The Salesforce Admins Podcast What’s the Best Way To Teach AI to Salesforce Users?
Aug 14, 2025
Amit Malik, Content Portfolio Lead for AI at Salesforce, brings valuable insights into teaching AI to admins. He stresses the importance of focusing on what learners can accomplish in the next year, rather than past knowledge. Amit shares a five-question framework to determine when to use AI agents effectively. He also discusses the Data Cloud's role in improving AI interactions and encourages aligning technology with business goals. Curiosity emerges as a key element in effective training for Salesforce users, highlighting the need for tailored, hands-on learning.
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Prioritize Knowledge Distillation
- If you have limited time, prioritize knowledge distillation and learn what to focus on first.
- Decide your first 10 hours or first 10 words to get project value in 3 months.
Start With The 'Why'
- Clarify the 'why' before building AI so you don't adopt solutions for hype.
- Treat AI agents as digital labor that should make humans more productive.
Data Cloud Is Your Agent's Library
- Data Cloud centralizes data from many enterprise sources to act as agent knowledge.
- Feeding an agent comprehensive data turns it from a single book into a full library.