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 Erick Mahle leverages Prompt Builder and … [Read more...] about Leverage Prompt Builder and Flow Builder to Automate Data Creation | Automate This!
Blogs
Essential Tips for Creating Effective Presentations
Today on the Salesforce Admins Podcast, we talk to Ella Marks, Senior Marketing Manager at Salesforce. Join us as we chat about the keys to creating an effective presentation, how to prep, and how to create a strong ending. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ella Marks. Core principles to prep any presentation … [Read more...] about Essential Tips for Creating Effective Presentations
Effective Process Documentation for Salesforce Admins
Today on the Salesforce Admins Podcast, we talk to Jennifer Cole, Director of Business Intelligence and Automation at 908 Devices. Join us as we chat about why understanding and documenting your business processes is critical for collecting quality data in your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Cole. … [Read more...] about Effective Process Documentation for Salesforce Admins
Help Sellers Succeed with Sales Cloud Pipeline Inspection
In today’s fast-paced world, it’s harder than ever to stay on top of everything happening in your business. Managers and sellers constantly juggle multiple priorities, jumping from prospect meetings to pipeline reviews and forecast calls, and need to react quickly to changes to accelerate their pipeline. They need a clear, comprehensive view of their pipeline, recent changes, … [Read more...] about Help Sellers Succeed with Sales Cloud Pipeline Inspection
Enhance Workflows with Einstein Copilot’s Real-Time Insights
Einstein Copilot is Salesforce’s artificial intelligence (AI) assistant ready to help admins empower their users to get work done faster. It comes with key capabilities out of the box and can be customized and extended to your needs. Learn more about how you can use this tool in our recent post, Get to Know Einstein Copilot. A common use case is getting Einstein Copilot to … [Read more...] about Enhance Workflows with Einstein Copilot’s Real-Time Insights