『Stop AI Hallucinations with Better Salesforce Metadata』のカバーアート

Stop AI Hallucinations with Better Salesforce Metadata

Stop AI Hallucinations with Better Salesforce Metadata

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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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