Today on the Salesforce Admins Podcast, we talk to Skip Sauls, Senior Director of Product Management at Salesforce. Join us as we chat about how Data Cloud can make it easier than ever to roll out enhancements to your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Skip Sauls. The challenges of working with external data sources Pulling data from external sources is always a challenge. For one thing, it usually requires a bunch of work on the back end to get things looking the way you want them to. What’s more, it opens the door to all so ..read more

Today on the Salesforce Admins Podcast, we talk to Lizz Hellinga, Consultant and Salesforce MVP. Join us as we chat about why product management principles in Salesforce are crucial if you want to take advantage of new AI tools. You should subscribe for the full episode, but here are a few takeaways from our conversation with Lizz Hellinga. AI enhancements and what they mean for admins The last time I had Lizz on the pod, we talked about why clean data is crucial for AI tools. But with everything that Einstein Copilot and Prompt Builder make possible, I wanted to bring her back to help us unde ..read more

Today on the Salesforce Admins Podcast, we talk to Tom Leddy, the Product Director of Decision Guides at Salesforce. Join us as we chat about decision making in the age of AI and why cleaning up your data is more important than ever. You should subscribe for the full episode, but here are a few takeaways from our conversation with Tom Leddy. Decision Guides and the Well-Architected Framework Almost exactly a year ago, we had Tom on the pod to talk about the Well-Architected framework. I’ll link the episode below but Tom gives us a quick summary: “It tells you how to build healthy solutions wit ..read more

Today on the Salesforce Admins Podcast, we talk to Jim Ray, Director of Developer Relations and Advocacy at Slack. Join us as we chat about automating in Slack and what’s coming with Slack AI. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jim Ray. Slack is more than just a chat tool Jim gave a great breakout session at TDX on automating in Slack, so I wanted to bring him on the pod to tell us all about it. “If you’re just using Slack for communication, you’re overpaying for a chat tool,” he says, “there’s a lot more you can do to broaden you ..read more

Today on the Salesforce Admins Podcast, we talk to Evan Ponter, Salesforce Consultant and Certified Application Architect. Join us as we chat about all things reporting from his breakout session at TrailblazerDX. You should subscribe for the full episode, but here are a few takeaways from our conversation with Evan Ponter. A deep dive into Salesforce reporting We last spoke to Evan back in 2019. Since then, he’s struck out on his own as a Salesforce Consultant, where he helps businesses get everything they need out of Salesforce and their reporting. He recently did a 75-minute breakout session ..read more

Today on the Salesforce Admins Podcast, we talk to Gary Brandeleer, Senior Director of Product Management, Emerging Tech and Products at Salesforce. Join us for a roundtable discussion of everything Einstein Copilot: what it can do, how you can customize it, and what you need to do to get your org ready to get the most out of it. You should subscribe for the full episode, but here are a few takeaways from our conversation with Gary Brandeleer and Josh Birk. What is Einstein Copilot? At TDX this week, we’ve talked a lot about a cool new AI tool for Salesforce called Einstein Copliot. We thought ..read more

Today on the Salesforce Admins Podcast, we talk to Christina Nava, Director of Salesforce Strategy at Gaggle. Join us as we chat about making flows more manageable with subflows. You should subscribe for the full episode, but here are a few takeaways from our conversation with Christina Nava. Creating flows to save time on business processes In the biz, Christina is what we call a long-time listener, first-time caller. She’s been listening to the podcast since 2014, back when I was known as the ButtonClick Admin. And while I’d love to toot my own horn, Christina has come a long way since learn ..read more

Today on the Salesforce Admins Podcast, we talk to Marissa Scalercio, VP of Sales Operations at Carnegie Learning. Join us as we chat about Prompt Builder, why it will be a game changer, and how her Salesforce Admin skills help her be a better sales leader. You should subscribe for the full episode, but here are a few takeaways from our conversation with Marissa Scalercio. A Sales VP and a Salesforce Admin Marissa is the VP of Sales Operations at Carnegie Learning, an ed-tech company that was founded 26 years ago with a product created on AI. “That’s why I’m really excited to start including A ..read more

Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Lead Admin Evangelist at Salesforce. Join us as we chat about what you need to do to be ready for the upcoming Spring ’24 release. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Lee. Video content for the Spring ’24 release If you’ve come across any Admin Release Readiness content, then you’re probably familiar with Jennifer Lee and her army of GIFs. That’s why I was excited to sit down with her and talk about what’s coming in the Spring ’24 release and what content is ..read more

Today on the Salesforce Admins Podcast, we talk to Anna Szabo, ISV Platform Expert at Salesforce. Join us as we chat about getting started with Trailhead, how to decide which certifications to go for, and why we all need to embrace failure. You should subscribe for the full episode, but here are a few takeaways from our conversation with Anna Szabo. Give yourself a chance Anna wanted to be Salesforce certified for a long time before she actually jumped into Trailhead and got started. “To be honest with you, I didn’t believe I could,” she says. But in 2022, she decided she’d get her certificati ..read more