The recent rollout of Salesforce’s new conversational artificial intelligence (AI) assistant Einstein Copilot is a pivotal product launch that enhances our ways of working and saves valuable time. Like most of our customers, we were excited when the technology became available to pilot, and we were keen to use it to transform how our sellers sell, how our customer service … [Read more...] about 5 Lessons We Learned Deploying Einstein Copilot at Salesforce
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Data Cloud Enhancements That Admins Will Love
Today on the Salesforce Admins Podcast, we talk to Skip Sauls, Senior Director of Product Management at Salesforce. Join us as we chat about how Data Cloud can make it easier than ever to roll out enhancements to your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Skip Sauls. The challenges of working with external data … [Read more...] about Data Cloud Enhancements That Admins Will Love
Save These Dates: Summer ’24 Sandbox Preview
The Summer ’24 Salesforce Release sandbox preview window is around the corner. Note the dates now so your organization is prepared for the upgrade. We’ll upgrade your production instance to the Summer ’24 release according to the rolling 12-month release calendar. To check your upgrade date, enter your instance name or domain and click the maintenance tab. Level up today … [Read more...] about Save These Dates: Summer ’24 Sandbox Preview
Use a Custom Error Element and Flow to Prevent Record Deletion | Automate This!
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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, let’s see how Jeff Susich uses a record-triggered … [Read more...] about Use a Custom Error Element and Flow to Prevent Record Deletion | Automate This!
Level Up Your Approvals with Flows and the Custom Error Element | Automate This!
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 Awesome Admin Trailblazers like you. With automation, you can remove manual tasks, drive efficiency, and eliminate friction and redundancy. In this episode, learn how Jon Chen designs a solution for a highly … [Read more...] about Level Up Your Approvals with Flows and the Custom Error Element | Automate This!