#AwesomeAdmins Automate: Create Triggered Flows and Batch Jobs

Apr 14, 20213 likes389 views

What are some manual tasks that are recurring for your team today? How much time do they spend on them? Salesforce Flow can reduce the time spent on these tasks and remove the potential for error by automatically performing any follow-up actions for you. Come learn how simple it is to create record-triggered flows, schedule-triggered flows, and batch jobs using Flow Builder and get started on your automation journey today. Watch the full episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmK/awesome-admins-automate-create-triggered-flows-and-batch-jobs

#AwesomeAdmins Automate: Create Triggered Flows and Batch Jobs

The secret formula to being an #AwesomeAdmin is…FORMULAS! Join Admin Evangelist Jennifer Lee for this session to understand Salesforce formulas, how to build them, and some of the most common use cases for formulas. You will learn the basic framework for a Salesforce formula, where they can be used, and considerations for building them. Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKv/admin-best-practices-building-useful-formulas

Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins

This document discusses best practices for software development lifecycles (SDLC) for administrators. It outlines a 3 step process for seamless deployments: 1. Plan - Emphasize quality from the beginning through discovery, requirements gathering, and defining the path to production. Important to plan environments and all testing. 2. Communicate - Identify stakeholders like business users, Salesforce team, and IT. Communicate new features, release dates, specifications to avoid waste. 3. Execute - Consider user traffic, validate success, establish a warranty period, and be ready to rollback. Backup data and metadata before deploying changes.

Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins

Think of a business process today that could be optimized. With Einstein Automate, you can reimagine this process and completely shift the way your employees and customers engage with your business. Come learn how to build end-to-end workflows by combining Salesforce Flow with AI, chatbot, or low-code integration tools. Watch the Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmQ/awesome-admins-automate-integrate-flow-with-ai-and-chatbots

Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins

You’re invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations. Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder

Admin Best Practices: Remove Security Risk From Your Org with a User AuditSalesforce Admins

The document discusses performing a user audit to boost security in a Salesforce org. It recommends reviewing the user list and last login dates, deactivating unused users, removing unused profiles and permission sets, aligning access levels with job functions, and using tools like Salesforce Optimizer to identify security issues. The document also provides tips for preparing, communicating, and managing security changes after a user audit is completed.

Essential Habits for New AdminsSalesforce Admins

Essential Habits for Salesforce Admins: Actionable AnalyticsSalesforce Admins

As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways. Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better

Essential Habits for Salesforce Admins: SecuritySalesforce Admins

As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away. Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better

Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins

As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away. For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better

Essential Habits for Salesforce Admins: User ManagementSalesforce Admins

As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away. For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better

Admin Best Practices: Explore the Power of Data with TableauSalesforce Admins

This document discusses using Tableau to analyze and visualize data for Salesforce administrators. It begins with an example problem of wanting to see a report of tasks and events related to accounts and opportunities. It then discusses how Tableau allows drag-and-drop creation of visualizations using its visual query language. The rest of the document previews a Tableau demo, discusses key benefits for admins like exploring different data sources, and shares resources for learning more about Tableau.

Essential Habits for New AdminsSalesforce Admins

1) The document outlines essential habits for new admins, including calendars of habits for core admin responsibilities like user management, data management, security, and actionable analytics. 2) It emphasizes the importance of habits for excellence and success, and provides examples of weekly, monthly, quarterly, and annual habits for each responsibility. 3) The habits include things like reviewing login history, meeting with IT, running health checks, updating reports and dashboards, and ensuring analytics are aligned to business needs.

Admin trailhead Live: Leverage Einstein Search to Increase ProductivitySalesforce Admins

This document provides an overview of Einstein Search and how administrators can leverage it to increase productivity for users. It discusses what Einstein Search is, how to turn it on by enabling it in Search Settings and permission sets, and how admins can customize the experience by defining synonyms, configuring search layouts at the object level, and other options. Resources for learning more are also provided, including the Einstein Platform product page, Admin Trailblazers group, and an upcoming Einstein Search module on Trailhead.

Admin Best Practices: Reports & DashboardsSalesforce Admins

The document provides guidance on best practices for reports and dashboards in Salesforce. It contains forward-looking statements and discusses risks related to the company's financial and operating results. These risks include general economic conditions, the COVID-19 pandemic, foreign currency exchange rates, the company's business strategy, international expansion, and evolving government regulations. The document directs readers to SEC filings for additional information on factors that could affect the company's financial results.

Trailhead Live: Essential Habits & Core Admin ResponsibilitiesSalesforce Admins

- Admins are responsible for core responsibilities like user management, data management, security, and actionable analytics. - Each responsibility area involves various specific tasks that need to be completed on a regular basis, such as reviewing login history, purging duplicate data, running health checks, and ensuring analytics align with business goals. - It is important for admins to continuously learn and develop personally through activities like attending community meetings, staying up-to-date on releases, and dedicating time to Trailhead.

Build AI-Powered Predictions with Einstein Prediction BuilderSalesforce Admins

This document provides an overview of Einstein Prediction Builder and how to use it to build machine learning predictions. It discusses defining a use case by identifying a business problem that could be solved with a prediction. It then covers planning a prediction by determining what type of prediction (binary or numeric), defining the dataset, and identifying positive and negative examples. The document demonstrates this process using an example of predicting late invoices. It also provides resources for learning more about Einstein and machine learning.

Trailhead Live: Build an Awesome Team of AdminsSalesforce Admins

Semper Salesforce: Become a Salesforce Military ChampionSalesforce Admins

The document promotes becoming a Salesforce Military Champion by supporting veterans through the Vetforce program. It outlines that Vetforce provides free training, classes, and career opportunities for military, veterans, and spouses within the Salesforce ecosystem. It encourages employers to hire veterans to fill their talent needs and notes resources like the Merivis Foundation that provide training and job placement assistance to veterans. The presentation promotes individuals and companies becoming champions by completing Trailhead trails on veterans, sharing opportunities, and creating internships or hiring veterans.

Best Practices and Tools for Backing Up Salesforce DataSalesforce Admins

This document discusses best practices and tools for backing up Salesforce data. It begins with forward-looking statements and risks related to Salesforce products and services. The main points are that regular data exports, history tracking, sandboxes, and audit logs can help mitigate data risks. Various paid tools are also described that can help with metadata deployment, data backup, and sandbox seeding. The document emphasizes having a data management plan with regular backups and monitoring to avoid potential data loss issues.

WT19: An Amazing Lightning Transition in ReviewSalesforce Admins

WT19: Fantastic Formulas to Make You a Salesforce SuperheroSalesforce Admins

This document discusses how to use formulas in Salesforce to add functionality and automate tasks. It provides examples of formulas that allow filtering by a related object's field, reporting on two trailing 12-month periods, creating row-level fields in reports, conditionally displaying status icons, and generating unique URLs. The document encourages using clicks instead of code through reusable formulas in reports, lists, and validations. It also lists the types of functions available in formulas and resources for learning more.

WT19: Metadata Magic: Maintain Code, Without the Code!Salesforce Admins

The document discusses custom metadata and provides examples of how it can be used. Custom metadata allows organizations to maintain configurable application metadata without requiring code changes. It can be used for tasks like data mapping, integration, case routing, and managing business rules. Custom metadata provides a declarative way to add dynamic functionality and make applications more maintainable and scalable over time. Developers must initially set it up to be accessed by code, but then it can be managed through the UI.

WT19: 5 Game-Changing Flow Solutions to Level Up Your OrgSalesforce Admins

This document discusses 5 game-changing Flow solutions from Salesforce Labs to automate business processes and level up organizations. It introduces templates on AppExchange that provide starting points to accelerate the development of automated workflows. Templates address common challenges in areas like task management, change communication, consent tracking, and auditing. Customizing templates allows automation of additional processes tailored to specific industry needs.

WT19: Platform Events Are for Admins Too! Salesforce Admins

WT19: Lightning Layout TricksSalesforce Admins

WT19: Salesforce Tips, Tricks and ToolsSalesforce Admins

10 Easy Steps to Mastering Org SecuritySalesforce Admins

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