Salesforce Admins Podcast

By: Mike Gerholdt
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  • Summary

  • 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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Career Success Economics
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Episodes
  • What Role Does AI Play in Consulting and Salesforce Admin Work?

    What Role Does AI Play in Consulting and Salesforce Admin Work?
    Mar 13 2025
    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 how she uses AI in her consulting and Salesforce Admin work, and how she’s built a career in tech without a traditional tech background. You should subscribe for the full episode, but here are a few takeaways from our conversation with Megan Tuano. The misconception about tech careers Megan started her career at UC Berkeley as an admissions and career counselor for a data science program. Watching her students break into the tech industry without a traditional tech background inspired her to make a career shift of her own. She didn’t have to look far for inspiration—she was already using Salesforce every day to move students through the admissions process. Many people believe a career in tech requires a background in engineering, but Megan shares a different perspective. You don’t need to know how to code to be a business analyst, a product manager, or a Salesforce Admin. And AI is transforming the landscape even further. AI’s impact on consulting and problem-solving One thing that stands out to me about Megan’s story is how well she prioritized her learning. She started with her career goals, and then worked backwards to figure out which Salesforce certifications she needed to achieve those goals. And the biggest difference-maker in her career has been learning how to use AI in her consulting and Salesforce Admin work. When she’s solutioning, Megan uses AI to help her brainstorm. For example, if she’s building something to solve a specific business problem, she might ask ChatGPT to suggest other use cases she hasn’t thought of. AI helps her generate ideas beyond her personal experience, making her consulting work more effective. The importance of soft skills in tech We also touched on soft skills and why they’re so important for Salesforce Admins. Getting your users to buy in to what you’re trying to do and how it can help them is all about showing that you care and that you’re here to help them. One way you can do that is by asking questions. Don’t be afraid to ask about a business process that you don’t understand—it shows that you care and want to get it right. In tech, your soft skills will make you stand out. If you want to hear more from Megan, be sure to check out her YouTube channel. And don’t forget to subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag Salesforce Admins on the Trailhead Store Learn more Megan’s YouTube channel Megan’s article on Salesforce Ben: Can ChatGPT Replace a Salesforce Consultant? Trailhead: Prepare for your Salesforce Certified AI Associate Credential Admin Trailblazers Group Admin Trailblazers Community Group Social Megan 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 Admin's Podcast, we're talking to Megan Tuano about navigating career transitions in tech, the power of AI, and making your mark in the Salesforce ecosystem. Now, Megan is a senior business analyst team leader, and let me tell you, a prolific YouTube content creator with a knack for turning really complex concepts into engaging lessons. But before we dive into this insightful conversation, make sure you're following the Salesforce Admin's podcast on your favorite platform. I don't know which one that is, but I bet you have yours. And if you do that, you're never going to miss an episode because it's just going to show up every Thursday morning. All right, enough of the promo. Let's get to our conversation with Megan. So Megan, welcome to the podcast. Megan Tuano: Hey, I'm happy to be here. Mike Gerholdt: Well, I came across your YouTube channel. We did a military... What was the official name of that? Was it a happy hour that we did? Megan Tuano: It was the military trailblazer office hours. Mike Gerholdt: Office hours. I keep calling everything happy hour, maybe it's wishful thinking. Megan Tuano: It was happy. Mike Gerholdt: It was happy hours, office hours, but it was fun doing that with you. Jennifer Lee was on, there was quite a few people on. Warren Walters, former podcast host. It was like a roundup, and I was like, "Wait a minute. Megan hasn't been on the podcast, so it's not a true family reunion, vet force, happy hour unless I had Megan on the podcast." So I had to have you on the podcast to talk about career and life, your YouTube channel and all of AI and Agent Force that's coming in everywhere in the Salesforce ecosystem. So let's get started there. How did you get started in the Salesforce world? Megan Tuano: Yeah, so taking me back. So basically I was actually working for UC, Berkeley at the time. I was an admission's counselor slash career counselor. I was helping a lot of students at the ...
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    28 mins
  • The Power of Agentforce and Slack for Building Custom AI Agents

    The Power of Agentforce and Slack for Building Custom AI Agents
    Mar 6 2025
    Today on the Salesforce Admins Podcast, we talk to Gillian Bruce, Director of Developer Marketing at Slack. Join us as we chat about how to combine Agentforce with Slack and all the cool new things you can do with custom AI agents. You should subscribe for the full episode, but here are a few takeaways from our conversation with Gillian Bruce. If you can build on Salesforce, you can build on Slack Peanut butter and jelly, macaroni and cheese, cookies and milk—some things just go together. That’s why I’ve brought Gillian Bruce back on the pod to talk about her new role as Director of Developer Marketing at Slack. Gillian’s still a Salesforce Admin at heart, and she’s constantly seeing new ways that Slack can help admins with low and no-code solutions. If you can build in Salesforce, you can build in Slack. And with powerful features like Slack Canvas, Slack Lists, and Workflow Builder, you have a ton of flexibility to communicate information effectively and save time for your users. She also has another great combo to add to our list: Agentforce and Slack. How to combine Agentforce with Slack Slack has over 2600 integrations, allowing you to bring in data from Jira, Workday, Salesforce, and more. This lets you build workflows for users and share information with them without needing to set them up on every platform you’re using. But how can you help them interface with all of that data? That’s where Agentforce comes in. With Agent Builder, you can create custom employee-facing AI agents for Slack to cut through the noise. These agents can update information in Salesforce, pull data your users need to know, give them a summary of service interactions with a customer, and it all happens in Slack. Get started with employee-facing AI agent templates If you need some help getting started, we’ve got you covered. Slack has built a plethora of templates for employee-facing AI agents that you can adapt as needed. For example, there’s a product specialist agent that can ingest documentation and answer questions from your users so they don’t have to pull up a bunch of PDFs. If there’s one thing Gillian wants you to know, it’s that every Salesforce Admin should be building in Slack. “It's going to not only set yourself up to be super valuable to your organization in this era of agents,” she says, “but it also is going to open up so much more possibility for you career-wise.” Be sure to listen to the full episode about more cool things you can do with Salesforce and Slack, and why you might see Gillian at your next Dreamin’ event. And don’t forget to subscribe to the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more slack.dev Slack Developer Program Workshop: Build an automated workflow Salesforce Admins Podcast Episode: What Can Salesforce Admins Do with Slack Integrations? Admin Trailblazers Group Admin Trailblazers Community Group Social Gillian on LinkedIn Gillian on X Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: This week on the Salesforce Admins Podcast, we're thrilled to have Gillian Bruce back with us. Gillian, who now leads the Slack ecosystem marketing team and is on a mission to show why every Salesforce admin should be jumping into Slack and using it to not only build custom agents, but also amazing workflows and incredible integrations that Slack can do. Gillian explains why learning and leveraging Slack is simply a must for an admin. I mean, it's so easy to use. I love it. Now, before we jump in, I want to make sure that you're following the Salesforce Admins Podcast wherever you get your podcasts. That way, you can catch every new episode immediately when it comes out on Thursdays. So be sure to hit the follow button on whatever podcast platform you're listening for. So now, let's welcome Gillian back and talk about Slack and Agentforce. So Gillian, welcome back to the podcast. Gillian: Mike, thanks for having me. Mike: I know, you've been over overly communicating with people. Gillian: It's been a while since I've been on the pod with you, it feels like I just rewound the clock quite a while. Mike: I know, in the Wayback Machine. Don't forget, we have the Wayback Machine. I don't have the fancy noisemaker, you just got to put it in your head and envision that. What have you been up to since we've last talked on ye olde podcast? Gillian: Oh, just a few things, you know? A few changes. Mike: Okay. Still all about admins, obviously. Gillian: Admins are always in my heart, and it's actually been quite fun, because about, what, eight months ago at this point, I have transitioned over to Slack to lead up their ecosystem marketing team, which includes developers, community, and partners. And one of the big things I'm focused on is, as I've gotten to know the Slack community over here, is helping all ...
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    36 mins
  • Roadmap to TDX25 for Admins

    Roadmap to TDX25 for Admins
    Feb 27 2025
    Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Kate Lessard, and Brittney Gibson from the Admin Relations team. Join us as we chat about what they're looking forward to at TDX 2025 and the keynotes, sessions, and how to make the most of your time. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Lee, Kate Lessard, and Brittney Gibson. Don’t miss Jen and Kate’s sessions at TDX We’re looking forward to seeing you at TDX next week, and we want to extend a personal invitation to friends of the pod to come to our breakout sessions. In Unleash the Power of Modular Flows for Agentforce, Jen will be teaching you how to break down flows into smaller, modular components, so you get the most out of them. She’s also running another session, “Elevate Prompt Template Agent Actions with the Power of Flow,” where she’ll look at how to use flow to enrich your prompt templates with data. Kate will be in Theater 2, presenting Demo to Deployment: Engaging Stakeholders with Agentforce. She’ll go over how to create a demo that shows your stakeholders everything Agentforce can do, enabling you to get better input and transform your organization with AI. Where to learn more about what’s next with Agentforce Kate’s also been working on the demos you’ll see in the keynote. We’ll be looking at how Agentforce has enabled builders with low code, no code, and pro code solutions to create agents and problem-solve for their organizations using AI. You can also stop by the Agentforce Zone, where we’ll have plenty of introductory content to get you started with AI. You can learn about Agent Builder, find out more about Service Agents and Headless Agents, and how to use AI to test what you’ve built. We’ll also cover how you can get data from PDFs with RAG 2.0, and what happens when you combine Agentforce with Data Cloud and screen flows. How to keep up with everything at TDX If you’re not able to attend in person, Brittney’s got your back. You can catch key sessions on Salesforce+ and she’ll cover all the TDX action on our socials. We’re also sharing must-attend sessions and opportunities to get hands-on with Agentforce to help you plan ahead. Listen to the full episode for more on how to get the most out of your time at TDX, and don’t forget to subscribe to the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Blog: A Salesforce Admin’s Guide to TDX 2025 Admin Trailblazers Group Admin Trailblazers Community Group Social Jen on LinkedIn Jen on X Kate on LinkedIn Kate on X Brittney on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: This week on the Salesforce Admins Podcast, well, I hope you took the over on the over-under of number of admin relations team members that can fit on a pod, because I've got the second most or maybe the most, but we're all here to give you a roadmap to get prepared for TDX. I almost said Trailblazer DX, but then it was Trailhead DX. I'm going to go with TDX, that's probably the most current name right now. But we're going to talk about keynotes. We're going to talk about sessions. We're going to talk about stuff to walk around and look at and put your fingers on the keyboards. And then also, everybody's got a phone in their pocket and you've got to be on social. So Brittany's back from 100 years ago when I first had her on the podcast to help you engage in social and share all the fun pictures and stuff. So Kate, Jennifer, Brittany, welcome to the podcast. Kate: Thanks for having me. Brittany: Thank you. Jennifer: Glad to be here. Mike: Let's get started with sessions because I don't know about you, but every time I sign up for a conference, it's like I got to figure out what sessions I'm going to. So Jen, Kate, I know you're both working diligently on some amazing sessions. Jen, you have the most, and that's no surprise. But let's start with you. What are the two breakout sessions you're working on for TDX? Jennifer: Yeah, very excited for this. So my first breakout is called Unleash the Power of Modular Flows for Agentforce. I know that sounds a lot, but it's your admins, you're building out those flows. Now you could maximize those flows by building them modularly, and what I mean is breaking them down into the smallest components. So I will show you how you can go from a big flow down to a small flow and really optimize it for use with your agents. So that's the first one. And then the second one is called Elevate Prompt Template: Agent Actions with the Power of Flow. So there is a theme that you see flow, flownatics, right? I love flow. I love the ability to leverage that flow magic in our prompt templates to really enrich your prompt templates and ground them in data. So I'm going to step through how to do that, how to use that power...
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    26 mins

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