Podcasts about salesforce admin

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Best podcasts about salesforce admin

Latest podcast episodes about salesforce admin

The Salesforce Admins Podcast
Level Up: The Admin's Action Plan for Thriving in the Agentforce Era

The Salesforce Admins Podcast

Play Episode Listen Later Apr 17, 2025 39:14


Today on the Salesforce Admins Podcast, we talk to Dorian Earl, Salesforce Admin and Founder of Development Consulting Partners, LLC. Join us as we chat about the 5 steps admins can take today to lead the charge in the Agentforce era. You should subscribe for the full episode, but here are a few takeaways from […] The post Level Up: The Admin's Action Plan for Thriving in the Agentforce Era appeared first on Salesforce Admins.

Entrebrewer
Why the Right Talent at the Right Time Changes Everything (Interview with Clint Overton)

Entrebrewer

Play Episode Listen Later Apr 17, 2025 33:37


Today I'm joined by someone that I met over 3 years ago. We connected on LinkedIn and ended up grabbing coffee a few different times. He & I talked a lot about life and business and realized we knew a lot of the same people. St. Louis is a small town at the core where everyone knows everyone. One of the times we met, he had been telling me about a new idea for a business venture that he and his business partner had. It ended up coming to life about a year and a half ago, so it's pretty cool to see this come full circle. My guest today is Clint Overton. He is a Founder & Managing Partner at Boardroom Bullpen & Co-Founder/Partner/COO at Mercury CRM Solutions.Clint's Bio:Professional Services Firm Founder. Executive Operator. Mentor. Salesforce Strategist.Clint Overton is a Trusted Advisor to Startups, Small and Mid Market Businesses offering a Unique Professional Services Platform that delivers the right resources at the right time and the right price. After a long and successful career as an executive professional with 20+ years of Executive Operations Leadership experience specializing in business transformation and delivering operational excellence in companies spanning INC 5000 to Fortune 100, Clint decided to bring his years of experience to help Founders and CEOs achieve their Vision and Goals.

The Salesforce Admins Podcast
What Role Does AI Play in Consulting and Salesforce Admin Work?

The Salesforce Admins Podcast

Play Episode Listen Later Mar 13, 2025 27:59


Today on the Salesforce Admins Podcast, we talk to Megan Tuano, Sr. Business Analyst at Accenture Federal Services and an amazing YouTube content creator. Join us as we chat about how she uses AI in her consulting and Salesforce Admin work, and how she's built a career in tech without a traditional tech background. You […] The post What Role Does AI Play in Consulting and Salesforce Admin Work? appeared first on Salesforce Admins.

The RevOps Review
From Salesforce Admin to RevOps Leader with Tori Moss, Global Head of Revenue Operations

The RevOps Review

Play Episode Listen Later Mar 7, 2025 34:26


Our host, Jeff Ignacio sits down with Tori Moss, Head of Revenue Operations at Pigment, who shares her journey from Salesforce admin to RevOps leader, reflecting on lessons learned during hypergrowth at Greenhouse. She dives into the evolution of RevOps, the challenges of scaling teams, the role of AI in business planning, and the importance of strategic leadership. Tune in for insights on building a high-impact RevOps function and navigating rapid growth in today's dynamic business landscape.

The Salesforce Admins Podcast
5 Steps for Admins to Get Agentforce Ready

The Salesforce Admins Podcast

Play Episode Listen Later Jan 23, 2025 39:16


Today on the Salesforce Admins Podcast, we talk to Dorian Earl, Salesforce Admin and Founder of Development Consulting Partners, LLC. Join us as we chat about the five steps you can take to prepare for Agentforce and AI. You should subscribe for the full episode, but here are a few takeaways from our conversation with […] The post 5 Steps for Admins to Get Agentforce Ready appeared first on Salesforce Admins.

The Salesforce Admins Podcast
How Can Salesforce Admins Overcome Imposter Syndrome and Stress?

The Salesforce Admins Podcast

Play Episode Listen Later Oct 31, 2024 35:09


Today on the Salesforce Admins Podcast, guest host Josh Birk talks to Katie Villanueva, Golden Hoodie winner and Salesforce Administrator at 10K Advisors. Join us as we chat about her work with mental health advocacy and mindfulness principles that you can apply to your work as a Salesforce Admin. You should subscribe for the full […] The post How Can Salesforce Admins Overcome Imposter Syndrome and Stress? appeared first on Salesforce Admins.

The Salesforce Admins Podcast
What Are the Key Skills for a Successful Salesforce Admin Interview?

The Salesforce Admins Podcast

Play Episode Listen Later Sep 12, 2024 43:05


Today on the Salesforce Admins Podcast, we talk to Jason Atwood, CEO and Co-Founder of Arkus. Join us as we chat about how to land your first Salesforce Admin role, from where to find good opportunities to how to prep for the job interview and more. You should subscribe for the full episode, but here […] The post What Are the Key Skills for a Successful Salesforce Admin Interview? appeared first on Salesforce Admins.

Salesforce for Everyone by Talent Stacker
054. Should Admins Learn Development?

Salesforce for Everyone by Talent Stacker

Play Episode Listen Later Jul 8, 2024 56:22


If you had a tough time getting your Salesforce Admin certificate, today's episode featuring two admindevelopers ... erm .... adevelopers ... ok ok, adminevelopers might leave you scratching your head a bit. Bradley and Anita get the low down from Jennifer Olson and Hillary Fenton on why they decided to become Salesforce Developers on top of being Salesforce Administrators. Links and Resources: Jodi's Audio Series: https://sfadminsuccess.com/listenup Jodi's Book: https://sfadminsuccess.com Warren's Free Salesforce Developer 101 Course: cloudcodeacademy.com/Everyone TalentStacker.com/start TalentStacker.com/cap TalentStacker LinkedIn Page Salesforce For Everyone Facebook Group

The Salesforce Admins Podcast
What Are The Key Benefits of AI for Salesforce Admins?

The Salesforce Admins Podcast

Play Episode Listen Later Jun 20, 2024 24:23


Today on the Salesforce Admins Podcast, we sit down for an Admin Evangelist roundtable discussion with Josh Birk, Jennifer Lee, and yours truly. Join us as we chat about how AI can help you be a better Salesforce Admin and what you can do to improve your prompts. You should subscribe for the full episode, […] The post What Are The Key Benefits of AI for Salesforce Admins? appeared first on Salesforce Admins.

The Salesforce Admins Podcast
What Should You Look for in a Salesforce Admin Job Description?

The Salesforce Admins Podcast

Play Episode Listen Later Jun 6, 2024 38:44


Today on the Salesforce Admins Podcast, we talk to Joe Sterne, a Solutions Architect and Salesforce contractor. Join us as we chat about his tips for job interviews, what to look for in a job description, and how you can use AI to help you prep. You should subscribe for the full episode, but here […] The post What Should You Look for in a Salesforce Admin Job Description? appeared first on Salesforce Admins.

The Salesforce Admins Podcast
How to Prepare for a Salesforce Job Interview

The Salesforce Admins Podcast

Play Episode Listen Later May 2, 2024 43:05


Today on the Salesforce Admins Podcast, we talk to Jason Atwood, CEO and Co-Founder of Arkus. Join us as we chat about landing your first Salesforce Admin role, from finding good opportunities to nailing the interview and more. You should subscribe for the full episode, but here are a few takeaways from our conversation with […] The post How to Prepare for a Salesforce Job Interview appeared first on Salesforce Admins.

Jerry-Rigged Business Marketing Podcast
Salesforce Admin VS Salesforce Admin - Stephen Pricer | #014

Jerry-Rigged Business Marketing Podcast

Play Episode Listen Later Apr 25, 2024 64:30


During the JerryRigged podcast, Jerry and his guest, Stephen Pricer discuss various topics related to business analytics, technology, marketing, and Salesforce Administrators. They engage in a lively conversation, sharing their experiences and insight around marketing automation, Salesforce Pardot, Salesforce Account Engagement, and Salesforce Sales Cloud. They talk about their journey into Salesforce and how they got started in the ecosystem. They also discuss the pros and cons of different ... --- Send in a voice message: https://podcasters.spotify.com/pod/show/jerry-rigged/message

The Salesforce Admins Podcast
Get to Know Prompt Builder with Marissa Scalercio

The Salesforce Admins Podcast

Play Episode Listen Later Feb 8, 2024 30:40


Today on the Salesforce Admins Podcast, we talk to Marissa Scalercio, VP of Sales Operations at Carnegie Learning. Join us as we chat about Prompt Builder, why it will be a game changer, and how her Salesforce Admin skills help her be a better sales leader. You should subscribe for the full episode, but here […] The post Get to Know Prompt Builder with Marissa Scalercio appeared first on Salesforce Admins.

DevOps Diaries
023 — Luke Harris (VP, Customer Success): “There is direct correlation between the most successful organizations and those that invest in education for their teams”

DevOps Diaries

Play Episode Play 37 sec Highlight Listen Later Jan 25, 2024 42:52


Luke is a global Customer Success leader and current VP Customer Success at Gearset. Luke started his career as a Salesforce Admin and has become obsessed with providing amazing experiences for customers through education, strategy, and technology. He has held roles with major SaaS companies and has played a pivotal role in scaling start-up businesses and guiding strategy post-acquisition.In this episode Jack and Luke discuss what customer success teams need to be successful, and in turn make customers successful. This episode is a deep dive and a great resource for understanding why companies bring in technology to support their operations, and wonderful insight for Salesforce professionals into how their work on the platform impacts business success. Luke also chats about the importance of education within teams, especially how iterative on-the-job learning enables success. He identifies what leaders can do to get the most of their teams to encourage learning and self development. Luke shares real-life examples of Salesforce teams that he's worked with and the compounding benefit education, being consciously curious, and how showing vulnerability as a leader has had on their businesses. Useful links based on key themes from this episode:Match performance to business goalsHow to improve performance with collaborationWorking with partners to increase customer successDoes my team do enough training?Connect with LukeLinkedInConnect with JackX/TwitterLinkedInPodcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days. 

RevOps Unboxed
Finding a single source of truth in RevOps - Marin Page

RevOps Unboxed

Play Episode Listen Later Jun 14, 2023 26:35


Sandy Robinson sits down with Marin Page, Senior Salesforce Business Analyst at Soliant Consulting to discuss why having a single source of truth is key to RevOps success, and how holistic, end-to-end thinking can change your RevOps strategy.About our guest, Marin PageMarin is a Salesforce Admin and Business Analyst with a decade of experience in digital media ad operations, SaaS startup revenue operations, systems integration, and process automation. As an enterprise systems guru, she seeks out operational inefficiencies, opportunities for optimization, and total mastery of interconnected systems.About our host, Sandy RobinsonSandy is SVP of Revenue Operations at Patra Corporation, a revenue operations enthusiast with over 20 years of experience in sales, marketing, revenue, operations and revenue enablement.Throughout her career, I've seen how revenue operations can make or break a company, and I'm excited to share my knowledge and insights with you.In each episode, she'll be talking with a revenue operations practitioner who will share their unique perspective on how they've transformed their revenue operations.She'll dive deep into their processes, challenges and success stories to give you an inside look into the world of revenue operations.

The Salesforce Admins Podcast
Jenny McNamara on Growing Your Career from TDX

The Salesforce Admins Podcast

Play Episode Listen Later Jun 1, 2023 24:52


Today on the Salesforce Admins Podcast, we talk to Jenny McNamara, Salesforce Admin at CINC. Join us as we chat about how she became obsessed with Flow Builder, the importance of Salesforce basics, and why you need to get yourself to a Salesforce live event. You should subscribe for the full episode, but here are […] The post Jenny McNamara on Growing Your Career from TDX appeared first on Salesforce Admins.

OpsStars Podcast
[Greatest Hits] Insights From the 2021 OpsStar of the Year with Raheel Alam, Senior Salesforce Administrator at Showpad

OpsStars Podcast

Play Episode Listen Later May 30, 2023 28:15


Raheel Alam, Senior Salesforce Administrator at Showpad, joins Rachael to share his skills and insights on what it takes to be a rockstar Salesforce Admin and an OpsStar of the Year.

Five & Thrive
EP50 | ViewFi | Florence Healthcare | LVMH | DataSeers | Intown Golf Club | Cloverly

Five & Thrive

Play Episode Listen Later May 12, 2023 5:22


Introduction: Welcome to Five & Thrive: a weekly podcast highlighting the Southeast's most interesting news, entrepreneurs, and information of the week, all under 5 minutes.  My name is Jon Birdsong and I'm with Atlanta Ventures. Companies Worth Applying To: We have two companies worth applying to right now that are worth taking a serious look.  First is ViewFi, the telemedicine company out of Atlanta led by CEO, Michael Williamson. ViewFi connects you with the world's top medical experts to get your pain or injury diagnosed, without the wait. They are hiring for a Sports Medicine Physician. The process for ViewFi helps you connect, diagnose, plan, and recover all through a simple application alongside a trusted and premier medical professional.  Next up, this past week, A.T. Gimbel and team hosted another fantastic Atlanta Healthcare Meetup with Ryan Jones, the CEO of Florence Healthcare. Florence frees clinical trials from bottlenecks, so they can accelerate and scale. Sites are drowning under the demands of today's clinical research trials, slowing clinical trials, increasing costs, and delaying cures. Florence's Site Enablement Platform helps sites streamline operations, enable remote monitoring, and integrate study workflows. They are hiring for several roles including a Senior Sales Executive, Salesforce Admin, and several others. We put the link in the show notes and if you didn't watch the live interview with Ryan, I highly recommend listening to our events page. Podcast of the Week: I have not listened to the entire episode because it is 3 and half hours in length and my bike ride is a crisp 30 minutes, but I'm well into it and it comes highly recommended from a trusted source. This podcast comes from the show Acquired and it is the full history of LVMH, and how Bernard Arnault turned a $15m investment in a bankrupt French textile company into the world's largest individual fortune. This story is equal parts Berkshire Hathaway, Barbarians at the Gate, Steve Jobs / Ted Turner etc and worth any entrepreneur's time. We put the link in the show notes. Quiet Giant: One of the Top 10 Most Innovative companies that piqued my interest last week from the TAG Summit was DataSeers. They have over 80 employees.  This is an enterprise solution for fintech and banking operations that helps with onboarding, ACH processing, anti-fraud, compliance, reconciliation, and Analytics. FinanSeer® converts raw transaction data to meaningful information that financial institutions can use to optimize their processes and protect their customers. It cleans data and automates workflows to increase operational efficiency across several aspects of the business. . Feature Release of the Week: Major major release and put I “release” in air quotes as this is a release of physical space, but Intown Golf Club in Charlotte opened their doors this week to the initial Founding 100 members and it was a spectacular event. If you are in Charlotte and love to play golf, socialize, and like good food and spirits, Intown Golf Club is the place for you. The outdoor patio, putting green, and firepit is just the beginning before you head indoors to 8 simulators, private dining, a massive bar and much more. Shout out to the team on creating another special location.   Raise a Glass: You know was I putting together this week's Five and Thrive and was a little surprised there had not been a funding announcement this week of any sort, and then all of sudden, right before I hit send on this bad boy, I see an update that Jason Rubbotom's Clovery just raised a very impressive $19M let by GroTech Ventures. Cloverly built the first API in the world for carbon credits and the company has grown to become the leading digital infrastructure powering the voluntary carbon market. Their software is helping any company scale their impact by providing the infrastructure to supply or buy carbon credits with the click of a few buttons.   Congratulations to Cloverly and team on the next phase of growt!  Annnnnd that's five minutes! Companies Worth Applying To: ViewFi, Florence Healthcare  Podcast of the Week: Acquired: LVMH Feature Release of the Week: Intown Golf Club Raise a Glass: Cloverly  

The Salesforce Admins Podcast
Elizabeth Bochanski on Starting Learning on Trailhead

The Salesforce Admins Podcast

Play Episode Listen Later May 11, 2023 26:00


Today on the Salesforce Admins Podcast, we talk to Elizabeth Bochanski, a newly-certified Salesforce Admin and MidAtlantic Dreamin' Volunteer Committee Member. Join us as we chat about prepping for your first Salesforce certification and why in-person networking is so important. You should subscribe for the full episode, but here are a few takeaways from our […] The post Elizabeth Bochanski on Starting Learning on Trailhead appeared first on Salesforce Admins.

Salesforce for Everyone by Talent Stacker
036. Day in the Life of a Salesforce Administrator

Salesforce for Everyone by Talent Stacker

Play Episode Listen Later May 8, 2023 46:19


So, you want to become a Salesforce Administrator. But…what do Admins do, exactly? Before you commit to any given role, it's a good idea to do some extra research on what you're getting yourself into.   This week, returning guest Dennison Adad is back to star in our first Day in the Life episode. Stick around to hear about his past experiences as a Salesforce Admin, including the lessons he learned, the highs and lows (though they're mostly highs), and of course, money.   Handy Timestamps:   4:20: How Dennison got into the Salesforce Administrator role. 8:20: What does an Admin even do at their company? 10:10: Dennison and Brad discuss what starting at their first jobs was like. 14:40: Here are some of the things you can do when feeling overwhelmed in Salesforce. 16:30: Dennison shares what he enjoyed most as an Admin. 18:10: The group lists off some rookie mistakes they've made in the past. 24:20: We talk about more of the highlights of being a Salesforce professional. 35:30: How have Dennison's goals changed over his career, and what are his plans now? 40:50: For those going down the Admin path, these words of advice can help you make the most of your experiences.   Links and Resources: TalentStacker.com/voicemail TalentStacker.com/start TalentStacker LinkedIn Page Salesforce For Everyone Facebook Group

The Salesforce Career Show
TDX, McConaughey, ISV vs SI and more! Mar. 1, 2023

The Salesforce Career Show

Play Episode Listen Later Mar 8, 2023 86:26


We are joined by Peter Ganza and Brian Shea and discuss prepping for Dreamforce, Salesforce investor influence, Matthew McConaughey, future layoff expectations,  TrailblazerDX sessions. ISV vs SI. + Where to learn to become a Salesforce Admin or BA. 

The Technopath Way: Productivity through tech for nonprofits
Take the Overwhelm out of Marketing Tools

The Technopath Way: Productivity through tech for nonprofits

Play Episode Listen Later Mar 3, 2023 43:40


Never miss an episode or recap again! Sign up for our weekly newsletter, The Technopath Way Tips, here: https://www.technopath.ac-page.com/the-technopath-way-sign-upNonprofits need to stay in touch with their donors, volunteers, and members to keep them engaged and informed. And with so many communication channels available, email remains one of the most effective and cost-efficient ways to do so. But managing email campaigns can be time-consuming and resource-intensive, especially for small nonprofits.That's where email automation comes in. With email automation tools, nonprofits can streamline their email campaigns, save time, and provide a more personalized experience for their audience. If your nonprofit uses Salesforce as its CRM, there are several email automation options that you can integrate with it.To talk about this, we've brought someone on with a ton of expertise in Salesforce email tools: Aaron Beatty. Aaron recently founded Engage Evolution to design solutions for marketing cloud, pardot for nonprofits and other industries as well after years of experience helping other companies achieve these goals in house.In this episode Sarah and Aaron get into brass tacks about email service providers, email automation and even Salesforce connected tools that can help with push messaging, SMS messaging and scheduling and tracking your social media. Talk about an all-around tool!Some Key Take-Aways:Build the strategy before you build the toolKnow exactly what it is you're lookin to use the data or automations for before you engage an implementation partnerHave marketing and sales stakeholders involved in the planning and implementation of new tools to make sure they are going to solve the actual problems those departments are facing. If you wait until the tool is built to simply train them on it you're likely to realize you've missed crucial questions or data points.Create hyper-personalized emails for recipients beyond the traditional mail merge/Name fields. What information do you already have about this person? Have they filled out interest surveys? Come to specific topic based webinars? Use that information to send only truly relevant content and your open rates will soarIf you are a Salesforce Admin looking to get into Marketing Cloud, the best way to do this is with on the job trainingRemember, you have loads of transferrable skills as an Admin that will help you with Marketing Cloud, the skills to really focus on are the soft skills: communication, understanding your clients' pain points, digging into feature requests and helping them think through their toolsIf you want access to Sarah and everything Technopath is doing, be sure to join our free community to gain more clairty and confidence with helping nonprofits with Salesforce tech: https://npsp-academy.mn.co/share/nxvxYbrrqeCqJ_yb?utm_source=manual

DevOps Diaries
009 — Jodi Hrbek: Salesforce Admins are Awesome!

DevOps Diaries

Play Episode Listen Later Mar 1, 2023 35:20


Jack and Jodi talk about the ever evolving role of the Salesforce Admin. Tune in to hear about how an Admin can rock their role, question everything, deliver value, and pick the path that's right for you.Jodi is author of "Rock Your Role as a Salesforce Admin", a long-standing community member, and is a Senior Director for Salesforce Center of Excellence in her organization.Jodi HrbekTwitter: @jodihrbek LinkedIn: https://www.linkedin.com/in/jodihrbek/Web: sfadminbook.comConnect with JackLinkedInX/TwitterPodcast produced and sponsored by Gearset, the complete Salesforce DevOps platform. Try Gearset free for 30 days.

Degree Free
Launch Your Salesforce Career: Everything You Need to Know with Bradley Rice (DF#84)

Degree Free

Play Episode Listen Later Feb 15, 2023 63:58


Want to earn a tech salary without coding? Then this episode with Bradley Rice is for you! In this episode, we talk about how you can start your career in tech through Salesforce Certifications. As most of you know, Hannah got her start in tech through the Salesforce Admin certification, and Bradley helps people get those certifications and launch their careers in Salesforce. We also talked about how to start networking the right way and grow your network on Linkedin. This episode is value-packed with actionable advice, so tune in!   --- Bradley Rice is the leading expert on salesforce Careers & the modern job market. - He positioned himself to be financially independent at 31 years old after growing up as a cattle farmer. - As a Salesforce professional he made $35k at 22 and by 27 was making $225k working 20 hours per week. - Bradley was not ready to call his professional life complete, he wanted to show others the path he had discovered. - He then started a company called TalentStacker to help anyone and everyone understand how to start a Salesforce career with no tech background, no degree, and no coding. To keep up with everything Degree Free check out our website: https://degreefree.co Get the guide on how to: Teach Yourself. Get Work. Make Money. No Degree Needed.: https://degreefree.co/workbook Sign up for our free weekly newsletter and get exclusive tips and tricks to make great money without a college degree! https://degreefree.co/signup Like, subscribe, write us a review, and if you have a question or want some advice email us at contact@degreefree.co

The Technopath Way: Productivity through tech for nonprofits
What can a newer Salesforce Admin do for a Nonprofit? - Sarah's Tips

The Technopath Way: Productivity through tech for nonprofits

Play Episode Listen Later Jan 6, 2023 25:00


Sign up for our weekly newsletter, The Technopath Way Tips, here: https://www.technopath.ac-page.com/the-technopath-way-sign-upAre you ready to take the Nonprofit Cloud Consultant Exam? Use our checklist to find out: technopath.ac-page.com/exam-readiness-checklistThis week on The Technopath Way, Sarah is flying solo with some common pitfalls many newer Salesforce Admins face when looking for experience by volunteering at nonprofits and 8 tips on how to avoid them.Tip #1: To understand what the nonprofit needs you first need to understand nonprofits and the nonprofit success pack.If you sit down to discovery with them and you don't understand how nonprofits function, that's like being unprepared for an interview. Study how nonprofits work. This is why I teach about it in my training program. Nonprofits are scrutinized more than for profits — by the government, by the board, by foundations and grantmakers, by their donors, and a lot of information is public. A clean system can be the difference between getting a grant and not.Tip #2: Start with something simple, choose one pain pointKnow your time and how much you have to devote. If you bite off a big project and then realize you didn't really have time to volunteer, you are leaving the nonprofit with a big hole. Even if your new and it is hard to gauge how long something might take, you may want to block off 4-6 hours on your calendar a week until you are done with the deliverables you've defined.Bonus Tip: Once you have the one pain point you are going to solve for, make sure that the feature being requested isn't already offered for free by NPSP. Some of the NPSP solutions are too complex or are add on features that cost money. The fees for Salesforce's donation product, Elevate, may be something the Makerspace could afford, but in the case of integrations, you want to bring them a few options and do your research.Tip #3: Don't forget to ask them for a login!This should be the first assignment you give to the nonprofit. You got to see what you are dealing with now that you know their pain points. You may need to send them instructions on how to create a user.Bonus Tip: On a Salesforce Saturday for Nonprofits we hosted in the past, Paul Ginsberg talked about what you should do on the first day on the job of being a Salesforce admin for a non-profit. The first thing he said (and we think this is a really great tip) is to create a sandbox. This gives you a copy of exactly where the system was when you started. Also create a backup file of their data, this also gives you a file with the starting point. If you have an integration request like the one at Markerspace, create an integration user if they don't already have one.Tip #4: Don't fear productionA big pitfall we see in a lot of new admins is that they've heard the advice about ALWAYS building in a Sandbox first so much that they are scared to do anything in production. Do most things in a sandbox, but don't be afraid to push to production. Especially for nonprofits who are not yet using the system and don't have tons of data, you are not going to screw what they have up that much, because they don't really have anything yet.Bonus Tip: Did you also know that if you really screw something up on you can call Salesforce and put in a case to have a system revert to a prior date. Avoid this like the plague, but know that it is possible.Tip #5: Build some reports and dashboardsThis is one of the first things you should bone up on. The only reason nonprofits want to have a system is for reports. They are scrutinized by so many different audiences and parties that they need to be able to pull reports quickly when a donor asks. They want to make strategic decisions based on donor retention and other key performance indicators and you can help them with that!The great thing about reports is that it doesn't touch any of their core system or functionality.Bonus Tip: Let them know that you can schedule reports or dashboards to come to them weekly or monthly. They might not know this.I have some lessons on easy lift reports like donor retention in the Salesforce Saturday vimeo collection. Ask your nonprofit about the kind of metrics that their board or funders ask them for. If they do have clean data, you can build reports that display things in a way that really helps them. Some things they may be struggling with if they have already started pulling reports is soft credits. It is so crucial I've touched on it in multiple Salesforce Saturdays, my mini-course, extensively in my study guide and in the Nonprofit Training Program. Be sure you understand how these work if you are working with a nonprofit that expresses this as one of their pain points.Tip #6: Don't take on data cleanup unless you have excel skillsWe aren't saying you can't do this, but you need to have fairly excellent Excel skills. The NPSP data model is complex and it is really important to know if you are working with nonprofits. (link at the bottom of the notes to Excel learning materials)Tip #7: Do not build something hard to maintain and leave behind documentationYou are fabulous and will not be there forever so make sure whatever you build, avoid hard coding unstructured data as variables in automations or report filters like a campaign name. If someone isn't aware you did this and renames a campaign, what you built no longer functions.You do not need to reinvent the wheel. Tip #8: Leave behind documentationThis is SUPER important. It's a huge focus of the portfolio project within my Nonprofit Training Program and for good reason! It is such a waste of your time if you build out Salesforce and no one uses it.Bonus tip: There are programs that make creating this documentation a breeze like Scribe, which is what we use in class.Links mentioned in the episode:Study Guide Preview:https://technopath.ac-page.com/preview-nonprofit-consultant-study-guideCourse page:technopath.podia.comPower of One Formula:https://www.salesforce.com/video/296533/Excel Course and Cheat Sheetshttps://linktr.ee/CheatSheetsMelissa Hill-Dees book:https://www.amazon.com/Accelerating-Nonprofit-Impact-Salesforce-cost-effective/dp/1801070911

The Salesforce Admins Podcast
Supporting the LA28 Games with Salesforce with Kat Aquino

The Salesforce Admins Podcast

Play Episode Listen Later Jan 5, 2023 29:29


Today on the Salesforce Admins Podcast, we talk to Kat Aquino, the Salesforce Admin for LA28, otherwise known as the organizing committee for the Los Angeles 2028 Olympic & Paralympic Games. Join us as we talk about how she's setting up LA28's Salesforce infrastructure to help power a massive, international event and what she's learned […] The post Supporting the LA28 Games with Salesforce with Kat Aquino appeared first on Salesforce Admins.

Salesforce for Everyone by Talent Stacker
030. Are Salesforce Careers Recession-Proof?

Salesforce for Everyone by Talent Stacker

Play Episode Listen Later Jan 2, 2023 49:52


The past few years have been rough for everyone. After a global pandemic and everything else that followed, topics such as financial security and career stability have gone through quite the whirlwind. Luckily for you, if you're looking to start a career in Salesforce or have already done so, there's a good chance you'll be able to get through whatever economic flops come your way.   For the final episode of Season 2, we're joined by Jodi Hrbek, author of Rock your Role as a Salesforce Admin. With over 20 years in the Salesforce space, Jodi breaks down the history of Salesforce and how it's been able to weather so many storms over time. This is not an episode you want to miss!   Handy Timestamps:   2:50: What did Jodi's career look like before, and how did that transform into Salesforce? 9:30: Jodi shares how Salesforce has evolved over the past 20 years. 17:15: What happened during the housing market crash? Brad and Jodi explain what makes Salesforce so powerful and why it's such a stable career choice. 33:50: The diversity of Salesforce means there's something for everybody! No matter your interests or skill set, you'll find a career that lights you up. 40:20: Brad and Jodi share why the high demand for Salesforce talent can give you the upper hand.   Links and Resources: TalentStacker.com/voicemail TalentStacker.com/start TalentStacker LinkedIn Page Salesforce For Everyone Facebook Group Rock your Role as a Salesforce Admin  

Mums On Cloud Nine
How to be a Salesforce Admin - Part 4 - How to plan your Salesforce Roadmap

Mums On Cloud Nine

Play Episode Listen Later Nov 14, 2022 40:04


In today's podcast episode I am joined by Ghada Fourane, Director at Slalom. Ghada is brilliant at advising her clients on how to develop their CRM roadmap, and she will be sharing her expertise on the podcast today.  We also discuss how Ghada began her journey in the consulting world, and how she advanced in her career to get to where she is today.   Here are the highlights: (01:03) Introducing Ghada (03:07) What is a roadmap? (07:33) Timelines (15:09) Have a clear vision! (20:39) You are not in it alone (37:38) Overwhelm     Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit https://supermums.org/    Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/    Download our positive affirmation screensavers here to remind yourself how to be a Mum on CloudNine https://supermums.org/screensavers/    Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/  

Mums On Cloud Nine
How to be  Salesforce Admin - Part 3 - How to keep Salesforce secure

Mums On Cloud Nine

Play Episode Listen Later Nov 7, 2022 31:55


  In this four part series, we will be talking about the Skills and Awesome Admin that you can really put into place to make sure you perform effectively as a Salesforce administrator.   In today's episode we are diving into the world of security management and thinking about what that entails.   I am delighted to be joined by Hetty Boardman-Weston, who is head of Marketing and Sales Operations and, and Salesforce admin at Prova. She will be guiding us through how she keeps their systems safe and secure.        Highlights from this episode:     (03:17) Demystifying it all  (06:12) Vetting 3rd party applications  (08:40) GDPR  (11:10) Logging In  (14:42) Permissions  (26:01) Suppression List        Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit https://supermums.org/      Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/      Download our positive affirmation screensavers here to remind yourself how to be a Mum on CloudNine https://supermums.org/screensavers/      Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/       

Career Cast
Rock Your Role As A Salesforce Admin

Career Cast

Play Episode Listen Later Nov 2, 2022 40:55


In this episode, I sit down with Jodi Hrbek. Jodi is the author of the newly released book Rock Your Role As A Salesforce Admin and has 20+ years of industry knowledge. We cover why she wrote the book, how to deal with stakeholders, Salesforce as a career, the New salesforce certifications, and Jodi's advice for Salesforce curiosos. ———————————— Subscribe to the ALLEGANY Podcast YouTube Channel: https://www.youtube.com/channel/UCSFVCIFebu_FvZ1wQuCYLyQ

Mums On Cloud Nine
How to be a Salesforce Admin - Part 2 - How to manage data quality in Salesforce

Mums On Cloud Nine

Play Episode Listen Later Oct 31, 2022 27:23


In this new four part series, we will be talking about the Skills and Awesome Admin that you can really put into place to make sure you perform effectively as a Salesforce administrator. In this week's episode I am talking about data management and making sure that you've got a fantastic CRM system in place with good data.  At the end of the day if the data isn't good, nobody will trust it and nobody will use it.   People have to have faith in the system for it to work effectively.   So, I have an interesting chat today with Justin Barss and colleagues from Apsona and we discuss data literacy and how it can really inform and shape your business in terms of the decision making and in terms of its engagement with customers.    Crucial for CRM! *this was a 4 way Zoom conversation and as such there are occasional slight drops in sound quality due to bandwidth issues. Highlights from this episode:    (01:36) Trusted data (04:36) Justin introduction (08:40) Benefits for admins (10:36) Reducing time (16:58) Excel comparisons (22:46) Opportunities available    Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit https://supermums.org/    Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/    Download our positive affirmation screensavers here to remind yourself how to be a Mum on CloudNine https://supermums.org/screensavers/    Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/     This Podcast Proudly Produced by The Podcast Boutique https://www.thepodcastboutique.com/

Mums On Cloud Nine
How to be Salesforce Admin - Part 1 - How to manage a Salesforce System

Mums On Cloud Nine

Play Episode Listen Later Oct 24, 2022 22:38


 In this new four part series, we will be talking about the Skills and Awesome Admin that you can really put into place to make sure you perform effectively as a Salesforce administrator.   Today we're talking about how to manage a Salesforce system and everything that entails.    I am delighted to be joined by Jack McCurdy, who is a DevOps advocate from Gearset, and he will be talking and offering sage advice about how DevOps can support Salesforce professionals in managing changes every day.          Highlights from this episode:  (01:57) The 40 Tasks (08:32) Part of a wider network  (11:45) Solid Communication is key  (18:36) Gearset (20:47) The Blog       Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit https://supermums.org/    Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/    Download our positive affirmation screensavers here to remind yourself how to be a Mum on CloudNine https://supermums.org/screensavers/    Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/     This Podcast Proudly Produced by The Podcast Boutique https://www.thepodcastboutique.com/

Mums On Cloud Nine
Marketing Cloud Super Stars - Part 2 - What is it like working with Marketing Cloud?

Mums On Cloud Nine

Play Episode Listen Later Oct 13, 2022 24:45


What is it like working with Marketing Cloud?   In today's episode  I will be discussing everything Marketing Cloud.  (Check out the previous episode as well!)  Marketing Cloud opens up a range of new career opportunities, and can advance your position as a Salesforce professional.  For this show, I'm delighted to be joined by Danielle Lathy, Principal Salesforce consultant of insurance at Silverline. She's also a Salesforce MVP, Salesforce marketing Cloud champion and community leader   https://www.linkedin.com/in/daniellelaffey/   Highlights from this episode: (01:00) Danielle's Journey (05:23) Insurance considerations (11:20) Educated, Enabled and Rewarded (06:56) Communication is key   Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit www.supermums.org Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/ Download our positive affirmation screensavers here to remind yourself how to be a Mum on Cloud Nine https://supermums.org/screensavers/ Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/     Proudly Produced By The Podcast Boutique https://www.thepodcastboutique.com/

Salesforce Posse Podcast
What's your Salesforce Value? with Qurantulain Tariq

Salesforce Posse Podcast

Play Episode Listen Later Oct 10, 2022 39:04


In this episode of the Salesforce Posse podcast, we invited Quratulain Tariq; co-founder of PakDreamin', a Salesforce Certified Sr. App Engineer at Ortoo to today's episode we share her fascinating journey with the Salesforce community. Quratulain graduated in 2017 as a software engineer in Pakistan and expected to go into another quality assurance, but in the end, became employed by the UK company Ortoo. Then after searching for the term ‘salesforce.' She then realised that there's a whole community out there on Salesforce, and by joining the London's Calling DemoJam live streaming picked up the Salesforce bug and got hooked. Then she got into Trailhead and started creating her own Trailhead internal community at work. Quratulain became a salesforce MVP; an award given by Salesforce to people with expert Salesforce knowledge who share their experiences to help others achieve in Salesforce. In addition, she collaborated in starting the Pakistan Dreamin' event, where they had 700 - 1000 registrants, which was a great platform for Pakistani people to connect with trailblazers and different companies and countries and really did put the Pakistan Salesforce community on the global map. Pakistan Dreamin' happened in August this year. During today's conversation, we dive into how Quratulain learned about Salesforce and what kind of value people can get from joining a community. Then, Quratulain shares how she became a Salesforce MVP. In addition to that, we explore Pakistan Dreaming, what it is, what opportunities it gives people, how it opens doors to another level of Salesforce for people, and more. At the end of the conversation, Quratulain shares a piece of lifelong advice to people hoping to make a career in Salesforce by saying, be yourself, don't beat yourself too much over something, and you will get there eventually, whatever your goal is. At Salesforce Posse, we interview influencers in the Salesforce ecosystem so that we can gain a better understanding of how to excel in a career path from a Salesforce Admin or Developer to an Architect. [01.45] Learning about Salesforce – Quratulain walks us through how she got into Salesforce and how she found out there's a whole salesforce community out there. [04.21] The value of community – The joy of having a community that has your back in times of need and the acceptance of anyone without concern where they come from as the value of having a community, says Quratulain. [11.45] Becoming Salesforce MVP – Quratulain shares the moment when she became a salesforce MVP and how she processed becoming an MVP. [15.35] Dreaming events – Quratulain dives into how dreaming events are organized in the US and around the world and what value those events have for those communities. [17.48] Pakistan dreaming – First community-led conference within the salesforce ecosystem in Pakistan. [24.26] Advice for Youngsters – Stop comparing and bringing value to your community in what way you can as the advice that she gives to her younger self, says Quratulain. Connect with Quratulain LinkedIn - https://www.linkedin.com/in/salesforcequrat/?originalSubdomain=pk Twitter - https://mobile.twitter.com/iqurattariq Resources Mentioned in the Podcast Indeed Jobs: https://www.indeed.com/ PakDreamin: https://pakdreamin.com/ Salesforce Community Conferences: https://trailhead.salesforce.com/community/conferences Salesforce Community Events: https://trailblazercommunitygroups.com/ --- Send in a voice message: https://anchor.fm/salesforce-posse/message

OpsStars Podcast
Insights From the 2021 OpsStar of the Year with Raheel Alam, Senior Salesforce Administrator at Showpad

OpsStars Podcast

Play Episode Listen Later Sep 6, 2022 28:15


Raheel Alam, Senior Salesforce Administrator at Showpad, joins Rachael to share the skills and insights on what it takes to be a rockstar Salesforce Admin and an OpsStar of the Year.

Mums On Cloud Nine
Career Boost - From Salesforce Admin to Salesforce Consultant - Part 3- Change Management

Mums On Cloud Nine

Play Episode Listen Later Sep 5, 2022 28:36


Career Boost - From Salesforce Admin to Salesforce Consultant - Part 3    In this week's podcast, We are going to talking about Change Management -  Some people embrace change and others fear it. We talk today about how we can manage that to get the best results.  Why is it important? What the value is to the company that you are engaging and working with and what does it entail?   This will be a six part series during which we are going to look at at how to empower Salesforce users with coaching skills as well as how to manage Salesforce changes with DevOps. We are going to look at how you can pitch yourself as a Salesforce consultant for any job role you might be going for. And more!  If you enjoyed this episode please follow, share and leave a review to help others find us.    Highlights from this episode:  (03:48)   It's a people game  (05:12)  Considering the culture  (12:46) Which approach to take is key  (19:27)  The importance of communication skills  (23:37) Keeping it going and getting feedback    Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit www.supermums.org  Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/  Download our positive affirmation screensavers here to remind yourself how to be a Mum on Cloud Nine https://supermums.org/screensavers/  Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/   

Mums On Cloud Nine
Career Boost - From Salesforce Admin to Salesforce Consultant - Part 2

Mums On Cloud Nine

Play Episode Listen Later Aug 29, 2022 19:18


Career Boost - From Salesforce Admin to Salesforce Consultant - Part 2    In this week's podcast, we're talking about understanding and applying Agile Project Management and why this is an essential skill for any Salesforce professional if they are going to be managing expectations of stakeholders on a Salesforce project  We discuss why it's important, what the value of it is,  why is it in the norm approach for tech? Why did it come about for tech agencies? We  touch on why it's different between traditional and agile project management methodologies and which agile project management methodology would suit you in your job role.  This will be a six part series during which we are going to look at at how to empower Salesforce users with coaching skills as well as how to manage Salesforce changes with DevOps. We are going to look at how you can pitch yourself as a Salesforce consultant for any job role you might be going for. And more!  If you enjoyed this episode please follow, share and leave a review to help others find us.    Highlights from this episode:  (02:40) 4 Key Principles  (06:42)  The beginnings of APM  (09:53) An alternative approach  (14:58)  SCRUM explained  (17:52) The courses we offer    Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit www.supermums.org  Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/  Download our positive affirmation screensavers here to remind yourself how to be a Mum on Cloud Nine https://supermums.org/screensavers/  Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/   

Mums On Cloud Nine
Career Boost - From Salesforce Admin to Salesforce Consultant - Part 1

Mums On Cloud Nine

Play Episode Listen Later Aug 22, 2022 18:04


Career Boost - From Salesforce Admin to Salesforce Consultant - Part 1    In this week's podcast, I'm talking about business analysis skills and why they're really important for any Salesforce professional. It's really important to understand the expectations of the stakeholders you're working with.  If you want to have a successful career as a Salesforce professional and you have an appetite for learning, then your potential really is limitless.  This will be a six part series during which we are going to look at at how to empower Salesforce users with coaching skills as well as how to manage Salesforce changes with DevOps. We are going to look at how you can pitch yourself as a Salesforce consultant for any job role you might be going for. And more!  If you enjoyed this episode please follow, share and leave a review to help others find us.    Highlights from this episode:  (02:37) So what should your priorities be?  (08:53) Your elicitation strategy  (10:03) The Importance of Clear Documentation  (14:08) Business Analysis  (16:03) The courses we offer    Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit www.supermums.org  Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/  Download our positive affirmation screensavers here to remind yourself how to be a Mum on Cloud Nine https://supermums.org/screensavers/  Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/   

Salesforce Posse Podcast
The Future of Salesforce Careers

Salesforce Posse Podcast

Play Episode Listen Later Aug 22, 2022 43:57


This episode's a little different from the regular podcast because it is a session I hosted at London's Calling. London's Calling is a Salesforce community in-person event that I run every year where we bring Salesforce gurus and influences from across the ecosystem. The aim of the event is for all of us to better understand best practices on the Salesforce platform and to help build long-lasting relationships with Salesforce experts across the world that has helped so much in my career. So this session is a panel discussion on the future of Salesforce careers, the current demands, and tips and tricks in the ecosystem. We have Stuart Mills, VP of Trailhead & Ecosystem in EMEA, working at Salesforce. Vikky Moritz-Henry, a Salesforce Consultant and freelance Salesforce trainer from France and Martin Brown, a newly minted Salesforce Administrator, is talking about what he learned while getting his first job, as well as myself. So if you are interested in growing your Salesforce career and understanding some tips and tricks and stats on the current Salesforce talent economy, then you will find some value in this conversation with Stuart, Vikki, Martin and myself. At Salesforce Posse, we interview influencers in the Salesforce ecosystem so that we can gain a better understanding of how to excel in a career path from a Salesforce Admin or Developer to an Architect. Salesforce Posse Podcast Website Contact the Panel: Stuart Mills: Twitter, LinkedIn Francis Pindar: Twitter, LinkedIn Vikky Moritz-Henry: Twitter, LinkedIn Martin Brown: LinkedIn Sponsored by AdminToArchitect.com Salesforce Training --- Send in a voice message: https://anchor.fm/salesforce-posse/message

Urelevant
#36 Salesforce Admin Skills Kit

Urelevant

Play Episode Listen Later Aug 16, 2022 50:00


Have you seen the Salesforce Admin Skills Kit? In this podcast episode, I run through each of the 14 skills you need to take your Cloud Career to the next level! You will also discover ways to represent each of these skills on your resume. Join me as we work our way through all 14 skills. --- Send in a voice message: https://anchor.fm/urelevant/message

Talent Hub Talk
Jodi Hrbek on the role of a Salesforce Administrator, tips for success and managing overwhelm

Talent Hub Talk

Play Episode Listen Later Aug 9, 2022 42:29


In today's episode we are excited to be joined by Jodi Hrbek, a vastly experienced Salesforce professional and the author of a new book called Rock your role as a Salesforce Admin. Jodi shares her Salesforce career journey, how she got into this space and the roles she has held. We discuss how the role of a Salesforce Administrator has changed over the years, look at the emergence of the Platform Manager and Product Owner roles and cover how companies can work out the skills and experience they need from their Salesforce Administrator. Jodi is passionate about helping Salesforce Administrators over-deliver without overwhelm, so she shares some tips for success when starting in a new role and business, explains the Salesforce Administrator conundrum and talks through the value that people will get from her book. Follow Jodi on Linkedin  Find out more about the Rock your role as a Salesforce Admin here. 

Salesforce Posse Podcast
From Salesforce Admin to Salesforce Certified Architect with Johann Furmann

Salesforce Posse Podcast

Play Episode Listen Later Jul 6, 2022 59:31


This episode's guest is Johann Furmann from Berlin. What I love about his Salesforce Story is that he started as an Accidental Salesforce Admin and is now a Certified Technical Architect and has only relatively recently started learning to code on the platform in depth. He is living proof that you don't have to be a really incredible coder on the platform to become a Certified Architect. He works with clients across the world to help support and architect their salesforce implementations following industry standards and best practices and also now builds apps on the Salesforce platform to help Salesforce admins at AdminsHelper.com. At Salesforce Posse, we interview influencers in the Salesforce ecosystem so that we can gain a better understanding of how to excel in a career path from a Salesforce Admin or Developer to an Architect. Johann is one of a growing number of people that are freelancing and carving out a niche for themselves and working for clients across the globe. We talked about if Admins are Architects, Developing on the salesforce platform, and how he sees his role as an architect. Salesforce Posse Podcast Website Contact Johann: Twitter, LinkedIn Sponsored by AdminToArchitect.com Salesforce Training --- Send in a voice message: https://anchor.fm/salesforce-posse/message

Salesforce Posse Podcast
The importance of Curiosity as a Salesforce Architect with Paul Battisson

Salesforce Posse Podcast

Play Episode Listen Later Jun 28, 2022 57:57


This episode's guest 'Paul Battisson' If you are interested in transitioning from a Salesforce Developer to an Architect or COO role. If you want to awaken your inner curiosity and think more like an architect then I think you are going to get a lot of value out of this conversation with Paul. At Salesforce Posse, we interview influencers in the Salesforce ecosystem so that we can gain a better understanding of how to excel in a career path from a Salesforce Admin or Developer to an Architect. In this conversation, I talk to Paul Battisson he is a veteran of the UK Salesforce scene and he started out as a developer at FinancialForce. He has a wealth of experience from transitioning from a Developer to an Architect and now he's COO at Cloud Galacticos he's also an author of several Salesforce Books. Watch online here: Subscribe to the podcast at: https://www.salesforceposse.com/ Website: https://www.cloudgalacticos.co.uk/ Twitter: https://twitter.com/pbattisson LinkedIn: https://www.linkedin.com/in/paulbattisson/ Amazon 'Mastering Apex Programming: A developer's guide to learning advanced techniques and best practices for building robust Salesforce applications' https://amzn.to/3HTt6f9 Amazon 'Learning Salesforce Development with Apex: Write, Run and Deploy Apex Code with Ease (English Edition)' https://amzn.to/3HZeqLl Sponsored by AdminToArchitect.com Salesforce Training 00:00 Welcome 01:22 The British Weather 03:17 Paul Battisson's journey in the Salesforce eco-system 08:35 The Fake Cloud continues in AWS, Azure & GCP 09:50 From Salesforce Developer to Architect 12:07 The importance of Curiosity as an Architect 15:15 You can't learn everything in Salesforce 17:06 Transitioning from Salesforce Architect to COO 19:27 Be Curious; Research, Try it and Break it 10 times. 24:30 When you have a lot of experience, people can lean on you too much 25:30 How Salesforce Roles transition as companies/Orgs increase in size 27:31 All Salesforce Admins make Architectural Decisions, they just don't know it 29:00 The barrier to entry into Salesforce is low, just remember what it used to be 33:00 You are a God and you can go in two directions... 36:56 Moving your Salesforce org from the evolved to design & planned 37:57 Your Salesforce org is like a human body 39:25 Salesforce User Experience 40:08 Tips for moving your Salesforce org from the evolved to design & planned 42:30 Observe, Orient, Describe, Act 42:51 Use Asynchronous Processes 47:55 If you could go back in time and give yourself some when and what would it be? 50:00 Failure is an amazing learning experience 52:15 Be Curious and be willing to break things - stop and think

Mums On Cloud Nine
How to Influence and Lead as a Salesforce Professional

Mums On Cloud Nine

Play Episode Listen Later Jun 20, 2022 49:36


On this episode of Mums on Cloud Nine I am joined by two special guests to discuss the important topic of leadership skills as a Salesforce admin.  David Giller is the Founder & CEO of Brainiate – a Salesforce training and consultancy firm. He also has a weekly live YouTube show to help people develop their leadership skills as a Salesforce profesisonal.  Jodi Hrbek is a Salesforce expert with over 20 years experience as a consultant and director. She is also the author of Rock your Role as a Salesforce Admin, which you can buy now.  A Salesforce admin is not a senior leadership role, and if you're already a Salesforce admin you probably wouldn't consider yourself a leader. But actually what you have to do is lead and influence a team of people to adopt new technology, new processes, and new ways of working, so in many ways it is a lot like being in a leadership role.  As a Salesforce admin, you should be thinking about those qualities and skills right from the outset so that you can build effective relationships across the business.  We are going to help you do that in this episode, so that you can step into your own power.    Highlights from this episode:  (02:21) Introductions  (06:17) The traits of a leader  (20:42) Leveraging your communication skills  (27:55) Not everybody will listen to you  (33:06) Guiding towards the right solution  (38:27) The Salesforce admin conundrum    Find out more about how Supermums empowers women around the globe with training and recruitment services. Join us to train, volunteer, sponsor or hire our amazing women in tech. Visit www.supermums.org  Find out about our free short courses here to start or progress your career in tech https://supermums.org/accelerate-your-salesforce-career/  Download our positive affirmation screensavers here to remind yourself how to be a Mum on Cloud Nine https://supermums.org/screensavers/  Supermums helps women to boost their Salesforce career from starting out to progressing up their career ladder. Sign up to their weekly newsletter to benefit from weekly tips, events and insight https://supermums.org/insights/newsletter/

B2B Nation
How to Get Your Organization Started with Revenue Operations

B2B Nation

Play Episode Listen Later May 18, 2022 21:26


Many organizations are putting Revenue Operations roles in place and growing the role into an entire team. But confusion around the RevOps role, the functions it performs, and where it goes as the revenue team matures continue to be an issue at many organizations. Revenue Operations is not the same as a Salesforce Admin, but in-depth knowledge of your organization's CRM is vital to the role. Nor is RevOps simply a sales operations job, as it should support the entire revenue organization from marketing to customer success. And maybe that's why a definition of RevOps is so hard to develop. In this episode of B2B Nation, we talk to revenue operator Asia Corbett from Bread Financial about how to grow the RevOps function at your organization, how to grow into a RevOps role yourself, and how RevOps will evolve in the short and the long term. Episode Guide 2:15: Asia's thoughts on getting started in RevOps 4:49: The first step in developing a RevOps roadmap 7:43: What are the common misconceptions around the RevOps role? 10:40: What kind of experience makes someone a good fit for RevOps? 14:47: What would we be discussing about RevOps one year from now? 18:00: What is Asia's favorite tool?

B2B Nation
How to Get Your Organization Started with Revenue Operations

B2B Nation

Play Episode Listen Later May 18, 2022 21:26


Many organizations are putting Revenue Operations roles in place and growing the role into an entire team. But confusion around the RevOps role, the functions it performs, and where it goes as the revenue team matures continue to be an issue at many organizations. Revenue Operations is not the same as a Salesforce Admin, but in-depth knowledge of your organization's CRM is vital to the role. Nor is RevOps simply a sales operations job, as it should support the entire revenue organization from marketing to customer success. And maybe that's why a definition of RevOps is so hard to develop. In this episode of B2B Nation, we talk to revenue operator Asia Corbett from Bread Financial about how to grow the RevOps function at your organization, how to grow into a RevOps role yourself, and how RevOps will evolve in the short and the long term. Episode Guide 2:15: Asia's thoughts on getting started in RevOps 4:49: The first step in developing a RevOps roadmap 7:43: What are the common misconceptions around the RevOps role? 10:40: What kind of experience makes someone a good fit for RevOps? 14:47: What would we be discussing about RevOps one year from now? 18:00: What is Asia's favorite tool?

Flex This
Flex This with Liz Aldridge

Flex This

Play Episode Listen Later Apr 15, 2022 83:03


The journey of becoming the best version of ourselves often includes embracing life's surprises. As with many of the folks I have trained throughout my personal training career, Liz and I met through current client client - Bethany Ruhe. (Bethany joined me for a conversation the first episode of this season! Here is the link to our chat) Considering the banter and sarcasm I had in conversations with Bethany, it was no surprise that when Liz and I connected, the conversations became similar. You will hear Liz's whit and humor throughout this entire conversation. It was such a joy to reconnect and to hear about Liz relocating to Arizona, starting a family, becoming a mom and all the life lessons and tools she has gained between the years we last connected. I am really excited to share this conversation with ya'll! Within her career, Liz is personally focused on advancing innovative technology and CRM solutions to support clients and improve efficiency across her organization. She is passionate about the transformation that Salesforce, process excellence and sales operations can drive throughout the business, and about building high performing teams. Liz is a Salesforce Admin certified, Salesforce Sales Cloud Consultant Certified, and have extensive experience in the Sales and Service Clouds. In her personal life, Liz is joyfully sleep-deprived mom of three beautiful kids who occasionally tries to have adult conversations. Liz holds four full-times jobs: mom, tech consultant, wife, and, most importantly, wine drinker. You can find Liz on Instagram @Lizzibee00 However, she believes deeply in the work and impact of the World Central Kitchen and would love listeners to check out their work or donate if feel inclined.  --- Send in a voice message: https://podcasters.spotify.com/pod/show/flexthis/message

The Technopath Way: Productivity through tech for nonprofits
Have More Fun with Your Hybrid Events - Rebecca Tasetano

The Technopath Way: Productivity through tech for nonprofits

Play Episode Listen Later Apr 1, 2022 47:56


Sign up for our weekly newsletter, The Technopath Way Tips, here: echnopath.ac-page.com/the-technopath-way-sign-upWhat is the secret to finally get more people to turn their cameras on during virtual events? How can you get people to actually answer questions and interact? This week on The Technopath Way Sarah interviews hybrid event facilitator and Salesforce Admin, Rebecca Tasetano. They get into ways to make hybrid and fully online events more impactful and fun for attendees and organizers alike!Rebecca's tips for taming the digital event overwhelm:* Give your audience a reason to actually have an event together ie be interactive rather than passive* Interactive tech options besides Zoom * Gatherly * Topia * Remo* Map out the event before hand * What will you need in the physical room to help the digital attendees feel included? Ie Where should the camera be? Can you set up a projector so the presenter can see their digital audience as well? * Will there be physical and online presenters? What orders will they present in? * How many breaks will you include?* Utilize Zoom's break out rooms feature* Have a purpose or discussion topic for each break out room to get the conversation flowing* Plan on breaks throughout your program, don't feel like you have to have every moment scheduled or programed* Track your metrics * Who RSVP'd vs who showed up * Who did your attendees engage with? * How long did your virtual attendees stay? * Check out the facilitator cards Rebecca mentioned https://www.facilitator.cards/cards/* Learn more about Rebecca's online/hybrid event facilitator services - https://www.pkasolves.com

Bosma Enterprises Podcast
Navigating Blindness Podcast - Salesforce Admin

Bosma Enterprises Podcast

Play Episode Listen Later Jan 6, 2022 16:00


On this episode of the Navigating Blindness podcast, Tyler Cox shares how Bosma's Salesforce training course helped prepare him for a career as a Salesforce administrator.

SFDCPanther
Salesforce Admin Interview Questions & Answers #Episode15

SFDCPanther

Play Episode Listen Later Sep 28, 2021 30:05


Hello #Trailblazers, We are back again with a mock interview, In this episode, we have interviewed a candidate who was experience in Salesforce. We hope you will enjoy this episode. This episode was 70 minutes long so we have divided this into 2 parts Admin Developer ( Coming Soon ) Also please share your feedback with us. We would like to improve and provide the content that you all needed. Here is the link where you can get more information. https://www.sfdcpanther.com/podcast/ Please do share your feedback to use. Thank You. Amit Singh (Aka SFDCPanther ) --- Send in a voice message: https://anchor.fm/sfdcpanther/message