Salesforce Admins Podcast

De: Mike Gerholdt
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  • Resumen

  • 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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Episodios
  • Essential Tips for Creating Effective Presentations

    Essential Tips for Creating Effective Presentations
    Aug 15 2024
    Today on the Salesforce Admins Podcast, we talk to Ella Marks, Senior Marketing Manager at Salesforce. Join us as we chat about the keys to creating an effective presentation, how to prep, and how to create a strong ending. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ella Marks. Core principles to prep any presentation We’re starting the last quarter of the year and that means it’s presentation season. Whether it’s presenting about the work we did last year or trying to get budget for next year, creating an effective presentation is a core skill for Salesforce Admins. That’s why I’m so excited to bring Ella Marks on the pod. She’s presented on some of Salesforce’s biggest stages, like Dreamforce and multiple World Tours. So I wanted to hear her tips for how to put together a great presentation. The cool thing is that no matter the format or venue, Ella uses the same core principles to prep for every presentation. 1. Who is your audience? Ella’s first step is to identify the audience that you’re presenting for. Who’s in the room? What do they already know, and what are you going to teach them? Your content is going to be very different if you’re presenting to a room full of admins versus a room full of new users. If you don’t know exactly who’s in the audience or what their level of expertise is, just ask them. For example, “Raise your hand if this topic is new to you.” In general, it makes your presentation more engaging if there’s a little bit of back-and-forth with the audience. 2. Make an outline and blue box your slides The next step is to make an outline. Ella recommends starting by making a big list of everything you could possibly say about the presentation topic. Then you can start moving things around, whittling it down, and picking some themes. All of this helps you decide on a call to action. When she’s ready to start creating her slide deck, Ella uses a technique called “blue boxing” to make a rough draft. Essentially, you use blue boxes to rough out what you’re going to put on each slide. So a slide might have three blue boxes that say: Title about why this is important right now Text of the most important point I’m going to say Image to illustrate the point We’re trying to sketch out just enough to see how the presentation flows as a whole. Look for a balance of slides with more text and slides with more visuals because that variation will keep your audience engaged. That way, we’re not spending time looking for the right image or writing the perfect title until we’re sure we need it. 3. Nail the ending Conclusions are always tricky. Ella recommends asking yourself three questions: After my presentation, how do you want them to feel? After my presentation, what do you want them to think? After my presentation, what do you want them to do? These are your three goals, and the secret to nailing your ending is to address them throughout the presentation. Every slide should be aimed at answering one of these questions so that, by the end, the conclusion feels inevitable. Ella has lots more great tips for creating effective presentations, including how to prep with a group and the importance of a good pump-up song, so be sure to take a listen. And be sure to subscribe so you’ll never miss an episode. Podcast swag Salesforce Admins on the Trailhead Store Learn more Trailhead: Storytelling & Communication Admin Trailblazers Group https://sfdc.co/admintrailblazers Social Ella: @Marks_Ella 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: So we're halfway through August, and for many of us, that's the start or getting real close to the start of the last quarter of the year, which means we're doing a lot of presenting, either presenting to show our work, what we've got done for this year, presenting to get budget for next year as admins for what we'd like to do or, if you're like me and a few of my colleagues, going to world tours, going to events, going to community events, and presenting. Presenting, presenting, presenting is at the heart of a lot of what Salesforce admins do. Mike Gerholdt: So this week on the podcast, I pulled in Ella Marks to talk us through and give us some tips on building phenomenal presentations in the art of presenting. Now, if you're not familiar with Ella, she's on our admin relations team, and she has done quite a few Dreamforce keynotes. She's helped coordinate a lot of our release readiness lives at Dreamforce, both on stage and recorded. So she's presented to cameras, and she's presented live on stage, and she's also coached quite a few presenters. Mike Gerholdt: And I think this is really important for us to learn because no matter how great the app is that we build, and ...
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    32 m
  • Effective Process Documentation for Salesforce Admins

    Effective Process Documentation for Salesforce Admins
    Aug 8 2024
    Today on the Salesforce Admins Podcast, we talk to Jennifer Cole, Director of Business Intelligence and Automation at 908 Devices. Join us as we chat about why understanding and documenting your business processes is critical for collecting quality data in your org. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Cole. Admins connect the dots Jen recently co-presented at World Tour Boston about business processes and data strategy, and I wanted to get her on the pod to tell you all about it. “Data isn’t helpful if you don’t know your process,” she says, “it’s just interesting facts on a screen that maybe make pretty graphs but what does it tell you if you don’t know what questions you’re answering?” I think a common misconception is that it’s the people not doing the day-to-day work who don’t understand the business process. As Jen points out, it’s often the folks actually doing the process who don’t understand why they need to log data a certain way. As we’ll get into, that’s not necessarily their fault—there’s an information gap. So it’s up to us as Salesforce Admins to connect those dots and spell out why accurate data is so important. How inaccurate data gets in your org Jen often supports sales teams and it’s a great example of how inaccurate data can end up in your org. Now it might sound obvious, but sales teams want to sell things. They don’t understand why they need to log an email into Salesforce or create the next step on an opportunity because they don’t know how that information will be used. So you see a lot of rushing through fields or just filling in a random date because it doesn’t matter anyway, right? And that’s where the problems creep in. Inaccurate data creates inaccurate business decisions. AI tools like Einstein Copilot or Next Best Action turn into useless, expensive toys without accurate data. So the first step is to figure out what questions you need to answer with data. If you can get to the Why behind the business process, you can build bridges across your organization and bring people together. Business processes and getting to why The next step is to explain the Why to the people involved in the business process. For example, “If you log your follow-up calls accurately, we can look at all that data and tell you the best time to make those calls,” or, “Sue from marketing will use this to send a targeted drip campaign that we know makes them more likely to buy from you.” Suddenly, you’ve created a feedback loop that gets the people entering data invested in data quality. Training is the best time to get started with explaining why. When they fill in this field, who else will use that information and how will it help the business as a whole? You need to get them invested in the process and help them see the broader picture. There’s so much more great stuff from Jen about how to look at your business processes and data strategy, 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 Podcast: Solving Business Problems with Composer and Flow with Jennifer Cole Blog: How to Use Salesforce to Manage Your Documentation Blog: How to Write Great Documentation to Help with Future Problem Solving Podcast: Understanding the Importance of Data Health in Salesforce Admin Trailblazers Group Admin Trailblazers Community Group Social Connect with Jen: https://www.linkedin.com/in/jcole-trailblazer/ 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: This week on the Salesforce Admins Podcast, we're talking with Jennifer Cole about data strategy and process. Well, yeah, a little something different because in the world of AI and a lot of tools just in general, not to mention automation tools, it's good to know what you're doing with your data and do you have a process in place to make sure you're collecting good data. Also, I ask her about bad data, so that's an interesting answer. But really understanding what data are you collecting, and does everybody know the process for data collection because as we know, it's going to be even more important to have great data so that AI can give us even better insights. But if we don't know the process, then I think we're in trouble. So Jennifer's going to help us with that. But before we get into the episode, just a reminder that if you're listening on Apple Podcasts or Spotify or wherever you get your podcasts, be sure to click the follow button, that way this podcast can automatically be downloaded right to your device so that when you're out on your dog walk, you don't have to worry about downloading it because it'll already be ...
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    36 m
  • What Makes Prompt Builder Essential for Salesforce Admins?

    What Makes Prompt Builder Essential for Salesforce Admins?
    Aug 1 2024
    Today on the Salesforce Admins Podcast, we talk to Elizabeth Awad, Associate Product Manager for Prompt Builder at Salesforce. Join us as we chat about how you can use Prompt Builder to simplify users’ daily tasks by integrating generative AI moments powered by prompt templates into their workflows. You should subscribe for the full episode, but here are a few takeaways from our conversation with Elizabeth Awad. What’s the difference between Einstein Copilot and Prompt Builder? There’s been a lot of buzz around Prompt Builder these days, so I was excited to get Liz Awad on the pod to pick her brain about it. She’s a product manager on the Prompt Builder team, so you could say she knows some things. The first question I had for her is one I hear frequently from the community: What’s the difference between Einstein Copilot and Prompt Builder? “They go hand in hand,” Liz says, “the prompts that you create in Prompt Builder can be connected to custom actions in Copilot.” In other words, Prompt Builder is where you as the admin create custom prompts to write a sales email or summarize a case, and Einstein Copilot is what allows your end users to invoke those prompts. Practice your prompts We’ve had more than a few guests suggest that you jump on an LLM to practice prompting but I wanted to know from Liz, specifically, what she’s found helpful. She had a really interesting answer, which was to try to get ChatGPT to write a birthday text to her mom. If you think about it, that’s a perfect use case for practicing writing better prompts. It’s pretty simple in terms of information but it’s tricky to get the right tone. More importantly, you probably have a good sense of what sounds right and what doesn’t. And so when you give adjustments, you instantly know how well they worked. Liz points out that this process is what people mean when they talk about “grounding” a prompt. It’s the extra bits of information you give an AI to adjust the response, like “That sounds too formal” or, “Here are three other texts I’ve sent my mom.” Prompt templates you can use in Salesforce right now As a reminder, there are four prompt template types that you can use in Salesforce right now. They are: Sales email Field generation Record summary Flex templates Josh Birk and Raveesh Raina went over all of this in detail in their episode last month, so I’ll link below. However, Liz wanted to draw special attention to a new addition to the flex prompt template, which is the ability to use free text as an input. That means you can use something like a chat transcript or a case summary to ground your prompt. It’s super flexible, and the sky’s the limit. There’s so much more great stuff from Liz about what you can do with Prompt Builder and how she approaches her role as a PM, 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 Podcast: Salesforce Prompt Builder Features Every Admin Should Know Podcast: Get to Know Prompt Builder with Marissa Scalercio Admin Trailblazers Group Admin Trailblazers Community Group Social Connect with Liz: https://www.linkedin.com/in/elizabeth-awad/ 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: Earlier this year, we talked with Melissa Scalercio about Prompt Builder, because she was on the customer side and she had some pretty neat things to say about how they were using Prompt Builder. You can go back into the Salesforce archives there to listen to that episode. In case you're not familiar, Prompt Builder allows you to simplify users' daily tasks by integrating generative AI moments powered by prompt templates into their workflow. It's really cool. You get to bind a field and put sparkles on it. That's what it's called literally, sparkles. I wanted to talk to one of the product managers that is working on Prompt Builder. That is Liz Awad, who is based in New York. She is helping build the future of Prompt Builder. She not only gives us some really useful insights into Prompt Builder and how she's seeing other customers use it, but also into what's coming with Prompt Builder, and you may have already seen it. Then, fun fact, we get to learn a hobby. I bet it's one maybe that most of you do. I've seen it on a ton of TV shows. But I'm not going to tell you because you have to listen to the episode. With that, let's get Liz on the podcast. Liz, welcome to the podcast. Liz Awad: Thank you. I'm excited to be here. Mike: Well, I'm excited to talk about Prompt Builder. We've talked about Prompt Builder in the past, with Melissa, earlier. I wanted to hear from somebody that's actually working on the product and doing some really fun stuff, because ...
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    26 m
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