The Salesforce Admins Podcast

Jennifer Lee, Lead Admin Evangelist at Salesforce, shares exciting insights about the upcoming Summer ’25 release. She highlights enhancements like the new Close Case button, simplifying case management with fewer clicks. The Permission Set Summary page allows for straightforward updates without flipping through multiple pages. Improved flow functionality and debugging tools are also on the horizon, aiming to modernize admin processes. Get ready for a more efficient user experience that transforms how Salesforce admins operate!

Explore the importance of metadata in building AI agents and how it impacts automation in Salesforce. Discover the concept of multi-tenancy through analogies like living in an apartment complex. Gain insights on organizing data for better AI responses, just like knowing where the forks are in your junk drawer. Delve into the humorous side of household clutter while understanding the risks of mismanaged data. Learn how Salesforce admins can empower agents by leveraging existing skills and optimizing their systems.

Amit Malik, the Content Portfolio Lead for AI within Product Education at Salesforce, dives into the essentials of mastering Agentforce and Data Cloud. He emphasizes the importance of filtering out noise when learning AI and advocates for 'knowledge distillation' to grasp core concepts first. Amit shares a framework for deciding whether an AI agent is the solution to a problem and highlights the dynamic role of instructors in fostering curiosity and engagement. He urges listeners to prioritize practical experiences for effective learning in the evolving tech landscape.

Sri Srinivasan, Senior Director of Information Security at Salesforce, dives deep into the world of AI security. He emphasizes the pivotal role of admins in securing AI experiences through Agentforce, likening it to driving a sports car without brakes. Sri shares five essential questions admins should consider when implementing AI, urging proactive security measures from the start. He also highlights the importance of ethical considerations and community engagement, reminding listeners that effective user interactions and strategic planning are key to navigating AI's complexities.

In this discussion, Dana Walton, Senior Manager of Credential Programs at Salesforce, shares her insights on the evolving certification landscape. With certifications transitioning to Trailhead Academy, the focus is on smarter personalization and accessibility. Dana highlights the importance of aligning certifications with new skill development over traditional roles. They also address how the certification process is becoming user-friendly, integrating community support and interactive assessments to help professionals enhance their careers in an AI-driven world.

In this engaging chat, Melissa Hansen, a Salesforce MVP and principal architect at HiFi Consulting Group, shares her journey from troubleshooting tech issues at a nonprofit to becoming a developer. She reveals the thrill of coding a scheduling agent at the TDX Hackathon in just 16 hours, highlighting the excitement of using Agentforce for the first time. Melissa also discusses empowering women in tech through RAD Women and the importance of collaboration between developers and admins. Expect insights on innovative scheduling solutions and the evolving landscape of programming!

Marisa Hambleton, Chief Delivery Officer at MH2X and Salesforce MVP Hall of Fame member, shares her insights on conference organizing challenges. She explains the intense 'Tetris' of scheduling speakers and rooms, revealing the significant behind-the-scenes effort required. Marisa emphasizes the critical importance of clean data for AI projects during her team's hackathon experience, highlighting how foundational data hygiene is for effective innovation. With a passionate focus on community and collaboration, she offers valuable perspectives on transforming event logistics.

Today on the Salesforce Admins Podcast, we talk to Melissa Hill Dees, nonprofit Salesforce consultant and Salesforce MVP. Join us as we chat about how her TDX Hackathon team built a conference scheduling agent from scratch in 16 hours. You should subscribe for the full episode, but here are a few takeaways from our conversation […] The post When Collaboration Meets Agentforce: The MH4 Hackathon Story appeared first on Salesforce Admins.

Today on the Salesforce Admins Podcast, we talk to Dorian Earl, Salesforce Admin and Founder of Development Consulting Partners, LLC. Join us as we chat about the 5 steps admins can take today to lead the charge in the Agentforce era. You should subscribe for the full episode, but here are a few takeaways from […] The post Level Up: The Admin’s Action Plan for Thriving in the Agentforce Era appeared first on Salesforce Admins.

Mehmet Orun, SVP, GM, and Data Strategist at PeerNova, delves into the transformative power of Data Cloud in creating trustworthy AI experiences. He discusses how to prevent AI agents from fabricating information and sharing sensitive data. Mehmet emphasizes the evolving data management practices, noting that old rules don't fit in the AI-driven world. He highlights the significance of personalized engagement through Agentforce and the integration of unstructured data, ultimately enhancing user experience and organizational productivity.