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  • How Can Salesforce Admins Find Simple Agentforce Use Cases?

    How Can Salesforce Admins Find Simple Agentforce Use Cases?
    2026/07/02
    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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    30 分
  • How MuleSoft Helps Salesforce Admins Build Better Agents

    How MuleSoft Helps Salesforce Admins Build Better Agents
    2026/07/09
    Today on the Salesforce Admins Podcast, we talk to Mofeyi Oluwalana, Director of Product Management at Salesforce. Join us as we chat about MuleSoft, Flow, Agentforce, and what happens when agents need to take action beyond Salesforce. You should subscribe for the full episode, but here are a few takeaways from our conversation with Mofeyi Oluwalana. MuleSoft creates agent-friendly business processes Agentforce can be truly transformative for our business processes, but sometimes it's easier said than done—especially when multiple platforms are involved. That's why I sat down with Mofeyi Oluwalana, Director of Product Management for MuleSoft. As Mofeyi explains, a problem many businesses run into when they're trying to implement AI is how to enable an agent to engage with something like a process that starts on a payment platform, goes through an OMS, and then ends up with a request to a warehouse for shipping. You can't just hand them the APIs and expect them to figure out the rest. That's where MuleSoft comes in. It gives you the building blocks you need to codify your workflows into something an agent can understand. Data mapping for real-time app integration Building an agent-friendly business process begins with data mapping. What do you need and where is it located? You also need to understand the triggers that kick off each part of the process. Does it start with a Slack message, or when an order is created? Often, these types of business processes don't start in the Salesforce ecosystem. MuleSoft allows you to translate these business requirements into APIs that an agent can use to take action. How to present to stakeholders As a product manager, Mofeyi frequently gives presentations to stakeholders, so I wanted to know if she had any advice for admins. "The most important thing when I walk into any room, regardless of the stakeholder, is who are they and what do they care about? Your ability to persuade and influence is largely due to your understanding of the three things that the people that you're talking to care about and how you align what you're talking about with those three things," she says. Make sure to listen to my full conversation with Mofeyi for more about MuleSoft and mapping your business processes. And don't forget to subscribe to the Salesforce Admins Podcast for a new episode every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Blog Post: How MuleSoft Helps Admins Get the Most out of Agentforce Admin Trailblazers Group Admin Trailblazers Community Group Social Mofeyi 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 joined by Mofeyi Oluwalana, product management director at Salesforce to talk about MuleSoft, Flow, Agentforce, and what happens when agents need to take action beyond Salesforce. Now, for Salesforce admins, this conversation matters because agents are only as useful as the data, the actions, the permissions, and the business logic they can safely reach. So Mofeyi's going to explain to us why integrations are not just about moving data from one system to another. They're about helping Salesforce connect to the real processes your business depends on. We'll talk about the questions that admins should ask when working with other platform owners, how to think about triggers and data mapping and why business context is so important when you're designing actions for humans and agents. So give this episode a listen, subscribe wherever you get your podcasts, share it with another Salesforce admin who's maybe thinking about how Salesforce could connect to the rest of their business. And with that, let's get Mofeyi on the podcast. So Mofeyi, welcome to the podcast. Mofeyi Oluwalana: Thank you so much. Mike: I'm excited. We don't do a whole lot of episodes outside a core platform. And I know my Salesforce admins ... My ... The Salesforce admins of the world work everywhere and especially now with Agentforce and agents and really just the whole bringing people together and giving a complete view of data, integrating data and working with MuleSoft and tools like that are super important. So I'm glad to have you on. I'm glad we got connected, but let's start off and learn a little bit about you. What was your path to Salesforce and becoming a product management director? Mofeyi Oluwalana: Yes. So I started at Salesforce a little over four years ago. I actually came through the APM program, also known as the Associate Product Manager Program. It's a two-year rotational program for folks coming out of university, getting their start in product. So I was able to come in through that program. I did three rotations all across Salesforce. I spent some time in Commerce Cloud working on how to run promotions on Black Friday. Mike: Oh, holy cow. Mofeyi Oluwalana: And I spent a lot of ...
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    28 分
  • How Can Admins Reduce MFA Friction in Salesforce?

    How Can Admins Reduce MFA Friction in Salesforce?
    2026/07/16
    Today on the Salesforce Admins Podcast, we talk to Jay Hurst, Senior Vice President of Product Management, and James Ferguson, Senior Director of Product Management, at Salesforce. Join us as we chat about MFA step-up authentication and what it means for Salesforce Admins. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jay Hurst and James Ferguson. Step-up authentication protects sensitive actions Starting next week, Salesforce is requiring all users to use Multi-Factor Authentication (MFA). If you're a privileged user like, for example, an admin, you'll need to use a phishing-resistant MFA. That's why I sat down with Jay Hurst, VP of Product Management, and James Ferguson, Senior Director of Product Management, to talk about why these changes are vital to protect your org's data. The first thing to know is that AI is making it easier than ever to launch targeted phishing attacks at scale. So while the MFA requirements provide a good first layer of protection, we want to make extra sure you are who you say you are before you're allowed to perform certain actions, like downloading a large number of records or running a big report. Phishing-resistant MFA uses a passkey, like a fingerprint or facial recognition biometric, to verify that it's actually you and not just someone with access to your email account. Balancing security with user friction As Jay and James acknowledge, these changes will add some friction to your users' experience. However, with the pace at which these kinds of attacks are evolving, it's more important than ever to get serious about your security posture. "We're trying to introduce a little more friction right now so that people start to think," Jay explains, "and start to build those habits of understanding when they're doing something that potentially could be considered a malicious attack, such as downloading that All Opportunities report." They're also building out compensating controls that should make things easier in the future, allowing you to trust users from a certain IP range, for example. Security is a journey, not a destination The most important thing to realize is that these requirements are about more than just jumping through some extra hoops. Phishing and man-in-the-middle attacks are growing more and more sophisticated, and you need better protections than "Well, that hasn't happened yet." Instead, James and Jay recommend viewing this as an opportunity to partner with other stakeholders in your org to develop a comprehensive security plan. As Jay says, "Security is a journey, not a destination. What is 100% secure today is not as secure tomorrow." The trick is to develop a security-focused mindset throughout your business that will protect you now and in the future. Make sure to listen to my full conversation with Jay and James for more on step-up authentication and how admins can reduce friction for users. And make sure you're subscribed to the Salesforce Admins Podcast so you never miss an episode. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: What Are Security Essentials for Salesforce Admins? Salesforce Admins Blog Post: Securing Your Org: From Reactive to Proactive Salesforce Help Article: Prepare for the upcoming Step-up Authentication requirements on Report Actions Salesforce Help Article: Prepare for MFA Enforcement for All Employee Users Salesforce Help Article: Prepare for Phishing-Resistant MFA Enforcement for Privileged Users including Admins Salesforce Help Article: Security-Related Product Updates to the Salesforce Platform: User Identity, Data Protection, and Access Controls Admin Trailblazers Group Admin Trailblazers Community Group Social Jay on LinkedIn James 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 Jay Hurst and James Ferguson from Salesforce Product Management about MFA step-up authentication and what it means for Salesforce admins. As you know, security isn't just a front-door login decision anymore. It's about protecting sensitive actions, understanding risk, and designing systems users can trust. So Jay and James are going to help us unpack phishing-resistant MFA, compensating controls, IP ranges, SSO, and why these changes matter in a world where data, automation and AI are all working together. For us Salesforce admins, this is a chance to think beyond features and really look at how we steward the entire system. So listen in, click that Subscribe button, and of course I would love if you could share it with fellow Salesforce admins or, hey, you know what? Let's make some friends in that security team. So with that, let's get Jay and James on the podcast. So Jay and James, welcome to the podcast. Jay Hurst: Thanks for having us, Mike. James Ferguson...
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    32 分
  • Salesforce Superbadge Cohorts Build Skills Through Community

    Salesforce Superbadge Cohorts Build Skills Through Community
    2026/07/23
    Today on the Salesforce Admins Podcast, we talk to Jean Velonis, Senior Technical Program Manager at Salesforce. Join us as we chat about the new Superbadge Cohort Learning pilot program and how you can get involved. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jean Velonis. Improvements to Superbadges I have to confess, I've always found Superbadges to be a little intimidating. They're locked behind requirements, without clear step-by-step instructions for how to work towards them. That's why I sat down with Jean Velonis, a Senior Technical Program Manager working to improve the Superbadge experience. The first thing Jean wants you to know is that they've overhauled the Superbadge UI. Instead of being locked behind a list of requirements, Superbadges now have a Recommended Learning section. These Trailhead modules and badges are organized into units, giving you a much clearer path to work towards your goal. What is the Superbadge Cohort Learning pilot program? In addition to the UI changes, Jean and her team are launching a new pilot program called Superbadge Cohort Learning. These sessions let you connect with other learners and subject matter experts to work towards a Superbadge together, guided by a facilitator. For now, the pilot program is focused on two of the most popular Superbadges. For admins, the Data Quality and Validation Superbadge gives you the knowledge you need to prep your org for AI. And if you're a dev or looking to improve your coding skills, there will also be groups for the Apex Callouts Superbadge. They're running both in-person and virtual versions of these sessions, so look out for them at a Dreamin' event or community group near you. Volunteer as a subject matter expert or facilitator If you already have these Superbadges, Jean highly recommends volunteering as a subject matter expert or a facilitator. When you're working with new learners, you'll run into questions and situations that deepen your understanding of the topic more than you ever thought possible. The other thing about students is that they keep learning. Teaching is an incredible opportunity to make strong connections that will last throughout your career. As Jean explains, two of her former students are now her go-to people when she has code or Flow questions. Make sure to listen to the full episode for more from Jean about the Superbadge Cohort Learning pilot program. And make sure you're subscribed to the Salesforce Admins Podcast to catch us in your feed every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Sign up to be a subject matter expert or facilitator: Superbadge Cohort Learning Pilot Session Salesforce 360 Blog Post: How to Stand Out in the AI Era with Superbadges Admin Trailblazers Group Admin Trailblazers Community Group Social Jean on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full Transcript Mike: This week on the Salesforce Admins Podcast, I'm joined by Jean Velonis to talk about the Superbadge Cohort Learning Pilot and what happens when admins stop learning alone and start solving problems together. We're going to dig into these cohorts and how they bring experts, beginners, and everyone together in the same room to work through real challenges, build confidence, and get comfortable being uncomfortable. Because for Salesforce admins, knowing how to troubleshoot, test, fail safely, and ask better questions matters just as much as knowing where to click. And as AI and agents become part of everyday platform work, well, those fundamental skills help admins validate what is correct, keep data reliable, and make sure that the platform reflects what the business actually needs. So listen in, subscribe and share this episode with an admin who learns best by rolling up their sleeves and figuring it out. Let's get Jean on the podcast. So Jean, welcome to the podcast. Jean Velonis: Thank you so much for having me. I think this is the second time I've been here, but it's been a while. Mike: I know. Well, when you do the podcast for almost 14 years now, I try not to have guests back, only if they're important like yourself. Jean Velonis: Ooh, thank you. Mike: We were Salesforce MVPs together a hundred years ago when the internet was still tubes and wires, and now we're both at Salesforce. And you're on, I would call, what, the curriculum side, the learning side? Jean Velonis: Yeah, I would categorize that. It's more Trailhead, right? So long story short, certification was my jam for so long, and superbadges were part of that. But over the last couple of years, we've decoupled from certification. We're still with Trailhead and we're still considered an assessment, but we don't have all the guardrails of certification on us anymore, which is really exciting. Mike: Gotcha. And just for reference, if anybody thinks they might have met Jean at a ...
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    27 分
  • Solving Sharing Mysteries with Setup with Agentforce

    Solving Sharing Mysteries with Setup with Agentforce
    2026/07/30
    Today on the Salesforce Admins Podcast, we talk to Nikita Kothari, Senior Member of the Technical Staff at Salesforce. Join us as we chat about using Setup with Agentforce to understand and manage record access. You should subscribe for the full episode, but here are a few takeaways from our conversation with Nikita Kothari. Setup with Agentforce simplifies sharing Why can't I see this record? It's a simple question but, as any admin knows, finding an answer can get complicated quickly. If you've ever found yourself digging through Setup pages and running SOQL queries to troubleshoot permissions and record access issues, this episode is for you. This week, I'm talking to Nikita Kothari, a Senior Member of the Technical Staff at Salesforce. She's here to tell us how Setup with Agentforce can help solve sharing mysteries. Using natural language questions, admins can trace access across org-wide defaults, role hierarchies, sharing rules, groups, and manual shares to figure out what's really going on. Troubleshooting permissions and record access issues As Nikita explains, permissions and record access issues are so complicated because they are affected by many overlapping configuration settings. Small changes can accumulate over time, especially in a reorg. Setup with Agentforce was built to help you detangle these issues with simple natural language prompts. You can put your questions about permissions and record access to an agent, instead of having to wade through 1,300 pages of Setup to figure it out on your own. Once you've got a handle on what the problem is, you can use Setup with Agentforce to help you implement changes and get everything sorted. And it's built with trust in mind: every write action requires your explicit approval, the agent is bounded by your permissions, and every configuration change is captured in the Setup Audit Trail. Plan permissions for your org If you're trying to figure out where to get started, Nikita recommends starting small. "It's very difficult to go back and fix something," she says, "so I would highly recommend trying any changes in a sandbox with the minimum set of users to see if it is working as expected or not." And because Setup with Agentforce makes looking at permissions and record access so much easier, Nikita recommends taking advantage of it to conduct a monthly permissions review. Again, these issues accumulate over time, so an ounce of prevention is truly worth a pound of cure. Make sure to listen to my full conversation with Nikita for more on Setup with Agentforce and how to get sharing straightened out in your org. And don't forget to subscribe for more episodes of the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Blog Post: Mastering Your Org's Sharing Configuration with Setup with Agentforce Salesforce Admins Blog Post: 5 Use Cases To Get Started With Setup with Agentforce Salesforce Admins Podcast Episode: Setup with Agentforce Makes Salesforce Admin Tasks Easier Admin Trailblazers Group Admin Trailblazers Community Group Social Nikita 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: Today on the Salesforce Admins Podcast, we're talking with Nikita Kothari, Senior Member of the Technical Staff here at Salesforce, about using Setup with Agentforce to understand and manage record access. Sharing can be one of those invisible parts of the platform until someone can see a record they shouldn't or can't see one they need to. Nikita explains how admins can use natural language questions to trace access across org-wide defaults, role hierarchies, sharing, rules, groups, and manual shares. We also discuss why validation, permissions, testing, and human approval remain essential when AI helps make configuration changes. So give this episode a listen, click that subscribe button, maybe share it with another Salesforce admin who's ever asked, "Why can this user see this record?" Let's get Nikita on the podcast. So Nikita, welcome to the podcast. Nikita Kothari: Thank you, Mike. It is amazing to be here. I'm from the engineering team, so you'll get my lot of perspective on how we are building Setup with Agentforce on sharing. Mike Gerholdt: Yeah, that's exactly what I wanted to talk about. Let's first get a little acquainted with you. What do you do at Salesforce, and what are some of the things that you've worked on? Nikita Kothari: So it's been close to two years I'm working with Salesforce. And currently, I'm working with access control and sharing space. What pulled me in is the realization that sharing is one of those invisible infrastructure layer. When it works, nobody thinks about it, but when it breaks, it actually breaks the customer trust. And you know how customer-centric Salesforce is, its number one priority is trust. So there is lot of critical issues that we...
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    19 分
  • From Inbox Requests to a User Management System

    From Inbox Requests to a User Management System
    2026/08/06
    Today on the Salesforce Admins Podcast, we talk to Michelle Wolfe, Platform Engineer. Join us as we chat about how she built a Flow-powered user management system to handle requests, approvals, user creation, permissions, communications, and even onboarding. You should subscribe for the full episode, but here are a few takeaways from our conversation with Michelle Wolfe. Streamlining change requests with screen flows It's a good thing when your organization is growing, right? For Salesforce Admins, however, new hires need new accounts, and that means approvals, permissions, and onboarding. My guest this week, Michelle Wolfe, found herself in exactly this situation. She turned to Flow to build an automated user management system with no code, and she's here to tell us all about it. Michelle's company was bringing in 80+ people per new hire class, but the account creation request process was a mess. Managers would email a random member of the three-person admin team, and then they would manually create the account. So the first step was to wrangle the business process with a screen flow to get the correct information into Salesforce and create a case. But Michelle was just getting started. Now that everything was in Salesforce, she knew that she could use Flow to automate the rest of the process. New account creation with autolaunched flows Once the new user's information was approved by their manager, Michelle set up an autolaunched flow to spin up the account. This took care of data validation, configuring the correct permissions, and creating a username. Finally, a second autolaunched flow would close out the case and send two email actions: one to confirm the request, and one to welcome the new user. With help from Flow and Einstein Copilot, Michelle transformed a complicated manual business process into something streamlined, simple, and scalable. Partner with your training team for a fresh perspective on your org Michelle credits her success with how closely she works with her training team on enhancements. "Because they interact with new employees, they see things differently than someone who's been here for years and knows how we use our Salesforce," she explains. That fresh perspective helps her identify improvements she might otherwise miss. Listen to my full conversation with Michelle for more on how she used Flow to automate user management—we really get into the weeds. And make sure you're subscribed 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 Michelle 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, I'm joined by Michelle Wolf to talk about what happens when user onboarding stops being a string of emails and becomes a real platform process. So Michelle built a Flow-powered system that handles requests, approvals, user creation, permissions, communications, and even offboarding, while keeping the admin team in control. We're going to talk about the automation behind it, but also the process decisions that make it accurate, secure, and useful for her business. Now, because when admins design access and onboarding well, they're not just saving time. They're protecting trust and helping people get productive faster. So listen in, subscribe, share this episode with an admin who has one too many user requests sitting in their inbox. I'll tell you who doesn't have too many user in requests sitting in their inbox, and that's Michelle. So let's get Michelle on the podcast. So Michelle, welcome to the podcast. Michelle Wolf: Thank you for having me, Mike. Mike: I think this is exciting because I can't recall the number of times I've had people on about onboarding users. And I think it's because whatever cool tool we have come out, it's the second thing people do. They're like, "Oh, I could do this, and I need to figure out how to do X, Y, and Z when I onboard people." Because it was like that with Flow. There was stuff with Chatter when that came out, "How do I onboard people and add them to groups?" And Jennifer Lee was at your session at Midwest Dreaming, and she thought it was just phenomenal. So I had to have you on the podcast to talk about it. But before we get into that, tell me a little bit about yourself, how you got started with Salesforce and what you do. Michelle Wolf: Yeah. So my journey started as a lot of ours as an accidental admin. I was working for a small family-run business who had Salesforce, and they were paying a consultant to basically be their full-time admin. And one day my manager walked into my office and said, "I don't want to pay them anymore. I need you to learn this." And I was like, "Okay." Mike: "I suppose." Michelle Wolf: Yeah. Why not? So yeah, that's what started my journey. And ...
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    38 分
  • Stop AI Hallucinations with Better Salesforce Metadata

    Stop AI Hallucinations with Better Salesforce Metadata
    2026/08/13
    Today on the Salesforce Admins Podcast, we talk to Skye Tyler, Principal Solution Consultant at Beyond the Horizon Technology. Join us as we chat about why clean metadata is crucial for getting the most out of AI. You should subscribe for the full episode, but here are a few takeaways from our conversation with Skye Tyler. Why metadata is your training manual for AI You've done it, I've done it. Sales wants a name changed on a report, so you just change the field label rather than create something new and mess with the integrations. Or maybe you have four different dates, but your marketing team knows which one they're actually looking for. What's the big deal? The problem is that while humans can get by on institutional knowledge, AI agents need a bit more help from your metadata. As my guest this week, Skye Tyler, explains, you should think of AI like an overenthusiastic intern with short-term memory problems. It really wants to answer your question, so if it sees four different dates, it's going to take a guess. Think of metadata like an onboarding manual for AI. With clear field descriptions and help texts, you can point your agents in the right direction and prevent hallucinations. How to get started with metadata cleanup Obviously, cleaning up your org's metadata is easier said than done. However, Skye has some great tips for how to get started. If your business has busy periods and slow periods, you might be able to schedule time specifically to work on your metadata. But for the rest of us, Skye recommends a clean-as-you-go approach. Any time you update an object, set aside some time to review all of the related metadata and update the description. Similarly, any time your organization is building a new business process that includes AI, you need to clean up any metadata an agent could interact with. As Skye points out, while you don't necessarily have time to deep clean your house every week, a little spot cleaning can go a long way. Skye's Salesforce journey and the value of sharing what you know We also took some time to talk about Skye's career path from nonprofit arts and what advice she has for folks who are new to the Salesforce ecosystem. AI is changing things fast, and that means there are more opportunities. "With all of these newer technologies and tools, anybody who's looking to come into the space today is learning the same things that I'm learning, having been in the space for a decade," she says. The Salesforce community is incredibly supportive, and Skye recommends putting yourself out there. You never know who you'll meet at an event, and where those connections could take you. "No matter where you are in your journey, you know something that other people don't," she says, "put yourself out there, and I guarantee you someone's going to appreciate it." Listen to my full conversation with Skye for more on how to clean up your metadata and stop AI hallucinations. And make sure you're subscribed to the Salesforce Admins Podcast so you never miss an episode. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: How Should I Clean Metadata for Salesforce AI Agents? Salesforce Admins Podcast Episode: Use Metadata To Empower Salesforce Agents Salesforce Admins Blog Post: Metadata Is Your Admin Blueprint for Building Better Agents Admin Trailblazers Group Admin Trailblazers Community Group Social Skye 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, I'm talking with Skye Tyler about the part of AI readiness that, well, it's easy to overlook. That's your metadata. We all know that clean data matters, but agents also need clear field descriptions, documentation, permissions, and context to understand what your business actually means. Skye explains why metadata acts like onboarding for an enthusiastic new employee and why a confident answer isn't always a correct one. We'll also talk about practical ways admins can improve metadata without trying to clean the entire org overnight. So give this episode a listen, subscribe wherever you get your podcasts, and of course share it with an admin who maybe has prepared their platform for Agentforce. And with that, let's get Skye on the podcast. So Skye, welcome to the podcast. Skye Tyler: Hi, thanks for having me back. Mike: I'm excited. Going through everything that we're doing to prepare for Dreamforce and admins are preparing for the agentic future, which is coming faster than eve, I stumbled across your session. And I thought, hey, before we get into Dreamforce, maybe we can dive into all of the stuff that you might not be able to cover in your 40-minute breakout session. So we'll talk about that because it's data related and data related is agent related. But before we get started, can you just refresh everybody on how you got started with ...
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    36 分
  • How AI Could Change the Way Admins Set Up Salesforce

    How AI Could Change the Way Admins Set Up Salesforce
    2026/08/20
    Today on the Salesforce Admins Podcast, we talk to Khushwant Singh, SVP of Product Management for the AI Application Development Platform at Salesforce. Join us as we chat about how rethinking the Salesforce stack for AI with Headless 360 will change the way admins set up complex systems. You should subscribe for the full episode, but here are a few takeaways from our conversation with Khushwant Singh. Opening Salesforce to AI agents AI is changing more than how we find information or generate content. It could also change how Salesforce Admins configure the platform itself. I sat down with Khushwant "Khush" Singh, to learn about Headless 360 and the work happening behind the scenes to make Salesforce accessible to both humans and AI agents. "Headless 360 is about bringing Salesforce to wherever you need it," Khush says. In a headless platform, he explains, the frontend is separated from the backend. So you can use Salesforce data and visualizations on your website without changing the design, or change records in Slack without having to open an extra tab. But Salesforce Headless 360 is about more than portability. Khush and his team are translating the entire platform into a set of model context protocols (MCPs), skills, and metadata that can interface directly with AI agents. And that opens a world of possibilities for what admins can do with conversational tools. What if setting up Salesforce became a conversation? "For the last 27 years, layers that make up the Salesforce platform have been put in place for a human," Khush says, "so we're trying to open this up for both a human and an agent, so the agent can do that work on behalf of the admin." Setup with Agentforce, which streamlines configuration for admins with the help of an AI assistant, is a great example of what Khush is talking about. You can use natural language prompts to create objects, Lightning pages, and flows; manage users and user access; and troubleshoot formulas. Headless 360 lays the groundwork for a future where setting up Salesforce becomes a conversation about your business goals and processes. No coding required. Admins still stay in control None of this removes the admin from the process. Khush is quick to point out that the goal is for agents and admins to work together, with humans still initiating actions, validating results, and providing governance. His advice for admins right now is simple: try Setup with Agentforce and start getting familiar with what this new way of working feels like. Because the biggest shift may not be AI helping you use Salesforce faster—it may be AI changing how you build Salesforce in the first place. Listen to the full episode for more from Khush about Salesforce Headless 360 and how AI could change the way we set up our orgs. And don't forget to subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce 360 Blog Post: Introducing Salesforce Headless 360. No Browser Required. Salesforce Admins Podcast Episode: Solving Sharing Mysteries with Setup with Agentforce Salesforce Admins Podcast Episode: Setup with Agentforce Makes Salesforce Admin Tasks Easier Salesforce Help Article: Setup with Agentforce (Beta) Salesforce Admins Blog Post: Setup with Agentforce Is Now Generally Available: Built With Admin Feedback at the Center Salesforce Admins Blog Post: What Is MCP? A Simple Guide to Model Context Protocol for Salesforce Admins Trailhead: Salesforce Headless 360: Quick Look Admin Trailblazers Group Admin Trailblazers Community Group Social Khush 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, I'm joined by Khushwant Singh to talk about what happens when Salesforce stops just being a destination and starts becoming part of every system your business already relies on. That's right, from Headless 360 to Setup with Agentforce, Khush breaks down how admins are moving beyond configuring features and into orchestrating how data, AI agents, automation and people work together across the business. Now, we're going to dig into what Headless actually means for admins, why governance and trust matter more than ever in an AI first world, and how Salesforce is building toward a future where setting up complex systems really becomes more of a conversation than a checklist. This episode is really about systems thinking, how admins can connect experiences without forcing teams to rebuild everything from scratch. So if you've been trying to figure out where AI fits into your role or how your role is evolving alongside it, I promise you this episode gives you a practical look at what's already happening and what's coming next. So be sure to hit that subscribe button. Share this episode with your favorite architect or admin friend, and let's get Khush ...
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