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PODCAST

Salesforce Admins Podcast

The Salesforce Admins podcast features real-life Salesforce Admins, product managers, and community leaders who transform businesses, careers, and community with clicks, not code. This 20min (sometimes a bit more) weekly podcast hosted by Mike Gerholdt feature episodes to empower Salesforce Admins who are implementing Enterprise CRM solutions. There may be some (digital) confetti. For more than our most recent episodes, go to https://admin.salesforce.com/salesforce-admin-podcast.

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All Episodes

27:59

How Agentforce Is Changing the Career Landscape

Salesforce Admins Podcast ·

2024/12/12

Today on the Salesforce Admins Podcast, we talk to Megan Tuano, Sr. Business Analyst at Accenture Federal Services and an amazing YouTube content creator. Join us as we chat about navigating career transitions in tech, the power of AI, and making your mark in the Salesforce ecosystem. You should subscribe for the full episode, but here are a few takeaways from our conversation with Megan Tuano. Overcoming barriers to a career in tech Megan got her start working in college admissions for a data

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37:02

Gillian Is Back to Talk Agentforce and Slack!

Salesforce Admins Podcast ·

2024/12/05

Today on the Salesforce Admins Podcast, we talk to Gillian Bruce, Director of Developer Marketing at Slack. Join us as we chat about how Agentforce allows you to bring Salesforce to Slack, and why every admin should learn how to build Slack solutions. You should subscribe for the full episode, but here are a few takeaways from our conversation with Gillian Bruce. Why Salesforce Admins should build on Slack If you’re a longtime listener to the pod, you’ve got to be excited about this week’s guest

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28:47

How Can Small Teams Benefit from Salesforce...

Salesforce Admins Podcast ·

2024/11/21

Today on the Salesforce Admins Podcast, we talk to Andrew Russo, Salesforce Architect at BACA Systems. Join us as we chat about Salesforce Foundations and why it’s a game changer for solo admins and small orgs. You should subscribe for the full episode, but here are a few takeaways from our conversation with Andrew Russo. The solo admin guide to Dreamforce Andrew calls himself a Salesforce Archi-admin-eloper. At BACA Systems he’s a team of one, managing a complex org with all sorts of flows and

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16:51

Key Security Best Practices for Salesforce Admins...

Salesforce Admins Podcast ·

2024/11/14

Today on the Salesforce Admins Podcast, Josh Birk talks to Jagan Nathan, Technical Architect with Customer Success at Salesforce. Join us as we chat about guest user anomalies and what you can do about them with the Threat Detection app. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jagan Nathan. The most important thing for a successful Data Cloud migration Jagan works as a Technical Architect with the Customer Success Group at Salesforce. He’s

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31:47

What Makes Tableau Pulse Essential for Salesforce...

Salesforce Admins Podcast ·

2024/11/07

Today on the Salesforce Admins Podcast, we talk to John Demby, Director of Solution Engineering at Tableau. Join us as we chat about Tableau Pulse, Tableau Einstein, and how easy it is to get started. You should subscribe for the full episode, but here are a few takeaways from our conversation with John Demby. Getting to know Tableau Pulse and Tableau Einstein John leads a team of demo engineers for Tableau. What that means is they get their hands on all the new solutions and products ahead of

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35:09

How Can Salesforce Admins Overcome Imposter Syndrome...

Salesforce Admins Podcast ·

2024/10/31

Today on the Salesforce Admins Podcast, guest host Josh Birk talks to Katie Villanueva, Golden Hoodie winner and Salesforce Administrator at 10K Advisors. Join us as we chat about her work with mental health advocacy and mindfulness principles that you can apply to your work as a Salesforce Admin. You should subscribe for the full episode, but here are a few takeaways from our conversation with Katie Villanueva. Mental health advocacy in the Salesforce ecosystem Katie started out as an accidental

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27:28

How Can Salesforce Admins Leverage Foundations to...

Salesforce Admins Podcast ·

2024/10/24

Today on the Salesforce Admins Podcast, we talk to Eddie Cliff, VP of Product Management at Salesforce. Join us as we chat about Salesforce Foundations and how it can give you access to even more capabilities within Sales, Service, and beyond. You should subscribe for the full episode, but here are a few takeaways from our conversation with Eddie Cliff. Introduction to Salesforce Foundations Eddie is the lead PM for Salesforce Foundations, and he’s here to tell us how it can be a game-changer for

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35:34

How Business Process Documentation Enhances Data...

Salesforce Admins Podcast ·

2024/10/17

Today on the Salesforce Admins Podcast, we talk to Jennifer Cole, Director of Business Intelligence and Automation at 908 Devices. Join us as we chat about how Salesforce Admins can bridge the gap between business processes and data accuracy. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Cole. The importance of understanding the 'Why' behind data entry Jen gave a stellar presentation about business processes and data strategy at World

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36:32

What Can Salesforce Admins Do with Slack Integrations?

Salesforce Admins Podcast ·

2024/10/10

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 Workflow Builder, Slack integrations, and what happens when you put them together. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jim Ray. Slack as a multi-purpose tool Jim is here to tell us that Slack is much more than a chat tool. Automations and integrations can open a whole new world of utility for your

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31:58

What Role Does Coding Play in the Future of...

Salesforce Admins Podcast ·

2024/10/03

Today on the Salesforce Admins Podcast, we talk to Warren Walters, Salesforce MVP and host of the Salesforce Mentor YouTube channel and website. Join us as we chat about how we’re all becoming adminelopers and why you should learn to code. You should subscribe for the full episode, but here are a few takeaways from our conversation with Warren Walters. What is an admineloper? Salesforce Admins and Developers are increasingly overlapping in their roles, leading to the rise of the “admineloper.” AI

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23:21

The Future of Salesforce Setup

Salesforce Admins Podcast ·

2024/09/26

Today on the Salesforce Admins Podcast, we talk to Ben Sklar, Director of Product Management at Salesforce. Join us as we chat about how he’s making setup into a better, more consistent experience. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ben Sklar. The problems with Salesforce setup If there’s one thing Salesforce Admins know a lot about, it’s setup. It’s time-consuming, complicated, and varies wildly depending on what you’re looking

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36:43

Reduce Salesforce Profiles for Greater Efficiency

Salesforce Admins Podcast ·

2024/09/19

Today on the Salesforce Admins Podcast, we talk to Douane James, Salesforce Application Product Manager. Join us as we chat about his Dreamforce presentation about how reducing profiles in your org can enable faster deployments. You should subscribe for the full episode, but here are a few takeaways from our conversation with Douane James. How permission sets can help you reduce Salesforce profiles in your org Douane’s giving a talk at Dreamforce this year so I was excited to get him on the pod and

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43:05

What Are the Key Skills for a Successful Salesforce...

Salesforce Admins Podcast ·

2024/09/12

Today on the Salesforce Admins Podcast, we talk to Jason Atwood, CEO and Co-Founder of Arkus. Join us as we chat about how to land your first Salesforce Admin role, from where to find good opportunities to how to prep for the job interview and more. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jason Atwood. How Salesforce Admins should split their learning time We’re talking with Jason because he spends a lot of time interviewing and hiring

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01:00:30

Puzzle Solving as a Key to Success in the Workplace

Salesforce Admins Podcast ·

2024/09/05

Today on the Salesforce Admins Podcast, we talk to Rangsk, a Wordle and Sudoku educational YouTuber. Join us as we chat about how solving puzzles every day can help you sharpen your critical thinking skills. You should subscribe for the full episode, but here are a few takeaways from our conversation with Rangsk. The role of puzzles in critical thinking development I’m addicted to word games. They give me a chance to practice my problem solving skills and, hopefully, get better. That’s why I was so

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16:37

An Inspiring Journey from Admin to Evangelist

Salesforce Admins Podcast ·

2024/08/29

Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat get to know the newest member of the Admin Evangelist team and her journey through the Salesforce ecosystem. You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. Giving back to the Salesforce community Kate actually got her master’s in museum studies, so how did she get involved in Salesforce? “I started at a

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38:23

What Should Salesforce Admins Know About User...

Salesforce Admins Podcast ·

2024/08/22

Today on the Salesforce Admins Podcast, we talk to Lisa Tulchin, Senior Curriculum Developer at Salesforce. Join us as we chat about user learning styles and how to use them to create better training sessions. You should subscribe for the full episode, but here are a few takeaways from our conversation with Lisa Tulchin. Choose the right learning style for you on Trailhead As a Senior Curriculum Developer for Salesforce, Lisa spends a lot of time thinking about user learning styles. That’s why

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32:22

Essential Tips for Creating Effective Presentations

Salesforce Admins Podcast ·

2024/08/15

Today on the Salesforce Admins Podcast, we talk to Ella Marks, Senior Marketing Manager at Salesforce. Join us as we chat about the keys to creating an effective presentation, how to prep, and how to create a strong ending. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ella Marks. Core principles to prep any presentation We’re starting the last quarter of the year and that means it’s presentation season. Whether it’s presenting about the work we

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35:34

Effective Process Documentation for Salesforce Admins

Salesforce Admins Podcast ·

2024/08/08

Today on the Salesforce Admins Podcast, we talk to Jennifer Cole, Director of Business Intelligence and Automation at 908 Devices. Join us as we chat about why understanding and documenting your business processes is critical for collecting quality data in your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Cole. Admins connect the dots Jen recently co-presented at World Tour Boston about business processes and data strategy, and I

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25:33

What Makes Prompt Builder Essential for Salesforce...

Salesforce Admins Podcast ·

2024/08/01

Today on the Salesforce Admins Podcast, we talk to Elizabeth Awad, Associate Product Manager for Prompt Builder at Salesforce. Join us as we chat about how you can use Prompt Builder to simplify users’ daily tasks by integrating generative AI moments powered by prompt templates into their workflows. You should subscribe for the full episode, but here are a few takeaways from our conversation with Elizabeth Awad. What’s the difference between Einstein Copilot and Prompt Builder? There’s been a lot

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29:26

What Are the Key Features of Salesforce's Model Builder?

Salesforce Admins Podcast ·

2024/07/25

Today on the Salesforce Admins Podcast, it’s another deep dive with Josh Birk as he talks to Bobby Brill, Senior Director of Product for Einstein Discovery. Join us as we chat about how you can use Model Builder to harness the power of AI with clicks, not code. You should subscribe for the full episode, but here are a few takeaways from our conversation with Bobby Brill. What is Model Builder? Bobby started his career at Salesforce in Customer Success before working on Wave Analytics. These days,

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