Interviews with Salesforce Product Managers

Salesforce Admins Solving Problems

This episode of the Salesforce Admins Podcast features Mari Greenberg, Principal Delivery and Content Lead, Analytics, and Kevin Corcoran, Senior Applications Instructor, both at Salesforce. They’re here to get us up to speed on the new Admin 201 class at Trailhead Academy. Join us as we talk about Salesforce roles as a spectrum, being a T-shaped person, and how working at a gym can make you an excellent Salesforce professional. You should  for the full episode, but here are a few takeaways from our conversation with Mari Greenberg and Kevin Corcoran. The Essential Habits for Admin Success, now on Trailhead Before we get started, you should know that a new module is now available on Trailhead: . That's right, the webinar/trailhead live/ presentation you have all loved and listened to is now a learning module on Trailhead. Head on over and become one of the first Admins to get the new Essential Habits Trailhead Badge! A new Admin 201 for a new year Trailhead Academy is the next level of Trailhead and the Trailblazer program. They’ve taken all the resources out there and sequenced them into courses to help you organize your learning. You get real-time feedback and guidance from instructors and can connect with peers to learn in a group setting.&nbsp; Admin 201 has recently gotten a refresh. It’s still a five-day class, but there are new scenarios and storylines and, most importantly, new topics. It features a much more in-depth focus on Flow and change management, and migrating metadata from a sandbox to production. Taking it one certification at a time. All of this wasn’t possible without a lot of help. We worked closely with the Certification team to make sure that going through Admin 201 will give you a big boost towards those goals. We also got feedback from community members and MVPs to find out what they’re looking for when they’re hiring a new Admin. “We kept in mind what a brand new Admin has to do in the first six months of their job,” Kevin says. When it comes to getting started, it’s a good idea to have in mind what you’re looking to get out of the experience. One of the most important things they do is show you what resources are out there to help you get the extra help you need. “Be patient with yourself,” Mari advises, “there is so much to know in Salesforce and there’s no way anyone can know it all.” About Trailhead Academy Trailhead Academy is empowering businesses to develop expertise across their organization with expert-led learning and credentials that build and validate Salesforce skills. We know learning new skills can be a challenge, and some people need more support than others. We also know companies need to skill up their employees fast and help invest in growing their teams' careers. That's where  come in. With Trailhead Academy you can accelerate learning across your organization with access to Salesforce experts. How can Trailhead Academy support my business? From expert-led classes and credentials to custom enablement solutions and accelerated certification programs, Trailhead Academy has the resources your business needs to be successful with Salesforce. With Trailhead Academy, you can:   Develop your employees’ expertise with insights and best practices from Salesforce experts. Our Salesforce Certified Instructors deliver expert-led classes and private workshops in more than 13 different languages around the world. With in-depth explanations, real-world scenarios, live Q&amp;A sessions, and classes for every Salesforce cloud, role, and level learning from Salesforce experts is one of the best ways to get a deeper understanding of Salesforce.   with Salesforce-certified employees. Build in-house expertise and provide career growth opportunities with role-based credentials.  Empower your teams with custom learning and enablement programs aligned to your business goals. Leverage our  to get guidance and advice to ensure your long-term, sustainable success with...

New Admin 201 Classes with Mari Greenberg and Kevin Corcoran

Today on the Salesforce Admins Podcast, we talk to Sri Srinivasan, Senior Director of Information Security at Salesforce. &nbsp; Join us as we chat about his recent presentation at TDX and how to build secure, reliable AI experiences with Agentforce. &nbsp; You should  for the full episode, but here are a few takeaways from our conversation with Sri Srinivasan. &nbsp; Quick heads up before we dive in: This episode may include forward-looking statements—aka things we're excited about that may not be here just yet. So, as always, make your purchasing decisions based only on what's currently available. For the full legal scoop, check out . Five questions to ask when you’re building with Agentforce I caught up with Sri fresh off his TDX presentation about secure Agentforce implementation to pick his brain on how admins should think about security and AI. For Sri, there are five things to think about in order to build secure AI agents:   What is the agent’s role and scope?   What data will the agent have access to?   Which actions should be public and which should be private?   Do you need to build any extra guardrails?   Which channels will the agent use?   As always with security, the key concept here is the principle of least privilege. Running through Sri’s questions helps you build an agent that can’t do something you don’t want it to do. What’s coming next for security in Agentforce Sri also gives us a sneak peek at the new tools his team is piloting to help admins build secure AI agents. You’ll be able to look at metrics like instruction adherence, coherence, how factual the responses are, and how grounded the agent is. They’re also trying to simplify how user permissions work with AI agents in order to make it easier to keep things limited and secure. It’s easy to turn things on and off when you’re trying to get something to work, but you need to revisit your permissions from time to time and apply the principle of least privilege. The role of admins in the future of Agentforce Finally, I asked Sri about how admins fit into the future of AI on Salesforce. “Admins are key to everything that we do,” he says, “they understand everything that's happening within their environment. They know which actions, what permissions, what they do, and agents are just another avenue to expose and interact with this crux of it.” How fast would you drive a car with no brakes? Sure, Agentforce is a sports car in terms of everything it can do. But it’s up to admins to build the brakes and make sure that AI agents are only doing the things you want them to do. And that starts by understanding the systems and data behind them and then asking the right questions. There’s a lot more great stuff in my conversation with Sri, so be sure to listen to the full episode. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag      Learn more   Sri at TDX:    More from TDX:    Trailhead:    Blog:    Admin Trailblazers Group      Social                     &nbsp; Full show transcript Mike Gerholdt: This week on the Salesforce Admins Podcast, we're talking with Sri Srinivasan about secure, reliable AI experiences with Agentforce. Now, Sri is a leader on the security compliance customer trust team at Salesforce, where he helps customers understand and implement security best practices. Of course, before we get into this episode, be sure to follow the Salesforce Admins Podcast wherever you get your podcasts. That way you get a new episode every Thursday delivered right to your phone or your mobile device. So with that, let's get into our conversation with Sri. So Sri, welcome to the podcast. Sri Srinivasan: Thanks for having me here, Mike. Super excited for it. Mike Gerholdt: Well, I love the presentation that you gave at TDX, and I'm sure more people would love to hear about it too, which is why I wanted to have you come back on, because everything now is Agentforce and...

Building Secure AI Agents with Salesforce Agentforce

Today on the Salesforce Admins Podcast, we talk to Denise Carbone, Director of Delivery at ImagineCRM. Join us as we chat about her journey from business analyst to external consultant admin and why AI makes BA skills even more valuable. You should  for the full episode, but here are a few takeaways from our conversation with Denise Carbone. Why business analyst skills are so important for AI Denise was working as a business analyst when she was first handed the keys to a Salesforce org. She remembers getting a plaque in the mail for being one of the first 500 people to become Salesforce certified. Obviously we’ve come a long way since then, but the skills needed to understand a business problem and map out the requirements for a solution haven’t changed. As Denise explains, you have to be “process first, technology second.” I sat down with her for this episode to find out how these BA skills are even more important with Agentforce. The power of asking why In order to really do your job well, an admin needs to be more than just an order taker. But if you’re spending your time running through a list of requests without having conversations with users and really understanding the business process, well, that’s a tough row to hoe. Instead, you need to ask why. That’s where your business analyst skills come into play. You need to have a full understanding of how things currently work, where they could be improved, and who cares about it the most. Admins in the age of AI Another key business analyst skill is change management. You may have built the coolest solution in the world, but how do you get folks to actually use it? As Denise explains, if you want your solution to be adopted, you need to make it adaptive. As you’re building, you need to keep going back to your users for input. If they feel like their feedback is a part of the process, they’ll have ownership over the results. While Agentforce has greatly expanded what the platform can do, it’s still just technology you’re using to help solve a business problem. As long as you understand the why behind a request, you can build solutions that transform your organization. Be sure to listen to the full episode for more from Denise on business analyst best practices and the importance of establishing AI governance policies. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag      Learn more   Salesforce Admins Blog:    Admin Trailblazers Group      Social                     Full show transcript Mike: This week on the Salesforce Admins podcast, I'm joined by Denise Carbone, longtime admin, Salesforce MVP, and all-around champion of business analysis. We unpack her journey from BA to external admin through the power of asking why, and why AI makes those foundational skills more valuable than ever. So, whether you're like me and you've just figured out dependent picklists, or you're leading delivery teams, I promise Denise's insight on governance, process and career growth is a must-listen. So with that, let's get Denise on the podcast. So Denise, welcome to the podcast. Denise Carbone: Awesome. Thanks, Mike. I'm really happy to be here. Mike: I know, I've been to a whole bunch of Chicago user groups, I can't believe I haven't had you on the podcast. So, I've tipped the scale a little bit in your favor, but tell us how you got into the ecosystem and what you do in Chicago. Denise Carbone: Yeah. No, thank you. Thank you. Yes, longtime listener of the podcast so happy to be here. So, I actually started in the ecosystem in 2004. I was a BA turned external admin. I was working for a technology company in Chicago, and I was bestowed the ownership of our Salesforce platform. I was a BA operations kind of girl. I've done work in CRM systems like Goldmine and Act!, so really old system. So, when Salesforce was presented to me I wasn't totally intimidated. I knew it was a CRM platform, I just didn't know much...

How Do Admins Use Business Analysis Skills Effectively?

Today on the Salesforce Admins Podcast, we talk to Abhishek Saxena, Technical Architect at Copado. Join us as we chat about how he learned Data Cloud and why understanding context is the key to making Agentforce shine. You should  for the full episode, but here are a few takeaways from our conversation with Abhishek Saxena. Overcoming the complexity of Data Cloud As a developer and architect, Abhishek isn’t lacking for technical knowledge about the Salesforce platform. But even he found it hard to get his head around what Data Cloud was and what it could do. Abhishek attended community events, scoured LinkedIn posts, studied videos, and even read a book about Data Cloud. But there were so many new terms being thrown around, and he still couldn’t explain the difference between a data lake object, a data model object, and a data source object. “Even though there was a lot of buzz around Data Cloud and how it is such an amazing, innovative solution,” Abhishek says, “I was not able to grasp what it does in an easy fashion.” Luckily, he had an ah-ha moment that helped him see the big picture, and so he’s giving a presentation at Dreamforce to share what he’s learned. What Data Cloud actually does Abhishek’s talk, “A Beginner’s Guide to Data Cloud,” will get you up to speed in 20 minutes or less. As he explains, the main thing to understand is that Data Cloud is about data unification. If you have your data in a bunch of different places, you used to have to dedicate significant developer time to maintaining APIs that allowed Salesforce to share information with your other platforms. With Data Cloud, you have everything on one record, with Salesforce and Slack as the front door. You have a complete 360 view of your customer, regardless of where the information is. Why Data Cloud is crucial for Agentforce Getting a complete picture of your customers is doubly important when it comes to Agentforce. AI agents are extremely context-dependent: they do a much better job when you “ground” them with extra parameters. As Abhishek says, “If you give agents good data, your responses are going to be much more personalized and better.” Data Cloud allows you to give your AI agents a much more specific picture of your customers, opening the door for better and more effective automations. If you’re coming to Dreamforce, make sure to come to Abhishek’s presentation so you can be a Data Cloud pro. And don’t forget to subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag      Learn more   Salesforce Admins Blog:    Admin Trailblazers Group      Social                     Full show transcript Mike: So have you ever tried to figure out what a data lake is and then ended up wondering where the lifeguard's at? Ditto. Today on the Salesforce Admins podcast, we're talking with Abhishek Saxena, a Salesforce consultant with a developer's mindset and a teacher's heart. Abhishek's going to take us through his journey of learning Data Cloud and how it went from something buzzworthy to something he could really explain to a five-year-old. So if you've ever felt overwhelmed by new tech or just really weren't sure where to begin this episode's for you. Plus Abhishek gives us a sneak peek at his Dreamforce session and why understanding context is key in making AI tools like Agentforce shine. So with that, let's get Abhishek on the podcast. So Abhishek, welcome to the podcast. Abhishek: Thank you so much for having me, Mike. Mike: I'm excited to talk about this because of all the things going on at Salesforce, we've got a big event coming up in just a few weeks from when this is going to air, and you're doing a presentation there, but before we talk about that, let's find out a little bit about you. How did you get started doing stuff in the Salesforce ecosystem and want to present at Dreamforce? Abhishek: Certainly. So I have been working in the Salesforce ecosystem for about 10 years now,...

Making Data Cloud Understandable for Admins

Today on the Salesforce Admins Podcast, we talk to Sharon Klardie, Senior Director of AppExchange Labs &amp; Innovation at Salesforce. Join us as we chat about how Labs empowers Salesforce employees to build and share solutions on the AppExchange, and what that means for admins navigating the new world of AI. You should  for the full episode, but here are a few takeaways from our conversation with Sharon Klardie. What is Salesforce Labs? Next year, Salesforce Labs will celebrate its twentieth birthday. If you haven’t checked it out, it’s an innovation program for Salesforce employees to create solutions, package them, and share them with customers like you. That’s why I was so excited to sit down with Sharon Klardie. She’s the Senior Director of AppExchange Labs &amp; Innovation, and as she puts it, her team’s job is to “showcase the art of the possible.” If you’ve ever stared at a new feature and felt some blank canvas anxiety when it comes to how to actually implement it in your org, browsing through Salesforce Labs solutions could be a great starting point. Even if you don’t end up using something, you can see what’s possible and even look at how they did it on GitHub. The key to AI implementation If you’re like most of the admins I talk to, you’re probably looking for new ways to use Agentforce. As Sharon puts it, “How do you have meaningful and mindful implementations of AI at your organization?” You can get a lot of ideas looking through Labs apps that incorporate Agentforce. However, as Sharon points out, that’s only one piece of the puzzle. You need to get your data in a good place and build a solid foundation for scalable AI, and there are several Salesforce Labs solutions that can help you get started. Best practices for AppExchange Finally, we talk through some AppExchange best practices that will help you get the most out of any Labs solutions you want to try out. First and foremost, never install an app you haven’t used directly into production. Spin up a dev org or sandbox so you can test without breaking anything. But more importantly, make sure you have a solid rollout and change management plan for any new functionality you’re adding to your org. You need to tell users what’s new, teach them how to use it, and be ready to handle any edge cases that will inevitably pop up. Be sure to catch Sharon’s presentations at Dreamforce, and say hi if you see her! And don’t forget to subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag      Learn more   Trailhead Module:    Trailhead Module:    AppExchange:    AppExchange:    YouTube channel:    GitHub:    Help Article:    Admin Trailblazers Group      Social                     Full show transcript Mike: This week on the Salesforce Admin Podcast, I sit down with Sharon Klardie, who's the senior director of Salesforce Labs, to talk about, well, what else? Free innovation. Sharon shares how labs empower Salesforce employees to build and share solutions on the AppExchange and what that means for Salesforce admins navigating the new world of AI and why, this is important, you should never install a new app straight into production. Now, whether you're Dreamforce-bound or catching up after Dreamforce, this one's packed with a lot of great tips from Sharon and a lot of AI strategy gold. So tune in, take notes, and let's get Sharon on the podcast. So, Sharon, welcome to the podcast. Sharon Klardie: Thank you for having me, Mike. Mike: I find it hard to believe, but you are one of the few people in the world that hasn't been on the Salesforce Admin podcast despite you and me being in the ecosystem for like a thousand years. Sharon Klardie: I know. I was thinking about this morning and I was like, "I can't believe I haven't been on here yet." So I'm super excited to share with the listeners here today. Mike: Well, let's talk about that. So how did you get started in Salesforce and in the ecosystem, and...

How Can Admins Use Labs Apps to Get AI-Ready?

Today on the Salesforce Admins Podcast, we talk to Naveen Gabrani, Founder and CEO of Astrea IT Services. Join us as we chat about why Salesforce Foundations is a game-changer for admins. You should  for the full episode, but here are a few takeaways from our conversation with Naveen Gabrani. Why Salesforce Foundations is a big deal This year at Dreamforce, Naveen is giving a presentation about something that Enterprise users already have access to that’s criminally underrated. “Salesforce Foundations is one of those lesser-known features,” he says, “but it is extremely important.” Announced last year, Salesforce Foundations brings the most useful basic features from Sales Cloud, Service Cloud, Marketing Cloud, Commerce Cloud, Data Cloud, and Agentforce to your org. It has a modern UI that consolidates the most important features you use every day into an updated homepage. And the best part? It’s free—you simply have to enable it in Setup. Take Agentforce for a test drive Naveen gives some examples to highlight how important Salesforce Foundations truly is. If you have Sales Cloud, you can borrow Service Cloud features like Knowledge and macros to give your customers some technical support. Or you could build a customer journey with Marketing Cloud’s flow-based interface that feeds into a Commerce Cloud storefront. With so many businesses pushing to integrate AI features, Salesforce Foundations gives you the opportunity to try before you buy. You can configure Agentforce and Data Cloud to get everything integrated with your org and then make the decision to expand functionality. It’s much easier to convince stakeholders when you have something concrete to show them. Tips from a Dreamforce veteran Naveen is a Dreamforce veteran, so I wanted to know what keeps bringing him back, year after year. “The biggest thing for me is to make sure that I get time to meet my customers, meet my friends in the ecosystem, meet my partners,” he says. “Those networking aspects of the conference have helped us a lot as a company in the long term.” Each year, Naveen makes a point of writing a blog post to summarize his takeaways on what’s happening with the platform. Make sure to check it out, and make sure to subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag      Learn more   Salesforce Admins Podcast Episode:    &nbsp; Admin Trailblazers Group      Social                     Full show transcript Mike: This week on the Salesforce Admins podcast, we're joined by Naveen Gabrani, founder of Astrea IT Services and longtime Salesforce ecosystem veteran. Now Naveen sat down with us just a little bit before Dreamforce to share why Salesforce Foundations is a game changer for admins; offering multi-cloud access, a sleek, modern UI, and best of all, it's free with Enterprise or higher licenses. Now if you've been curious about how to do more with what you already have, this episode's for you. Now stay tuned and don't miss Naveen's tips, use cases and insights from 30 years in tech and what he does after Dreamforce. So with that, let's get Naveen on the podcast. So Naveen, welcome to the podcast. Naveen Gabrani: Thank you so much. Thanks for having me. Mike: Yeah. Well, you are a string of presenters that we've had on the podcast over the last month, and today, when this episode comes out, it's the Thursday of Dreamforce. So I bet a lot of people probably listening to this on the plane flying home. But let's get started with a little bit about yourself, kind of how you got in Salesforce, how you got in the ecosystem, and then I want to talk to you more about what you're presenting at Dreamforce. Naveen Gabrani: Great. So my name is Naveen Gabrani. I ran a Salesforce partner company called Astrea IT Services. We are based in a place called Noida in India. So I have been running this company Astrea for about 15 years, so it's been a long time. It's been a fun journey. Before this, I used to...

Get More from Your Org with Salesforce Foundations

Today on the Salesforce Admins Podcast, we talk to David Simpson, Salesforce Administrator at the 1916 Company. Join us as we chat about how he landed his first Salesforce Admin role and what advice he has for folks who are new to the ecosystem. You should  for the full episode, but here are a few takeaways from our conversation with David Simpson. A career pivot from finance to Salesforce If you didn’t catch David’s presentation about resolving Flow errors at Dreamforce, be sure to check out our earlier episode with him. Another thing that came up was his career pivot, and it was so interesting that I had to bring him back to talk about it. David started out as an accountant before eventually becoming a financial systems analyst. He had to run a lot of reports and quickly discovered that the thing he was actually interested in was the Salesforce platform. Soon enough, David became the part-time admin for his organization, but he quickly realized that if he wanted to just focus on Salesforce, he would need to find a new job. What to look for in a job description While David bulked up his credentials, he started looking for full-time Salesforce Admin roles to apply to. One piece of advice he has is to take a closer look at the job description and be clear about what you want. “It's not uncommon now for admins to have developer skills or maybe dip their toe into the architect side of things,” he says, “but I focused mainly on positions that were only looking for admin-related work.” David also was really specific about finding an organization that was already committed to Salesforce. He looked for green flags like job postings with specifics on certifications or Superbadges. Finally, it was important to him to join a Salesforce team as opposed to try to cut his teeth as a solo admin. Find opportunities to grow as an admin David’s advice for people new to the ecosystem is to get curious. Back when he was a part-time admin, he was laser-focused on opportunities because that was what his organization was asking him to do.&nbsp; “I should have given myself the benefit of the doubt,” he says, “and taken a little bit more risk in learning new things.” Reflecting now, he sees where he could have taken the initiative to try automations or enhance integrations and become a better admin in the process. There are a lot more great tips from David about his pivot into a Salesforce Admin career, so be sure to listen to the full episode. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag      Learn more   Salesforce Admins Podcast Episode:    Admin Trailblazers Group      Social                     Full show transcript Mike: Welcome to Salesforce Admins podcast. This week I'm joined by David Simpson, who you might remember from our pre-Dreamforce chat not that long ago. It was a little over a month ago, but this time we're diving into something that really hits close to home for a lot of Salesforce admins, and that is career change. The number one question I get in my inbox is how do I find a different career? What does it look like to interview as a first time Salesforce admin and questions like that? I'm telling you, we're going to dive into all of that with David because he's going to share how he went from spreadsheets as a staff accountant to automations as a Salesforce admin and what his transition looked like. We get into certifications. We talk about job hunting. We talk about imposter syndrome, and I dig into what it looked like to be a brand new Salesforce admin on his first day at a new job. I think this might be the most comprehensive podcast interview about what it looks like to change careers that I've done since I've launched this show. If you're curious about how David did it, this is the episode for you. Give it a listen and let's get David on the podcast. So, David, welcome back to the podcast. David Simpson: Thank you for having me back. Mike:...

How Do I Transition Into a Salesforce Admin Career?

Today on the Salesforce Admins Podcast, we talk to Bradley Condon, Technology and Systems Specialist at Waste Solution Services. Join us as we chat about his Dreamforce presentation and the custom apps Bradley built to help him land his next role. You should  for the full episode, but here are a few takeaways from our conversation with Bradley Condon. From customer service rep to the Dreamforce stage This year was the first Dreamforce Bradley was able to attend, and also his first time giving a presentation—I’d say he’s off to a great start. Bradley started his career as a Service Cloud user who got curious about the platform. He clicked on the Help Section, ended up on Trailhead, “and by the end of the day, I knew what I wanted to do with the rest of my life,” he says. However, when he started looking for jobs, he ran into a common problem. How can you show that you have hands-on experience without landing that crucial first Salesforce role?&nbsp; Using personal projects to stand out Bradley decided that the best approach was to build custom apps in Salesforce and reference them on his resume. But what to build? As he explains, “I realized that in order for me to make time for it, I needed to build something I was passionate about that I wanted to use.” One thing he was definitely focused on was passing his Admin Certification exam. So he made an app to help him study by texting him a practice question every day. He also wanted to attend more Salesforce events, which led to another app that helped match Trailblazers with each other to save on accommodations. Bradley listed all of his personal projects on his resume and also shared them on Experience Cloud so interviewers could see his solutions in action. How to pick a side project In the course of building (and debugging) these projects, Bradley was able to learn by experience. By the time he was finished, he was able to sit for the Platform App Builder Certification without needing to study and pass it with flying colors. As for what to work on, Bradley encourages you to work with what you know. Can you think of an app that would help you in your day-to-day? Or, if you’re interviewing in a specific industry, something that would solve a common problem they might face? We want to hear about your side projects, so tell us about them on our socials. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us in your feed every Thursday. Podcast swag      Learn more   Automate This!:    Admin Trailblazers Group      Social                     &nbsp; Full show transcript Mike: Welcome to Salesforce Admins Podcast. This week I'm chatting with Bradley Condon, a first-time Dreamforce presenter who has a powerful story about self-starting service cloud and personal projects that pack a punch. Now, Bradley shared this at Dreamforce about how building custom apps on the side helped him land a role and prep for certifications, and it was even something really cool he could do for a friend in a tough time. Now, Bradley's journey starts from a call center agent, all the way to creating experience cloud solutions that he could share with future employers when he was interviewing. So if you're curious about why you should do Salesforce projects on the side and do personal projects, Bradley's story is for you. So let's get Bradley on the podcast. So Bradley, welcome to the podcast. Bradley Condon: Hi. Thank you so much for having me. Mike: Yeah, well, it's exciting, you are a first-time presenter, as I learned before we pressed record, at Dreamforce, and you're going to talk about building personal projects, which I've done quite a few on the side, and I think that's really cool. I can't wait to see your presentation, but let's learn a little bit about you. Tell me how you got started in the Salesforce ecosystem and what you do. Bradley Condon: Yeah, of course. So I got started in the ecosystem as actually a call center agent using Service Cloud, working...

Building Salesforce Projects to Land Your Next Role

Today on the Salesforce Admins Podcast, we talk to Laura Pelkey, Director of Customer Security Communications &amp; Engagement, and Kylie McKlveen, Director of Product Marketing at Salesforce. Join us as we chat about a simple framework for thinking about security in Salesforce and what you can do to protect your org. You should  for the full episode, but here are a few takeaways from our conversation with Laura Pelkey and Kylie McKlveen. The evolving security landscape in the age of AI With Agentforce and the rise of AI, protecting your data is more important than ever before. Remember, the bad guys have access to these tools too, and that means phishing and deep fake attacks are becoming more sophisticated by the day. That’s why I wanted to bring Laura and Kylie on the pod to talk about security. They’re here to help explain how Salesforce is already hard at work to help you protect your data, and what simple steps you can take to beef up security for your org. A simple Salesforce security framework Laura and Kylie have a simple framework for the security available to you on Salesforce. There are three layers to think about:   Invisibles: The things that Salesforce already does to watch your back. This includes a global, 24/7 threat hunting team that is constantly scanning the network for anomalous events.   Configurables: These are actions you as a Salesforce Admin can take to make your org more secure. Taking the time to configure your security settings and think through your permission sets can go a long way towards protecting your org.   Enhanceables: If you work in a heavily regulated industry or have sensitive data, you may need to take extra steps to enhance your security. Tools like Salesforce Shield and Security Center can give you an extra layer of protection.   Most admins will want to focus on the configurables, and the security team has put together a handy video series to walk you through your next steps. The importance of data continuity One important piece of the security puzzle is continuity. Protecting against attacks is important, but you also need to account for human error—sometimes users make mistakes. If someone’s delete key gets stuck, tools like Backup &amp; Restore and Field Audit Trail can help you save the day. If you want to learn more, be sure to check out the Dreamforce Security Keynote on Salesforce+. And don’t forget to subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag      Learn more   Security Keynote:    The 360 Blog:    YouTube series:       Admin Trailblazers Group      Social                        Full show transcript Mike: This week on the Salesforce Admins Podcast, we're diving into some security framework that you've either seen online or at Dreamforce, specifically wrapping your head around invisibles, configurables, and enhanceables. So this week I am joined by longtime podcaster and security champion Laura Pelkey and new voice and new to the Salesforce Trusted Services Team, Kylie McKlveen. They are both here to help us unpack how we can think about the security layers baked into the platform, the settings they control, and the tools available for us to go even further. Plus we also jump into a little bit about what AI means for keeping your org secure. This is a fun podcast, and we also bring in a little bit of pop culture. I won't ruin it, but Sylvester Stallone does make an appearance in this episode. So with that, let's get Laura and Kylie on the podcast. So Kylie and Laura, welcome to the podcast. Laura Pelkey: Hey, Mike. Kylie McKlveen: Hey, thanks for having us. Mike: I know. This is going to be fun, even though... Well Laura's a long time podcaster, so she makes security fun, but Kylie's a new voice. So Laura, let's start with you. Refresh everybody, what you've been up to at Salesforce since we've last chatted. Laura Pelkey: Yeah, I know it's been a little while. I'm very happy to be back on the pod. Thank you for having...

Salesforce Security Made Simple with Invisibles, Configurables, Enhanceables

Today on the Salesforce Admins Podcast, we talk to Daniel Peter, Chief Technology Officer at Petaluma Creamery. Join us as we chat about how he manages cheese wheels with custom objects and how Salesforce and AI can level the playing field for SMBs. You should  for the full episode, but here are a few takeaways from our conversation with Daniel Peter. Modernizing business processes at a historic creamery Daniel gave out some of the best swag at Dreamforce—free cheese samples. As a Salesforce MVP Hall of Fame member, he’s held a wide range of roles on the platform, but none have been quite as delicious as his current gig as the Chief Technology Officer at Petaluma Creamery. You could say he’s the big cheese for digital transformation. The creamery is a 115-year-old business capable of producing over 140,000 pounds of cheese per day. It’s an old-school business, and that means he inherited several old-school business processes. With so many manual processes, Daniel had to move fast and focus on the biggest wins first. Digital transformation priorities for SMBs So how did Daniel take his business processes from aged Gouda to fresh mozzarella? He started with the basics: getting the cheddar through the door. In other words, simplifying the ordering process. Like a lot of SMBs, the creamery’s system dated back to a time when you could just throw more people at a logistics problem. A sales or delivery person would talk through the order with the customer, fill out a paper form, and then do some unit conversions before they could enter the data into a database. It was time-intensive, labor-intensive, and introduced all kinds of opportunities for mistakes. Daniel quickly built an order system in Salesforce that saves time, does all of the conversions on the backend, and makes it easier for his users to find the product they’re looking for. The creamery is also able to track all sorts of data about the cheese-making process, like where ingredients come from and how they were stored, which is crucial for getting a certified-organic label. Why Agentforce levels the playing field for SMBs A common misconception is that AI tools are reserved for huge corporations with the technical resources to implement them. However, as Daniel explains, affordable tools like Agentforce actually level the playing field for SMBs. Looking forward, he’s aiming to implement several agents that will streamline the creamery’s business processes:   An internal agent to take orders, so a delivery driver can talk to a customer and dictate the order over the phone.   A customer service agent that can use the context of a customer’s order history to decide what remediation needs to be done and how to do it.   A cheese expert agent, using the decades of unstructured data from the creamery’s cheese lab to answer questions like optimal storage temperature, or what type of rennet was used to make a particular product.   If all of this sounds exciting to you, be sure to check in with Daniel at TDX to see what he’s built. And, you know, try some delicious dairy. Make sure to listen to the full episode for more from Daniel, and don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag      Learn more      Admin Trailblazers Group      Social                     Full show transcript Mike: Hold onto your curds folks. Today's episode is un-brie-lievable. We're chatting with Daniel Peter, CTO at Petaluma Creamery, where they're proving that even in a world full of mozzarella sticks and spreadsheets, Salesforce can be the big cheese. Now today, Daniel's going to dish on how he's gone from QuickBooks and paper trails to a cheddar-rific automation and including some AI agents. So if you've ever wondered what it's like to manage wheels of cheese with custom objects, or if curd record type is a thing, then this is your jam. I mean, cheese, let's melt into it. Let's get Daniel on the podcast. So Daniel, welcome to...

Why Agentforce Is a Game Changer for Small Business

Today on the Salesforce Admins Podcast, we talk to Prag Ravichandran Kamalaveni, Founder &amp; CEO of Skilled Cohort and the Founder &amp; Co-Chair of Salesforce Saturday Cohort Canada. Join us as we chat about his Dreamforce presentation on AI readiness and how to be a better storyteller. You should  for the full episode, but here are a few takeaways from our conversation with Prag Ravichandran Kamalaveni. Why AI is moving technology from clicks to chats I caught up with Prag fresh off his Dreamforce presentation about AI readiness. The idea for his talk came from thinking about what people were saying years ago, when he started attending the conference, compared to now. If we’re talking about Agentforce this year, what will we be talking about in five years? In ten years? “We are moving away from clicks and moving towards chats,” Prag says. AI currently sits in the application layer, working as a tool on top of your org. But as these functionalities become more deeply embedded in everything we do, Prag predicts that an “agentic layer” will sit directly on top of your data. What this all means is that data cleanup and data quality need to be top priorities for your organization to get the most out of AI. How to find presentation topics As a 10-time Dreamforce speaker, Prag has a simple and effective approach for how he turns ideas into presentations. It starts with the topics—pick something you’re excited to talk about. The best topics are in areas where you have some experience but want to learn more. “Curiosity is fundamental for success,” Prag says. Write out a list of topics that you’re curious about, and then look at the big picture of how they might fit together in a presentation. Prag also points out that you don’t need to write a fully finished 20-minute script to submit for a conference. Technology moves so quickly that by the time you’re actually giving your talk, half of the information will be out of date. Write a good abstract and focus on the core concepts. Finally, keep a sense of perspective and don’t get discouraged by rejection. As an event organizer myself, I see plenty of great presentation ideas that just don’t fit with the event as a whole. It’s all about persistence, so keep at it. Forget the script—go for flexibility and rehearsal So you’ve submitted some great topics and booked that speaking gig—how do you prepare? As he’s gained more experience as a speaker, Prag has stopped trying to write a detailed script. Instead of focusing on the exact words you have to say, think about what you want your audience to understand. Practice makes perfect, so make sure to take the time to rehearse your speech in front of friends, family, and anyone who will give you input. Prag has found ChatGPT to be effective for doing a few practice runs, once he prompted it to stop being so complimentary and give him direct feedback. Listen to the full episode for more insights from Prag about AI readiness and how to be a great presenter. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag      Learn more      Salesforce Admins Podcast Episode:    Admin Trailblazers Group      Social                     Full show transcript Mike: This week on the Salesforce Admins Podcast, we're joined by Prag to talk all things AI readiness, from Dreamforce stages to real world slide decks, so if you've ever wondered how to prep for a major presentation in a fast moving AI world, or how tools like ChatGPT can play coach, creator and confidence booster, I promise you, you're in for a treat. Now, Prag shares what it takes to go from idea to impactful delivery, plus the pivotal role that data plays in getting AI ready. Now, whether you're planning your next big talk or just curious how AI fits into your workflow, this episode has something for you. So with that, let's get Prag on the podcast. So Prag, welcome to the podcast. Prag: Pleasure to be here,...

How Admins Can Embrace the AI Shift

Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about how the Admin Adoption Framework can help you build confidence with Agentforce and her new video series, “Kate Clicks Through It”. You should  for the full episode, but here are a few takeaways from our conversation with Kate Lessard. Tackling AI adoption overwhelm Admins are feeling the pressure to “get AI-ready,” but the pace (and the jargon) can be intimidating. The key is starting with small, actionable steps that build momentum and confidence. Remember, it’s OK not to know everything on day one. Luckily, Kate and the Evangelist team have been working on something to give you a helping hand. It’s called the Admin Adoption Framework, and it gives you a structured path to build confidence with Agentforce in five simple steps:   Explore what’s possible   Get curious   Try it out   Make it work   Use it often   By working through this list, Salesforce Admins can pinpoint their current phase, set goals, and identify the next best step—whether that’s learning about AI use cases or diving into hands-on experimentation with Agentforce. Keeping pace with new features While your organization is probably keen to get started with Agentforce, the great thing about the Admin Adoption Framework is that it’s a process that works for just about any implementation. For example, we know that good data is the backbone of effective AI solutions, so we can go through the same five steps with Data Cloud. Tech changes fast, but how you learn new things and build confidence with them doesn’t. Developed through extensive research and feedback from admins, Salesforce MVPs, and folks on the product team, the Admin Adoption Framework is a template for continuing success. Hands-on learning with “Kate Clicks Through It” Hands-on learning is the best way to build confidence with new features, and Kate’s been working on a new video series to help you get started. “I personally am someone who learns best by doing,” she says, “I need to get hands-on, I need to do something. In many cases, I need to do it over and over again.” In “Kate Clicks Through It,” she walks you step by step through Salesforce processes like how to build an Agentforce data library, or how to use Org Check as an alternative to Optimizer. Each 10-minute video has a demo that will let you click along with her and try things for yourself. Kate has a lot of great tips to share about how to build confidence with Agentforce, so be sure to listen to the full episode. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag      Learn more   Admin Blog:    YouTube Series:    &nbsp; Admin Trailblazers Group      Social                     Love our podcasts? Subscribe today or  &nbsp; Full show transcript Mike Gerholdt: Welcome to the Salesforce Admin's podcast. This week, admin evangelist Kate Lessard joins us to dive into the Agentforce adoption journey. From building a foundation AI to launching the new Kate Clicks Through It YouTube series, Kate walks us through how admins can thoughtfully and confidently bring AI into their organizations. We also chat about how feedback shaped the adoption framework. So if you've been wondering where to start or where you are on your AI journey, this episode's for you. Let's get Kate on the podcast. So Kate, welcome back to the podcast. &nbsp; Kate Lessard: Thanks. It's been a while. &nbsp; Mike Gerholdt: Yeah. January. Was it when we did the kickoff? That was the last time. &nbsp; Kate Lessard: Maybe. Or maybe did we do a TDX, prep for TDX call maybe? &nbsp; Mike Gerholdt: We might've. Other podcasters would remember their episodes, but me, just crank them out. &nbsp; Kate Lessard: Yeah, you're a little busy. &nbsp; Mike Gerholdt: It's okay. So you've been busy as well. Let's talk about Agentforce stuff and YouTube stuff and everything...

How Admins Build Confidence with Agentforce

Today on the Salesforce Admins Podcast, we talk to David Simpson, Salesforce Administrator at the 1916 Company. Join us as we chat about how he got into the ecosystem and what skills transfer well into a Salesforce Admin career. You should  for the full episode, but here are a few takeaways from our conversation with David Simpson. Transitioning into a Salesforce Admin career You might recognize David from his Dreamforce presentation about resolving Flow errors, or our episode about it on the podcast. However, one thing that came up was his career pivot from finance to being a Salesforce Admin, and I wanted to bring him back to talk more about it. To make a long story short, David started out as an accountant before eventually becoming a financial systems analyst. That job involves a lot of reporting and, somewhere along the way, he realized that running the reports was the most exciting part of the job for him. David decided to make a career change and focus on Salesforce. But that meant he needed to go on the hunt and figure out how to land his first full-time Salesforce role. What to look for in job descriptions David’s comfort with data, spreadsheets, and reconciliation gave him a strong analytical foundation for making the shift. These skills made it easier to understand how reporting, data cleanliness, and business processes translated to what admins build on the platform. However, having the right skills is only part of the story—he still needed to find the right jobs to apply to. “It's not uncommon now for admins to have developer skills or maybe dip their toe into the architect side of things,” David says, “but I focused mainly on positions that were only looking for admin-related work.” In general, David’s advice is to narrow things down for yourself. Look for organizations that are already committed to Salesforce, and job postings that are looking for the admin skillset instead of somebody who can do it all. A problem-solving mindset and curiosity fuel the admin journey For David, the skill that transfers best into a Salesforce Admin career is curiosity. When he was starting out, he was only interested in learning things that would be immediately applicable to the task at hand. Looking back on it now, David realizes he could have learned much faster if he had indulged his curiosity. “I should have given myself the benefit of the doubt,” he says, “and taken a little bit more risk in learning new things.” Make sure to listen to the full episode for more from David about how he transferred his skills into a Salesforce Admin career. And make sure you’re subscribed to the show to catch us every Thursday. Podcast swag      Learn more   Salesforce Admins Podcast Episode:    Admin Trailblazers Group      Social                  &nbsp; Full show transcript Mike Gerholdt: This week on the Salesforce Admins Podcast, what if spreadsheet skills from your last job could be the secret to launching your Salesforce admin career? In this episode, we welcome back David Simpson, who shares his story from accounting to automation and how his finance background paved the way to becoming a certified Salesforce admin. We dive into the skills that transferred surprisingly well, the learning curves that came with the role, and the mindset shift that helps him grow. So whether you're thinking about making a career move or just mentoring somebody who is, this conversation's packed with insights. So with that, let's get David on the podcast. David Simpson: Thank you for having me back. Mike Gerholdt: It wasn't that long ago that we were talking, it was pre-Dreamforce about 45 days ago or so. I had you on the podcast to talk about the presentation you're giving at Dreamforce, and we've since wrapped up Dreamforce now and people are at home. Well, some people. I think some people stayed and probably went to Napa Valley and did wine tastings, which I wouldn't blame you. There's a lot of great vineyards and stuff out...

What Skills Transfer Well Into a Salesforce Admin Career?

Today on the Salesforce Admins podcast, we’re speaking to Umair llyas, a Senior Salesforce Consultant at Acumen. Umair did a fantastic presentation in December at Salesforce World Tour which was all about helping admins transition to Lightning. Along with having a great presentation, Umair works as a hands on mentor to help admins make the transition to Lightning, learn more, and do better at their job. Join us as Umair shares his journey from the world of nonprofit and teaching to his role as a Senior Salesforce Consultant and admin mentor. We’ll learn Umair’s top tips for admins transitioning to Lightning and hear about some of his favorite Lightning features and capabilities. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Umair llyas. Communication is key. A former teacher who worked extensively in the nonprofit world, Umair didn’t start out in Salesforce. However, he’s used skills from his previous career to help mentor admins. “Salesforce already provides a lot of great resources to help admins learn the system on their own. I like adding to that with soft skills that they can’t necessarily learn online,” says Umair. As Umair points out, “Communication is one of the biggest things you should focus on. As an admin, you’re not the one using the system. Your users are using the system. If you’re not in constant communication with them, how do you know what’s best for them?” &nbsp; Lightning isn’t just a user interface upgrade. How should admins get started with Lightning? Umair says, “I start by helping the admin understand that Lightning isn’t just a user interface upgrade. It’s an entirely new user experience. The way you do things in Classic is not the same as the way as you would do things in Lightning.” Secondly, admins should make use of the resources available to them. “There are plenty of lessons available to you on Trailhead to help you get Lightning ready,” says Umair. He also encourages admins to use Lightning Migration Assistant. “It’s an entirely different page within your set-up that walks you through everything you need to do to get ready for Lightning. One of those pieces is the Lightning Writing Assessment, this really cool report that shows you all the different items you need to touch upon before you can move into Lightning,” says Umair. &nbsp; It’s all about change management. “I’ve seen a lot of people I’ve worked with miss the ball on this,” says Umair. As he explains, “moving to Lightning is not as easy as flipping a switch. It involves communicating with your end users, knowing what’s possible in the system, figuring out how to equip your end users to use the system, providing support after you go on Lightning. It’s a journey that you have to take with your end users, clients, and customers.” However, he says the result is worth it. “Yes, it’s daunting. We’re naturally afraid of things that look different and that we haven’t used. But at the end of the day it’s something that’s going to benefit your users,” says Umair. &nbsp; The first step is hardest. When it comes to learning Lightning, a lot of Salesforce admins don’t know where to start. Umair’s advice: “Just take one step forward and everything works itself out.” “In the beginning, you’re not going to know everything, but that’s the fun,” says Umair. For more insights, make sure to follow Umair llyas on Twitter (@UmairSF). &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

How to Get Started with Lightning with Umair Ilyas

Today on the Salesforce Admins Podcast, we’re joined by Yves Stewart, a Salesforce Consultant at Slalom. We learn how to get out of your own way and dig into your problem. Join us as we talk about why you just need to get started, the importance of surrounding yourself with the platform, and the importance of having patience with yourself as you learn. You should  for the full episode, but here are a few takeaways from our conversation with Yves Stewart.&nbsp; How Yves got started as an accidental admin. “Before embarking on my Salesforce journey, I just never thought about me being this techy person,” Yves says, “I always felt that that wasn’t me, it was for everyone else. But I accidentally became an admin, and it was the best accident of my life.” She was working for a manufacturing company in the energy sector when she met a Salesforce dev and MVP who pushed her to take a serious look at the platform. When they had to leave the company, Yves stepped up to the plate to take over as an admin. Yves’s first big “aha” moment dealt with approvals—they were in the middle of their annual sales meeting when the approval process went haywire. She took a deep dive into the process and sort things out, solidifying her role with the sales team and giving her the confidence to move forward on the platform. “I no longer had to think of myself as an accidental admin,” Yves says, “I actually was an admin who was knowledgeable.” Jumping in and learning as you go. Yves’s company had a major need to keep everyone in sync in the field, which lead to her developing a component that allowed her team to create tickets even if they didn’t have connectivity at their current location. They could put in a request and get all the information they needed as soon as they got a WiFi connection, eliminating what was previously a paper process. “It was very exciting because it allowed us to not work in segments but instead bring all the groups together,” she says, “it allowed everyone to get a complete view of the customer and have people coming from all different angles to make this a win-win situation all the way from the beginning to the end.” The big problems can often be the most challenging to make headway on, and Yves’s advice is to get out of your own way and just start. “You have to start somewhere in order to make it happen,” she says, “actually lay down a roadmap and give yourself some steps to get there. You don’t have to have it all figured out, you just need to get started.” The power of the Salesforce community. Starting out is always tricky and for Yves, as a solo admin, the Salesforce community was a major help in guiding her on her journey. She went to a Houston user group meeting where she learned about the Salesforce Military program. As a military spouse herself, she was able to get connected with a community of people who could relate to what she was going through and help her out. If you’re just starting out, Yves has some sage advice. “Learn about the product and the platform—it’s a phenomenal tool,” she says, “you don’t have to be an expert in everything, you just have to be able to understand the basics of how it works.” It takes time, but you can keep learning through Trailhead and other programs and continue to grow. Social:  Salesforce Admins:  Yves:  Gillian:   Love our podcasts? Subscribe today or  For full transcript, go to

Get Out of Your Own Way with Yves Stewart

Today on the Salesforce Admins Podcast, we’re talking to Eric Praud, a Service Cloud Delivery Manager at Ladbrokes Coral Group. We discuss best practices for building formulas and how to ask and answer questions on the Salesforce community. Join us as we talk about why you need to learn things with the mindset that you may need to teach them later, why it’s so important to avoid technical debt, and how to be better at asking for and giving help on the Answers community. You should  for the full episode, but here are a few takeaways from our conversation with Eric Praud. Why it’s OK to get it wrong the first time. Like a lot of people we talk to on the Salesforce Admin Podcast, Eric is someone who stumbled into the platform. He started out working thirteen years in the restaurant industry, but when he was looking to transition into technology he ended up working in Salesforce support. “You start with support and it feels like a sink or swim situation because you don’t know much, to be fair,” Eric says, “but it was the best schooling I could’ve had for Salesforce.” These days, Eric keeps up with his support roots by keeping active in the community, where he tries to answer questions every day and is in the top three. He’s particularly focused on formula-based questions: “I just really like the challenge that is in the question, I like the logic of the formula, and I love it when it works out in the end,” he says. The big thing is to not be afraid of failure. If it’s complicated, you’re probably going to get it wrong the first time, but that doesn’t mean you shouldn’t keep trying. Avoiding technical debt. One problem Eric encountered on the Answers community had to do with how to create a formula to show what fiscal quarter a particular date would fall into. The fiscal quarters for this particular company never seemed to start on the same date, so Eric sat down with a pen and paper to work it out. It took him three days, but he eventually reverse-engineered the method behind the madness. “You don’t want to carry technical debt,” Eric says, “will you remember, in five years’ time, that you have to go back to that formula? You may not even be there, it may be another admin who will have no clue what’s happening here.” Eric is always looking for an evergreen solution that will always work no matter what the circumstances are. In other words, spending three days to figure out the fiscal year formula now is worth it if it means that nobody will ever have to spend time on it again. How to be better at asking for and giving help. When it comes to the Answers community, Eric has some words of wisdom about being a good poster. “Remember that we’re here to help you, but help us help you,” he says, “remember to add a few screenshots, give us the data types of the fields that you mention.” Most importantly, describe the problem you’re facing in layman’s terms. Every business and industry is unique, but a little bit of context can go a long way, and not everybody is going to be familiar with your specific situation. On the other hand, if Eric is giving answers, he has a few strategies for making sure he’s being helpful. “Sometimes you can tell when people are new at Salesforce,” he says. Sometimes they tell you straight away, but there are also some hints from the way they’re phrasing their questions. In those cases, it’s helpful to overexplain your formula so they have an understanding of not just what to do, but why they’re doing it.&nbsp; Social:  Salesforce Admins:  Mike:  Eric:   Love our podcasts? Subscribe today or  &nbsp; Full Show Transcript Mike Gerholdt: Welcome to the Salesforce Admins podcast, where we talk about product, community and careers to help you become an awesome admin. I'm Mike Gerholdt, and joining me today is Eric Prod to talk about building formulas as a best practice, evergreen solutions and wow, we also dig a little bit into how to ask and...

Best Practices for Building Formulas with Eric Praud

Flow Builder &amp; Automation with John Kucera &nbsp; Today on the Salesforce Admins Podcast, we bring on John Kucera, a Product Manager at Salesforce. We find out all the latest and greatest things that Flows are capable of and why it’s worth it to make the switch from Process Builder. &nbsp; Join us as we talk about the new live ListViews feature, how you can automate hundreds and thousands of record changes (with debugging), and now is the best time ever to get started with Flows. &nbsp; You should  for the full episode, but here are a few takeaways from our conversation with John Kucera. &nbsp; Powerful automation in just a few clicks. &nbsp; One of the biggest changes going into Summer 20 is the ability to trigger Flows when you save a Record. Right now in Process Builder, there are a lot of limitations if you want to build a series of triggers or get records queries. “All this power that people love with Flow you now can invoke directly on record saves,” John says, “you have one tool which can do almost all of your declarative automation.” &nbsp; We know that improving the Process Builder ListView has been a popular request, and the improvements in Summer 20 are the result. You can now have live ListViews with Flow for any of these Record Triggers that you create. “You can have custom ListViews to see them the way you want, you can see the most recent one you edited or different views for different users,” John says, and even make adjustments live in the Flow. After Summer 20, you should start with Flow and see if you can build everything you need there, only moving to Process Builder for the known gaps. &nbsp; Why now is a great time to get started with Flows. &nbsp; If you haven’t yet delved into Flows, now’s a great time to get started. John and his team have worked hard over the past few years to hide and automate variables so you can build things more easily. “We really think that now is a fantastic time for anyone who was deterred by Flow to give it a second look, especially for Record Triggers,” he says. This gives you access to all sorts of automation that can help you streamline your business processes and keep track of things like never before, all with clicks and no need for code. &nbsp; There are a lot of abilities Flows give you that were previously only doable with Apex coding. You can batch edit upwards of 250,000 records a day, and schedule that to happen in anticipation of, for example, a contract ending. Most importantly, there’s now an easy debugging process so you don’t accidentally end up with 250,000 errors the next morning. With learning Flows, John’s advice is pretty simple: “Start small, get your confidence, and really invest in learning these fantastic tools.”   Using Screen Flow Analytics to improve your processes and what comes next. There are so many new features that John and his team are still working on catching up in the Flow release notes, so make sure to listen to the full episode to get all the details. Another massive feature coming to your org is Screen Flow Analytics. “Wouldn’t it be amazing if you knew how long people take to finish your process so you can identify which paths were taken most,” John asks, “so you can identify where things are potentially either confusing and problematic or broken?” You can create dashboards to do just that, and you and your business partners can subscribe to them to get insights automatically pushed to you every month. It’s also a great way to show usage numbers and demonstrate the value of the tools that you create. &nbsp; Looking forward, John and his team are looking to establish more parity between Process Builder and these new features they’ve added to Flows. Look for improvements to debugging, screens, and more. At the end of the day, it’s all about making these tools easier for admins to do more and take advantage of all of the power offered by the Salesforce platform. Trailhead:       ...

Flow Builder &amp; Automation with John Kucera

Today on the Salesforce Admins Podcast, we’re chatting with Purvi Desai, Director Product Marketing for Service Cloud. We learn how admins can get started with this amazing product. Join us as we talk about how to use personas to help you configure service cloud, the amazing powers of macros, and some product marketing insights about how to build a demo. You should  for the full episode, but here are a few takeaways from our conversation with Purvi Desai. What we learned about Service Cloud at TrailheaDX. We saw Purvi’s segment about Service Cloud at TrailheaDX and knew we had to bring her on the pod to tell us more about it. “This session was really all about how admins can champion productivity for service agents,” she says, “admins wear many hats, they’re product managers where they’re implementing roadmap and rolling out new features, but they’re also very much responsible for the user experience.” In a world where service organizations are measured by average handle time and customer satisfaction, optimizing the experience for service agents means cases are handled faster and customers leave the interaction happier. How to start thinking about Service Cloud users. In her segment, Purvi walked us through everything from automations to Lightning Flows and AI that can save time and make everyone more productive. What’s so crucial with Service Cloud that differentiates it from working with sales is your users are working through the interface you’ve given them at the same moment as they’re dealing with the customer. One thing that comes in handy is leveraging personas: case solvers, expert agents, and team leaders. Understanding who each of these users are and what they need to do will help you optimize their workflow. Another important concept to get your head around is the type of cases your company solves. A software company is going to have a very different workflow than a retail organization, for example. You need to make decisions about what information will be most helpful to your reps in the moment they’re dealing with the customer. “Any little thing you can automate, any second saved is really important,” Purvi says. New Service Cloud features coming in Summer 20. Looking forward to Summer 20, we’re adding several new features that are incredibly exciting. Service Cloud Voice brings a native integration of intelligent telephony to the Salesforce platform. Putting everything all in one place is especially important when several people are working from home and may not have the same amount of screen real estate they’re used to. For team leaders, you have everything all in one place, including voice. Most importantly, you have richer analytics to help you make decisions in real-time. “This is going to help our agents because it’s going to help them focus on the customer rather than writing notes or searching for an answer,” Purvi says, because now there’s live voice transcription. Everything happens through Salesforce’s interface, making it easy for admins to work with and bring key insights to leadership. Trailhead:    Social:  Salesforce Admins:  Purvi:  Gillian:  Mike: &nbsp;  Full Show Transcript Gillian Bruce: Welcome to the Salesforce Admins podcast, where we talk about product, community and careers to help you become an awesome admin. I'm Gillian Bruce. Mike Gerholdt: And I'm Mike Gerholdt. Gillian Bruce: And today we have an amazing guest joining us. It's Purvi Desai, Product Marketing, Service Cloud to talk how admins can get started with Service Cloud. So without further ado, let's get Purvi on the podcast. Mike Gerholdt: So Purvi, welcome to the podcast. Purvi Desai: Thank you. Mike Gerholdt: As a followup from TrailheaDX, which was an amazing event. We saw you kind of wrap up the Service Cloud session. We wanted to have you on the podcast to talk more Service Cloud, because we know there's so many admins out there that loves Service Cloud that are knee-deep in...

Service Cloud with Purvi Desai

This week on the Salesforce Admins Podcast, we talk with John Demby, Lead Creative Strategist at Tableau. Join us as we talk about how Tableau got its start with Pixar, the amazing things people are doing on Tableau Public, and how to start tinkering with this powerful tool today. You should  for the full episode, but here are a few takeaways from our conversation with John Demby. Producing an impossible report. John first found out about Tableau while he was working in pre-sales at a Salesforce customer. He wanted to create a report to see where people were spending their time, but was running into problems with one company, in particular, that was in their org seventy different times because of all their different legal entities. “With the tools I had in Salesforce, I couldn’t produce a report,” John says, which is how he came across Tableau. “Within 15 minutes, I had a dashboard I couldn’t have had before,” he says. He was able to group data, create aliases and hierarchies, all with a simple drag-and-drop interface. When he was looking for a new opportunity and Tableau became a possibility, it was a no-brainer. Bringing better data visualizations to everyone. Pat Hanrahan, Tableau’s Chief Scientist, originally started at Pixar developing the RenderMan Interface, which helps translate data into visuals. Behind Tableau is the idea of automatically rendering data using design best practices to create the clearest visual representation possible. “Tableau doesn’t ask you, ahead of time, to pick a chart type,” John says, “based on your actions and what you’re doing and how you interact with the interface, it figures out what the best chart type is for what you’re trying to do.” As Tableau has grown, the community has played a big role in driving innovation. There’s all sorts of community-driven content, not just for business reporting but visualizations for Game of Thrones or the Marvel Universe. “The community has really helped us take Tableau to the next level,” John says, “they’re the ones who have helped us find all of the uses cases and all of the goodness and the ability to discover data that has transformed Tableau into what it is today.” How Tableau makes a positive impact. As an organization, Tableau is really focused on having a positive impact on their community through the Tableau Foundation, working to overcome everything from poverty, inequity, and climate change, to global health issues. “Early on, we realized that getting Tableau in the hands of students and teachers was really critical,” John says, and so they offer free one-year licenses for K-college. Listen to the full episode for all of the amazing things you can do with Tableau, but the bottom line is that they’re focused on helping you see and understand your data better. “There’s no other way to explore data unless you can see it,” John says, and Tableau helps you dig deeper than you ever thought possible. Links:      Social:  Salesforce Admins:  John:  Gillian:  Mike:   Love our podcasts? Subscribe today or  &nbsp; Full Show Transcript Mike Gerholdt: Welcome to the Salesforce Admins Podcast where we talk about product, community, and careers to help you become an awesome admin. I'm Mike Gerholdt. Gillian Bruce: And I'm Gillian Bruce. Mike Gerholdt: And joining us today is John [Demby] from Tableau, to talk about all the amazing things that Tableau can do. And I got to tell you, we really geek out in this episode because there's a lot of fun stuff for admins to learn, and understand, and get into some visualizations. We'll share those in the show notes. So, with that, let's get John on the podcast. So John, welcome to the podcast. John Demby: Thanks. Thanks for having me. Mike Gerholdt: It was so much fun working with you and the Tableau team for TrailheaDX. I told Gillian, as a follow up we had to get you on the podcast. Had to hear your story about how you got started with Tableau and some of the...

How I Fell in Love with Tableau with John Demby

This week on the Salesforce Admins Podcast, we’ve got Tiffany Spencer, COO of Esor Consulting Group and the founder of HBCUforce. We learn how she helps students gain the experience they need to land their first Salesforce job. Join us as we talk about why process and solving is key to working in tech, how to gets hands-on experience with superbadges and case studies, and some great tips for networking effectively. You should  for the full episode, but here are a few takeaways from our conversation with Tiffany Spencer. Producing an impossible report Tiffany says she does everything, and she’s really not kidding. “I’m a consultant, a CRM manager, a business architect, a solution architect—it kind of depends on who you ask that day,” she says, “a big part of it is working with individuals that I train and helping them understand how to better utilize the Salesforce platform and how to continue on their journey.” Tiffany started as an admin for a small land development company after only a week of training and quickly became all things Salesforce for her organization. “It was a really great position where I was able to play many roles,” she says, “I was the admin, I was the BA, the project manager, the architect, the trainer, and that sink-or-swim moment set the tone for all of my other positions.” She went on to several roles as both an admin and later a business analyst. The craziest part about her whole journey is that that first job never mentioned Salesforce in the job description. Little did she know that her chance encounter with the platform would shape her entire career. Bringing Salesforce to Students Tiffany is the founder of HBCUforce, a nonprofit organization that partners with Historically Black Colleges and Universities (HBCUs) to create programs that provide early access to cloud computing careers through exposure to Salesforce and their partners. She got the idea about two years ago when she visited her alma mater, Bethune-Cookman University, and decided to pop in a classroom. She started talking with some students about their career plans and explained to them what she does, and when she saw their interest she realized she could work with the school to create a program to show them exposure to everything a career in Salesforce can offer. While many students aspire to land a position at Microsoft or Google, Tiffany’s found that they don’t often know that Salesforce is just as big (and innovative) of a company. Not only that, but 97% of Fortune 100 companies use the platform. In technology, it’s really about processes. Tiffany always tells students, “I’m not a coder, you don’t have to be a coder or a programmer or a developer to be in technology. There are all these other pieces of the puzzle that help developers do their job that you can be involved in.” Getting Your First Salesforce Job When you’re looking to get your first Salesforce job, Tiffany has a few tips that she’s seen work for her mentees. For one thing, you can do case studies and superbadges to get some hands-on experience. The other thing that really helps is getting familiar with Agile, whether that’s using a tool like Jira or Trello or even reading the Agile Manifesto. Tiffany also tries to give her mentees opportunities to tackle real-life problems by bringing them into her pro-bono projects. If you don’t have a Tiffany in your life (yet), there are still ways to seek out something to get you started. “There are plenty of Tiffanys in the Salesforce ecosystem,” she says, “people are more than willing to guide and help so the first thing to do is to get involved with the community.” Start with your local community group, or organizations like PepUp Tech or Salesforce Military. “There’s not a shortage of people doing amazing things,” she says, “so you just got to get out there and start networking and connecting.” Links:    Trailhead:    Social  Salesforce Admins:  Tiffany: ...

How to Get Your First Salesforce Job with Tiffany Spencer

Today on the Salesforce Admins Podcast, we’re talking to Prag Ravichandran Kamalaveni, Salesforce Lead at CloudKettle. We learn all about the new Trust Champions program, which recognizes trailblazers who have expertise in and champion or advocate for good security practices and effective use of Salesforce technology to protect their company’s data. Join us as we talk about security best practices, lessons he’s learned about how to roll out Salesforce security features, and what you can do as an admin to get started. You should  for the full episode, but here are a few takeaways from our conversation with Prag Ravichandran Kamalaveni. &nbsp;How Prag became a Trust Champion. “For many Salesforce admins, security is something that they’re less comfortable with,” Prag says, “so when I started attending and hosting Trailblazer community meetings, most of my topics were around security.” When people started thanking him for helping them understand complex topics, Prag realized he not only had a gift for decoding security on Salesforce but for explaining it to others. One big tip that Prag has is to use pen and paper before you turn on or off any security feature in Salesforce. “When it comes to security, there’s no user interface for how the sharing works,” Prag says, “so make sure you write down your sharing model and see how data is going to be shared. Spend time on visualizing how security is going to work inside your org.” Take the time to actually map out how everything is going to work to make sure you understand what’s going on. Practical security tips for your org. Admins often have god powers in their own orgs, but when it comes to best practices, you want to restrict access across the org and apply the principle of least privilege for user records. “Salesforce provides so many great features on the verification and authentication process,” Prag says, “and my leveraging these features, Salesforce admins can significantly increase the level of security for sensitive operations by raising the users’ permissions to high assurance under session settings.” A big part of keeping everything secure is taking advantage of the multi-factor authentication (MFA) features that are baked-in to the Salesforce platform. Safeguard access to your user accounts, and make sure that there’s more protecting your accounts than just usernames and passwords written down on a piece of paper somewhere. “As security threats grow increasingly common, it’s essential to implement stronger measures of account security,” Prag says, and he has some tips and tricks for how to get better adoption from users and get buy-in from leadership. It’s important to remember that these security features are complicated and can often be nonintuitive, but you’re not in this alone. “Look to the community if you need help,” Prag says, “there are thousands of community groups in your local area, so feel free to log in and ask your question.” In the meantime, educate yourself and make sure you understand all of the security features Salesforce offers, and see what you can do to roll them out to your org. Links:    Trailhead:   module    Social:  Salesforce Admins:  Prag:  Gillian:  Mike:   Love our podcasts? Subscribe today or

Trust Champion: Prag Ravichandran Kamalaveni

For this episode of the Salesforce Admins Podcast, we’re joined by Tiffany Thomas, Senior Salesforce Business Analyst at New York Life Insurance. We learn how getting your users to collaborate can have a huge impact on buy-in and adoption. Join us as we talk about why active listening and good communication skills are the foundation of being an effective BA, how that’s changed with more remote users than ever before, and why it’s so important to remind your users that they are the experts on their own business processes. You should  for the full episode, but here are a few takeaways from our conversation with Tiffany Thomas. SABWA? More like SABZA. Tiffany always knew she had an interest in technology, but it wasn’t until she got a chance email from PepUp Tech that she got a chance to make those dreams a reality. “PepUp Tech is an amazing organization that inspires and empowers underrepresented people by teaching technology skills, such as Salesforce,” she says, “and also provides a strong network of support to help people launch a successful career in tech.” These days, Tiffany is focused on a new challenge: migrating her org from Classic to Lightning. “We’re not just taking everything that was in our old house and bringing it to our new house,” she says. She’s in charge of meeting with all fourteen service teams to go over their business processes—especially in light of more people working remotely—and creating user stories around them. In other words, Tiffany does SABWA (Salesforce Administration By Walking Around) as a job, though these days it’s maybe more like SABZA (Salesforce Administration by Zooming Around). Maintaining business relationships in a remote environment. When Tiffany first started at New York Life, financial services was a new industry for her. That meant she had to really understand what her users are trying to do and what their workflows look like. Most importantly, she was able to ask why they do what they do, and understand what’s important and what’s not. Prior to COVID-19, New York Life already had employees working from home, so Tiffany had experience helping those users through Salesforce. However, one thing that’s been different is not getting the chance to run into people and find out what’s on their mind. “For me, the most important thing was trying to maintain the relationships I’ve built with my users and letting them still feel like they’re playing a part because they are,” she says. The two skills every BA needs. Tiffany is a Business Analyst working in Salesforce, and she has a couple of tips for how to harness a little BA magic for yourself. “One of the most important skills that a business analyst can have is being an active listener,” she says, “listen to understand.” You might not know all of the business processes, but being able to hear what your users say and understand the Why behind it can go a long way. The other key skill is effective communication. “Communicating back what you’re hearing will help when you’re trying to get buy-in,” Tiffany says. “I like to start each meeting reminding my users that they are the experts in that business process,” she says, which brings them into a collaboration with her on how to improve their workflow and, ultimately, helps drive adoption. Trailhead:    &nbsp;  Social:  Salesforce Admins:  Gillian:  Mike:   Love our podcasts? Subscribe today or  Full Show Transcript Gillian Bruce: Welcome to the Salesforce Admins podcast, where we talk about product, community and careers to help you be an awesome admin. I'm Gillian Bruce. Mike Gerholdt: And I'm Mike Gerholdt. Gillian Bruce: And today we are talking to Tiffany Thomas. She is a senior Salesforce business analyst at the New York Life Insurance Company in New York. And we had Tiffany hop on the pod to talk about how to think like a BA or a business analyst. It's very helpful for admins. She had some great tips. And so without...

Think like a Salesforce Business Analyst with Tiffany Thomas

This week on the Salesforce Admins Podcast, we’re talking to Jason Teller, Senior Director of Product Management at Salesforce. We cover all the new features coming to Flow in Winter ‘21 and how you can make big performance gains for your org. Join us as we talk about how auto-layout mode helps with blank canvas anxiety and why the before-save trigger offers big performance improvements for updating fields. You should  for the full episode, but here are a few takeaways from our conversation with Jason Teller. Why the admin community had a big impact on Jason. You might recognize Jason from the Winter ‘20 Release Readiness video, where he teamed up with Gillian to talk about all things automation and Flow. He’s a certified Flownatic, and he joined Salesforce specifically to work on the Flow team. “The thing that impressed me so much about Salesforce when I joined was actually the admin community,” he says, “because Flow and automation gives somebody like the admin the power of a developer, it allows you to build things that help people actually do the work they need to do.” What Jason loves so much about automation at Salesforce is that the focus is always on putting the people first. “In order to do that, you need a level of automation that makes you able to build out richer screens, to build things quickly and easily that fulfill people’s needs in terms of whatever job they need to actually do,” he says. Luckily, there are lot of features coming out specifically in Winter ’21 that’ll make things easier than ever before. New Winter ’21 features. Working with Flow is great until you can’t figure out why it’s not working. Luckily, Jason and his team are coming to the rescue with new debug features in Winter ’21 and more on the way. There’s an autolaunch flow that visualizes what path your flow took when it run, which helps you see how it’s working and where it might’ve gone wrong. Auto-layout mode (beta for Winter ’21) can help you get your ideas out there faster and clearer. “I did a lot of work around trying to eliminate ‘blank canvas’ anxiety,” Jason says, “auto-layout gives us the ability to provide an easy bit of guidance and make flow building a lot more straightforward and easier.” It’ll take you through a step-by-step process to make building a flow simple and intuitive. There’s also some special super powers coming that were once previously only available to devs. Things like trigger-on-delete, scheduled flows, before-save triggered field updates, and after-save trigger. These triggers save time, but they also have a big impact on performance because they only run when they need to. This is all to help make Flow your go-to tool for building anything you need. Listen to the full episode for more about this and the ins and outs of Swiss double cream. Links:     Social:  Salesforce Admins:  Gillian:  Mike:   Love our podcasts? Subscribe today or  &nbsp;

Powerful New Salesforce Flow Features in Winter 21 with Jason Teller

For this episode of the Salesforce Admins Podcast, we sit down with Marco Casalaina, SVP, Product Management, and GM of Einstein at Salesforce. We go over all things Einstein and what you should do with that all-important free prediction. Join us as we talk about how to translate what you need to know into an Einstein prediction, how to know if you have enough data, and understanding what to do with the recommendations you get. You should  for the full episode, but here are a few takeaways from our conversation with Marco Casalaina. The werewolf behind Einstein. Marco started at Salesforce way back in 2005, working on what is now the Service Cloud as one of the original developers before eventually moving into product management. “A lot of old school admins who are listening to this podcast might know me as ‘Werewolf,’” Marco says, which was his handle on the old Answers and developer.force.com discussion boards where he has literally thousands of posts. While Salesforce has gone through a lot of changes since his developer days, some of Marco’s original code is still a part of the platform. “Whenever you click to dial a phone number...I wrote that code myself, it’s still there,” he says. Today, Marco is the GM of Einstein, an AI that adds intelligence to the apps you build and use in Salesforce. With over 45 different Einstein applications and platform capabilities available today, “but the philosophy behind it is that it should be accessible to a Salesforce administrator,” he says, “you shouldn’t have to know how to code to use Einstein and you certainly shouldn’t have to know how to use algorithms.” How to get started with Einstein. If you’re like a lot of us, with all the Einstein options available it’s hard to figure out where to get started. Marco recommends taking a look at the pre-built applications. Many of these are included in the base Salesforce licenses, and even more importantly, they give you valuable insights on your data you can use right now. This includes smart features like opportunity scoring and case classification, a new feature in Winter ‘21 that can automatically read emails and classify them based on what it already knows about your previous cases. This feature is super easy to set up but can potentially save your organization tons of time, and it’s included in the base service cloud license. To support you, there’s a new Prediction Builder module on Trailhead to help you get a handle on everything. “When it comes to Prediction Builder, you as an administrator—you’ve got to apply yourself a little bit,” Marco says, “you’ve got to think through what is it exactly that you’re trying to predict.” That means getting specific and boiling it down to KPIs you can put into the application. “You can predict a yes or no question or a number so you have to reduce it to that,” Marco says, “then the next question is, do I have enough data to make this prediction and is that data in Salesforce?” Einstein needs a minimum of 400 records to make a guess, but with algorithms, the more the merrier. What you get is a probability, and it’s up to you to translate the results and figure out what to do about it. What to do with your free prediction. So you get one free prediction to make the case to your organization that they should invest more in Einstein—what should you do? Marco highlights a few common predictions, including late to pay, prospect scoring, and the likelihood of churn (which is basically the likelihood of something not happening). Next Best Action is another powerful freemium feature that is only getting better, so check it out. One of the coolest things about Einstein is that it’s constantly learning and retraining itself. Lots has changed in 2020 and businesses need to be nimble—you may find yourself selling to a new market, or in a new way that you hadn’t considered before. Unlike other lead scoring methods where you need to...

Get Started with Salesforce Einstein with Marco Casalaina

In this week's special bonus episode of the Salesforce Admins Podcast, we’re joined by Woodson Martin, EVP and GM, Salesforce AppExchange. He shares some amazing success stories of Salesforce customers that have made transformative adaptations over the past year. Join us as we talk about why a balance of speed and preparation is the key to any successful project, how to practice presenting to stakeholders, and why it’s important to make the case for why what you want to do is better than the alternatives. You should  for the full episode, but here are a few takeaways from our conversation with Woodson Martin. The keys to a successful project Woodson runs the AppExchange on Salesforce, delivering over 5,000 applications that help you get a head start on your projects or deliver new functionality for your users tightly integrated into Salesforce and ready to go. “If I look at the history over the last 20 years of all the Salesforce projects that I’ve been part of, really successful ones share this careful blend of speed and preparation,” he says. For speed, if you’re leading a new project or upgrade or anything else, really focus on that question of what is your Minimum Viable Product? What is the simplest set of functionality you need to deliver in order to learn what your users really need, and how do you set yourself up to iterate on that? We use the Agile methodology at Salesforce and it’s really based on this core principle of deliver early and deliver often, and the AppExchange can help you do that by speeding up your ability to deliver. If you’re looking to implement something new from the AppExchange, you’ll need to get leadership to buy in. And as an executive, we wanted to know if Woodson had any advice for how to convince stakeholders to go with your plan: “I want confidence that a presenter knows the subject matter, has done the homework, really understands the problem, and is bring well-defined alternatives forward,” he says. In other words, it’s not just about what you want to do but why it’s better than the other options on the table; including doing nothing. An admin at heart “One of the incredible things about the Admin community at Salesforce and with our customers is just how amazing that group of experts has been this year at adapting to such incredible, disruptive change,” Woodson says, “we have seen so many of our customers take giant leaps forward in digital transformation, digitizing their business, automating process, and going virtual.” There are so many great stories from the past year that team created a  just to put them all in one place. Woodson actually started his Salesforce career as an admin, and he sees them as a crucial component in customer success. “Behind every successful Salesforce project there is an admin who has sweated the details, really invested to understand their users, what people are trying to accomplish, looked beyond executive objectives, and tuned into the users and the jobs they need to get done every day, and then customized or built what users need to make their businesses successful,” he says. “Salesforce doesn’t magically happen in companies—all of our success is tied to the work of the admin community.” Links:     Social:  Preena:  Salesforce Admins:  Gillian:  Mike:   &nbsp; Full Show Transcript Gillian Bruce: Welcome to the Salesforce Admins podcast, where we talk about product, community, and careers to help you be an awesome admin. I'm Gillian Bruce. Mike Gerholdt: And I'm Mike Gerholdt. Gillian Bruce: And today we have a very special guest joining us. We have EVP and GM of AppExchange here at Salesforce, Woodson Martin, joining us to talk about presenting to executives, awesome admin AppExchange magic, all kinds of good stuff. So without further ado, let's get Woodson on the podcast. Mike Gerholdt: Woodson, welcome to the podcast. Woodson Martin: Thank you. It's great to be here. Mike Gerholdt: For those that haven't...

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