Salesforce Admins Podcast
How Can Solving Sudoku and Wordle Enhance Your Critical Thinking Skills? Today on the Salesforce Admins Podcast, we talk to Rangsk, a Wordle and Sudoku YouTuber. Join us as we chat about critical thinking, problem solving, and why puzzles are a great way to practice and improve your thinking. You should for the full episode, but here are a few takeaways from our conversation with Rangsk. Who is Rangsk? I’m a big word puzzle fan. Sudoku, Wordle, Connections, I love ‘em all! I think they’re a great way to warm up your brain and stay sharp. That’s why I was so excited to sit down...
info_outline Why Salesforce Community Events Are Crucial for Professional NetworkingSalesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Michelle Blair, Community Manager at Salesforce. Join us as we chat about Salesforce Community Events, her work with local event organizers, and why you should attend one near you. You should for the full episode, but here are a few takeaways from our conversation with Michelle Blair. By Trailblazers, for Trailblazers Michelle is a part of the Trailblazer Community team, which helps millions of Salesforce users around the world come together and learn. I brought her on the pod to tell us about community conferences and how you can find an...
info_outline How to Prepare for a Salesforce Job InterviewSalesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Jason Atwood, CEO and Co-Founder of Arkus. Join us as we chat about landing your first Salesforce Admin role, from finding good opportunities to nailing the interview and more. You should for the full episode, but here are a few takeaways from our conversation with Jason Atwood. The 20/30/50 rule Jason has interviewed a lot of people for Salesforce roles in his 15 years in the ecosystem. His biggest piece of advice when looking for your first role is pretty simple: “Relax. It’s going to be OK.” But you still need to acquire skills and...
info_outline Unlocking Diversity in Tech: a Deep Dive with Kat Holmes & Josh BirkSalesforce Admins Podcast
Today on the Salesforce Admins Podcast, Admin Evangelist Josh Birk sits down with Kat Holmes, Chief Design Officer and EVP at Salesforce. Join us as we chat about diversity, accessibility, and her book, . You should for the full episode, but here are a few takeaways from our conversation with Kat Holmes. What is a mismatch? I brought Josh on the podcast to host this special deep dive episode of the Salesforce Admins Podcast, and we couldn’t think of a better guest than Kat Holmes. At Salesforce, she’s in charge of User Experience. But she’s also the author of the amazing book, Mismatch:...
info_outline Data Cloud Enhancements that Admins Will Love!Salesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Skip Sauls, Senior Director of Product Management at Salesforce. Join us as we chat about how Data Cloud can make it easier than ever to roll out enhancements to your org. You should for the full episode, but here are a few takeaways from our conversation with Skip Sauls. The challenges of working with external data sources Pulling data from external sources is always a challenge. For one thing, it usually requires a bunch of work on the backend to get things looking the way you want them to. What’s more, it opens the door to all sorts of...
info_outline What Does the Future Hold for Salesforce Administration with AI Enhancements?Salesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Lizz Hellinga, Consultant and Salesforce MVP. Join us as we chat about why product management principles Salesforce are crucial if you want to take advantage of new AI tools. You should for the full episode, but here are a few takeaways from our conversation with Lizz Hellinga. AI enhancements and what they mean for admins The last time I had Lizz on the pod, we talked about why clean data is crucial for AI tools. But with everything that Einstein Copilot and Prompt Builder make possible, I wanted to bring her back to help us understand how...
info_outline Can AI Enhance Salesforce Architecture and Decision-Making?Salesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Tom Leddy, the Product Director of Well-Architected and Decision Guides at Salesforce. Join us as we chat about decision-making in the age of AI and why cleaning up your data is more important than ever. You should for the full episode, but here are a few takeaways from our conversation with Tom Leddy. Decision Guides and the Well-Architected Framework Almost exactly a year ago, we had Tom on the pod to talk about the Well-Architected Framework. I’ll link the episode below but Tom gives us a quick summary: “It tells you how to build...
info_outline How Can Automating with Slack Transform Your Workflow?Salesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Jim Ray, Director of Developer Relations and Advocacy at Slack. Join us as we chat about automating in Slack and what’s coming with Slack AI. You should for the full episode, but here are a few takeaways from our conversation with Jim Ray. Slack is more than just a chat tool Jim gave a great breakout session at TDX on automating in Slack, so I wanted to bring him on the pod to tell us all about it. “If you’re just using Slack for communication, you’re overpaying for a chat tool,” he says, “there’s a lot more you can do to...
info_outline How Do I Know What My Learning Style Is?Salesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Lisa Tulchin, Senior Curriculum Developer at Salesforce. Join us as we chat about choosing the learning path that fits your learning style and strategies from training your users. You should for the full episode, but here are a few takeaways from our conversation with Lisa Tulchin. Choose a learning path that matches your learning style Lisa works on the Trailhead Academy Team, and I wanted to hear her take on a common question I get asked: “Should I work through Trailhead on my own or do I need to sign up for a class with Trailhead...
info_outline Explore Advanced Reporting Techniques with Evan PonterSalesforce Admins Podcast
Today on the Salesforce Admins Podcast, we talk to Evan Ponter, Salesforce Consultant and Certified Application Architect. Join us as we chat about all things reporting from his breakout session at TDX. You should for the full episode, but here are a few takeaways from our conversation with Evan Ponter. A deep dive into Salesforce reporting We last spoke to Evan back in 2019. Since then, he’s struck out on his own as a Salesforce Consultant, where he helps businesses get everything they need out of Salesforce and their reporting. He recently did a 75-minute breakout session at TDX about...
info_outlineToday on the Salesforce Admins Podcast, we talk to Kalpana Chauhan, Lead Salesforce Consultant at Mar Dat. Join us as we chat about Einstein lead scoring and the importance of high-quality data.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Kalpana Chauhan.
From math teacher to Salesforce Admin
Kalpana started out as a math teacher but, as her kids got older and she found herself with time on her hands, she discovered she had an affinity for Salesforce. That foundation has been incredibly helpful in her career as a Salesforce Consultant when she has to untangle something like validation rules. “Coding is easy once you understand the logic and flowchart of how it actually works,” she says.
Flows and automation have always held a special place in Kalpana’s heart. There is so much manual work that you can make unnecessary if you’re willing to sit down and thoughtfully analyze a business process. And new tools like Einstein are making that easier than ever before.
Scoring leads with Einstein
One of Kalpana’s clients needed help resolving issues related to proper lead qualification and marketing engagement. “The marketing team was eager to enhance their engagement with leads, while the sales team was seeking better clarity regarding which leads were sales-qualified so they could focus their efforts on conversion,” she says.
That’s when Einstein came to the rescue. They worked through the AI Wizard and came up with three scores:
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Behavior, to evaluate how warm a lead is based on engagement.
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Engagement frequency, to figure out what marketing cadence is best for each lead.
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Send time optimization, to automate marketing emails to go out at the best time for each lead based on their engagement history.
Together, these scores helped marketing engage prospects at the right cadence while sales could pursue an optimal nurturing and conversion strategy for each lead.
Getting started with Einstein
If you want to start using Einstein in your org, Kalpana recommends starting by taking a close look at your data quality. “Data is the key,” she says, “the more data you feed in, the more accurate your results will be.” That means Implementing solid data validation rules and using screen flows to remove duplicate records.
Getting up-to-speed on Einstein was easy with all of the resources out there from Salesforce. In addition to Trailhead, Kalpana found Bootcamps to be especially useful. “I love anything with visuals,” she says. She also recommends going to your local Trailblazer Community Group meeting to connect with other admins facing similar challenges.
Be sure to listen to the full episode to learn more about Einstein, email marketing, and data cleanup.
Podcast swag
Resources
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Admin Trailblazer Group
Social
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Kalpana: @KalpanaChauhan
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Salesforce Admins: @SalesforceAdmns
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Mike on Threads: https://www.threads.net/@mikegerholdt/
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Mike on Tiktok: https://www.tiktok.com/@salesforce.mike
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Mike on X: @MikeGerholdt
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Gillian on X: @GillianKBruce