Salesforce Admins Podcast

Di: Mike Gerholdt
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  • Riassunto

  • 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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Episodi
  • The Future of Salesforce Setup

    The Future of Salesforce Setup
    Sep 26 2024
    Today on the Salesforce Admins Podcast, we talk to Ben Sklar, Director of Product Management at Salesforce. Join us as we chat about how he’s making setup into a better, more consistent experience. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ben Sklar. The problems with Salesforce setup If there’s one thing Salesforce Admins know a lot about, it’s setup. It’s time-consuming, complicated, and varies wildly depending on what you’re looking at. Answering a simple question like what objects does this user have access to and why turns into an arduous process. That’s why I was so excited to bring Ben Sklar on the pod to talk about how his team is fixing setup in Salesforce. We’ll find out how they’re laying the groundwork for faster updates and creating a more consistent user experience. Gradual improvements to setup A big question I had for Ben was how the changes he’s making to setup will show up for those of us who use it every day. “All these amazing enhancements we’re making to the setup platform are really behind the scenes,” he says, “if we do this right way you don’t really even need to know that it’s there.” However, you might notice a few improvements here or there. For example, there are new user summaries that allow you to see all the permission sets that a user has, all in one place. They’re also working with the Sales Cloud Go team to make sure that you can turn on features, discover new ones, and assign permissions, all in one place. Creating a consistent experience At the end of the day, the goal is to make things easier for the people who use it the most (that’s you!). “We’ve heard our admins often complain about inconsistent experiences,” Ben says, “and by being able to reuse components across setup you’ll be able to see more consistency.” As Ben says, setup was turning into the “Wild West” and it would feel different across experiences. His team has done a lot of work behind the scenes to make sure that setup always has a consistent look and feel, and they’ve established a setup design council to create guidelines that make sense. The future of Salesforce Setup is bright, and a whole lot easier. You should listen to the full episode for more from Ben, including what’s next for setup and why he loves ultimate frisbee. And subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag Salesforce Admins on the Trailhead Store Admin Trailblazers Group Admin Trailblazers Community Group Social Ben on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Threads Mike on Tiktok Mike on X Full show transcript Mike: This week on the Salesforce Admins Podcast, we're talking about Setup, and I joked before I pressed record with Ben Sklar, Admins live in Setup. We probably could pay a mortgage based on the amount of time that we spend in Setup. And the reason I talk about Setup and Ben Sklar is Ben is one of the product managers who's tackling Setup and fixing Setup, and he's working very close with another product major that you may have heard of, Cheryl Feldman. And so that's how Ben came to the podcast. He was a suggestion from Cheryl. Hey, you got to talk about all the cool stuff that Ben's working on with Setup on the podcast. And so we cover that and I'm sure many of you probably have seen some of the very cool stuff that Ben and his team are working on in Setup, but at Dreamforce last week, and so we're going to talk about that. But of course, before we get into it with Ben, just a quick reminder, wherever you're listening to the Salesforce podcast, if it's in app, go ahead and hit that subscribe or follow button. That allows you to get new downloads anytime a podcast drops, and every time a new podcast drops, you what time that is? It's Thursday mornings, so that way new pod right on your phone. If you're listening on the website, you don't have to worry about it. You should sign up for our Admin newsletter though, because we highlight podcasts in the newsletter. But enough about that, let's talk about the exciting world of Setup. It's really where all of us Admins live, and all of the cool stuff that Ben and his team are doing. So let's get Ben on the podcast. So Ben, welcome to the podcast. Ben Sklar: Hey, Mike. Thank you. I'm excited to be here. Mike: Yeah, well, when Cheryl comes knocking at the proverbial podcast door and recommends a guest, I can't turn her down, because every time Cheryl Feldman gets on stage to talk about the future of something in Salesforce, Admins flock to those sessions. So she recommended that we have a discussion. I'm very excited for this, but before we get into that, why don't we learn a little bit about you? So tell us briefly how you got the journey to becoming a PM at Salesforce. Ben Sklar: Yeah, absolutely. So I started at Salesforce a few years ago. I joined as a product ...
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    23 min
  • Reduce Salesforce Profiles for Greater Efficiency

    Reduce Salesforce Profiles for Greater Efficiency
    Sep 19 2024

    Today on the Salesforce Admins Podcast, we talk to Douane James, Salesforce Application Product Manager.

    Join us as we chat about his Dreamforce presentation about how reducing profiles in your org can enable faster deployments.

    You should subscribe for the full episode, but here are a few takeaways from our conversation with Douane James.

    How permission sets can help you reduce Salesforce profiles in your org

    Douane’s giving a talk at Dreamforce this year so I was excited to get him on the pod and hear more. He recently went through the process of reducing the number of profiles in his org from 11 down to only 2, so his talk is centered around why you can and should do the same.

    I know I don’t need to tell you this, but Salesforce best practices change over time. Most Salesforce orgs are built to work right now, which is how you can wind up with technical debt. For example, permission sets have become a much more elegant solution to the problems we used to solve with profiles. Sounds like a big project, but Douane’s here to tell you that reducing the number of profiles in your org is not as hard as you might think.

    Profile footprint reduction speeds up deployment

    A few years ago, Douane’s organization started using a new dev ops process. And while this made it easier to identify what needed to be built and do it quickly, he couldn’t help but notice how long the deployments were taking. More often than not, the delays were related to configuring profiles. He realized they needed to do an overhaul and reduce the number of profiles in their org.

    The first step was to get buy in. For Douane, the key was to emphasize how much quicker his team would be able to respond to requests if they spent time on cleaning up profiles. It also helped that they were committed to gradual improvements over time. Profile footprint reduction isn’t something that happens overnight, but it takes less time than you might think if go step by step.

    How to move from profiles to permission set groups

    Douane and his team set out to move everything they could from profiles into permission set groups. They identified a representative for each user role they could interview to make sure everything was still working as intended throughout the process.

    When you’re looking at your existing profiles, you need to find out:

    1. What are the permissions in the profiles?

    2. What permissions are common to each job function?

    3. Are there any special cases?

    For users that need a lot of special access, Douane recommends creating a “heavy” permission set that allows you to give them exactly what they need.

    If Douane has one message for you, it’s that the hardest part of reducing their Salesforce profiles was getting started. And the impact was felt immediately in terms of much quicker deployments and better security.

    Make sure to catch Douane at Dreamforce and subscribe to the Salesforce Admisn Podcast so you never miss an episode.

    Podcast swag

    • Salesforce Admins on the Trailhead Store

    Learn more

    • Trailhead Module: Permission Set Groups

    • Trailhead Module: Data Security Best Practices

    Admin Trailblazers Group

    • Admin Trailblazers Community Group

    Social

    • Douane on LinkedIn

    • Salesforce Admins on LinkedIn

    • Salesforce Admins on X

    • Mike on Threads

    • Mike on Tiktok

    • Mike on X

    Full show transcript
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    37 min
  • What Are the Key Skills for a Successful Salesforce Admin Interview?

    What Are the Key Skills for a Successful Salesforce Admin Interview?
    Sep 12 2024
    Today on the Salesforce Admins Podcast, we talk to Jason Atwood, CEO and Co-Founder of Arkus. Join us as we chat about how to land your first Salesforce Admin role, from where to find good opportunities to how to prep for the job interview and more. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jason Atwood. How Salesforce Admins should split their learning time We’re talking with Jason because he spends a lot of time interviewing and hiring people for Salesforce roles. So if you want to be a Salesforce Admin, how should you split up your learning time? Jason recommends following the 20/30/50 rule. Spend 20% of your time on Trailhead, 30% on acquiring certifications, and 50% on finding some way to gain experience. This split corresponds to how important they are on your resume. Trailhead: Becoming a Ranger is priority one, followed by getting some Superbadges. Take the time to set up your profile with a photo, a description of yourself, and a custom URL so that you look like you’re an active member of the community. Certifications: When is the best time to take a Salesforce certification test? As soon as possible! If you don’t get it this time, you can use your results to help you prep for the next exam. And if you do pass, you can get the next cert sooner. Gain Experience: Volunteering isn’t the only way to get experience. You can enroll in a program where you build mock projects in Salesforce, or just build something on your own. The important thing is to have projects you’ve built in Salesforce that you can demo in your job interview. Interview preparation and skill assessments When you’re going for your first Salesforce job interview be ready for some sort of skill assessment. Time pressure is usually a factor in these tests, so Jason recommends doing a practice run. Talk to a friend, find out what kind of data they collect, and then give yourself a day to build them an app. It could track the books they’ve read or the distance they’ve run, the important thing is that you don’t know what it’s going to be before you talk to them. All admins are consultants It’s also important to realize that an interview isn’t just about showing your skills—it’s about showing who you are. It’s a chance to listen and empathize with the person on the other side of the table. It’s a chance to share something that stood out to you in your research about the company. And most importantly, to show who you are by asking questions. Why does Jason place such an emphasis on soft skills in a Salesforce Admin job interview? Because, at the end of the day, every admin is a Salesforce consultant for their organization. You talk to people about their problems to get requirements, come up with a solution, and then iterate on that solution. We touch on a lot more in this conversation about how to look for Salesforce jobs, developing listening skills, and what it’s like to be a Salesforce consultant, so be sure to listen to the full episode and subscribe so you don’t miss out. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: Pei Mun Lim on the Skills of a Business Analyst Salesforce Admins Blog: Develop Your Communication Skills as a Salesforce Admin Admin Trailblazers Group Admin Trailblazers Community Group Social Jason on X Jason on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Threads Mike on Tiktok Mike on X Full show transcript Mike Gerholdt: I got an idea. How about we tackle the hardest question on the Salesforce Trailblazer community? That's right. This week on the Salesforce Admins Podcast, we're going to look for advice on finding your first admin job and doing the interview, getting experience, and more. And we're going to do all that with CEO and co-founder of Arkus, Jason Atwood. Jason and I chatted at TrailblazerDX and really wanted to dive into this topic. Now, before we bring Jason on, I just want to make sure that you're following the Salesforce Admins Podcast on iTunes or Spotify. That way, when new episodes like this one come out, they're automatically downloaded to your phone. But enough about that. Let's talk about finding that first job or even finding your next job as a Salesforce administrator. Oh, I almost forgot to mention we tackle the myth of "but it's just an admin job." So with that, let's get Jason on the podcast. So, Jason, welcome to the podcast. Jason Atwood: Thank you for having me. It's been a long time since we've podcast together. Mike Gerholdt: I know. I was thinking back; well, we were just reminiscing of the days at the Marriott Marquis and the Arkus podcast. Jason Atwood: Yep. You were on an episode of CloudFocus Weekly. We had it as part of our trivia once there was only four or five guests ever on the podcast, and you were one of them. Mike Gerholdt: Snuck in, only proximity. I'm going to say. So catch...
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    43 min
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