Episodios

  • The Gift of the Admin

    The Gift of the Admin
    Dec 25 2025
    Today on the Salesforce Admins Podcast, a holiday fable. The Gift of the Admin Once, in a company not unlike yours, There was an Admin named Riley— The kind of Admin who could fix a broken report Before the requestor even finished explaining it. Now, every season brought its own challenges. Deadlines, new features, odd little mysteries That crept into the org like snowflakes— Unique, intricate, and occasionally inconvenient. But this season felt different. People were tired. Teams were stretched. And the org itself seemed to sigh Under the weight of so many expectations. So Riley decided to give a gift. Not a wrapped one, Not a shiny one, But a gift only an Admin could give: Clarity. Riley began quietly, almost invisibly— Cleaning up old fields no one used, Fixing automation that everyone complained about But no one had time to understand. Organizing objects like a librarian Restoring order to a well-loved shelf. They documented things no one remembered building. They created a dashboard that told the truth In a way executives could finally understand. They met with a team that felt unheard And turned their ideas into something real. Little by little, the org brightened. People moved with more confidence. Decisions came easier. Work flowed instead of stumbled. And one morning, someone said, "I don't know what changed, But everything just feels clearer." Riley just smiled. The best Admin work often goes unseen— But never unfelt. Because the gift of the Admin Isn't the features they build Or the bugs they squash Or the fires they quietly put out. The gift of the Admin Is alignment. The gift of the Admin Is understanding. The gift of the Admin Is a better tomorrow, Built one thoughtful choice at a time. And that's a gift Every org needs— No matter the season. Make sure subscribe to the Salesforce Admins Podcast to hear a new episode every week. Happy holidays! Podcast swag Salesforce Admins on the Trailhead Store Admin Trailblazers Group Admin Trailblazers Community Group Social Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Happy holidays, Salesforce Admins. Rather than a traditional episode, I've decided to give you a modern fable. It's called "The Gift of the Admin." Once, in a company not unlike yours, There was an Admin named Riley— The kind of Admin who could fix a broken report Before the requestor even finished explaining it. Now, every season brought its own challenges. Deadlines, new features, odd little mysteries That crept into the org like snowflakes— Unique, intricate, and occasionally inconvenient. But this season felt different. People were tired. Teams were stretched. And the org itself seemed to sigh Under the weight of so many expectations. So Riley decided to give a gift. Not a wrapped one, Not a shiny one, But a gift only an Admin could give: Clarity. Riley began quietly, almost invisibly— Cleaning up old fields no one used, Fixing automation that everyone complained about But no one had time to understand. Organizing objects like a librarian Restoring order to a well-loved shelf. They documented things no one remembered building. They created a dashboard that told the truth In a way executives could finally understand. They met with a team that felt unheard And turned their ideas into something real. Little by little, the org brightened. People moved with more confidence. Decisions came easier. Work flowed instead of stumbled. And one morning, someone said, "I don't know what changed, But everything just feels clearer." Riley just smiled. The best Admin work often goes unseen— But never unfelt. Because the gift of the Admin Isn't the features they build Or the bugs they squash Or the fires they quietly put out. The gift of the Admin Is alignment. The gift of the Admin Is understanding. The gift of the Admin Is a better tomorrow, Built one thoughtful choice at a time. And that's a gift Every org needs— No matter the season. Happy holidays, Salesforce Admins.
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    3 m
  • How Agentforce Vibes Speeds Up Admin Workflows

    How Agentforce Vibes Speeds Up Admin Workflows
    Dec 18 2025
    Today on the Salesforce Admins Podcast, we talk to Joshua Birk, Senior Director of Admin Evangelism at Salesforce. Join us as we chat about how Agentforce Vibes can help admins debug code, create documentation, and so much more. You should subscribe for the full episode, but here are a few takeaways from our conversation with Joshua Birk. What is vibe coding? Josh has been getting a vibe lately, and it's not just him. More and more programmers have been adapting their workflows to incorporate AI and give themselves a helping hand. Vibe coding is here to stay, and it's coming to Salesforce with the release of Agentforce Vibes. Pair programming, also known as someone looking over your shoulder while you code, is a classic way to get unstuck. Whether you're missing a semicolon or calling the wrong function, having another set of eyes on your code can make all the difference. Vibe coding is the same concept, but you're using AI for that external perspective. With an AI assistant, admins can quickly troubleshoot a wall of code to spot errors or comb through pages of documentation for a key piece of information. And now, that functionality has been built into Salesforce development environments with Agentforce Vibes. How to get started with Agentforce Vibes If you're already a user of VS Code or Code Builder, you already have access to Agentforce Vibes. If you're running a trial org or developer edition, you may need to download and install the extension. Like any AI tool, the things you can do with Agentforce Vibes are too many to list. Josh gives the example of product requirements documentation. PRDs are the encyclopedia of everything going on with a project: requirements, challenges, blockers, key metrics, etc. It's an essential document for any project, but it's difficult to create and dense to parse. Agentforce Vibes can help you with PRDs on both fronts. You can spin up a PRD for a project and get a running start, or go through an existing PRD for whatever information you need. In short, it helps you do more, faster. AI is a skillset amplifier "There's always a question of what skills are admins not going to need in the future of AI," Josh says. "I don't know if that's the right question, because I think it's all about your skills leveraging AI—not AI taking over your skill set." Agentforce Vibes isn't going to replace a development team, but it can give admins a starting point to collaborate more effectively with them. If you have coding skills, it can help you debug and document. If you've built a ton of flows and are worried some might be redundant, it can help you find those. AI tools like Vibes won't replace admin skills—they'll amplify them. Like a calculator in math class, Vibes helps you move faster but still requires foundational knowledge. The key is knowing what to ask, validating results, and using AI as a supportive peer, not a replacement. Make sure to listen to the full episode for more details about Agentforce Vibes from Josh, and don't forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Until next time! Podcast swag Salesforce Admins on the Trailhead Store Learn more Get started: Agentforce Vibes True to the Core Deep Dive: What's New in Lightning Experience Performance and Agentforce Vibes 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 Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Mike: This week on the Salesforce Admins podcast, we're joined by Josh Birk, Senior Director Admin Evangelism, and really just all around great explainer of complicated things. Coming off of Dreamforce, there's a lot of people talking about vibe coding, what it is, where it came from, and why it matters for Salesforce admins. So we're going to dive into that, along with Agentforce Vibes and how it can change the way that Salesforce admins approach requirements, automation, and even documentation. So you want to give this one a listen to and share it with a few Salesforce admins who maybe are curious about coding in the age of AI. So with that, let's get Josh on the podcast. So Josh, welcome back to the podcast. Josh Birk: Thanks, Mike. Good to be here. Mike: We have so much to talk about. We're coming off of Dreamforce this year. I feel like we're heading into one of the busiest Decembers as a Salesforce admin I can remember, because we're still releasing, upgrading products in this age of AI. But one thing that left Dreamforce that I wanted to talk to you about is I heard a lot about vibe coding. Josh Birk: Yeah. Mike: And so I want to start there, before we talk about the Salesforce product, and just kind of level set. Because you're a developer, you've built code. Josh Birk: I have. I have. Mike: I haven't. I've shown you how to add a icon to an application. Josh Birk: Famously so, ...
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    36 m
  • What Skills Transfer Well Into a Salesforce Admin Career?

    What Skills Transfer Well Into a Salesforce Admin Career?
    Dec 11 2025
    Today on the Salesforce Admins Podcast, we talk to David Simpson, Salesforce Administrator at the 1916 Company. Join us as we chat about how he got into the ecosystem and what skills transfer well into a Salesforce Admin career. You should subscribe for the full episode, but here are a few takeaways from our conversation with David Simpson. Transitioning into a Salesforce Admin career You might recognize David from his Dreamforce presentation about resolving Flow errors, or our episode about it on the podcast. However, one thing that came up was his career pivot from finance to being a Salesforce Admin, and I wanted to bring him back to talk more about it. To make a long story short, David started out as an accountant before eventually becoming a financial systems analyst. That job involves a lot of reporting and, somewhere along the way, he realized that running the reports was the most exciting part of the job for him. David decided to make a career change and focus on Salesforce. But that meant he needed to go on the hunt and figure out how to land his first full-time Salesforce role. What to look for in job descriptions David's comfort with data, spreadsheets, and reconciliation gave him a strong analytical foundation for making the shift. These skills made it easier to understand how reporting, data cleanliness, and business processes translated to what admins build on the platform. However, having the right skills is only part of the story—he still needed to find the right jobs to apply to. "It's not uncommon now for admins to have developer skills or maybe dip their toe into the architect side of things," David says, "but I focused mainly on positions that were only looking for admin-related work." In general, David's advice is to narrow things down for yourself. Look for organizations that are already committed to Salesforce, and job postings that are looking for the admin skillset instead of somebody who can do it all. A problem-solving mindset and curiosity fuel the admin journey For David, the skill that transfers best into a Salesforce Admin career is curiosity. When he was starting out, he was only interested in learning things that would be immediately applicable to the task at hand. Looking back on it now, David realizes he could have learned much faster if he had indulged his curiosity. "I should have given myself the benefit of the doubt," he says, "and taken a little bit more risk in learning new things." Make sure to listen to the full episode for more from David about how he transferred his skills into a Salesforce Admin career. And make sure you're subscribed to the show to catch us every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: Navigating Flow Errors as a New Salesforce Admin Admin Trailblazers Group Admin Trailblazers Community Group Social 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, what if spreadsheet skills from your last job could be the secret to launching your Salesforce admin career? In this episode, we welcome back David Simpson, who shares his story from accounting to automation and how his finance background paved the way to becoming a certified Salesforce admin. We dive into the skills that transferred surprisingly well, the learning curves that came with the role, and the mindset shift that helps him grow. So whether you're thinking about making a career move or just mentoring somebody who is, this conversation's packed with insights. So with that, let's get David on the podcast. David Simpson: Thank you for having me back. Mike Gerholdt: It wasn't that long ago that we were talking, it was pre-Dreamforce about 45 days ago or so. I had you on the podcast to talk about the presentation you're giving at Dreamforce, and we've since wrapped up Dreamforce now and people are at home. Well, some people. I think some people stayed and probably went to Napa Valley and did wine tastings, which I wouldn't blame you. There's a lot of great vineyards and stuff out there. But one thing you brought up that I wanted to follow up on was your career trajectory, and we haven't talked about careers a whole lot, but let's just rewind a little bit and give one of those the last time on the Salesforce Admin podcast, because I've watched a lot of streaming things. Let's fill people in on what you do and where your career started and how you became a Salesforce admin. David Simpson: Sure. Previously on Salesforce Admins. Mike Gerholdt: Exactly. David Simpson: So, many years ago, I went to college for accounting, and my first job out of college was a staff accountant at a software company. After a few years of working in spreadsheets and doing the monotonous day-to-day that comes with being a staff accountant, I made a pivot to be a financial analyst, more specifically a ...
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    26 m
  • How Admins Build Confidence with Agentforce

    How Admins Build Confidence with Agentforce
    Dec 4 2025
    Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about how the Admin Adoption Framework can help you build confidence with Agentforce and her new video series, "Kate Clicks Through It". You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. Tackling AI adoption overwhelm Admins are feeling the pressure to "get AI-ready," but the pace (and the jargon) can be intimidating. The key is starting with small, actionable steps that build momentum and confidence. Remember, it's OK not to know everything on day one. Luckily, Kate and the Evangelist team have been working on something to give you a helping hand. It's called the Admin Adoption Framework, and it gives you a structured path to build confidence with Agentforce in five simple steps: Explore what's possible Get curious Try it out Make it work Use it often By working through this list, Salesforce Admins can pinpoint their current phase, set goals, and identify the next best step—whether that's learning about AI use cases or diving into hands-on experimentation with Agentforce. Keeping pace with new features While your organization is probably keen to get started with Agentforce, the great thing about the Admin Adoption Framework is that it's a process that works for just about any implementation. For example, we know that good data is the backbone of effective AI solutions, so we can go through the same five steps with Data Cloud. Tech changes fast, but how you learn new things and build confidence with them doesn't. Developed through extensive research and feedback from admins, Salesforce MVPs, and folks on the product team, the Admin Adoption Framework is a template for continuing success. Hands-on learning with "Kate Clicks Through It" Hands-on learning is the best way to build confidence with new features, and Kate's been working on a new video series to help you get started. "I personally am someone who learns best by doing," she says, "I need to get hands-on, I need to do something. In many cases, I need to do it over and over again." In "Kate Clicks Through It," she walks you step by step through Salesforce processes like how to build an Agentforce data library, or how to use Org Check as an alternative to Optimizer. Each 10-minute video has a demo that will let you click along with her and try things for yourself. Kate has a lot of great tips to share about how to build confidence with Agentforce, 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 Admin Blog: Your 5-Step Guide to Successful Agentforce Adoption YouTube Series: Kate Clicks Through It Admin Trailblazers Group Admin Trailblazers Community Group Social Kate on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Mike Gerholdt: Welcome to the Salesforce Admin's podcast. This week, admin evangelist Kate Lessard joins us to dive into the Agentforce adoption journey. From building a foundation AI to launching the new Kate Clicks Through It YouTube series, Kate walks us through how admins can thoughtfully and confidently bring AI into their organizations. We also chat about how feedback shaped the adoption framework. So if you've been wondering where to start or where you are on your AI journey, this episode's for you. Let's get Kate on the podcast. So Kate, welcome back to the podcast. Kate Lessard: Thanks. It's been a while. Mike Gerholdt: Yeah. January. Was it when we did the kickoff? That was the last time. Kate Lessard: Maybe. Or maybe did we do a TDX, prep for TDX call maybe? Mike Gerholdt: We might've. Other podcasters would remember their episodes, but me, just crank them out. Kate Lessard: Yeah, you're a little busy. Mike Gerholdt: It's okay. So you've been busy as well. Let's talk about Agentforce stuff and YouTube stuff and everything you've been working on. Kate Lessard: Yeah, absolutely. It has definitely been a busy year. It's been flying by. And some really exciting stuff that we've been working on for admins this year. Mike Gerholdt: First up being Agentforce stuff, because Agentforce. I know there's not too much Agentforce out there. People say that, there's not. When we're recording this ChatGPT is coming out with a new model. This is our new norm. It's like when the iPhone drop, there's not enough iPhone information out in the world. There's always iPhone information out in the world. There's always going to be AI stuff for us to learn. Kate Lessard: Yeah, agreed. I think that that's the really cool thing about Agentforce and the job that we get to do is that we get to play with and learn the new things ...
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    21 m
  • How Admins Can Embrace the AI Shift

    How Admins Can Embrace the AI Shift
    Nov 20 2025
    Today on the Salesforce Admins Podcast, we talk to Prag Ravichandran Kamalaveni, Founder & CEO of Skilled Cohort and the Founder & Co-Chair of Salesforce Saturday Cohort Canada. Join us as we chat about his Dreamforce presentation on AI readiness and how to be a better storyteller. You should subscribe for the full episode, but here are a few takeaways from our conversation with Prag Ravichandran Kamalaveni. Why AI is moving technology from clicks to chats I caught up with Prag fresh off his Dreamforce presentation about AI readiness. The idea for his talk came from thinking about what people were saying years ago, when he started attending the conference, compared to now. If we're talking about Agentforce this year, what will we be talking about in five years? In ten years? "We are moving away from clicks and moving towards chats," Prag says. AI currently sits in the application layer, working as a tool on top of your org. But as these functionalities become more deeply embedded in everything we do, Prag predicts that an "agentic layer" will sit directly on top of your data. What this all means is that data cleanup and data quality need to be top priorities for your organization to get the most out of AI. How to find presentation topics As a 10-time Dreamforce speaker, Prag has a simple and effective approach for how he turns ideas into presentations. It starts with the topics—pick something you're excited to talk about. The best topics are in areas where you have some experience but want to learn more. "Curiosity is fundamental for success," Prag says. Write out a list of topics that you're curious about, and then look at the big picture of how they might fit together in a presentation. Prag also points out that you don't need to write a fully finished 20-minute script to submit for a conference. Technology moves so quickly that by the time you're actually giving your talk, half of the information will be out of date. Write a good abstract and focus on the core concepts. Finally, keep a sense of perspective and don't get discouraged by rejection. As an event organizer myself, I see plenty of great presentation ideas that just don't fit with the event as a whole. It's all about persistence, so keep at it. Forget the script—go for flexibility and rehearsal So you've submitted some great topics and booked that speaking gig—how do you prepare? As he's gained more experience as a speaker, Prag has stopped trying to write a detailed script. Instead of focusing on the exact words you have to say, think about what you want your audience to understand. Practice makes perfect, so make sure to take the time to rehearse your speech in front of friends, family, and anyone who will give you input. Prag has found ChatGPT to be effective for doing a few practice runs, once he prompted it to stop being so complimentary and give him direct feedback. Listen to the full episode for more insights from Prag about AI readiness and how to be a great presenter. 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 Dreamforce for Admins playlist on Salesforce+ Salesforce Admins Podcast Episode: Essential Tips for Creating Effective Presentations Admin Trailblazers Group Admin Trailblazers Community Group Social Prag 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, we're joined by Prag to talk all things AI readiness, from Dreamforce stages to real world slide decks, so if you've ever wondered how to prep for a major presentation in a fast moving AI world, or how tools like ChatGPT can play coach, creator and confidence booster, I promise you, you're in for a treat. Now, Prag shares what it takes to go from idea to impactful delivery, plus the pivotal role that data plays in getting AI ready. Now, whether you're planning your next big talk or just curious how AI fits into your workflow, this episode has something for you. So with that, let's get Prag on the podcast. So Prag, welcome to the podcast. Prag: Pleasure to be here, Mike, with you. Mike: Let's get started, for those people that didn't see your presentation at Dreamforce or haven't bumped into you in the community, let's do a little bit, tell me how you got started in the Salesforce community and what you presented at Dreamforce this year. Prag: Wow, okay. So you are backdating probably 15 years ago, that's when I started Salesforce. This was the pre-Salesforce classic version is when I started, and Salesforce evolved a lot, and I couldn't believe that it's already 15 years past, and I think this Dreamforce is my sixth or maybe seventh. Mike: Wow. Prag: But every Dreamforce for me is pretty amazing because of the energy and people around the globe who could able to come join us, exchange ideas, mostly the ...
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    34 m
  • Why Agentforce Is a Game Changer for Small Business

    Why Agentforce Is a Game Changer for Small Business
    Nov 13 2025
    Today on the Salesforce Admins Podcast, we talk to Daniel Peter, Chief Technology Officer at Petaluma Creamery. Join us as we chat about how he manages cheese wheels with custom objects and how Salesforce and AI can level the playing field for SMBs. You should subscribe for the full episode, but here are a few takeaways from our conversation with Daniel Peter. Modernizing business processes at a historic creamery Daniel gave out some of the best swag at Dreamforce—free cheese samples. As a Salesforce MVP Hall of Fame member, he's held a wide range of roles on the platform, but none have been quite as delicious as his current gig as the Chief Technology Officer at Petaluma Creamery. You could say he's the big cheese for digital transformation. The creamery is a 115-year-old business capable of producing over 140,000 pounds of cheese per day. It's an old-school business, and that means he inherited several old-school business processes. With so many manual processes, Daniel had to move fast and focus on the biggest wins first. Digital transformation priorities for SMBs So how did Daniel take his business processes from aged Gouda to fresh mozzarella? He started with the basics: getting the cheddar through the door. In other words, simplifying the ordering process. Like a lot of SMBs, the creamery's system dated back to a time when you could just throw more people at a logistics problem. A sales or delivery person would talk through the order with the customer, fill out a paper form, and then do some unit conversions before they could enter the data into a database. It was time-intensive, labor-intensive, and introduced all kinds of opportunities for mistakes. Daniel quickly built an order system in Salesforce that saves time, does all of the conversions on the backend, and makes it easier for his users to find the product they're looking for. The creamery is also able to track all sorts of data about the cheese-making process, like where ingredients come from and how they were stored, which is crucial for getting a certified-organic label. Why Agentforce levels the playing field for SMBs A common misconception is that AI tools are reserved for huge corporations with the technical resources to implement them. However, as Daniel explains, affordable tools like Agentforce actually level the playing field for SMBs. Looking forward, he's aiming to implement several agents that will streamline the creamery's business processes: An internal agent to take orders, so a delivery driver can talk to a customer and dictate the order over the phone. A customer service agent that can use the context of a customer's order history to decide what remediation needs to be done and how to do it. A cheese expert agent, using the decades of unstructured data from the creamery's cheese lab to answer questions like optimal storage temperature, or what type of rennet was used to make a particular product. If all of this sounds exciting to you, be sure to check in with Daniel at TDX to see what he's built. And, you know, try some delicious dairy. Make sure to listen to the full episode for more from Daniel, 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 Petaluma Creamery Admin Trailblazers Group Admin Trailblazers Community Group Social Daniel on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: Hold onto your curds folks. Today's episode is un-brie-lievable. We're chatting with Daniel Peter, CTO at Petaluma Creamery, where they're proving that even in a world full of mozzarella sticks and spreadsheets, Salesforce can be the big cheese. Now today, Daniel's going to dish on how he's gone from QuickBooks and paper trails to a cheddar-rific automation and including some AI agents. So if you've ever wondered what it's like to manage wheels of cheese with custom objects, or if curd record type is a thing, then this is your jam. I mean, cheese, let's melt into it. Let's get Daniel on the podcast. So Daniel, welcome to the podcast. Daniel Peter: Hey, thanks for having me. Mike: I know it's been a while since we've had you on, it was Talking Community and Twitter back when it was called Twitter. Daniel Peter: Yeah, I did look up that podcast, it was 2017. Mike: Oh man, that was a thousand years ago. Daniel Peter: Yup. Mike: For those people that aren't familiar with who Daniel Peters is, can you give us a quick update and kind of let everyone know what you do and how you got started in the ecosystem? Daniel Peter: Yeah. I got started way back in 2009 as a developer, and I've done a lot of things. I've worked for Salesforce customers, ISV Partners, did a stint at Robots and Pencils where I ran a SI Salesforce practice, done a lot of consulting work on the development side for ISV, and actually even for Salesforce. But my most ...
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    38 m
  • Salesforce Security Made Simple with Invisibles, Configurables, Enhanceables

    Salesforce Security Made Simple with Invisibles, Configurables, Enhanceables
    Nov 6 2025
    Today on the Salesforce Admins Podcast, we talk to Laura Pelkey, Director of Customer Security Communications & Engagement, and Kylie McKlveen, Director of Product Marketing at Salesforce. Join us as we chat about a simple framework for thinking about security in Salesforce and what you can do to protect your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Laura Pelkey and Kylie McKlveen. The evolving security landscape in the age of AI With Agentforce and the rise of AI, protecting your data is more important than ever before. Remember, the bad guys have access to these tools too, and that means phishing and deep fake attacks are becoming more sophisticated by the day. That's why I wanted to bring Laura and Kylie on the pod to talk about security. They're here to help explain how Salesforce is already hard at work to help you protect your data, and what simple steps you can take to beef up security for your org. A simple Salesforce security framework Laura and Kylie have a simple framework for the security available to you on Salesforce. There are three layers to think about: Invisibles: The things that Salesforce already does to watch your back. This includes a global, 24/7 threat hunting team that is constantly scanning the network for anomalous events. Configurables: These are actions you as a Salesforce Admin can take to make your org more secure. Taking the time to configure your security settings and think through your permission sets can go a long way towards protecting your org. Enhanceables: If you work in a heavily regulated industry or have sensitive data, you may need to take extra steps to enhance your security. Tools like Salesforce Shield and Security Center can give you an extra layer of protection. Most admins will want to focus on the configurables, and the security team has put together a handy video series to walk you through your next steps. The importance of data continuity One important piece of the security puzzle is continuity. Protecting against attacks is important, but you also need to account for human error—sometimes users make mistakes. If someone's delete key gets stuck, tools like Backup & Restore and Field Audit Trail can help you save the day. If you want to learn more, be sure to check out the Dreamforce Security Keynote on Salesforce+. 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 Security Keynote: Protecting the Agentic Enterprise The 360 Blog: Laura on security YouTube series: Trusted Enterprise Security: Built on Salesforce Meet the Long-Lost Fourth Member of Snap, Crackle and Pop Admin Trailblazers Group Admin Trailblazers Community Group Social Laura on LinkedIn Kylie 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, we're diving into some security framework that you've either seen online or at Dreamforce, specifically wrapping your head around invisibles, configurables, and enhanceables. So this week I am joined by longtime podcaster and security champion Laura Pelkey and new voice and new to the Salesforce Trusted Services Team, Kylie McKlveen. They are both here to help us unpack how we can think about the security layers baked into the platform, the settings they control, and the tools available for us to go even further. Plus we also jump into a little bit about what AI means for keeping your org secure. This is a fun podcast, and we also bring in a little bit of pop culture. I won't ruin it, but Sylvester Stallone does make an appearance in this episode. So with that, let's get Laura and Kylie on the podcast. So Kylie and Laura, welcome to the podcast. Laura Pelkey: Hey, Mike. Kylie McKlveen: Hey, thanks for having us. Mike: I know. This is going to be fun, even though... Well Laura's a long time podcaster, so she makes security fun, but Kylie's a new voice. So Laura, let's start with you. Refresh everybody, what you've been up to at Salesforce since we've last chatted. Laura Pelkey: Yeah, I know it's been a little while. I'm very happy to be back on the pod. Thank you for having me. So I'm actually coming up on my nine-year anniversary at Salesforce, which is crazy. Can't believe it's been that long. And lately I've been at Dreamforce speaking, writing a lot of blogs about security, and still just trying to get the word out there to our customers about how to be secure with their Salesforce data. Mike: Yep, absolutely. And Kylie, you're a new voice to the podcast, so welcome. Tell us a little bit about how you got started at Salesforce and what you do. Kylie McKlveen: Thanks, yeah, what do they say, long time listener, first time caller? So yeah, I work on our product marketing team for our trusted services products. I've actually...
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    34 m
  • Building Salesforce Projects to Land Your Next Role

    Building Salesforce Projects to Land Your Next Role
    Oct 30 2025
    Today on the Salesforce Admins Podcast, we talk to Bradley Condon, Technology and Systems Specialist at Waste Solution Services. Join us as we chat about his Dreamforce presentation and the custom apps Bradley built to help him land his next role. You should subscribe for the full episode, but here are a few takeaways from our conversation with Bradley Condon. From customer service rep to the Dreamforce stage This year was the first Dreamforce Bradley was able to attend, and also his first time giving a presentation—I'd say he's off to a great start. Bradley started his career as a Service Cloud user who got curious about the platform. He clicked on the Help Section, ended up on Trailhead, "and by the end of the day, I knew what I wanted to do with the rest of my life," he says. However, when he started looking for jobs, he ran into a common problem. How can you show that you have hands-on experience without landing that crucial first Salesforce role? Using personal projects to stand out Bradley decided that the best approach was to build custom apps in Salesforce and reference them on his resume. But what to build? As he explains, "I realized that in order for me to make time for it, I needed to build something I was passionate about that I wanted to use." One thing he was definitely focused on was passing his Admin Certification exam. So he made an app to help him study by texting him a practice question every day. He also wanted to attend more Salesforce events, which led to another app that helped match Trailblazers with each other to save on accommodations. Bradley listed all of his personal projects on his resume and also shared them on Experience Cloud so interviewers could see his solutions in action. How to pick a side project In the course of building (and debugging) these projects, Bradley was able to learn by experience. By the time he was finished, he was able to sit for the Platform App Builder Certification without needing to study and pass it with flying colors. As for what to work on, Bradley encourages you to work with what you know. Can you think of an app that would help you in your day-to-day? Or, if you're interviewing in a specific industry, something that would solve a common problem they might face? We want to hear about your side projects, so tell us about them on our socials. And don't forget to subscribe to the Salesforce Admins Podcast to catch us in your feed every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Automate This!: Boost Your Salesforce Certification Study Routine with Flows & Email-to-Text Gateways | Automate This! Admin Trailblazers Group Admin Trailblazers Community Group Social Bradley on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: Welcome to Salesforce Admins Podcast. This week I'm chatting with Bradley Condon, a first-time Dreamforce presenter who has a powerful story about self-starting service cloud and personal projects that pack a punch. Now, Bradley shared this at Dreamforce about how building custom apps on the side helped him land a role and prep for certifications, and it was even something really cool he could do for a friend in a tough time. Now, Bradley's journey starts from a call center agent, all the way to creating experience cloud solutions that he could share with future employers when he was interviewing. So if you're curious about why you should do Salesforce projects on the side and do personal projects, Bradley's story is for you. So let's get Bradley on the podcast. So Bradley, welcome to the podcast. Bradley Condon: Hi. Thank you so much for having me. Mike: Yeah, well, it's exciting, you are a first-time presenter, as I learned before we pressed record, at Dreamforce, and you're going to talk about building personal projects, which I've done quite a few on the side, and I think that's really cool. I can't wait to see your presentation, but let's learn a little bit about you. Tell me how you got started in the Salesforce ecosystem and what you do. Bradley Condon: Yeah, of course. So I got started in the ecosystem as actually a call center agent using Service Cloud, working for a furniture company, just handling warranty issues and whatnot. And I got really interested in it and wanted to learn more about it, so I clicked on the Help section and ended up on Trailhead, and by the end of the day I was like, "You know what? I know what I want to do with the rest of my life," and started to make the transition to learn all I could about Salesforce and eventually, got my certification, landed a role, and then after that role, I had some time in between that I was trying to find the next one, and that's when I started building personal projects to really fill in that gap that I had to get my next role. Mike: Wow, okay. I think you might be the first person that started off in Service Cloud. Bradley ...
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