The Salesforce Admins Podcast

Join Jim Ray, Director of Developer Relations and Advocacy at Slack, as he shares insights on enhancing the Slack experience with new usability upgrades. Discover how the revamped Workflow Builder now supports conditional paths to simplify automation. Jim highlights the power of Slack as a centralized hub for AI interactions, making it easier to integrate AI teammates into daily workflows. Listeners will also learn about innovative features like canvases for organizing data and lists serving as handy semi-databases.

LeeAnne Rimel, Senior Director of Admin and Developer Strategic Content at Salesforce, discusses the launch of the True to the Core Deep Dive series. This initiative allows Salesforce Admins to engage directly with product leaders for an in-depth look at key topics like Setup and user access management. LeeAnne emphasizes community feedback’s importance in shaping discussions and upcoming features. She also hints at exciting plans for Dreamforce, including more community-led sessions and the necessity of addressing security despite its low popularity.

Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about the new Agentforce Adoption Framework and her new YouTube series, “Kate Clicks Through It.” You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. […] The post The 5-Step Framework To Help You Navigate Agentforce appeared first on Salesforce Admins.

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.

In this engaging conversation, John Wall, co-host of the Marketing Over Coffee podcast and a seasoned marketing expert, discusses how AI tools are reshaping marketing practices. He highlights six key AI use cases in marketing such as content generation, summarization, and data extraction. John emphasizes the potential of AI in defining marketing personas through data-driven insights, moving beyond traditional methods. The talk also touches on the challenges and ethical considerations marketers face in embracing AI while fostering creativity and efficiency.

Today on the Salesforce Admins Podcast, we talk to Derika West, IT Application Support Analyst II at KinderCare Learning Companies. Join us as we chat about how she got started in her tech career and how she started her Salesforce journey. You should subscribe for the full episode, but here are a few takeaways from […] The post Breaking Into Tech With a Nontraditional Background appeared first on Salesforce Admins.

Chris Emmett, a Salesforce Solution Architect at Capgemini with extensive consulting experience, dives into the crucial topic of data cleanliness for AI readiness. He highlights that organizations often need significant data cleanup, especially if they've inherited legacy systems. Chris shares insights on how context is more important than perfection in data management and warns against merely replicating old workflows when implementing AI. With practical tips, he emphasizes evolving processes to harness actionable insights from clean data, making the tech journey both informative and entertaining.

In this episode, Jonathan Fox, Head of Salesforce Architecture at IntellectAI, delves into the importance of cleaning metadata for AI agents. He discusses how to identify when your metadata needs tidying, especially before implementing tools like Agentforce. Training an AI agent resembles guiding someone unfamiliar with your business, making clear labels essential. Jonathan advises starting small with metadata cleanup for specific tasks and emphasizes the significance of dynamic documentation in keeping your Salesforce environment efficient and user-friendly.

Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Joshua Birk, and Kate Lessard from the Admin Evangelist team at Salesforce. Join us as we revisit the team’s predictions from the beginning of the year for how Agentforce will change the game for admins in 2025.  You should subscribe for the full episode, […] The post How Are 2025 Admin Predictions Holding Up So Far? appeared first on Salesforce Admins.

Brinkal Janani, Director of Product Management at Salesforce, formerly an engineer on Dynamic Forms, discusses the revolutionary Generative Canvas. This innovative tool enables Salesforce Admins to create dynamic, personalized user experiences without code. Discover how it simplifies user interaction by organizing data seamlessly and enhancing workflow efficiencies. Brinkal also shares insights on the balance between rapid tech evolution and community engagement, highlighting the importance of personal experiences in sparking creativity and fostering collaboration.