Nonprofit Cloud 101 With Independent Consultant Michael Kolodner
Serious Insights for Admins
by Kristi Campbell
1y ago
Episode Description If you’re an aspiring Salesforce admin, you may have heard that nonprofits are a great place to kickstart an admin career. But the truth is, if you don’t know nonprofits, you can’t just build out their Salesforce platform from scratch. Salesforce provides plenty of great features specifically designed for nonprofits — like the Nonprofit Success Pack (NPSP) — but admins need to know how to use those features in order to get the most out of them. “Salesforce is free like a puppy, not free like a beer, for nonprofits,” says Michael Kolodner, an independent nonprofit Salesforce ..read more
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Serious Insights for Salesforce Admins: A Podcast Trailer
Serious Insights for Admins
by Kristi Campbell
1y ago
What's Serious Insights for Salesforce Admins all about? Come listen to our delightful new trailer to find out ..read more
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How to Optimize Field Service Work with Martin Humpolec
Serious Insights for Admins
by Kristi Campbell
1y ago
Episode Description When we think of field service work, we usually think of the cable guy or someone coming to turn on the power at our home. That’s the most obvious use case for Salesforce Field Service, an extension for Service Cloud. But Field Service does so much more. Its easy optimization allows easy connectivity to other programs like Sales Cloud, so your technicians can upsell customers on the job.  And purchasable consoles for positions like contractors and dispatchers are fully loaded with tools to make your team’s life easier and your customers happier. On this episode of Ser ..read more
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Experience Cloud 101 with Jarrod Kingston of IBM
Serious Insights for Admins
by Kristi Campbell
1y ago
Episode Description On today’s episode of Serious Insights for Salesforce Admins, we’re talking about a tool so universal that we believe all intentional admins should learn how to use it: Experience Cloud. “Experience Cloud is something that any admin should frankly learn. A great way to do it is [to] build your own site and share what you're doing,” says Jarrod Kingston, Solution Engineering Leader at IBM and a master at using Experience Cloud to its full potential. Experience Cloud does a lot more than cultivate relationships and improve experiences for your customers — it’s a platform tha ..read more
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‘Going With the Flow’ Part 1: Simplifying the Migration Process With Jack Lavous
Serious Insights for Admins
by Kristi Campbell
1y ago
Just go with the flow. In a non-Salesforce context, hearing that phrase may make you want to put your feet up, chill out and see what happens.  But unfortunately for some Salesforce users, going with the Flow has been an anxiety-inducing phrase ever since Salesforce announced that it would be retiring its old workflows and process platforms in favor of Flows.  It’s a move that Salesforce hopes will make things a lot easier and more streamlined for users, but the transition may be challenging. That’s why we brought in Jack Lavous, Business Excellence Manager at Elements.cloud, for a s ..read more
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Why Specializing is a Strong Career Move, with Daneille Laffey
Serious Insights for Admins
by Kristi Campbell
1y ago
Episode Description Remember the days when you bought software on a CD, put it into your computer, and that was it? The application was there, no bits and bobs, plain and simple. Some programs are still like that — but not Salesforce. But that’s what gives it a competitive edge, and it’s why consultant Danielle Laffey recommends Financial Services Cloud to her clients. “They have all that structure put in place. And then, for you to be able to configure [and] customize on top of that, as opposed to writing code, has been fantastic,” Danielle says. In this episode of Serious Insights for Salesf ..read more
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How to Navigate Salesforce Releases with the Trailblazer Community
Serious Insights for Admins
by Kristi Campbell
1y ago
Episode Description It’s the beginning of summer, and you know what that means — it’s also Salesforce release season! Get ready to hunt your pre-release orgs for treasures and retire some old products for shiny, new features. But for newer admins, the new release process can be overwhelming. Luckily, Salesforce’s release process has come a long way from the days of long downloadable PDFs! There is now a consistent and repeated procedure every release season, with plenty of resources from Salesforce and through the greater Salesforce community available to walk you through the process. “The thi ..read more
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‘Going With the Flow’ Part 2: Tools for Migration With Jack Lavous
Serious Insights for Admins
by Kristi Campbell
1y ago
As an admin, you might be dreading the migration process to Flow. You’re not only being pulled away from building new and shiny solutions for your users for what may seem like busy work. You’re also going to have to spend a lot of time retraining your brain from Process Builder to Flow so that the migration process goes smoothly, and so you can reach your full Flow potential. Don’t stress too much: we’re back with part 2 of our series on the great Flow migration with Jack Lavous of Elements.cloud to dig deeper into how Jack was able to transition to Flow with ease.  In this episode, Krist ..read more
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Finding Community as a Solo Admin With Alexandra Klinger
Serious Insights for Admins
by Kristi Campbell
1y ago
Episode Description Being a solo admin can be challenging and even lonely. While blogs may help, nothing can replace one-on-one conversations with other admins. Even if you don’t have one at your office or within your company, there are communities of fellow admins who can offer support.  Just ask Alexandra Klinger of Cloud for Good, who has been a solo admin for over seven years.  Joining Salesforce communities “has given me my social life, which is great, and good friends, but also keeps me going from a work perspective and from a growing and learning perspective,” she says. In thi ..read more
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Org Admin vs. Consulting: How To Know Which Role Is Right For You
Serious Insights for Admins
by Kristi Campbell
1y ago
As someone who has been on both sides of the relationship, Aleksandra Milcic Radovanovic, a Salesforce MVP and product manager at Okta, may know it better than most: org admins and consultants need each other.  When they use their respective expertise to come up with the best solution for the company, it can be “a really powerful combination,” she says. At the end of the day, org admins and consultants use similar sets of skills to find solutions. So what are the major differences between the two roles, and how can you know which one is best for you?  If you’ve ever considered transi ..read more
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