Salesforce Admins Podcast Podcast Por Mike Gerholdt arte de portada

Salesforce Admins Podcast

Salesforce Admins Podcast

De: Mike Gerholdt
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 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. Economía Exito Profesional
Episodios
  • Use Metadata to Empower Salesforce Agents

    Use Metadata to Empower Salesforce Agents
    Jun 5 2025
    Today on the Salesforce Admins Podcast, we talk to Joshua Birk, Admin Evangelist at Salesforce. Join us as we chat about why your metadata is crucial for building effective AI agents. You should subscribe for the full episode, but here are a few takeaways from our conversation with Joshua Birk. Why multi-tenancy still matters for Agentforce As the Admin Evangelist team has been helping people get started with Agentforce, we’ve noticed that the key to unlocking this new technology is to revisit some of the oldest concepts about the Salesforce platform. That’s why I brought Josh Birk on the pod to talk about metadata and multi-tenant architecture. If you need a refresher, that’s the idea that Salesforce is like an apartment building where each org is an apartment. Your stuff is in your individual unit, but the entire building shares resources like water and electricity. So what’s the difference from 2010? As Josh explains, it’s that every apartment comes standard with an Agentforce-powered robot butler. Quality data leads to better automation Imagine you’re sitting down for dinner, and you want your robot butler to set the table—how does it know where the forks are? And what happens if they’re buried in your junk drawer? Clearly, a robot butler will be more helpful if you keep your apartment organized. And, as Josh points out, the same is true for your Salesforce org. AI agents rely on your metadata, like description fields and field types, to help them respond correctly and find what your users are looking for. With longstanding orgs, there can be an “if it ain’t broke, don’t fix it” mindset, but that’s the equivalent of throwing everything in the junk drawer. Doing a little spring cleaning and organizing your metadata helps Agentforce help you. Why you’re already an AI builder The key thing Josh wants you to realize is that you’re already an AI builder. An agent is just another user in your org, and so the work you do to make your data easy to use is also what powers the solutions you build in Agentforce. That’s why it’s so important to fall back on Salesforce fundamentals. Building an agent is the easy part. The hard part is making sure your metadata is in a good place to support your AI solutions, but that’s the work that admins do every day. There’s so much more great stuff from Josh in this episode, so be sure to take a listen. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Trailhead: Custom Metadata Types Basics Admin Trailblazers Group Admin Trailblazers Community Group Social Josh on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full Transcript Mike: Hey, Salesforce admins. Ever wonder what multi-tenancy AI and your junk drawer have in common? Luckily, Josh Birk is back to explain it all, from forks, to metadata. Yeah, we even throw in some robot butlers. This episode's a ride through the architecture that makes Salesforce magic happen with, I promise you, enough analogies to stock your kitchen. So, if you've ever said, "Wait, where are the forks?" This one's for you. And when you listen to it, that sentence will make sense. So give it a listen, send it to your friends. Be sure to hit that follow subscribe button to get brand new episodes downloaded on your mobile device. And without waiting any longer, let's get Josh Birk back on the podcast. So Josh, welcome back to the podcast. Josh Birk: Thanks, Mike. Glad you're back. Mike: It's been a while, but you've been working on stuff. Josh Birk: I have been working on stuff. It's been a busy little quarter. This thing called AI never really stops sleeping. I guess it's one of its benefits. But yeah, trying to catch up with all things AI, and data cloud, and especially trying where there's a wealth of stuff happening before Dreamforce, and we really would like to get our admins community armed with that information. Mike: You mentioned Dreamforce. Dreamforce start till October. Josh Birk: Well, I know, but I thought July was a really far away away, and I realized I have a trip to Montreal next week because it's June, and it's like, "Okay, right." The months, they're collapsing away. Mike: It literally, it's like one minute you're like, "Yay, it's February," and the next thing you know it's like 4th July. Josh Birk: Right. Yeah. And you have a TDX going over. Mike: All the hangovers. The first thing that I think we want to talk about, so what's crazy is we brought this stuff up, what are we going to talk about, and you're like, "Let's talk about the multi-tenant analogy." And I was thinking back to, whoa, that was like 2010 when I first learned about multi-tenant, and hearing the Salesforce apartment analogy. Josh Birk: Yeah. Yeah. It's interesting. It's actually, I think, a testament to the ...
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    31 m
  • Curiosity Is the Key to Learning Agentforce

    Curiosity Is the Key to Learning Agentforce
    May 29 2025
    Today on the Salesforce Admins Podcast, we talk to Amit Malik, the Content Portfolio Lead for AI within Product Education at Salesforce. Join us as we chat about how admins should approach learning Agentforce and bringing AI to their organizations. You should subscribe for the full episode, but here are a few takeaways from our conversation with Amit Malik. Learning AI starts with filtering out the noise We often get asked where admins should get started with learning Agentforce, so I brought Amit on the pod to get the inside scoop. In his role as a Content Portfolio Lead for AI in Product Education at Salesforce, he’s in charge of planning the courses that are offered globally about Agentforce and Data Cloud. For Amit, the challenge with teaching AI is what he calls the “knowledge explosion.” There are so many different things that Agentforce can do, and that list is growing daily, so it’s hard to know where to get started. What’s needed is “knowledge distillation.” So the key to learning Agentforce is to focus on the core concepts of how AI works before getting into the specifics. A framework for building with Agentforce Amit goes through five questions you should ask when you’re thinking of building a solution with Agentforce: Is an AI agent the best way to solve this problem? Would it be easier to build a flow? Just because you can solve something with Agentforce doesn’t mean you should. What agent type do you need? Salesforce has several pre-built agent templates for specific use cases, like Service Agent, Employee Agent, or Guided Shopping Agents. Consider those options before trying to build something more complicated. What topics do you want to assign to this agent? Define the set of business problems you want your agent to solve. There are standard pre-built topics like FAQ or escalation, but you can make a custom topic if needed. How will you provide data to your agent? AI is only as good as the data you provide it, so you need to make sure you have everything you need in Data Cloud and set up access with the Agentforce Data Library. What actions do you want the agent to perform? “This is where the magic happens,” Amit says. There are four types of actions: Flow, Apex, API, and Prompt Template. Learning Agentforce is about understanding the layers you’re working with. As Amit explains, an agent is really an aggregation of the topics you decide it can solve. Those topics can be broken down into the specific actions your agent can perform, which it does based on the data you give it access to via Data Cloud. The art of learning is to become curious With twelve years of experience as a Salesforce instructor, Amit’s biggest piece of advice for admins trying to learn Agentforce is to cultivate curiosity. Where many people go wrong is that they approach AI as a solution in search of a problem. That can be like trying to jam a square peg in a round hole. Once you start getting curious about the business problems you’re trying to solve, you’ll find use cases all over the place for AI. But that comes from understanding, specifically, how an AI agent can improve the experience for your users. This makes learning Agentforce simple because you know what you’re trying to do with it. There’s a lot more great stuff about learning, teaching, and working with Agentforce in my conversation with Amit, so be sure to listen to the full episode. And don’t forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: Architect Courses for Admins with Amit Malik Trailhead: Discover Agentforce Trailhead: Review Agentforce and Data Library Admin Trailblazers Group Admin Trailblazers Community Group Social Amit on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on Tiktok Mike on X Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Mike Gerholdt: Welcome to the Salesforce Admins Podcast. This week, we're joined by Amit Malik, a cloud content portfolio lead at Salesforce. Guess what we're digging into? That's right. Agentforce and Data Cloud, but we're going to talk a little bit different. It's about how admins can confidently navigate AI in their orgs. Amit brings over a decade of instructional experience and delivers a fresh, clear-eyed framework of thinking about AI agents. Trust me, you're going to want to hear this framework. So whether you're new to Agentforce or looking to level up your implementation game, I promise you, Amit breaks down the essentials with clarity and care for us. Plus, we also talk about why doing not just watching is a key to learning because as admins, we do some instruction as well. So it's good to learn from an instructor. Before we start the show, just a reminder to press follow on that podcast platform that you're ...
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    27 m
  • Why Secure AI Starts With You: What Admins Must Know About Agentforce

    Why Secure AI Starts With You: What Admins Must Know About Agentforce
    May 22 2025
    Why Secure AI Starts With You: What Admins Must Know About Agentforce Today on the Salesforce Admins Podcast, we talk to Sri Srinivasan, Senior Director of Information Security at Salesforce. Join us as we chat about what admins need to know about Agentforce and how to build secure AI experiences. You should subscribe for the full episode, but here are a few takeaways from our conversation with Sri Srinivasan. Quick heads-up before we get started: This episode may include forward-looking statements—things we're excited about, but not yet available. So please make any purchasing decisions based only on products and features that are currently available. For all the legal details, visit salesforce.com. The hidden job of AI security: admins build the brakes Sri gave a great TDX presentation about AI security and the crucial role admins play in the future of Agentforce. “Admins are key to everything that we do,” he emphasizes, “they understand everything that's happening within their environment. They know which actions, what permissions, what they do, and agents are just another avenue to expose and interact with this crux of it.” As Sri puts it, Agentforce is like a sports car in terms of what it can do with your data. But how fast would you drive a sports car with no brakes? That’s why admins are so important in the age of AI. We can build the brakes for Agentforce to make sure our agents are behaving correctly. Five questions to ask when building secure Agentforce experiences Security conversations can get very scary very quickly, but Sri boils it down to five questions admins should ask when they’re building with Agentforce: What is the agent’s role and scope? What data will the agent have access to? Which actions should be public and which should be private? Do you need to build any extra guardrails? Which channels will the agent use? The key here is practicing the principle of least privilege. And for admins, that comes down to managing permissions and profiles in Salesforce and following security best practices. Every agent runs as a user—and that user needs to be tightly scoped. Test before you trust: scaling with the Agentforce Testing Center Going back to the idea of brakes, Sri cautions that just because you built an agent fast doesn’t mean that it’s ready. Luckily, his team has been hard at work on new tools to help you make sure your agents are working as intended. The new Agentforce Testing Center helps simulate and validate agent behavior at scale—without needing a QA army. You’re also able to peek under the hood to understand why an agent made a certain choice—turning debugging into decision-making clarity. Be sure to listen to the full episode for more on what admins need to know about Agentforce. And don’t forget to subscribe to the Salesforce Admins Podcast so you never miss out. Podcast swag Salesforce Admins on the Trailhead Store Learn more Sri at TDX: 5 Easy Steps for Secure Agentforce Implementation More from TDX: Security Best Practices with Agentforce Trailhead: Trusted Agentic AI Blog: Best Practices for Building Secure Agentforce Service Agents Admin Trailblazers Group Admin Trailblazers Community Group Social Sri on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike Gerholdt: This week on the Salesforce Admins Podcast, we're talking with Sri Srinivasan about secure, reliable AI experiences with Agentforce. Now, Sri is a leader on the security compliance customer trust team at Salesforce, where he helps customers understand and implement security best practices. Of course, before we get into this episode, be sure to follow the Salesforce Admins Podcast wherever you get your podcasts. That way you get a new episode every Thursday delivered right to your phone or your mobile device. So with that, let's get into our conversation with Sri. So Sri, welcome to the podcast. Sri Srinivasan: Thanks for having me here, Mike. Super excited for it. Mike Gerholdt: Well, I love the presentation that you gave at TDX, and I'm sure more people would love to hear about it too, which is why I wanted to have you come back on, because everything now is Agentforce and security is always top of mind. I've always preached security ever since I started at Salesforce. I've had, I think, Laura Pelkey on quite a few times. But that was the compass of what you talked about at TDX. But I'm jumping ahead. Let's talk about you a little bit. Tell me kind of where you got started and how you got to Salesforce. Sri Srinivasan: Let me try to make it very sweet and sharp. So I have always been in security. I have a master's in information management specializing in security. I worked for big four accounting firms, but not doing accounting. I did security for them, data security and data privacy. Then I ended up working for a little gaming company where I ...
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    30 m
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