admins who translate those values into … [Read more...] about How Admins Can Configure Salesforce to Support Responsible, Inclusive Innovation

As an admin, if you’ve ever worked with sales stakeholders, you know that adoption can be a real challenge for new processes, features, tools, and technologies. And a big reason why new tools and technologies fail to be adopted is that persuading people to do something different, regardless of what it is, is exceptionally challenging. Half of all change management initiatives … [Read more...] about 3 Tips to Drive Salesforce Adoption with Enablement