Salesforce Admins

  • Artificial Intelligence
    Illustration of a man talking with a friendly blue AI robot with a speech bubble, representing conversational AI agents like Agentforce.

    Agentforce Agent Flow Action Best Practices

    This session offered a grounded look at where Agentforce actually stands today, beyond the marketing pitch. Flow actions and Apex actions remain essential. That is not because AI cannot handle simple tasks. Salesforce intentionally requires developers to make deliberate choices about data access and security. The new Agentforce Studio is more usable than its predecessor. It still carries real bugs…

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  • Admin
    Illustrated graphic of a man in glasses pointing at a Salesforce Setup screen on a computer monitor, with a friendly cartoon robot mascot waving beside the interface, representing Setup with Agentforce.

    Is Setup with Agentforce Ready for Prime Time?

    Salesforce keeps pushing AI deeper into the platform. Setup with Agentforce is the latest example. It promises a conversational way for admins to explore setup configurations, get security recommendations, and manage their Org, all without digging through menus. The pitch is simple. Ask a question in plain language and let Agentforce guide you through the answer, or take action on…

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  • Admin
    A cartoon illustration of a modern computer monitor displaying a simplified, generic software interface reminiscent of a CRM platform. The screen shows a clean dashboard layout with various columns, placeholder blocks, a navigation bar at the top, a search field, and a mouse cursor hovering over the right side. The image contains no text or specific brand logos, presented in a soft, bright color palette with a slightly glowing border around the monitor.

    Summer ’26: What the New Accessibility Release Updates Mean for Your Org

    Accessibility has long been on Salesforce's roadmap, but Summer '26 marks the beginning of something more structured: a rolling set of release updates specifically targeting WCAG 2.2 Resize and Reflow compliance. If you support users who rely on browser zoom, work with assistive technology, or simply use a high-DPI display at elevated magnification, these updates matter. Here's what's changing, when…

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  • Admin
    Illustrated graphic showing a central security shield with a padlock surrounded by connected icons representing a mobile device, email authentication, a locked file, a secured server, and a cloud with a checkmark, set against a lush outdoor landscape.

    Salesforce Is Tightening Security Across Every Org

    If you haven't gotten the memo yet, Salesforce is rolling out a sweeping set of platform security requirements between now and mid-July. These aren't suggestions. They're enforcement dates with real consequences: users get blocked, exports get stopped, and policies get auto-enabled. Admins who wait will be scrambling.

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  • Flow
    A colorful, cartoon-style illustration of a modern office desk featuring a chrome toaster as the central focus. Popping out of the toaster is a thick slice of golden-brown toast designed to look like a digital "toast message." On the slice of toast, a green success banner displays a checkmark icon and the words "Deal Closed Successfully!" The side of the toaster is decorated with blue clouds and mechanical gears. In the blurred background, a whiteboard shows business charts and the word "TRAILBLAZER," while a blue cloud-branded coffee mug sits on the wooden desk next to a pen and paper.

    Warn and Inform with Native Toast Messages in Salesforce Flow

    Just when the Salesforce community thought we had fully digested the Summer ’26 release notes, the product team decided to drop a classic "one more thing." Adam White recently announced that two new functionalities were "snuck" into the release at the last minute. For those of us who live and breathe Flow Builder, this is like finding an extra gift…

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  • Admin
    A cartoon-style illustration of a diverse team celebrating in a bright, modern office. Three professionals in the center—a Black woman in a blue blazer, an East Asian man in a grey hoodie, and a Caucasian man in a green shirt—are jumping mid-air and sharing a high-five. In the background, other colleagues are seated at desks with laptops, smiling and clapping. Large floor-to-ceiling windows reveal a sunny city skyline with skyscrapers and trees. The atmosphere is energetic, joyful, and collaborative.

    Field Access Summary

    Salesforce Summer '26 is still in preview, but four permissions-related updates are generating conversation. Whether your focus is day-to-day access management or building toward a more mature governance model, these changes touch the infrastructure that everything else runs on. Here's what's coming and what it all does.

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  • Flow
    A cartoon illustration of a smiling man with dark hair, wearing a blue cardigan over a white t-shirt, pointing a finger upward with a glowing lightbulb above it to represent a "eureka" moment. He is positioned in front of a technical, abstract background featuring blue and orange data flow lines, gears, and circuit-board-style patterns on a light-grid background.

    Master Custom Batch Sizes for Schedule-Triggered Flows

    The arrival of custom batch sizes in Summer ’26 is a testament to Salesforce listening to the community’s "real world" pain points. While it might seem like a small setting in the Flow Builder, it is a massive architectural lever for those of us responsible for high-volume data integrity. No longer are we forced to "hack" our way around governor…

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  • Admin
    A cheerful woman in a modern office, smiling broadly while using her smartphone, as colorful charts, graphs, and business metrics float dynamically around the device.

    What’s New in the Salesforce Mobile App: Summer ’26 Release

    Summer ’26 is still in preview, but the release notes are packed with updates worth knowing about, especially if you're an admin managing mobile deployments or a developer building on the platform. From smarter notifications to AI-powered transcription to cross-platform React Native support, here’s everything coming to the Salesforce mobile app this release.Summer ’26 is still in preview, but the…

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  • Admin
    A cartoon-style illustration of four people gathered around a conference table in a bright office. A woman stands at a whiteboard presenting platform updates, deployment steps, and Q4 goals, gesturing toward a diagram. A screen on the wall displays "Summer 26." Three colleagues sit at the table with laptops open, two of which show "Implementing Changes" and "Deployment Successful" on their screens. Coffee mugs, a water pitcher, and notebooks are on the table. A bookshelf and plants are visible in the background.

    Get Your Org Ready: Summer ’26 Admin Highlights

    Summer '26 is a well-rounded release for general admins, with meaningful improvements across accessibility, security, permissions, and org setup. The Chatter default change and the new Slack panel reflect Salesforce's continued push toward deeper Slack integration as the default collaboration layer. The WCAG accessibility updates represent an ongoing, multi-release commitment that admins in any org should begin enabling and testing…

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  • Flow
    Illustration of four people collaborating remotely across digital screens, each appearing in their own colorful window panel. A woman in a blue cardigan presents a chart, a man in a yellow shirt reviews a tablet, a woman in a green top points to a chat bubble, and a woman in a pink shirt works on a laptop. Between them, a shared dashboard displays bar charts, a donut chart, and a line graph, representing real-time data sharing across a connected team.

    How to Set Up Slack Record Alerts Using Salesforce Flows

    Salesforce’s acquisition of Slack provides new ways of informing users about updates in the work pipeline by integrating Slack functionalities directly into its automation interface. By automating notifications for events like the creation of a new Lead, organizations can ensure the right people are informed at the right moment without Salesforce admins or developers getting lost in code and webhook…

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