The Salesforce Admins Podcast

Why Agentforce Is a Game Changer for Small Businesses

Nov 13, 2025
In this engaging discussion with Daniel Peter, Chief Technology Officer at Petaluma Creamery and a Salesforce MVP Hall of Famer, listeners learn about transforming traditional cheese production operations. Daniel shares insights on modernizing business processes by leveraging Salesforce and AI, improving ordering systems, and eliminating outdated practices. He explores how AI can empower small businesses to compete, including voice-driven ordering and smart customer service. Tune in for delicious ideas on using technology to drive growth!
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ANECDOTE

Tracing Cheese With Custom Objects

  • Petaluma Creamery tracked ingredients, batches, and compliance details in Salesforce to replace paper trails.
  • Daniel used his manufacturing ERP experience to map food traceability onto custom objects and records.
ANECDOTE

From QuickBooks And Paper To Salesforce

  • The creamery relied on QuickBooks Desktop and paper order forms for decades.
  • Staff converted handwritten orders and unit measures by hand before Daniel rebuilt order entry in Salesforce.
ADVICE

Stabilize Infrastructure First

  • Stabilize core IT before transformation by moving from on-prem servers to cloud and improving connectivity.
  • Get reliable internet and eliminate fragile local servers to prevent outages.
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