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Salesforce Admins Podcast

Salesforce Admins Podcast

Auteur(s): Mike Gerholdt
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 The Salesforce Admins podcast features real-life Salesforce Admins, product managers, and community leaders who transform businesses, careers, and community with clicks, not code. This 20min (sometimes a bit more) weekly podcast hosted by Mike Gerholdt feature episodes to empower Salesforce Admins who are implementing Enterprise CRM solutions. There may be some (digital) confetti. For more than our most recent episodes, go to https://admin.salesforce.com/salesforce-admin-podcast. Gestion et leadership Économie
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  • Why Secure AI Starts With You: What Admins Must Know About Agentforce

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

    How Salesforce Is Transforming Certification for New and Experienced Users
    May 15 2025
    Today on the Salesforce Admins Podcast, we talk to Dana Walton, Senior Manager of Credential Programs and Operations at Salesforce. Join us as we chat about how the certification experience is evolving with smarter personalization, easier access, and a learning journey built just for you. You should subscribe for the full episode, but here are a few takeaways from our conversation with Dana Walton. Certifications are moving to Trailhead Academy Dana has been working on the certification team since 2015. When she started, Salesforce had nine certifications. Today, they offer 83. I sat down with her for this episode because her team is finishing a two-year project to overhaul the certification experience. The biggest change coming is that certifications are moving to Trailhead Academy. While you can still go completely self-guided with your learning, Dana and her team are making it easier to find the help you need—whether that’s an instructor-led course or curated Trailmixes and modules. Why skills are the most important factor in choosing new certifications One thing that Dana wanted to know during testing was how her team could help people figure out which certifications they should work on next. She asked Salesforce MVPs how they choose new certifications to target: are they looking for things that fit a specific role? A particular product? The answer was none of the above. The Salesforce MVPs in Dana’s testing group look for certifications based on what new skills they can learn. Armed with that knowledge, her team added a skills breakdown for each cert to make things easier to browse. They’re also adding more personalization to your Salesforce learning journey, with AI recommendations to help you plan your roadmap. Dana emphasizes that these are recommendations, not requirements. Your certification experience can still be completely self-guided; they’ve just added a helping hand. Why certification is the final step on your learning journey If she could give one piece of advice to admins looking for the next steps in their Salesforce learning journey, it’s that you need to look at every possible pathway. “Certification is not how you learn,” she says, “it’s how you prove the skills and knowledge that you’ve already learned.” Go to Trailhead, reach out to the community, or find a mentor who can help you understand what you’re getting into and create achievable goals for yourself. And then, when you’re ready, certification will be a breeze. Be sure to listen to the full episode for more from my conversation with Dana about what’s coming next for the certification experience. And don’t forget to subscribe to the Salesforce Admins Podcast so you can catch us in your feed every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more New Salesforce Certification Experience FAQ Certification: Salesforce Associate Certification: Strategy Designer Salesforce Admins Podcast Episode: When Collaboration Meets Agentforce: The MH4 Hackathon Story Admin Trailblazers Group Admin Trailblazers Community Group Social Dana 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 the Salesforce Admins Podcast. Today we're sitting down with Dana Walton from the Salesforce certification team. Dana is here to share how the certification experience is evolving. I want you to think smarter personalization, easier access, and a learning journey built just for you. We'll talk about the exciting move to Trailhead Academy and how it's making certifications more accessible than ever. Be sure to stick around. I promise you're going to walk away and be ready to take your next step in that Salesforce ecosystem. And hey, if you enjoy this episode, go ahead and give us a follow wherever you listen to podcasts. So with that, let's get Dana on the podcast. So, Dana, welcome to the podcast. Dana Walton: Thank you. I'm excited to be here. Mike: I'm excited to talk about certification. I've been talking about it ever since 2008 when I first got certified, which is a super long time ago. But let's get started with you. Tell us a little bit about how you got to Salesforce and what you do at Salesforce. Dana Walton: Happy to. You predate me just a little. Yes, but I mean, I think in terms of longevity, I hit Koa this year, so I'm very excited. Mike: Congrats. Thank you. And for those of you that don't know, Koa is 10 years. Dana Walton: Yes. So my 10-year anniversary will be in June, and I have been a part of the certification team for almost all of my tenure. I joined in October 2015 because I started as a contractor and then got hired on through the certification team, and I have been a part of the growth of this program since then, and it's been really excited to see when we first were in a very... When I joined, we only had nine certifications. Mike: Only. Only nine. Dana ...
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    27 min
  • Building with Agentforce and Flow: A Developer’s Hackathon Experience

    Building with Agentforce and Flow: A Developer’s Hackathon Experience
    May 8 2025
    Today on the Salesforce Admins Podcast, we talk to Melissa Hansen, Co-Founder and Principal Architect at HiFi Consulting Group, RAD Women Curriculum Lead, and Salesforce MVP. Join us as we chat about her journey from fixing printers to developing an agent-powered scheduling tool in the TDX Agentforce Hackathon on Team MH4. You should subscribe for the full episode, but here are a few takeaways from our conversation with Melissa Hansen. How Melissa started her career as a Salesforce Developer Melissa started her career at a nonprofit, where she was the go-to person for troubleshooting tech issues. “You just become the person who’s best at fixing the printer, and then fixing the database, and then, before you know it, you’re a database administrator,” she says. These days, Melissa is a developer, a consultant, and a Salesforce MVP for her work with RAD Women. She’s also a member of Team MH4, and I brought her on the pod to hear what building a conference scheduling agent in 16 hours was like from the dev side of things. Building an agent-powered scheduling tool at the TDX Agentforce Hackathon Melissa is not someone who wants to be up until midnight coding, but she was so excited about the solution they were building that it was worth the sacrifice. Like most people on the team, it was her first time making something with Agentforce, and this was a great use case to learn more about it. One of the biggest challenges for Melissa in going from building with code to grounding an agent is that the output is nondeterministic. In other words, if you run an automation, you expect to get the same results every time you give it the same data. Agents don’t work that way, they’ll give you something slightly different every time, and so you need to account for that in how you build and test your solution. To code or not to code, that is the question We don’t always have a chance to talk to devs on the pod, so I wanted to hear what Melissa thinks about admin and developer collaboration. For her, the most important conversation to have is around automations. Flow is a powerful tool for automations, but it’s not the only game in town. Melissa’s seen her share of scary flows for things that would be fairly straightforward in Apex. For her, the biggest determining factor is who will maintain the automation after it’s up and running. As no-code tools like Flow and Agentforce continue to improve, it’s especially important for admins and devs to help each other out. There are so many more great insights from Melissa on where Agentforce is headed and how to work with developers, so be sure to listen to the full episode. And don’t forget to subscribe to the Salesforce Admins Podcast so you can catch us every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: When Collaboration Meets Agentforce: The MH4 Hackathon Story Salesforce Admins Podcast Episode: Transforming Conference Scheduling With Agentforce MH4’s presentation at the TDX Hackathon Admin Trailblazers Group Admin Trailblazers Community Group Social Melissa on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on Tiktok Mike on X Love our podcasts? Subscribe today or review us on iTunes! Full Transcript Mike: Ever gone from changing printer ink to writing Apex code? Melissa Hansen has and she's here to tell us all about it. So, today's episode, I am chatting with Melissa Hansen, Salesforce MVP, RAD Women Curriculum lead and longtime champion of nonprofit tech. We talk about her journey from, well, fixing printers to architecting agent-powered scheduling tools and what she learned working on the team of MH to the Power of Four at the TDX Hackathon. Now, she shares her thoughts on building ai, designing for users, and what every admin should ask their developers. So, you don't want to miss this one. Now, be sure to follow this podcast on whatever platform you listen to so that you never miss an episode. And with that, let's get Melissa on the podcast. So, Melissa, welcome to the podcast. Melissa Hansen: Thank you so much for having me. I'm excited to be here. Mike: I'm excited. This whole series of talking to the MH to the Power of Four team has been such a thrill because I know we've done hackathons... by the time this episode comes out, we've done a hackathon at TDX in India. I know there's a virtual hackathon we've done. I feel like we've done hackathons everywhere, but it's such an interesting perspective because I was at TDX in San Francisco. I saw some of the teams working, but to sit down with each of you, and hear the perspective and what happened through your eyes is such a neat way of hearing the story and getting the full vibe of what's going on. So, before we get into that though, Melissa, tell us a little bit about yourself, and what you do in the Salesforce ecosystem and how you got on ...
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    33 min

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