Level: IntermediateAdvanced Admin
Agentforce for Admins: The Basics
Agentforce for Admins means setting up AI agents in Salesforce that can answer questions and take actions, like finding upcoming courses or updating a…
Tag
Intermediate
Level: IntermediateAdvanced Admin
Salesforce and Slack: A Guide for Admins
Salesforce and Slack work together so teams can see records, get alerts and act on Salesforce data inside Slack conversations, without switching between apps…
Level: IntermediateAdvanced Admin
Salesforce Experience Cloud Sites for Beginners
Salesforce Experience Cloud lets you build websites and portals, called sites, where customers, partners or the public can log in and work with your…
Level: IntermediateAdvanced Admin
Salesforce Surveys: Collect Customer Feedback
Salesforce Surveys let you build feedback forms inside Salesforce, send them to customers or employees, and store every answer next to the related records.…
Level: IntermediateAdvanced Admin
Salesforce Macros and Quick Text for Service Agents
Salesforce Macros let support agents finish repeated multi-step tasks with one click, such as replying to a common question, updating the case status and…
Level: IntermediateAdvanced Admin
Salesforce Enhanced Chat: Messaging for Web and Apps
Salesforce Enhanced Chat lets customers chat with your support team from a website or a mobile app, with every conversation saved in Salesforce and…
Level: IntermediateAdvanced Admin
Salesforce Contracts and Orders Explained
Salesforce Contracts and Orders track what happens after a deal is won: the contract records the agreed terms and dates, and the order records…
Level: IntermediateAdvanced Admin
Salesforce Custom Notifications and Custom Labels
Salesforce Custom Notifications are alerts you design yourself and send to users on desktop and in the mobile app, usually from a flow, when…
Level: IntermediateAdvanced Admin
Salesforce In-App Guidance: Prompts and Walkthroughs
Salesforce In-App Guidance lets admins show short messages and step-by-step tours inside Lightning pages, right where users work. Instead of sending a long training…
Level: IntermediateAdvanced Admin
Salesforce Dynamic Forms and Dynamic Actions
Salesforce Dynamic Forms let you place fields and field sections anywhere on a Lightning record page and show or hide them based on rules,…