『How Can Salesforce Admins Find Simple Agentforce Use Cases?』のカバーアート

How Can Salesforce Admins Find Simple Agentforce Use Cases?

How Can Salesforce Admins Find Simple Agentforce Use Cases?

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Today on the Salesforce Admins Podcast, we talk to Kacie Molina, Salesforce Consultant at Kawaii Cloud. Join us as we chat about how admins can start small with Agentforce and still make a big impact. You should subscribe for the full episode, but here are a few takeaways from our conversation with Kacie Molina. Why you should start small with Agentforce With all the capabilities Agentforce brings to Salesforce, it's easy to dream big. Big projects, however, require major organizational investments in time, planning, and execution. My guest this week, Kacie Molina, has some simple advice for her clients who want to get started with Agentforce: start small. Go back to the basics of listening for pain points and building solutions. Once you start piling up small wins and meaningful changes, it'll be easier to get organizational buy-in for something big and bold. Admins should listen for problems users already have Agentforce solutions don't always have to be some sort of major business process overhaul. Those types of changes require layers of approvals, budgeting, and business analysis. You end up spending as much time rethinking the business process as you do worrying about executing everything in Salesforce. Instead, look for simple use cases. For example, implementing an agent summary field to help users easily see what's going on with an account without having to scroll through a bunch of records. "All of those little use cases that maybe are too specific for a flow," Kacie says, "we can solve them with Agentforce and natural language." And over time, the simple solutions add up. Keeping AI work inside Salesforce supports better security Even if you're not already using Agentforce, people in your organization are already using AI. The problem is that they're often exporting data over to their LLM of choice, which creates all sorts of security vulnerabilities. That's why Kacie recommends enabling an agent to assist your users. You can use your model of choice, and it'll be grounded in your Salesforce data and protected by your security configuration. "It shows users that there's a safe place to get the answers they want without having to worry about breaking company policies," Kacie says. Make sure to listen to my full conversation with Kacie about how to start small with Agentforce. And don't forget to subscribe to the Salesforce Admins Podcast so you never miss an episode. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce 360 Blog Post: From the Farm to Flows: How One Trailblazer Built a Tech Career from Scratch Kacie's post on LinkedIn Admin Trailblazers Group Admin Trailblazers Community Group Social Kacie on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: This week on the Salesforce Admins podcast, we're talking with Kacie Molina about how admins can start small with Agentforce and still make a big impact. Kacie shares why the best AI ideas often come from listening closely to everyday user friction. The scattered preferences, repeated questions, messy exports, and those tiny gaps that slow teams down. We'll talk about building agents that are grounded in Salesforce powered by Flow and designed with trust and security in mind. Because the next generation of admins isn't just adding features, they're orchestrating safer, smarter systems where humans and agents work together. So give it a listen, click that subscribe button, share this episode with an admin who is ready to make AI even more practical for their users. And let's get Kacie on the podcast. So Kacie, welcome to the podcast. Kacie Molina: Thanks, Mike. I am super excited to be here today. Mike: Well, I'm excited to get you on. I was a rare occasion scrolling through LinkedIn and I came across a post that you had put up and it mentioned the AgentforceNow workshop that I think you were in one of mine or you'd been to one. Kacie Molina: I was in one of yours and it was done extremely well, might I say. Mike: You were. Oh, good. Well, I try hard. And you're talking about coming up with ideas and you'd had some ideas for agents and I thought, "Man, I just think we need some sort of agent brainstorm podcast." And so that's why I wanted to get you on. But we're going to talk about that. But before we get started, tell me a little bit about yourself, like how you got into Salesforce, what you do, all of the fun stuff. Kacie Molina: Absolutely. So I grew up in more rural USA, an Amish type community, so horse and buggy. Think maybe Little House on the Prairie, early 1800s. So did a lot of horse training and cheese making with my sister, tended gardens and animals. So my skills when I became an adult were fairly traditional. So as I was trying to translate, "What do I use my skills for?" I started nannying, childcare, and then I started my own sewing business. And during that phase, I was actually so bad at running...
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