Salesforce Admins Podcast

Mike Gerholdt

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.

  1. 2d ago

    How Can Admins Reduce MFA Friction in Salesforce?

    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: Great to be here. Mike: Absolutely. Jay, let's start off with you. We kind of want to get to know a little bit about you, and James, we'll call on you second, but before we get into our topic today, can you just tell me a little bit about how you got to Salesforce and what you do? Jay Hurst: Sure, yeah. So I have been with Salesforce for almost 22 years now. I started in our customer support department, one of the first 12 phone support reps here at Salesforce. Did that for a couple years and helped found our Tier 3 organization in support. Eventually moved over to our customer-centric engineering department, stayed in there for a while. And then in 2012, had an opportunity to join the product management group for platform, and I moved over and ran a team called Force.com Canvas. And for the last, I guess, 12-ish years now, I've been kind of weaving my way upwards through platform. Currently, I lead our platform services subcloud, so all of the core foundational pieces of platform that you might think of are schema and metadata, APIs, eventing systems, connectivity systems, and also our identity area, which is what brings us here today to talk about MFA. Mike: Yeah. Boy, flashback. You called it the Force.com platform. Jay Hurst: Well, that's what it was called back then. Mike: I know. I know. Jay Hurst: And I can't remember all of the names we've had for it. Mike: Oh, that's okay. I'm sure there's a website that tracks all of them. Jay Hurst: I'm sure there is. Mike: James, fill us in. How'd you get to Salesforce, and what do you do here? James Ferguson: Well, I am, I guess compared to Jay, one of the newer members of the team. I've only been at Salesforce for about 16 and a half years, almost 17 years. Pretty much entirely on the platform product management side, working on various things people know and love like sharing and big objects and event monitoring and those things. And most recently I've taken over responsibility for the identity product team, responsible for all the login and auth and SSO and all of the wonderful things we'll talk about today. Mike: Oh, wow. Okay. So then just to be clear, I'm actually the newest person on this call. I've only been at Salesforce for a little over 12 years now, so I guess I still have my rookie stripes. Jay Hurst: Combined we're almost at 40, or just over 40. Mike: Yeah, combined. We almost get our AARP discount, right? Jay Hurst: Yeah, exactly. Mike: Jay, let's kick off. I know I did a podcast ... and I'll link back to it ... not that long ago with Laura Pelke talking about some of the new things that were coming out, and of course security is always big on admins' mind. She did a wonderful job of explaining step-up authentication to me, which was basically the airport analogy of you have to show your ID to get in and then you have to show your boarding pass to get onto the plane. I thought that really made sense to me, but let's talk about the new authentication that's coming out, if you call it that, and the new step-up concerns that Salesforce admins have. Jay Hurst: Sure. So I think as we move into the continued proliferation of agents and AI across the industry, security is obviously top of mind for a lot of our customers and for Salesforce as well, specifically because we have to help protect our customers. And so when we're thinking of that and how we ensure our customers' data is protected, with step-up authentication, it's really focused around in that same analogy, making sure you're providing your boarding pass at the right times when you're doing things. So just like you need to show your boarding pass when you go through the TSA gate and when you're on the plane and probably to the gate agent after you're on the plane, when you're doing certain things within Salesforce, we want to make sure you are who you actually are and your session hasn't been compromised. So when you're doing certain higher sensitivity-type actions such as I want to download 10,000 records out of my system, maybe run a report, putting that end user through another verification of, "Hey, is this actually you? Prove it with your step-up," so that we have that confidence that we can release the records. And so this kind of helps prevent some of those man-in-the-middle phishing attacks where somebody gets you to log in and then steals your credentials or steals your session in the background. So it's kind of that second or third or fourth level of protection in the runtime. Mike: Wow. James Ferguson: I think that's an important shift that's worth calling out, because it's no longer about just putting a stronger lock on the front door and making sure somebody has better passwords, or even the later stuff, the more recent stuff with verification. But it's when sensitive things happen, we need to do a little extra even once you're inside the airport, if we want to continue that analogy. And so i

    How Can Admins Reduce MFA Friction in Salesforce?
  2. Jul 9

    How MuleSoft Helps Salesforce Admins Build Better Agents

    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 time in experience services, thinking about how we can make it easier for marketers to build nice looking emails. And I ultimately landed in MuleSoft, which is where I continued working with the MuleSoft team on how to make it easier for our customers to connect the systems that they need to, both for traditional use cases, but also for the agentic ones as well. Mike: Yeah. It's funny, for the longest time in my career, I worked retail and the day after Thanksgiving, Black Friday was always the busiest day. And then I got into tech and I was like, "I don't have to work Black Friday." Mofeyi Oluwalana: Guess what? [inaudible 00:03:17]. Mike: And then realized that like, "Oh man, I was a retail associate. There's still computers that have to be had." So I have a soft spot in my heart for all of the people that on Black Friday have to sweat it out and make sure that servers don't go down so that checks and barcodes and everything can happen on the other end. Mofeyi Oluwalana: Yeah. I never realized how complex it could mean to calculate hundreds of thousands of carts when there were promotions running on Black Friday, but certainly it's more complicated than one may think. Mike: Right. And then there's people like me that add stuff to a cart and I'll come back to it a little bit later like, no, there's somebody ... You're using up the last bit of ... I don't know. He probably doesn't know that. And then I'm also old school retail when you used to have to verify checks and put them through little check readers and now everything's a credit card or a tap or thumbprint. Mofeyi Oluwalana: All of the above. Mike: All of the above. But it's all of the above because we're integrating data and we're doing stuff with MuleSoft. So I threw together some questions, but let's start off with where should admin start when thinking about products like Flow and MuleSoft and Agentforce together? Mofeyi Oluwalana: Yeah. The journey with MuleSoft starts the moment that your agent wants to do anything outside of Salesforce. I think MuleSoft is the connector, so to speak. If you have data that your agents need to reach in your ERP, if you have actions your agents need to be able to take with your payment provider, how exactly will they be able to do that? Now when agents and agentic technology became a thing, a lot of people were of this opinion that, well, agents are smart enough to just understand platform APIs or where agents can read the specifications, figure out the commands that they need to execute and do all the things that they need to do to be successful. We very quickly realized that agents are really smart, but at the end of the day, they're limited by the information that they know and the tools that they have access to. So it's not sufficient to just give your agents a platform API spec. That's not going to cut it. Your agents need integrations and APIs that they can directly invoke that map to your business logic. They need this because not every organization operates the same. For one retail provider, creating an order is very different from other retail providers. And understanding that business vocabulary is really important when building agents that actually bring value. And that's really where MuleSoft and Flow come into the picture. You have actions that your agency to be able to take in order to execute a certain business process. Well, that action is really just an API and we serve those APIs so your agents are able to do those things. Mike: Yeah. I've always thought of Josh who's on my team keeps us in check with helping us understand stuff. And what you just described would be like as if you brought somebody new on and said, "Well, here's a phone and a phone book. And if you have problems, the phone number's in the phone book." And the agent's the same way. If you're just saying, "Here's all the specs and the APIs you can call, go figure it out." It's almost like handing them this giant phone book and just saying, "Well, you're smart. You'll figure it out." Mofeyi Oluwalana: Yeah. Exactly. And the thing is that for a retailer, creating an order may not just be creating that order record. Creating an order may be, oh, I create the order record and then I send a notification out via email that says, "Hey, this is your order." And then after that, I create an invoice. There are a number of steps that happen. And how do you codify those steps? Well, it's not enough to just give an agent, again, the phone book and the numbers. It's much better and much more reliable to give them the actual workflow or the API they can use to execute that entire process. Mike: Yeah. Now, one thing that I've run into, so back when I was doing some integrations as an admin, we had different third party tools that were being used. One thing that I didn't know to ask ... And I'm hoping you can help Salesforce admins like, here's the questions you need to ask. We had an

    How MuleSoft Helps Salesforce Admins Build Better Agents
  3. Jul 2

    How Can Salesforce Admins Find Simple Agentforce Use Cases?

    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 a business, so I knew how to sew, but I didn't really know the business part. So keeping track of contacts and invoicing people on time was such a disaster for me. It was all little handwritten notes. So I was listening to podcasts and I heard about Salesforce. I logged into Trailhead and fell in love with the gamified learning. So it was kind of no turning back for me. I got my admin certification in about three months, landed a junior admin role shortly after. And it's been about five years and 10 certifications since then of working on all kinds of projects from in-house to consulting. And I just think like Flows, all think Salesforce. It's so much fun. And in the day and age of Agentforce, even more fun nowadays. So that's kind of how I stumbled onto the Salesforce path and it has been way too much fun. Mike: Oh man, I bet we could do a whole podcast on the skills of sewing and how they carry over to Salesforce. Kacie Molina: We probably could, although I do think Salesforce might be a little more fun. One, because you don't get poked by needles. That's a huge thing for me. I don't even like going to the doctor and getting poked by a needle and I did that for a profession. So I got poked all the time and it's much less frustrating than trying to deal with broken sewing machines. Salesforce kind of works pretty well. And when you're dealing with old-fashioned sewing machines, not so much. Mike: I could imagine. Yeah. Needleforce, that's what we'll call it. Kacie Molina: Needleforce. Mike: I bet that exists. I think that would be so cool if there was quilting or sewing at Dreamforce. Because I see people on the plane all the time with those knitting needles and stuff. I would love to have the patience to do it. Kacie Molina: It definitely takes a lot of patience. So actually, interestingly enough, when I was just getting into Salesforce, Mallory Donahue, she's such an amazing person I look up to. She was getting into Salesforce at the same time as me and she was also a seamstress. So I think there might be more sewing and needle people out there in the Salesforce world than you might think. Mike: Yep. Well, this is the diversion that Mike's squirrel brain gets on too quickly. But let's talk about ... I was so intrigued by your post, because I feel like even in the workshop that we do, the AgentforceNow workshop that I hosted, I think I'm back sometime in October because I have some vacation in July. We build an agent for Pronto, which is a food service company and it handles questions and cases and order issues. I mean, I feel like by the end of it, it's pretty complex because we've already built some Flows. There's some Apex actions that are in there. And so I feel like we're getting nitty-gritty into it, but your post kind of almost felt like a breadth mint of like, "Hey, have you ever just thought about asking your users five questions or whatever and then turning on Agentforce and giving it on action to do?" Kacie Molina: Yeah. I really like the workshop, because it gets into the more complex things and you see how the broader, the depth Agentforce can go to. But for me, when I started looking at ... Okay. So I serve multiple clients, and a lot of people are excited about Agentforce and I talk to a lot of admins about it as well, but where do you get started? For me, it was the really simple, small things where people I feel like nowadays more and more are expecting to be able to use natural language. And you don't really need to build a crazy, big agent that takes multiple sprints to complete. You can turn one on fairly simply to answer a couple simple questions and people can start to see that magic work from even a small start. Mike: Yeah. And I feel like, boy, this is me just thinking of that post, but you had really good ideas around not just what I would call the hard aspects of business, which is like invoicing and questions and emails, but also kind of like the soft aspects of business, which is just asking Agentforce to coach you that day or just kind of simple questions that you could give it that would maybe make you as a salesperson or customer service person feel better about what you're doing. Kacie Molina: Right. I do. I think it's really cool that you kind of came back to the small ideas and I'm actually very impressed you found that post because I feel like not many people see my LinkedIn post. Mike: You mentioned me in it, so I got that. But I mean, to be fair though, the small little detail, little things like that are actually kind of the bigger hooks to look for. Kacie Molina: They are in there. To me, they're everywhere. So bigger agent ideas, like there's a couple things that can be intimidating about them. One, they take a lot of time. Two, you're always looking for that big idea that is going to wow the whole company potentially. And then it also entails potentially budget and project approval, which yo

    How Can Salesforce Admins Find Simple Agentforce Use Cases?
  4. Jun 25

    How Do Admins Set Up Agentforce Coworker in Salesforce

    Today on the Salesforce Admins Podcast, we talk to Parth Shah, Director of Product Marketing, and Rikke Hovgaard, Director of Product Management for the Agentforce Coworker team at Salesforce. Join us as we chat about Agentforce Coworker and what it means for the way admins help teams get work done. You should subscribe for the full episode, but here are a few takeaways from our conversation with Parth Shah and Rikke Hovgaard. Agentforce Coworker brings AI into everyday business work AI has been a game changer for coding, but integrating it into normal business processes has proved more challenging. That's where Agentforce Coworker comes in. It's an autonomous AI teammate, grounded in your enterprise data from day one. For this episode, I sat down with with Rikke Hovgaard, Director of Product Management, and Parth Shah, Director of Product Marketing, to find out what Agentforce Coworker is and how it can help admins bring new tools to their team. Salesforce permissions remain central to trust and access Trust is central to any conversation about AI. New tools are exciting, but you need to be sure that they won't give people access to data they shouldn't be able to see. Luckily, Agentforce Coworker works around the permissions you've already configured in Salesforce. It's simple for admins, and keeps those guardrails in place. As far as configuration goes, Rikke and Parth are all about keeping it simple and transparent. While Agentforce Coworker automatically inherits the security and governance settings that are already in your org, you also have special configuration options just for the agent. Admins can connect more data through Data Cloud and Slack For Rikke, Agentforce Coworker is especially useful for summarizing her team's Slack conversations. She can quickly understand which team member is working on which issue, and where she might need to lend a helping hand. At the end of the day, Agentforce Coworker gives you a conversational interface to do more with your Salesforce data. "Coworker does the work in the background so that your team can actually focus on what matters," Parth says. Listen to the full episode for more from Parth and Rikke about Agentforce Coworker. 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 Introducing Agentforce Coworker Salesforce Admins Podcast Episode: How Headless 360 Helps Admins Bring Salesforce Anywhere Admin Trailblazers Group Admin Trailblazers Community Group Social Rikke on LinkedIn Parth 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 Parth Shah and Rikke Hovgaard about Agentforce Coworker and what it means for the way admins help teams get work done. Now, this isn't just about turning on another AI feature. It's about bringing trusted business context, permissions, data, and automation together so users can ask better questions and take action faster. Parth and Rikke are going to walk us through how Coworker connects to Salesforce data, how it respects existing permissions, and how it gives admins a simpler path to roll out and governance. So, be sure to listen in, press that subscribe button if you haven't already. And I would always appreciate it if you could share this episode with a fellow Salesforce admin. And with that, let's get Parth and Rikke on the podcast. So, Parth and Rikke, welcome to the podcast. Rikke Hovgaard: Thank you for having us. Parth Shah: Thank you. Mike: Well, I'm glad we could get you both on. This is the first time I've had a product manager and a product marketing major on a podcast. Usually, one of them has something too important to do that they bail out, but I'm bringing people together. It's going to be great. So, we're going to talk about Agentforce Coworker, but first I want to learn a little bit about each of you. Parth, I'm just going to start with you because you were the first one to bug me in my Slack DMs about Agentforce Coworker. So, I'd love to learn just a little bit about how you came to Salesforce and what you currently are working on.  Parth Shah: Yeah, absolutely. Slack makes it really easy to bug my Coworkers, especially my favorite ones. I sent a lot of emojis. So, sorry, Mike. Mike: Oh, I'm your favorite.  Parth Shah: Yeah. So, a bit about me. I grew up in Ohio, was a chemical engineer in undergrad, which really I love to build things and I love to, I guess, solve complex problems. And then when I graduated, I didn't want to go work in a plant, in a chemical plant. And so, I ended up going into sales within oil and gas. Did that for about three years, really understood how to actually talk to customers and what their pain points are. And then switched over to a really early stage startup in education technology, really passionate about education. Did that for about three years, which is where I learned a lot about product marketing. Then got my MBA and then joined Salesforce. So, been at Salesforce as a product marketer for about coming up to seven years. And what's been kind of interesting is I started off on the MuleSoft side of Salesforce, so all about integrations. I really learned what it means to connect data between different systems and how developers and admins go about doing that. And that's when I switched over. MuleSoft wanted to launch a new product called MuleSoft Composer at that time, which is now Flow. So, the next level of after connecting data is like, how do you actually use that data to automate processes and make it super simple for admins like our viewers out there? So, help launch that and then moved over to our Data 360, previously data cloud business. And here, I focus on everything that is around unstructured data. So, again, the through line here, if you look at data is, now we can start tapping into the unstructured data that's all out there because of AI. But the more important thing is now that AI is coming in, how do we actually bring that data, which is full of richness in audio, video, meeting notes, et cetera? How do we bring it into AI so that AI is really grounded? And so, that's been kind of my journey. Obviously, looking back at it, everything kind of connected. I didn't know at that time, but the through line I think is my curiosity of what's next within tech has kind of propelled me to go and find out and work on the cool next product that's coming up, which is also how I land on a Coworker. Mike: Wow. I would've had no idea that you started in oil and gas. Also, what's sales like in oil and gas? Hi, do you want any? Yes. Parth Shah: Cool. Yeah. It's very old. It's a very people oriented business. Mike: Yeah. All right. Well, I had to get that joke in. Rikke, I know you're letting me say your name that way, but in all fairness, being German, there's names that we just can't pronounce. So, I'd love to hear how you got started at Salesforce and obviously you're working on Coworker now. Rikke Hovgaard: Yeah. So, originally I'm from Denmark, which is why my name is a little hard to pronounce. Believe it or not, that's actually a pretty common name in Denmark. So, Rikke is fine here, but I started out after university working for a consultation partner. So, I started implementing Salesforce randomly, started out with Sales Cloud, Service Cloud, moved over to Pardot and Marketing Cloud when that was acquired by Salesforce and ended up also doing a little bit of data and analytics there. And then I decided it was time to move on to other things. So, I joined another partner in London and I moved to London and did that for a bit. I was working a lot on analytics at that point and also marketing. And so, it was mostly focused on what we know now as CRM Analytics and I started a blog on it as well. And so, a few years into it, I joined Salesforce in the CIM Analytics product team, helping customers get the most out of CIM analytics, deescalate some of their issues, best practices, all this kind of stuff. And I think that's where I also got a lot more involved with the community. And then I joined later in Data Cloud, moved over there and about two years ago I started the team with the search team in Data Cloud and we had this idea of Coworker and I ended up working on the admin side. And today I own the Coworker setup experience as well as search manager. Mike: Oh, wow. I mean, all roads lead through Data 360, literally and figuratively. So, Parth, let's talk about that. I mean, for anybody that hasn't heard, what is Agentforce Coworker and what is it there to help with? Parth Shah: Yeah. So, Agentforce Coworker, it is your autonomous AI teammate and it's available in Salesforce and it's also going to be available in a lot of different services like Microsoft Teams, desktop, mobile, ChatGPT, Claude, and a lot more. Fundamentally, what it is is it's an AI assistant that knows your business from day one. It's already connected to all of your enterprise data, whether it's structured, unstructured, your opportunities, your cases, your accounts, all of that context that you have within Salesforce and then what's connected to Salesforce. And of course, it respects all the permissions when you do connect those systems. So, it's grounded in your context from the first prompt that you ask. Number two is it can also orchestrate a lot of your agents. It can also execute a lot of complex tasks so that way, it moves your work forward. In other ways, it takes action on your behalf and you can actually update your CRM using Coworker. And then lastly, we built that headless. So, what's really cool about this is yes, it's available in Salesforce, but now you'll be able to take that Salesforce experience and that data and the context that you've spent so m

    How Do Admins Set Up Agentforce Coworker in Salesforce
  5. Jun 18

    What are Security Essentials for Salesforce Admins

    Today on the Salesforce Admins Podcast, we talk to Laura Pelkey, Director of Customer Security Communications and Engagement, and Sabrina Simeroth, Product Manager for Security Center at Salesforce. Join us as we chat about security essentials for the summer and how Salesforce is helping admins protect their data. You should subscribe for the full episode, but here are a few takeaways from our conversation with Laura Pelkey and Sabrina Simeroth. Why admins are a target Security doesn't take a summer vacation. And while AI is helping all of us do more things faster than ever before, it's also helping hackers deliver new types of targeted attacks at scale. And as privileged users, admins are finding themselves in the crosshairs. Luckily, Salesforce is rolling out key security enhancements over the summer to help you protect your org. I sat down with Laura Pelkey and Sabrina Simeroth to talk about what threats are out there and how you can be prepared. MFA requirements to protect your credentials Because AI makes it easier than ever to imitate someone's writing style or even their voice, the biggest threats that Laura and her team are seeing are different variations of phishing attacks. In the end, it's all about getting someone's credentials and then using that access to do damage. That's why Salesforce is requiring all customers to use multi-factor authentication (MFA), as opposed to the gentle nudging we've done in the past. However, MFA can still be vulnerable to man-in-the-middle attacks, so admins and other privileged users will need to use a stronger phishing resistant MFA. Finally, Salesforce will require step-up authentication for users attempting a sensitive or unusual action, like exporting a large file. I don't have to tell you that these kinds of changes can often be met with resistance. Laura recommends framing things in terms of what they protect your users from. Does a salesperson really want a hacker to email everyone on their contact list from their account? It's not about making you jump through hoops—it's about protecting you from real risks. Security Center Essentials and Health Check give admins a central view We also checked in with Sabrina about how her team is trying to make it easier to get a handle on essential security configurations across the platform and what settings are most critical. Coming in July, the new Security Center Essentials will let you see everything in one place instead of having to wade through a bunch of permissions and toggles. Health Check will help you prioritize which changes will get you the biggest bang for your buck, and help you track your security posture over time. "It's all about allowing admins to navigate the security space in a way that helps to reduce the complexity and provide some guidance," Sabrina says. There's a lot more from Laura and Sabrina about security on Salesforce and what's coming next, so make sure to listen to the full episode. 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 Help: Security-Related Product Updates to the Salesforce Platform: User Identity, Data Protection, and Access Controls Trailhead: Use Health Check to Scan Your Security Configurations   Admin Trailblazers Group Admin Trailblazers Community Group Social Laura on LinkedIn Sabrina 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, we're talking security with Laura Pelkey and Sabrina Simeroth. The threat landscape is moving fast and with AI in the mix, attackers are getting better at targeting privileged users like Salesforce Admins. But in this episode, it isn't about fear, it's about readiness, trust, and the systems admins can put in place to protect our orgs. We'll cover MFA enforcement, phishing-resistant MFA, step-up authentication, and how Security Center Essentials gives admins a clearer view of the settings that matter most because today's admin isn't just managing features. They're designing secure, trusted systems that help businesses move forward. So, let's move forward with this podcast and get Laura and Sabrina on. So, Laura and Sabrina, welcome to the podcast. Laura Pelkey: Hello? Sabrina Simeroth: Thank you. Thanks for having us. Mike Gerholdt: Absolutely. Well, it's always good to talk security. I feel like I was watching the news the other day and they talk about kids when they go to school and then they have the summer off and there's that summer slump of information. I feel like maybe over the summer we kind of have a security slump because we're taking time off and we're going to water slides and watching tornadoes in the Midwest, but maybe I'm just crazy thinking about that. Laura, why don't you catch us up and tell us what's going on with security and some of the newest things in summer 26? Laura Pelkey: I would love to. And I was just going to say our catchphrase, which I feel like I repeat every time we do a podcast together and that security never sleeps even in the summer. Mike Gerholdt: Oh, yes. Right. That could also be a fun summer action film. Laura Pelkey: Yes. I would see it. Mike Gerholdt: I would. Laura Pelkey: Yeah. So, I mean, we're halfway through the year, which is crazy already. And I'd say in the last year we have seen the security landscape and the threat landscape shift tremendously. And especially, I mean, I think a lot of people at Salesforce and a lot of people who are listening are very aware of and use on a day-to-day basis, AI nowadays, which is great. It's a very powerful tool. But what we're seeing in the security landscape is that AI-driven cyber threats have emerged and hackers have really up-leveled their ability to create and execute targeted cyber attacks faster than ever before. So, it's kind of crazy the speed at which this is happening. And unfortunately, I think we're going to see their capabilities get better and better as these tools evolve. Mike Gerholdt: Well, that's not fair. We're supposed to use AI for good. Laura Pelkey: Yeah. Well, the good news is, so yes, I agree. The good news is that providers are now using the same AI models or better AI models if you're in the lucky groups to enhance the security of their platforms and products. So, now the playing field has really been evened out. Mike Gerholdt: Well, that's good. Laura Pelkey: Yeah. But we're in a really interesting time right now with cybersecurity and AI. Mike Gerholdt: I mean, I feel like everybody's trying to figure out AI and now that kind of only muddies the water of impersonating other people or the speed at which it can replicate good or bad effective use of, I don't know, text messages or different spoofing. Can you walk us through how does Salesforce leverage AI to proactively block the type of threats that you're seeing today? Laura Pelkey: Yeah. So, there are some really common threats that just across the industry we're seeing that AI is being used for. So, account takeovers and this is a really common one. This is where attacker might use AI to create a phishing campaign, which targets users and tries to get access to their account. And then once they're inside a user account, they can then utilize all of the privileges that that user has to continue carrying out their attack. So, it's really about getting credentials, finding creative ways to get around our existing solutions to get those and then get that user profile and exploit it. Mike Gerholdt: Yeah. I think one thing that you've pointed out in the past is identity-based social engineering. So, I'd love for you to kind of expand on what makes admins and some privileged users such high-value targets for that. Laura Pelkey: Yeah, that's a great question. So, identity-based social engineering is when attackers create very highly personalized phishing campaigns and this can be phishing. Traditionally, we saw that with email five years ago it was primarily email. Now we're seeing phishing campaigns and especially with the help of AI, attackers are conducting these campaigns over voice calls. So that's called vishing or voice phishing. And admins are such a appealing target for these attackers because they're privileged users, they have such a high level of privilege and they can do almost anything within their Salesforce org. And so, that persona in general is highly targeted by attackers because of their level of access. Mike Gerholdt: What would you suggest an admin listening to this do today to start just being ready for if that phone were to ring and it was a malicious actor on the other end? Laura Pelkey: Well, I mean, we always say use common sense. So, there are a lot of built-in protections that I can talk about within the Salesforce platform that will help protect admins, which is great and I'll talk about those in a minute. But if that ever happens, if you are an admin and you get a call from a number that you don't know, from a person that you don't know claiming to be your help desk or claiming to be even Salesforce in some cases and they're asking you to log into your Salesforce account for them so that they can help you do something, that's typically how these things are positioned, that kind of scenario is never going to legitimately happen. No one's going to call you or email you and send you a link and ask you to log into your Salesforce account ever. That's just not something that we do. So, look for red flags like that. And in general, whenever you're suspicious about something from a cybersecurity perspective, the best thing to do is disengage with whoever is trying to speak with you or engage with you and get you to do something and then hang up the phone, don't email back whatever it is and then

    What are Security Essentials for Salesforce Admins
  6. Jun 11

    How Agentforce Helped Build a Food Waste Solution in Days

    Today on the Salesforce Admins Podcast, we talk to Parth Sevak, Director of Technology and Principal Architect at Incepta. Join us as we chat about how Parth built a multi-agent system designed to connect surplus food with the people and organizations that need it the most and won the Agentforce for Good Grand Prize at the TDX Hackathon. You should subscribe for the full episode, but here are a few takeaways from our conversation with Parth Sevak. The Hackathon project focused on reducing food waste If you listened to last week's episode with Alexandra Iyer, you know that Agentforce for Good was a popular problem at this year's Agentforce Hackathon at TDX. Contestants took on big issues like nonprofit volunteer coordination and disaster relief. That's why I was so excited to sit down with Parth Sevak, whose project Harvest Bridge won the Agentforce for Good Grand Prize. Harvest Bridge is a multi-agent application that connects food donors with organizations near them. As Parth explains, food waste is a serious problem. According to the UN's World Food Programme, about 318 million people are facing acute hunger today. "In North America, 30-40% of the food that is produced never gets eaten," he says. So he decided that this would be the perfect problem to tackle for the Agentforce Hackathon at TDX.  Simple integrations and out-of-the-box tools Under the hood, Harvest Bridge features multi-agent coordination between four agents to handle donor intake, food matching, volunteer logistics, and reporting analytics. While it sounds incredibly complicated, Parth is quick to point out that 80% of the work was done in configuration with out-of-the-box admin tools. Parth needed to write some Apex to do specific things like geo-matching, which he vibe-coded with the Claude plugin for Agentforce. Crucially, he didn't have to write glue code to make everything work between Agentforce, Data 360, automations he built in Salesforce, Slack, and Tableau. "All of it just worked like a charm," he says, "five years ago, that integration story would have been months, if not years." How to get started building Agentforce solutions In just a few days, Parth was able to build an autonomous, multi-agent system that uses Agentforce, Data 360, Slack, and Tableau to match surplus food with local organizations and coordinate delivery in under 90 minutes. If you're looking to get started with Agentforce, Parth recommends jumping on Trailhead as your first step. The Agentforce Specialist certification gives you the tools you need to start building, and then it's all about getting your hands dirty. Make sure to listen to the full conversation with Parth Sevak about how he built Harvest Bridge and won the Agentforce for Good Grand Prize. 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 UN World Food Programme Trailhead: Agentforce Specialist certification Salesforce Admins Podcast Episode: Agentforce for Good Shows the Power of Inclusive Innovation Watch the Demo Admin Trailblazers Group Admin Trailblazers Community Group Social 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 Parth Sevak about how a real world food waste solution went from idea to working system in just days using Agentforce. Drawing from a challenge that impacts millions globally, Parth built HarvestBridge, which is a multi-agent system designed to connect surplus food with the people and organizations that need it most. Now, this was part of the TDX26 Hackathon Challenge and what makes this conversation the most compelling isn't just the technology, it's how admins and architects can really orchestrate data automation, AI agents and human coordination together without months of integration work. We also get into what it means to design a trustworthy system where humans stay in control while AI handles scale and speed. So, if you've ever been wondering about how Agentforce changes the role of the Salesforce admin from builder to system orchestrator, this episode's for you. Be sure to subscribe, share the episode with your team, your friends, your local Salesforce admin user group and let us know what kind of real world problems you'd solve with Agentforce. But for now, we're going to get Parth on the podcast. So, Parth, welcome to the podcast. Parth Sevak: Thanks, Mike. Really glad to be here. Mike: Well, I'm glad to have you. So, if everything shakes out, the episode before this will be the episode with the Agentforce for Good People, but sometimes scheduling is what it is. But I was at TDX this year and we had Hackathon winners and you were part of the Agentforce Hackathon. And so, that's how I got connected with you. But I think before we get into that, I'd love to know a little bit about how you got started in the Salesforce ecosystem, what you do and let's go from there. Parth Sevak: Absolutely, Mike. Again, thanks for having me. So, the story of how I ended up in Salesforce is really interesting. That was not my plan. In fact, back in 2011, I was a fresh computer science engineering grade hunting for my first real tech off somewhere. And that time, the startup economy was just taking off and Java was the thing, the only thing in my perspective as far as I was concerned. And then my boss pulled me aside and said, "Parth, you are going to work on Salesforce." And I said, "Oh, what is Salesforce? I'm looking for Java opportunities." So, he made his pitch. "Apex is basically Java, you will feel right at home. And there is this thing called Dreamforce, massive event, you might get to experience it someday." And that's where you see a lot of enterprise innovation is going to come in. Basically, he sold it and 16 years later, here I am loving the challenge, loving the stretch, always finding ages I haven't touched yet and it keeps me motivated. Mike: He was a heck of a salesman. Java, here's Salesforce. It's just like Java. And if you're good enough, you might get to go to Dreamforce. That's awesome. So, go ahead. Parth Sevak: Yeah. And just to tell you what currently I'm doing. So, these days- Mike: Yeah, please. Parth Sevak: ... I'm working as a director of technology at Incepta Solutions where I lead data, CRM integration and agentic AI transformation for enterprise clients across financial services, retail manufacturing and pharma healthcare. But I make sure to keep one foot in hands-on building always. And that's how HarvestBridge happened at TDX, as you see. Mike: Yeah. So, let's talk about that. I mean, it's really cool. This isn't our first hackathon since we've come out with Agentforce. We've been doing hackathons and the early hackathons, I was a judge in quite a few and some of the really neat ideas that people were coming up with for the use of AI agents and some agentic use cases I think were really kind of interesting. I know we had that at TDX. So, I guess let's start off with the TDX Agentforce for Good Hackathon. What made you want to enter that to begin with? Parth Sevak: Yeah, to be really honest, it was again, my boss encouraged me because even I was not sure whether I would be attending the TDX in first place, but my boss was really motivated to join the party and he invited me. And then I realized, okay, if I register for TDX, there is an option to participate in the hackathon. And that's how my journey began. Mike: Oh, well, we made that awfully easy for you, didn't we? Parth Sevak: Yeah. Mike: I mean, I would like to think I'm a competitive person, but when it comes down to it, I think I really like watching competitions as opposed to competing. What made you think, "Oh, I'm going to get into this because the idea that I have is so great." So, tell me a little bit about what your idea was and what it solved for. Parth Sevak: Yeah. So, honestly, the topic I picked is not a fleshy topic, right? I picked the food waste, which is definitely not a hackathon topic. It's not a biotech, it's not a blockchain. But my heart said, pick it anyway because food is the most basic thing and somehow we managed to throw away nearly half of it while families a few blocks away are skipping dinner. And then again, I am a data guy, so please allow me to share some numbers here. Mike: Oh yeah, please. Parth Sevak: And that application for me, that 2.5 billion tons of food wasted every year, 783 million people are facing hunger. And when I read that and thought, "This cannot be right." And I check UN website, food banks' websites, and again, the numbers held up. And the on that hit really hardest is this number, which is in North America, 40% of food produced never gets eaten right here in our cities, whether it's San Francisco, Toronto, basically with our neighborhood. Mike: I mean, that's crazy. I know I've seen ... I forget the show. It was on Discovery Channel here in the US and they talked about ... I didn't know there were hog farmers out in Las Vegas, but there are and they work with the casinos. The casinos have all those buffets to get all their food scraps. I thought that was really, really fascinating. I guess you think about it and until you look at it on a larger scale, do you even understand how much food is produced and unfortunately how much is wasted? Parth Sevak: Yeah, totally, Mike. Mike: So, let's talk about your solution because it involves Agentforce. So, were you going to feed Agentforce some apples? That's a joke because you can't feed it apples. I mean, you could feed it apples maybe like an emoji. Parth Sevak: So, yeah, I think let me first of all piggyback on this one, this idea that this HarvestBridge as a idea, right? When you look at this project from the outside, it may sound like as a big AI project. We have four agents, multi-agent coor

    How Agentforce Helped Build a Food Waste Solution in Days
  7. Jun 4

    Agentforce for Good Shows the Power of Inclusive Innovation

    Today on the Salesforce Admins Podcast, we talk to Alexandra Iyer, Director of Marketing Strategy and AI Transformation, and Global EVP of Abilityforce at Salesforce. Join us as we chat about the Agentforce for Good Hackathon at TDX and what happens when technology, accessibility, and community come together to solve real-world problems. You should subscribe for the full episode, but here are a few takeaways from our conversation with Alexandra Laxmi Iyer. Agentforce for Good expands AI beyond business problems This year, we added a new twist to the types of problems you could solve for at the TDX Hackathon. We called it Agentforce for Good, and it offered participants a way to work on some big problems: food insecurity, nonprofit volunteer coordination, disaster relief, and more. That's why I'm so excited to bring Alexandra "X" Iyer on the pod. She's the Global EVP of Abilityforce, Salesforce's internal business unit for people with disabilities and their allies. They've been running an internal accessibility hackathon for years, and Agentforce for Good grew out of a desire to open it up to the community and broaden its scope. "Builders who probably never thought of themselves as social impact developers shipped working Agentforce solutions for all sorts of big problems," X says, and 62% of this year's Hackathon entries were solving for Agentforce for Good. Inclusive design creates better technology for everyone "When we are challenged with designing for the edge, you make the center better," X says. Finding challenges that force you to push tools like Tableau, Slack, and Agentforce in new ways helps you uncover capabilities that you might not have otherwise thought about. As X likes to put it, "Good design is just good design, full stop." Going forward, X and her team are looking for ways to expand Agentforce for Good beyond TDX. Consider this a call for participation, and she encourages you to get in touch to volunteer or bring Agentforce for Good to a community event near you. Lived experience is a valuable design credential "One of the main things I would love for people to take away from our conversation is that your lived experience is a credential," X says. "It's not a distraction." After all, designing around new challenges is how we come up with innovative solutions that nobody else would have thought of. Your unique perspective is valuable. Make sure to listen to the full episode for more insights from X. Next week, we'll hear from the winner of the TDX Hackathon, so make sure you're subscribed to the Salesforce Admins Podcast. Podcast swag Salesforce Admins on the Trailhead Store Learn more Trailblazer Community Group: Abilityforce Salesforce Equality Groups Admin Trailblazers Group Admin Trailblazers Community Group Social X on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Mike: This week on the Salesforce Admins podcast, we're talking about what happens when technology, accessibility, and community come together to solve real world problems. I'm joined by X or X, who is the director of marketing, strategy and AI transformation at Salesforce and Vice President of Abilityforce to discuss the Agentforce for Good Hackathon that happened at TDX. Now we're going to find out that it started as an employee-led accessibility initiative. And has grown into a community movement bringing together admins, developers, partners, and customers to build solutions that address challenges like food insecurity, disaster relief, and volunteer coordination. We're going to talk about why designing for inclusion leads to better outcomes, how AI can help scale impact, and why your lived experience might be one of the most valuable design credentials you have. So if you're thinking about how data automation, AI agents work together to create meaningful change not just inside your organization, but in the world around it, I promise you this episode is for you. So let's get Alexandra on the podcast. So Alexandra, welcome to the podcast. Alexandra: Thank you for having me, Mike. Mike: I think it's going to be a fun conversation because we're talking about Agentforce for Good today. So let's get started to learn a little bit about you and your path to Salesforce and your path to the Agentforce for Good Hackathon. Alexandra: Absolutely. Thank you for asking. And by the way, I go by X for short, so feel free to call me X. Mike: Perfect. X: I'm the director of marketing strategy and AI transformation for our customer success and partner marketing team here at Salesforce. And I'm also the vice president for Abilityforce, our employee resource group for people with disabilities and their allies. And when we're talking about the Agentforce for Good Hackathon, this is really a moment where these two worlds actually collided. Normally, they wouldn't collide, but the hackathon is genuinely where they did. I come from 20 years of go to-market experience. I'm not a builder by background. I actually got curious in a marketing role about the products that I was marketing and how they worked. So that curiosity pulled me into the platform, into development, into force certifications that I did not see coming. And then, I went from talking about technology to building on it and that changed everything. I believe that the AI era is only worth building if it's built for everyone. That's not a tagline for me. It's a design requirement. And I truly feel that admins have always known that. Admins are the ones closest to the humans using the platform, the problems, the friction, the gaps. And I also believe they're the closest to the solution. So I think it's not a support function, it's a superpower and I'm really happy to be here. Mike: Yeah. Well, I agree with everything you had to say, X. I do agree that admins are very superpower. I also think just in general, when we think about technology, it's not how do we roll it out for some people? It's how do we roll it out for everyone? And I remember this is a long time ago, but when I first joined a company that did workplace assessments, I remember they said, "Well, when creating the test, we have to assume the person doesn't know how to use a mouse." And I remember thinking to myself, this is ... closed-minded is the wrong word, but I just was unaware. And I was like, "Well, who doesn't know how to use a mouse?" And they're like, "Well, you don't understand." And I was like, "Oh, that is a huge challenge." And sometimes until you get someone else's perspective, do you really understand like, it's not that you've been living under a rock, it's just too often sometimes people assume their world is just like everyone else's world and it's not. So there's a Mike side of I had to remember that not everybody knows how to use a mouse sometimes. X: Well, Mike, frankly, I consider that the main dish. I don't think it's a Mike side. I think that if you're designing for the default user, it's not really good technology and that when you optimize for the average, you're excluding by design. So I think it's the main dish and it's part of the reason why the Agentforce for Good Hackathon even exists. So to give you a little context, three years ago, the Agentforce for Good Hackathon was an internal-only, employee-only hackathon led by Abilityforce. I mentioned earlier Salesforce's business resource group for people with disabilities and their allies. And then, last year we said, "Why does it have to be about accessibility only and why does it only have to be for employees?" So then we opened it up to the community. We had partners and customers and employees all building on the platform, really stretching the platform, bringing us to TDX this year, where builders who really probably never even thought of themselves as social impact developers shipped working Agentforce Solutions for food insecurity, for nonprofit volunteer coordination, you name it. So when we all come together to threshold platform for everybody, not the default user, we're really shipping great technology and boy, did the admin community really show up for this. Mike: Yeah, no kidding. And just as kind of a teaser, next week on the podcast we have the winner of the hackathon to talk through their application. So that was a fun conversation, but let's dive into what some of the things that you did around the hackathon, some of the stuff that you saw and what some of the participants tried to tackle. X: Absolutely, so we had ... so a little fun fact for you is that of all of the submissions for the TDX Hackathon, over 62% of them self-selected to say, "I want to solve for the Agentforce for Good." It wasn't required. And then, 50% of the Agentforce for Good projects were participants could submit in multiple categories, but 50% of those 62% of the projects were only for Agentforce for Good. They solved things from disaster relief to supporting teams post-addiction to food rescue, truly really pushing the boundaries of the Salesforce platform. Mike: Yeah, absolutely. And I always think sometimes that we're trying to solve problems with technology where it's just how do you layer in the technology? But I do feel ... and I was there when they gave the awards, I do really feel that the integral solution for a lot of these works the technology along with the process that is also needed. There's just things you can't do without the technology that when you layer that in, wow, it unlocks a different world. X: Yeah, absolutely. I think that when we are challenged with designing for the edge, you make the center better. And so I'm sure that some of these solutions that put together Tableau and Slack and Agentforce have uncovered some capabilities that maybe we might not have thought about, whether it's for a good cause or not

    Agentforce for Good Shows the Power of Inclusive Innovation
  8. May 28

    Salesforce Admins Can Reduce Risk With Proactive Security

    Salesforce Admins Can Reduce Risk With Proactive Security   Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce.   Join us as we chat about why security is the foundation for how data, automation, and AI work together.   You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. Why strong security is proactive, not reactive Security can often feel like the elephant in the room. Everyone knows it's important, but the amount of work needed to do it right can feel daunting. Thorny problems like accumulated tech debt and organizational inertia can make you feel like you're better off not talking about it.    That's why I sat down with Kate Lessard. This month, she ran a workshop called Security in Action to highlight the simple steps you can take to strengthen the security posture of your org. She got hands-on with an example org to demonstrate how to use Health Check to identify and fix security problems.   It's all about taking a proactive approach to security, rather than waiting for something to happen to you.  Your Health Check score is a security action plan "Health Check is no longer just a list of settings for you to review," Kate says, "it's your dynamic risk mitigation dashboard." Issues are sorted into four categories: high-risk, medium-risk, low-risk, and informational. There is also a status to rate the level of urgency for each issue: critical, warning, or compliant.   Health Check is also customizable. If your organization's security policies are different than the Salesforce Baseline Standard, you can download an XML file and tweak the criteria. You can compare your policies to what's recommended by Salesforce, and maybe identify some low-hanging fruit.   In short, your Health Check score gives you a prioritized list of which security issues need to be addressed first so you can walk into a meeting with stakeholders with a solid plan of action.   Helpful reports for user management Security and user management go hand in hand, and Kate recommends some reports that admins can run to help with governance.    First of all, the Active System Administrator Report can help you find users who might have more access than they need. This can often be an issue in older orgs where it was easier to give someone admin access than to sit down and solve the permission problem. Kate also likes to run a report on Reports, to keep track of what her users are interacting with the most.   As Kate says, it's all about making a shift towards a security model built around permission set best practices. As admins, we need to find a way to fit security seamlessly into our organization's business processes, and vice versa. There may be an upfront cost, but it's all about making security easy in the long run.   Listen to the full conversation for more from Kate about security and Health Check. 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 Admins Blog: Securing Your Org: From Reactive to Proactive Kate Clicks Through It: Protect Your Salesforce Org With Health Check   Admin Trailblazers Group Admin Trailblazers Community Group Social Kate 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 sit down with Salesforce Evangelist Kate Lessard to unpack why security is really no longer a side conversation for admin, but the foundation to how data, humans, automation and AI all work together. We're going to cover her new security workshop that she led last week, and talk about health check upgrades, permission set security models, and of course how Salesforce admins can move from reacting to security problems to proactively designing trusted systems. We do touch on a little bit of governance, user access, and why secure data is the backbone of every successful AI implementation. So if you've ever wondered how modern Salesforce admins evolve from feature builders into stewards of trust, this episode is for you. And with that, let's get Kate on the podcast. Kate, welcome back to the podcast. Kate Lessard: Hey, thanks for having me back. Excited to be here. Mike: Well, it feels like a lot of relevant things for admins are coming out of your camp lately from True to the Core Deep Dive to last week's security and action. I feel like there should be like a thunderclap after that. Security and action. Dun, dun, dun. Kate Lessard: Yeah, absolutely. Data and access. Mike: Right. Mm-hmm. Yep. Like a comic book hero. And then you got to do the comic book land. Anyway, totally off topic. Look at that. 30 seconds into the podcast, we're already in comic books. People- Kate Lessard: I mean, I am here for it. Admins are superheroes, especially when they are securing their orgs. Mike: We are. So let's talk about what that first workshop was, and what you covered, and how it went. So tell me a little bit more, tell everybody a little bit more about what that workshop was. Kate Lessard: So in the Security and Action workshop, we were really focused on data and access and using HealthCheck as our guide. So essentially we started off with some security basics knowing that much of our audience was at different levels. So we had people joining us that are brand new admins that are working on their first certification. And then we had people joining us that have been in the ecosystem and in a Salesforce role for more than 10 years. So wanted to make sure that we had a strong foundation and that we had reviewed some security foundational knowledge base points for everybody to get on the same level. And then we got hands-on in an org that just didn't have a great health check score and had some security concerns that we went through, and hands-on adjusted together until we improved our score, we better secured our org, and just increased our security posture. Mike: Cool. I didn't hear Agentforce in there and we're in the age of AI. Kate Lessard: Yeah. So I do think we didn't specifically touch on Agentforce in this first workshop. We really wanted to focus on that strong security base where it applies to all of your org. And that might mean that it applies to your users, both human and agent, but really focusing in on that prime security. And then we do have plans in the future to enhance this and take this to the next level and really expand on some of those agentic guardrails. But I think that it's just really important to have that foundation first. Mike: Yeah. I mean, all of it bases around good, clean data and secure data. Kate Lessard: Absolutely. And you're not going to have a successful Agentforce implementation without that. That is the foundation point that's going to set your organization up for success using AI. Mike: I did the Agentforce Now workshop that week, and I always emphasize the importance of filling in description and metadata fields as well. Kate Lessard: Yes, hugely important. Mike: So one of the things, it's really cool the workshop pivots all around HealthCheck. And I know having worked some of the Q&A, people were like, "Wait a minute, I thought HealthCheck went away." Kate Lessard: Yeah, HealthCheck has not gone away. It is free for admins to use and it actually recently got some pretty impressive and exciting upgrades that we spend some time on in the workbook. So it's no longer just a list of settings for you to review. It is really dynamic and serves as your risk mitigation dashboard. So you can do things like not only configure the specific settings for your org security, but you can also set up email notifications for system admins or anyone who that you would like to receive notifications when your security score changes. So maybe members of your IT team, your security team, if you work with a governance team, making sure that they get notifications because as you know, security is a team sport. I think the coolest thing that we do in the workshop and that I really want everybody to be able to take advantage of is you can actually export the standard Salesforce baseline and customize it to your own organization's security criteria. So if you have different security criteria like maybe your password policy has a minimum of 11 characters at your organization, the Salesforce baseline has eight characters. That is a change. And you want to compare your Salesforce security settings against your own organization standards, and you now have the ability to do that, which is just incredible. Mike: Yeah. And it's not like the way that you walk through it, it's not that daunting. I mean, is it an XML file that you download? Kate Lessard: Yeah, absolutely. So you don't have to start from scratch, which is the really nice thing. You can actually export the standard Salesforce baseline. It is an XML file. In the workshop, we walk through what the download looks like and how to actually make the edits. It's pretty easy to read. And even in the file, there's a link to help notes so that you know exactly what types of formatting to use when you're editing the XML. And then you can just save it as your custom, re-import it, and set it as your default. Mike: Yeah, I thought that was really cool. One other thing that you dive into is, and of course it's set up because it's a workshop, but number of admins that... Kate Lessard: Oh yeah. Mike: Or number of people that have the Salesforce admin profile. Kate Lessard: Absolutely. So everybody's favorite admin horror story that you log into an org for the first time and take a look and realize that you have just a completely disproportionate number of system admins and folks that are over-privileged just be

    Salesforce Admins Can Reduce Risk With Proactive Security
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About

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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