Lead Admin Evangelist at Salesforce, MVP Class of 2024, 18x Salesforce certified, All-Star Trailhead Ranger, #AwesomeAdmin

Portland, OR
Joined April 2018
New in Winter ’27: More flexible inline editing in list views. Two new User Interface Settings let your users: 📋 Inline-edit fields they have access to, even when those fields aren’t on the page layout. 🔀 Inline-edit records in list views containing multiple record types. Learn how to enable these settings and explore more Winter ’27 features for admins: sforce.co/4sgkGWg
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Kate Lessard retweeted
Complex flows get messy fast Flow Builder now lets you group related elements into named, collapsible groups Label and describe each group Collapse a group to hide the details and focus on the bigger picture New in Winter ‘27
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🤝 Trust is what turns #AwesomeAdmins into strategic partners. These 6 habits are the start. Discover what it takes to become a trusted advisor: sforce.co/4i7KwXP
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💬 Missed our True to the Core Deep Dive on Builder Central? Product Managers @TiaanK and @Daivatd showed how to build with natural language, gave a sneak peek at the roadmap ahead, and tackled questions from #AwesomeAdmins. Catch the demo, roadmap, and Q&A on demand: sforce.co/4sjPg13
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Kate Lessard retweeted
Get hands-on with the latest Salesforce innovations at World Tour New York 🗽 See Agentforce Coworker, Salesforce with Claude, Slackforce, and more. Explore how AI grounded in your business data and context can help your teams work smarter and move faster. 160+ sessions, live demos, and hands-on training. All for free. Register now: sforce.co/486FtCe
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💬 Kick off onboarding with a single @SlackHQ message. Trailblazer @IAmKapilBatra joins @JenWLee in an episode of How I Solved It to show how specialist agents can turn days of IT, HR, and Facilities tasks into a 60-second automated workflow. Watch the full episode: sforce.co/47DgeYb
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Your agent can take the pizza order. Agent Script helps it follow the recipe. 🍕 #AwesomeAdmin Amy Morris explains how to combine flexible AI conversations with the business rules your agent needs to follow. Watch “An Admin’s Guide to Agent Script” for a closer look at building, refining, and testing your agents: sforce.co/4i1nXnM
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Time to flex those security muscles. 💪 Security In Action: Data & Access is back October 27 at 9 a.m. PT! Get hands-on with Salesforce security tools in a free practice org and build skills you can bring back to your own. Register now: sforce.co/47fiipc
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Salesforce, right where you work. 💻 Hear how Salesforce Admin James Caggiano envisions using AIforce to bring Salesforce experiences into the AI tools his team already uses. Want to explore the possibilities yourself? Join our hands-on November AIforce workshop: sforce.co/3VSjKeF
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🔐 Level up your Salesforce Shield security. Lead Admin Evangelist @SalesforceK8 shows you how to turn a prebuilt template into an active policy that blocks report exports containing high-risk data. Explore prebuilt security policies and install Transaction Security Policy Accelerator on AgentExchange: sforce.co/3UquHng
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📣 Join us tomorrow for True to the Core Deep Dive: Builder Central. Discover how this agent-powered workspace helps admins turn ideas into apps and agents using natural language. Join product experts @TiaanK and @Daivatd to: 💬 See Builder Central in action 🛠️ Learn what’s available in beta and what’s next on the roadmap 🙋 Bring your questions for an extended live Q&A RSVP for tomorrow at 9 a.m. PT: sforce.co/4ilNiul
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Your release-readiness routine should be reusable, too. 🔁 Lead Admin Evangelist @JenWLee shares how to build habits that carry you from one Salesforce release to the next, so you can spend less time figuring out where to start and more time making the right changes for your org. Find your rhythm: sforce.co/4hMNxxW
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🕰️ New in Winter ’27: Turn back the clock in Flow Builder. The new Edit History panel lets #AwesomeAdmins explore past saves and see exactly which elements changed. Find a save that worked, then restore it as a new version or reuse the logic in a separate flow. Explore this and more Winter ’27 features: sforce.co/4rTcmLO
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👏 A new way to build apps and agents is here. Next week, join Builder Central Product Managers @TiaanK and @Daivatd to learn how it works and get your questions answered during an extended live Q&A. Save your spot for October 20: sforce.co/4ilNiul
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Route every request to the right agent. 🤝 Lead Admin Evangelist @JenWLee breaks down multi-agent orchestration in our new Agentforce Decoded episode. See how a super agent delegates to specialists and uses Salesforce data to route each request based on your business rules. Watch more bite-sized Agentforce demos: sforce.co/4hhtCnC
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Permission to get hands-on: granted. ✅ Join Lead Admin Evangelist @SalesforceK8 for Security In Action: Data & Access on October 27 at 9 a.m. PT. In this free virtual workshop, tackle everyday security challenges in a pre-built Salesforce org and build practical skills to help protect your org’s data and access. Save your spot: sforce.co/4AWTEqS
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What happens when you connect Salesforce automation to Claude? I built a custom MCP server that exposes an autolaunched flow — and now can escalate a Case directly from Claude! The best part? Admins are making automation accessible in a new way. #awesomeadmins #salesforce
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Salesforce admins: tired of being the human search engine? Agentforce Coworker lets users ask questions in natural language and get the answers they need — with an easy setup for us admins! Check out my quick demo. 👇 #awesomeadmins #salesforce #trailblazercommunity
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Kate Lessard retweeted
See where your next idea can take you. Join True to the Core Deep Dive: Builder Central, to learn more about this new AI-powered experience that helps admins build. See it in action and bring your questions on October 20: sforce.co/4ilNiul
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💡 What if you could turn a business need into an app or agent using natural language? Now you can with Builder Central, currently in beta. Join us October 20 for a True to the Core Deep Dive covering this new AI-powered building experience. Salesforce Product Managers @TiaanK and @Daivatd will show it in action, then answer your questions live. RSVP: sforce.co/4ilNiul
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