Episodios

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

    What Are the Key Features of Salesforce's Model Builder?
    Jul 25 2024
    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, he’s the Senior Director of Product for Einstein Discovery, and he’s here to talk about what Model Builder can do for your business. If you have Data Cloud, then you already have access to Model Builder via the Einstein Studio Tab. With it, you can create predictive models with clicks, not code, using AI to look through your data and generate actionable insights. As Bobby says, the AI isn’t really the interesting part—it’s how you can use it as a tool to solve your business problems. BYOM - Build Your Own Model In traditional machine learning, models are trained on data to identify successful and unsuccessful trends, which is fundamental for making accurate predictions. For example, if you want to create an opportunity scoring model, you need to point it to the data you have on which leads converted and which leads didn’t pan out. Model Builder lets you do just that, building your own model based on the data in your org. What’s more, it fits seamlessly into the structures admins already understand. We can put our opportunity scoring model into a flow to sort high-scoring leads into a priority queue. And we can do all of this with clicks, not code. Building a predictive model that’s good enough Einstein’s LLM capabilities offer even more possibilities when it comes to using your data with Model Builder. You can process unstructured texts like chats or emails to do something like measure if a customer is becoming unhappy. And you can plug that into a flow to do something to fix it. One thing that Bobby points out is that building a model is an iterative process. If you have 100% accuracy, you haven’t really created a predictive model so much as a business rule. As long as the impact of a wrong decision is manageable, it’s OK to build something that’s good enough and know that it will improve over time. There’s a lot more great stuff from Bobby about how to build predictive models and what’s coming next, so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Trailmix: Drive Productivity with Einstein AI Trailhead: Learn Artificial Intelligence with Trailhead Admin Trailblazers Group Admin Trailblazers Community Group Social Connect with Bobby: https://www.linkedin.com/in/bobbybrill/ Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Josh: Hello, everybody. Your guest host Josh Birk here. Today we are going to talk to Bobby Brill about Model Builder, which is going to allow you to create your own predictive and generative models to use within Salesforce. So without further delay, let's head on over to Bobby. All right, today on the show we welcome Bobby Brill to talk about Model Builder. Do you prefer Robert, Bob, Bobby? What do you like to go by? Bobby: It's an excellent question. So I'm a junior. My dad is Robert Howard Brill Sr. I have the same first middle and last name. He goes by Robert, Rob, or Bob, so I've always been Bobby my whole life. Josh: Yeah, I feel you. My brother is Peter. My father was a Carl Peter and my grandfather was a Carl Peter. Bobby: Wow. Josh: Got very confusing sometimes. Yeah, yeah. So introduce yourself a little bit to the crowd. What do you do at Salesforce? Bobby: That's a great question. I've been at Salesforce almost 13 years. I was a customer of Salesforce for about three and a half years prior to joining, so I've been in the ecosystem for quite some time. Josh: Got it. Bobby: I started off in actually customer success group, actually it was called Customers for Life. So I worked with customers getting on boarded onto Salesforce. I joined the product team back in 2015 in analytics, so we had this thing called Wave Analytics. So even well before AI I've been working with data. The last year I've actually been part of the data cloud team, so I do AI for data cloud, so it's called Model Builder. Josh: Got it. Got it. Were you interested in AI before it blew up, before it got all big? Bobby: Am I interested in AI? I think it's interesting. I think it's really cool technology, but what I really like is how the technology can help our customers solve their business problems. I was a customer, I understood what it was like to just have this tool available and put...
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    29 m
  • Understanding the Importance of Data Health in Salesforce

    Understanding the Importance of Data Health in Salesforce
    Jul 18 2024
    Today on the Salesforce Admins Podcast, we talk to Mehmet Orun, GM and Data Strategist at PeerNova. Join us as we chat about why data health is easier than you think and what you can do to get started. You should subscribe for the full episode, but here are a few takeaways from our conversation with Mehmet Orun. Healthy data drives business outcomes We talk a lot about getting your data ready for AI, but there’s a simpler question you need to ask yourself: is your data driving business outcomes? After all, AI insights are only as good as the data they’re based on. That’s why I’ve been looking forward to this episode with Mehmet Orun. He recently gave a presentation about all this and more, entitled “Harnessing AI: Strategic Planning & Data Best Practices for Salesforce Success,” and I was able to grab him for a quick conversation how you can improve data health in your org. Questions for a foundational data health check If you’re cooking, you want to make sure that you have the basic ingredients and enough space on your countertop. And the same is true with your org. You need to have your data health squared away before you can cook up something tasty. For Mehmet, a foundational data health check starts with asking three questions: Do you have any objects that are close to or past their limits? Are you retaining too much data in your CRM that you don’t use? Do you have unintentional duplicates in your solution and do you know where they come from? You want to zero in on which data matters for which specific business need. You don’t need it to be perfect, you just need a solution that is good enough to do what you want it to do. How to get started with data cleanup Every org is going to have some duplicates, and Mehmet recommends thinking through a few things about how data works in your business before you merge everything. Is there a business reason to have duplicate records? Do you have other information in objects or fields that can help you decide whether to match or merge? Above all, Mehmet wants you to know that obtaining good data health in your org isn’t as difficult or time consuming as it sounds. There are free data profiling tools on AppExchange that can help you get most of the way there. So what are you waiting for? There’s a lot more great stuff from Mehmet about what to look for when you’re doing a data health checkup, so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Video: Harnessing AI: Strategic Planning & Data Best Practices for Salesforce Success Podcast: Why Clean Data Is Non-Negotiable in the AI Era with Lizz Hellinga Admin Trailblazers Group Admin Trailblazers Community Group Social Connect with Mehmet: https://www.linkedin.com/in/mehmetorun Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Mike: We talk a lot about data readiness and getting ready for AI, but let's take a step back. Is your data really driving business outcomes? So that's what we're going to talk about today on the podcast, and I am bringing in Mehmet Orun, who is the GM and Data Strategist at PeerNova. I mean, just looking through his LinkedIn profile, he has a ton of publications and a ton of patents. I actually don't think I've ever had anybody on the podcast that has had patents. And I should have asked him about that. So spoiler, I don't ask him about patents. But we're going to talk about getting your data ready to drive business outcomes. You know what? Even if you're not ready to use AI, this is still a good podcast for it. So with that, let's get Mehmet on the podcast. So Mehmet, welcome to the podcast. Mehmet: Thank you, Mike. It's a true pleasure to be here. Mike: Yeah, well, you ran into colleague of mine at World Tour London. And well, I mean everybody's talking to AI and you're talking to AI and data. But before we get into that, why don't you give me a little bit of a brief history of how you got into the Salesforce ecosystem? Mehmet: So before I was a partner, I was a Salesforce employee. Before I was an employee, I was a customer. I worked for Genentech, which is a biotech company, for a period of time. And what was interesting about Genentech was our CEO was a scientist. We looked at problems like they were clinical trials. You formed a hypothesis. In a safe way, you chose to assess if that hypothesis was going to be true or not. And then we would look at how can we solve it at greater scale. What that meant was when we were getting ready to launch a new set of products, and the enterprise architecture was going to be shifting from 150 or so disconnected applications, this is 20 years ago by the way, and the story today may sound much the same for many customers and...
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    35 m
  • Why Mentorship is Crucial in the Salesforce Ecosystem

    Why Mentorship is Crucial in the Salesforce Ecosystem
    Jul 11 2024
    Why Mentorship is Crucial in the Salesforce Ecosystem 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 what admins and devs can learn from each other and why everyone can learn to code. You should subscribe for the full episode, but here are a few takeaways from our conversation with Warren Walter. The rise of the Admin-eloper If you’ve ever taken a peek at Warren’s content, you may have noticed that a lot of it is about learning how to code in Apex. So why have him on a podcast for admins? That’s dev stuff, right? Warren has noted that there's an increasing convergence between these two roles. Personally, I've gained confidence in implementing code because AI assists in clarifying the processes involved. Similarly, for developers, using declarative tools such as flows and formulas can be much simpler than crafting solutions in Apex. In short, we’re all becoming admin-elopers. Why Salesforce Admins should learn to code One of the biggest misconceptions that Warren wants to dispel is that only geniuses can understand coding. The truth is that some of the best developers he knows are people who never went to school for it and taught themselves everything they know. As an admin, you don’t necessarily need to know how to build complex Apex customizations. A basic working knowledge of how programming works can get you far, especially when combined with all the declarative tools at your disposal. Soft skills can help you build your career Finally, Warren emphasizes the importance of honing your soft skills. A self-described introvert, he’s found that focusing on becoming a better communicator has helped him find his way into new roles and bigger opportunities. He also urges you to think about your personal branding or, as he puts it, “how you want to present yourself to the outside world.” His YouTube channel has opened doors for him, but even something as simple as a portfolio can really help you stand out from the crowd. There’s a lot more great stuff from Warren about his experience as a consultant and as a mentor, so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more SalesforceMentor.com Video: Salesforce Mentor on YouTube Video: Salesforce Apex Hours on YouTube Video: Coding with the Force on YouTube freeCodeCamp.org Podcast: How Can Solving Sudoku and Wordle Enhance Your Critical Thinking Skills? Admin Trailblazers Group Admin Trailblazers Community Group Social Warren on X: @TheWalter954 Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Mike Gerholdt: This week on the Salesforce Admins Podcast, we are talking about mentorship and learning how to code. Surprisingly, not surprisingly, because admins and developers need to know the best practices for creating our apps and deploying the best technology for our organizations. So I'm going to bring on Warren Walters who is a Salesforce consultant. He's an admin, he's a developer, he's a mentor and a self-described general geek. Now, Warren's on because he runs a really cool YouTube channel, and I came across his TikToks where he does Salesforce tutorials to help you understand and master the concept of different things in Salesforce. He has this really cool site, salesforcementor.com, and just a really fun guy to talk about in terms of the world of mentorship, what a lot of skills are that he's seeing, and things that people should be paying attention to. Now, before we get Warren on the podcast, I just want to make sure that whatever you're using to listen to the Salesforce Admins podcast, make sure you hit that follow or subscribe button because then new episodes will show up on your phone or on your computer right away. So with that, let's get to our conversation with Warren. So Warren, welcome to the podcast. Warren Walters: Well, hey Mike, I'm happy to be here. Super excited because I've been listening to the podcast for such a long time and I'm finally on it, which is, I don't know if it's a dream come true or an honor, but I'm just happy to be here. Mike Gerholdt: It's destiny. Warren Walters: I'll take that. Mike Gerholdt: That's what I'll call it, it's destiny. Well, I ran across your TikToks when I was posting stuff about the podcast and really loved some of the videos that you're doing and the topics you're talking about. So let's just start off with what you do in the Salesforce ecosystem and how you got started. Warren Walters: Sure. So my name is Warren Walters. I am a Salesforce engineer. I do lots and lots of development. I probably talk too much about development. Some of you may ...
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    32 m
  • Salesforce Prompt Builder Features Every Admin Should Know

    Salesforce Prompt Builder Features Every Admin Should Know
    Jun 27 2024
    Today on the Salesforce Admins Podcast, it’s time for a deep dive with Josh Birk, who talks to Raveesh Raina, Principal Solutions Engineer at Salesforce. Join us as we chat about what Prompt Builder can do and how to write effective prompts. You should subscribe for the full episode, but here are a few takeaways from our conversation with Raveesh Raina. Intro to Prompt Builder Raveesh is the perfect person to talk to about Prompt Builder and all the cool stuff you can do with it. As a Solutions Engineer, he works with customers to implement the latest and greatest Salesforce innovations and right now, that’s Prompt Builder. Prompt Builder takes all the power of LLMs and combines it with your Salesforce data. You can use it to help you write personalized emails to customers, build out records with more information, and much, much more. The four prompt template types and what they do Right now, there are four prompt template types in Salesforce: The sales email template drafts an email you need to send to your customer. Some examples include introducing them to a new product, or reminding them about an appointment. With the field generation template, you can quickly and easily populate or complete a specific field on a record page with a summary or description created by an LLM. The record summary template does exactly what it says it does: summarizes a record. This one is really easy to use via Einstein Copilot, and his clients love it for meeting prep. Finally, there’s the flex prompt template. This can be used anywhere and everywhere on the platform to create a customized prompt template that incorporates records from multiple objects simultaneously. An example would be to create a personalized product recommendation for a customer based on an Einstein Next Best Action. With all of these prompt templates, you can dynamically ground them with data from Salesforce or Data Cloud. That gives the LLM the power to pull data from records or, with flows, from pretty much any object—standard or custom—in your Salesforce org. How admins can write effective prompts So how do you write effective prompts that do what you want them to do? Raveesh has four tips to share with us: Be explicit about your expectations and goals. What are you hoping to get out of the response? The AI needs a clearly defined goal in order to generate a good response. Contextualize the information. State if you want to add related records to contextualize the response. Specify your role. What is the persona for which this prompt template is built? Add limitations and set boundaries. For example, “do not exceed 500 characters.” The AI needs to be told, and sometimes told again, what not to do. This is especially important to think about as you test and refine your prompt in order to get consistent results. There’s a lot more great stuff from Raveesh about building better prompts and how Salesforce protects your data, so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Blog: The Ultimate Guide to Prompt Builder | Spring ’24 Trailhead: Get Started with Prompts and Prompt Builder Video: Salesforce Admins Innovate with Prompt Builder Podcast: Get to Know Prompt Builder with Marissa Scalercio Admin Trailblazers Group Admin Trailblazers Community Group Social Connect with Raveesh Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Josh Birk: Greetings everybody. Guest host, Josh Birk here, to take another deep dive into a topic. And this week, the topic is going to be Prompt Builder and Building on Prompts. I am joined by my good old colleague, Raveesh Raina, who is one of the people who wrote, for instance, our Ultimate Guide to Prompt Builder. Now, with no other hesitation, let's get over and talk to Raveesh. All right, today on the show, we welcome Raveesh Raina to tell us about all things Prompt Builder. Raveesh, welcome to the show. Raveesh Raina : Thank you very much, Josh. It's an honor to be here and thank you for having me. Josh Birk: Excellent. Well, let's start off with a little bit about you. Tell me, what is your current role at Salesforce? Raveesh Raina : So I am a Principal Solutions Engineer. I work predominantly with our account executives and account directors to helping customers get inspired with our latest and greatest innovations that we are publishing and that we are releasing into the market. So I have a specific focus towards financial services. I'm based out of Toronto, Canada, so I work with all of our major enterprise banks with a lot of the different innovations and as far as financial services cloud is concerned, which is our flagship industries product. So helping them get inspired and sharing ...
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    21 m
  • What Are The Key Benefits of AI for Salesforce Admins?

    What Are The Key Benefits of AI for Salesforce Admins?
    Jun 20 2024
    Today on the Salesforce Admins Podcast, we sit down for an Admin Evangelist roundtable discussion with Josh Birk, Jennifer Lee, and yours truly. Join us as we chat about how AI can help you be a better Salesforce Admin and what you can do to improve your prompts. You should subscribe for the full episode, but here are a few takeaways from our conversation with Josh Birk and Jen Lee. Practice your AI prompts With everything going on with Einstein Copilot and Prompt Builder, I wanted to bring the Admin Evangelists together to find out how they’re thinking about AI and what you should do to get ready. The number one thing that everyone agreed on is to start practicing your AI prompts. Josh recommends seeing if you can get your LLM of choice to tell you a dad joke. Then try and get it to tell you a better one. Just like how we had to learn how to write a good Google query, you’ll quickly find out that some prompts are more effective than others. Jennifer shares the story of how her husband used ChatGPT to help with their itinerary on their trip to Italy. They still had to double-check that the restaurants it recommended were still open and that the timing of everything made sense, but it was a great starting point for planning their vacation. How Salesforce Admins can get help from AI Both Josh and Jennifer also use AI to help with work. Jennifer’s found ChatGPT to be really helpful for writing formulas. She used to spend hours on Google trying to find an example that matched the exact scenario she needed. These days, she can just write a prompt with her specific parameters and get back something useful in seconds. If Salesforce gives her an error, she can tell ChatGPT about it and it’ll try to fix the code. Josh, meanwhile, has been using AI to help generate Apex code from scratch when he’s spinning up a demo org. As he’s quick to point out, it’s not necessarily helpful for the maintenance and debugging tasks that most developers do on a daily basis, but it’s perfect for his particular use case. The human in the loop One last thing we talked about that I want to highlight is the importance of the human in the loop. We used the example of someone calling a power company to find out why their electricity bill is higher. If a human has realized that the weather has a major effect on usage rates and created a screen flow to call the right API, then an AI might be able to give the customer the right answer. But you need a human in the loop to do that second-order thinking. We’ll have even more about how Salesforce Admins can use AI next week in Josh’s deep dive episode, so be sure to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Trailhead: Get Started with Prompts and Prompt Builder Admin Trailblazers Group Admin Trailblazers Community Group Social Jennifer on X: @JenWLee Josh on X: @JoshBirk Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Mike Gerholdt: So in the world of AI and GPTs, and I think one's called Hugging Face, maybe it's Hugging Chat, I don't know. There is a lot to learn and people maybe you're afraid of it or you haven't tried something out. I don't know. We've heard a lot as evangelists on the admin relations team. And so this week I wanted to dive in with all of the rockstar evangelists that I have. Josh Birk, our Senior Admin Evangelist, and Jen, our Lead Admin Evangelist. Also, everything flow about let's dive into prompts and let's start learning about prompts and what should we be afraid of or what shouldn't we be afraid of, or what should we start doing? So that was a really long, highly caffeinated intro, but welcome to the show, Jennifer and Josh. Joshua Birk: Thanks for having us. Jennifer: Hey. Mike Gerholdt: So I won't name names, but I have been around in the community, and I have heard people like, "Cool, oh, you've done something with ChatGPT." And to be frank, if you follow me on Instagram, you'll realize that my feed, sometime in March, quickly took over crazy images generated by Dall-E. Because I find it fascinating that I can give it words to a 1970s music classic rock and say, "Make a picture." And it will produce something that would take me years to put together. And sometimes it's crazy, and I have to share that with the world because I think that's just so cool. But I guess I'm not afraid to try things out. So that's where I was with the world of AI. Where do you guys fall? Joshua Birk: Well, first of all, I want to go back to something you just said about what's dangerous about talking to something like let's just call it ChatGPT. Just use that as the generic one since it's the most famous and most popular. But I go back to- Mike Gerholdt: It's like...
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    24 m
  • Enhancing Customer Engagement with Salesforce Data Cloud

    Enhancing Customer Engagement with Salesforce Data Cloud
    Jun 13 2024
    Today on the Salesforce Admins Podcast, we talk to Chris Zullo, Global Practice Director of Customer 360 and Marketing at AllCloud. Join us as we chat about integrating Marketing Cloud and Data Cloud and how you can do more with your data. You should subscribe for the full episode, but here are a few takeaways from our conversation with Chris Zullo. Bring all your customer data together in Salesforce Chris is kind of my go-to Marketing Cloud guy, so I wanted to bring him on the pod to talk through how Data Cloud and Marketing Cloud go hand-in-hand. In his role as Global Practice Director of both Customer 360 and Marketing at AllCloud, he’s seen firsthand just how much of an impact Data Cloud can have by allowing both departments to work in tandem. There are so many applications businesses use in today’s environment that each store data about your customers. But there’s a problem. As Chris puts it, “The likelihood of all of those systems talking to each other in any cohesive fashion is slim to none.” That’s where Data Cloud comes in. It allows you to bring all of that data into one place in Salesforce, and that’s where the magic happens. Data Cloud creates a consistent customer experience When a customer interacts with your business, they don’t care who they’re talking to—they just want to be treated consistently and as if they’re the same person. If they had a conversation with a sales rep about a certain product or feature, they expect the customer service rep they call to know what they’re talking about. With Data Cloud, your customer service rep can look at all the communications a customer might have had with sales so they’re on the same page. And if they notice that there’s an email sequence scheduled next week to remind them about their warranty, maybe they can cancel it ahead of time and head things off at the pass. That’s why it’s so important to give everyone a seat at the table when you’re establishing Data Cloud at your organization: marketing, sales, service, eCommerce, IT, and your data team. You want everyone working together to create a unified experience for your customers. Data Cloud makes your data actionable Some business units get really attached to their data. Sure, they’ll build you an API to provide a one-way glass view of their data, but why do you need them to integrate it with Data Cloud? “It’s all about making it actionable,” Chris says, “it’s a verb, it’s an action. Just because I have a view doesn’t mean I can do something with it.” Data Cloud lets you do segmentation and targeting at scale without having to copy-paste into a bunch of pivot tables. And with AI features like lookalike segments, the possibilities are endless. There’s a lot more great stuff from Chris about how Data Cloud can transform your organization so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Trailhead: Explore Data Cloud Watch: Data Cloud Decoded Admin Trailblazers Group Admin Trailblazers Community Group Social Chris on Twitter: @ChrisZullo Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Mike: With Data Cloud, you can organize and unify data across Salesforce and other external data sources. After data has been ingested into Data Cloud, it can be used to drive personalization and engagement through the creation of audience segments. So that's what our help documents say. And I wanted to find out from Chris Zullo, who is a business puzzle solver, Salesforce MVP and Global C360 and marketing practice director at AllCloud. What he's seeing when he's helped other admins integrate Marketing Cloud and Data Cloud and all of the benefits across the organization from having visibility into that. Also, what are some of the questions that admins should be asking in order to get that integration going? Now, before we get into the podcast, I want to be sure you're doing one thing and that's following the Salesforce Admins Podcast. And the reason I ask is if you're doing that on Apple Podcasts or Spotify or iHeartRadio, then the newest episode will automatically be downloaded right to your phone so you can listen to it on your bike ride or your dog walk, or maybe you just walk around the neighborhood to clear your head. But let's talk about integrating data with Chris and get Chris on the podcast. So Chris, welcome back to the podcast. Chris Zullo: Thanks for having me. Mike: It's probably been a while, but you're my go-to Marketing Cloud guy, and I feel a lot of people have seen you present in the ecosystem and talking Marketing Cloud. But catch us up. What have you been up to? What do you do? What's your exciting passion in the Salesforce ecosystem? Chris ...
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    31 m
  • What Should You Look for in a Salesforce Admin Job Description?

    What Should You Look for in a Salesforce Admin Job Description?
    Jun 6 2024
    Today on the Salesforce Admins Podcast, we talk to Joe Sterne, a Solutions Architect and Salesforce contractor. Join us as we chat about his tips for job interviews, what to look for in a job description, and how you can use AI to help you prep. You should subscribe for the full episode, but here are a few takeaways from our conversation with Joe Sterne. Contract work in the Salesforce ecosystem Last month, we talked to Jason Atwood about how to prepare for a Salesforce job interview. That episode was fantastic because Jason interviews job candidates all the time, but I wanted to hear from someone who’s had experience sitting on the other side of the table. That’s why I was so excited to hear from Joe Sterne about his experience as a contractor. Contracting is becoming more common in the Salesforce ecosystem, and it can be a great way to get experience to land that next-level position. “At the end of the day, certifications are great,” Joe says, “but certifications aren’t the be-all, end-all—it’s also experience.” Of course, being a contractor means that you’re constantly looking for that next gig, so Joe has a lot of great tips to share from going out on so many interviews. What to look for in a Salesforce job description Looking for a new position usually starts with reading through a bunch of job descriptions. Joe recommends taking a close look at what responsibilities are actually listed because it doesn’t always match the job title. It can happen for any number of reasons, but it’s important information to know going into the interview process because it can affect the salary band. Joe also suggests investing the time to make sure you have something to talk about once you land that big interview, especially if you’re bound by an NDA. It could be Superbadges, or work you’ve done for a nonprofit, or, as Joe says, “maybe it’s something you did for fun just so you could talk about it in an interview.” No matter what, you need a way to demonstrate your skills and knowledge and how they’re a fit for your new role. How to prep for a Salesforce job interview When you’re prepping for an interview, Joe recommends taking some time to learn about the business and the industry they’re in. Who are their clients? What problems are they trying to solve? And, most importantly, why are you a good candidate for them to help them address those problems? At the end of the day, that’s what you’re selling. As Joe says, you want to be able to walk into the interview and say, “Here are your problems, I understand them, I’m going to be able to fix them, here are some ways I should be able to fix them, and here are other ideas I have that I could work on with other people as I learn more to evolve those solutions.” There’s a lot more great stuff from Joe in this episode about how to deal with weird interview questions and how he uses ChatGPT to help him prep, so be sure to listen to the full episode. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Listen: How to Prepare for a Salesforce Job Interview Listen: Being Neurodivergent in the Salesforce Ecosystem with Joe Sterne 5 Ways to Make Your Sales and Service Reps’ Lives Easier with AI Admin Trailblazers Group Admin Trailblazers Community Group Social Joe on Twitter: @MrJoeSterne Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Mike: So let's say you're out there as a Salesforce admin and you're interviewing and you get a crazy question like, "If you could be any animal, what animal would you be?" Well, I won't tell you the answer that Joe Sterne gave but Joe Sterne is on the podcast today and he's going to help us flip on the other side of the coin. That's right. So it's June. If you remember back in May, I had Jason Atwood on the podcast. He's from Arkus and he was talking about what he does to interview Salesforce admins. My hope was to get you in the mindset of what a hiring manager is looking for. Today, I got Joe Sterne, who is out there in the job market and he's interviewing as a Salesforce admin, at least he was at the time that we reported this. And gave some tips to help you get ready for your interview, some things that he's doing. Also, you know what? We talk about contract work because I think that's a very viable solution as a new admin. Now, of course, before we get into the episode, I want to make sure you're following the Salesforce Admins Podcast wherever you listen to podcasts, whether it be Apple Podcasts or Spotify or iHeartRadio. Go ahead and click that follow button and the reason is then a new episode will be put on your phone right away when you wake up Thursday morning. So with that, let's get to our conversation with Joe. So Joe,...
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    39 m
  • Why Should You Integrate Data Cloud with Your Salesforce CRM?

    Why Should You Integrate Data Cloud with Your Salesforce CRM?
    May 30 2024
    Today on the Salesforce Admins Podcast, we have another deep dive with Josh Birk, who talks to Shoby Abdi, Principle Architecture Evangelist at Salesforce. Join us as we chat about the Well-Architected framework, why you should start using Data Cloud, and what you need to do to get ready. You should subscribe for the full episode, but here are a few takeaways from our conversation with Shoby Abdi. The Well-Architected framework Shoby is the Principle Architecture Evangelist at Salesforce, and he’s come on the pod to tell us about the Salesforce Well-Architected framework. And he’s here to tell you that the framework is not just for Salesforce Architects—everyone should take a look at it. As Shoby puts it, if your customers or users open Salesforce and it scares them, that’s how you know you need to use the framework. It can help you identify anti-patterns in your org and fix them by building solutions that are trusted, easy, and adaptable. Those are the essential ingredients for a healthy org, and that’s what puts you in the best position to take advantage of everything Data Cloud has to offer. If Data Cloud was a parking lot We’ve talked a little about Data Cloud on this podcast in the past, and that’s linked below, but Shoby helped explain why it’s such a big deal. The main point he makes is that by bringing all of your data together in one place, it can start to tell a story. As he puts it, “What is your customer doing? Where are they? And then how do you interact with them next?” When we talk about Data Cloud, it can often sound like it’s some sort of parking lot for all of the information you have about your customers. But as Shoby points out, it’s so much more than that. It’s more like if your parking lot had a valet that could tell you everything about who’s parked there, what kind of car they drive, how long they’re staying there, and exactly when they plan to leave. Einstein and Data Cloud If you’re a Salesforce Admin looking to enable Data Cloud, Shoby recommends working through the Well-Architected framework to make sure that your org is healthy. After all, these tools are only as good as the data you give them. If you’ve done all that, there’s a lot to get exited about. Data Cloud brings everything into Salesforce as standard objects, which means you can build all sorts of interesting things with flows and everything else you’re already using. And with Einstein Copilot and other AI tools, the possibilities are endless. There’s a lot more great stuff from Shoby in this episode about how Data Cloud works, so be sure to take a listen. And don’t forget to subscribe to hear more from the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Well-Architected Framework Making Data Cloud Work With Your Existing Salesforce CRM Data Salesforce Architects Blog Podcast: Well-Architected Automation with Tom Leddy Admin Trailblazers Group Admin Trailblazers Community Group Social Shoby on Medium Salesforce Admins: @SalesforceAdmns Mike on Threads: https://www.threads.net/@mikegerholdt/ Mike on Tiktok: https://www.tiktok.com/@salesforce.mike Mike on X: @MikeGerholdt Full show transcript Josh Birk: Greetings, Salesforce admins. It's Josh Birk here, your guest host for this week. This week on a deep dive, we're going to dig into data cloud and then talk about data cloud. I brought one of my good friends and old colleagues, Shoby Abdi. All right. Today on the show we're going to welcome back Shoby Abdi to talk about data cloud. Shoby, how you doing? Shoby Abdi: Not too bad. Just doing well. Connections is right around the corner. Just to timestamp this for everybody. Josh Birk: It's a Connections week. It's a DevOps streaming week. Everybody here is in Chicago and I'm still at home talking to you. So that's my social calendar. Shoby Abdi: Exactly. That sounds very similar. I am also in Chicago. Josh Birk: Nice. Okay. So introduce yourself a little bit. Tell me a little bit about your current role. Shoby Abdi: Sure. So my name is Shoby Abdi. I am a principal architecture evangelist on the Salesforce's Architects and Well-Architected team or the other way around. Essentially, if anybody has ever gone to or if you're a Salesforce architect or if you've ever gone to architect.salesforce.com or if you've ever heard of the Well-Architected framework, my role, along with a few others is that we are evangelists. So it's very similar to the work that Josh does or on the admin side or developer advantage to the developer size, except our audience is firmly architects. Architects of all kinds, whether that be our internal ones, customers, partners, architects all over the place. Josh Birk: There's a nice overlap between admins and architects. So actually let's give you that this is the Tonight Show portion where you get to do your own plug. Tell me a little bit about the Well-Architected framework. ...
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    36 m