Episodes

  • Winter '27: What Admins Should Check Before Their Org Upgrades

    Winter '27: What Admins Should Check Before Their Org Upgrades
    Oct 15 2026
    Today on the Salesforce Admins Podcast, we talk to Jennifer Lee, Lead Admin Evangelist at Salesforce. Join us as we chat about all the cool new features coming in the Winter '27 Release, including Builder Central, Setup with Agentforce, and what's new with Flow. You should subscribe for the full episode, but here are a few takeaways from our conversation with Jennifer Lee. Admins are agent-powered with Builder Central and Setup with Agentforce First of all, this is the first week with our new format, there will be a video version as well. Coming soon to the Salesforce Admins YouTube channel to see demos, clips, and visual explainers for each episode. Today, we're looking ahead to the Winter '27 Release with Jennifer Lee to find out which new features admins need to know about. One thing that generated a lot of excitement at Dreamforce is Builder Central. It's an intelligent, agent-powered workspace where you can build, test, and deploy solutions using natural language. You really need to see it in action to understand how powerful it is, so check out the video for this episode, where we have a demo for you. Setup with Agentforce is also now generally available (GA). This tool simplifies so much about managing users, configuring your org, and troubleshooting user access issues. Jen's found it to be especially helpful for reorganizing role hierarchy and, in general, taking control of permissions in your org. Three Flow enhancements to make your life easier Jen highlights three Flow enhancements that she thinks will have a big impact for admins: Edit History allows you to review, restore, and reuse past versions of a flow. If you've ever found yourself staring at a broken flow and asking yourself why you can't just go back to a version that worked, this enhancement is for you. Also new in Winter '27, you can now process multiple records with Screen Flows from List Views and Related Lists. This makes it easier than ever for your users to do bulk updates with a quick mass action, without having to leave the screen flow they're already working in. Finally, Test Mode (Beta) allows you to debug and test in Flow Builder in one place. You can save manual tests so you're not entering the same criteria over and over again, and use them to build an automated testing suite. Jen's steps for release readiness The wonderful thing about Salesforce is that a new release is always around the corner. For Jen, release readiness comes down to four steps: Plan and learn Get hands-on Test Communicate with your team and users The good news is that by reading this post, you're already doing step 1. So my advice is to pick one new feature for this week's episode and spend some time exploring it. As admins, we learn so much more when we get our hands dirty and start building. Make sure to listen to my full conversation with Jen for more highlights from the Winter '27 Release. And don't forget to subscribe to the Salesforce Admins Podcast to catch a new episode every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins YouTube Channel: @SalesforceAdmins Salesforce Admins YouTube video: A 4-Step Release Readiness Guide for Admins Salesforce Admins Blog Post: Jen's Top Winter '27 Release Features For Admins Salesforce Admins Blog Post: Introducing Setup with Agentforce: Your New Admin Superpower Salesforce Admins Podcast Episode: September Monthly Retro Admin Trailblazers Group Admin Trailblazers Community Group Social Jen on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full Transcript Mike Gerholdt: Welcome to the Salesforce Admins podcast, this week I'm joined by Jennifer Lee to walk through Winter '27 Release readiness, including Builder Central setup with Agentforce Flow and some of the features that admins should be paying attention to after Dreamforce. Now, hey, quick heads up, if you're listening on Apple Podcasts, Spotify or wherever you get your podcast, there's a video version of this episode over on our Salesforce Admins YouTube channel and this time it matters because we're actually dropping demos and clips into the conversation. Now, don't get me wrong, you'll still get the full discussion right here but you're going to miss out on some really fun stuff by not seeing the video one. So, go check out that video version on YouTube, let me know what you think, in the meantime, let's get Jennifer on the podcast. So, Jennifer, welcome to the podcast. Jennifer Lee: Thanks for having me. Mike Gerholdt: Yeah. Well, it's October, it's post Dreamforce time which means we got to start paying two releases and you put out an amazing release readiness blog. We've also gone through Dreamforce, there's been iterations of stuff being updated so I figured why not have Jennifer back on the podcast to talk about everything that we saw at Dreamforce, everything that was in the release and maybe, I think, some ...
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    28 mins
  • September Monthly Retro: What Changed, What Matters, and What Admins Should Do Next

    September Monthly Retro: What Changed, What Matters, and What Admins Should Do Next
    Sep 24 2026
    Today on the Salesforce Admins Podcast, we talk to Joshua Birk, Senior Director of Admin Evangelism, and Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about what caught our attention at Dreamforce, what surprised us, and what's worth spending time on. You should subscribe for the full episode, but here are a few takeaways from our conversation with Joshua Birk and Kate Lessard. Build fast and accurately with Builder Central Probably the most exciting announcement from the keynote is Builder Central. It's a low and no-code workspace to enable admins to build fast and accurately, without compromising on security. From React sites to flows to agents, you can get an idea off the ground with plain language prompts. But just because you move fast doesn't mean you need to break things, thanks to automated testing, safety checks, and built-in controls. "We can take what we as admins already know about data models and our org structure and really, truly define what we're building," Kate says. You can upload requirements documents and information about your organization's business processes to make sure everything that you build works from the get-go. Create consistently amazing Salesforce experiences The other thing that was touched on in the keynote was Headless 360 and the Headless Experience Layer. You can bring Salesforce to Slack, Claude, and anywhere else your users need to interact with your data. If you're feeling overwhelmed by how many different ways there are for users to interact with your Salesforce data, know that you're not alone. But at the end of the day, these are experiences that you're designing for your users to make their lives easier where they're already working. Admins need to focus on governance and security Finally, the biggest takeaway from Dreamforce this year is that governance and trust are more important than ever. Hackers use AI too, and the threat landscape is constantly evolving. Now more than ever, the role of the Salesforce Admin has shifted into governance. That means data cleanup and strict permissions controls to make sure that your agents are working as intended. And that also means getting a better handle on how your data is moving across platforms and who might have access to it. Trust is a core principle at Salesforce, and so we're rolling out new tools like Security Center Essentials and the Transaction Security Policy Accelerator to help you take control of what's going on in your org. There's so much more great stuff in our September Monthly Retro recap of Dreamforce, so make sure to listen to the full episode. And don't forget to subscribe to the Salesforce Admins Podcast to catch us in your feed every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Blog Post: Dreamforce 2026 Product Highlights for Admins Salesforce 360 Blog Post: Introducing Builder Central: The No Code AI Workspace for Salesforce Salesforce Platform Guide: Your Guide to the Headless Toolkit: Bring Salesforce Anywhere Humans and Agents Work Salesforce 360 Blog Post: Deploy Best-Practice Security Policies Instantly with Transaction Security Policy Accelerator Admin Trailblazers Group Admin Trailblazers Community Group Social Josh on LinkedIn 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 Gerholdt: Before we jump into today's conversation, I want to give you a quick heads up about what's coming on the Salesforce Admins Podcast. Starting in October, we're moving to two episodes a month with a little bonus episode to kick things off. So October 1st, we're talking about how do I decide if a new Salesforce feature belongs in my org? Because Salesforce just released it and we should turn it on, are two very different things. Then on October 15th, Jennifer Lee joins me for a special video and audio episode, Winter '27, What Admins Should Check Before Their Org Updates. We'll help you figure out what deserves your attention, what you should test, and what you need to be ready for before the release hits your org. And then on October 29th, we're asking the question, what does an admin certification prove in the Agentforce era? We'll look at what certification tells employers and admins today and where hands-on experience and judgment fit into that picture. So after October, you can expect two episodes a month focused on helping you understand what matters, why it matters to your work, and what you can actually do with it when you get back to your organization. And that brings us to today's episode. So I'm joined by Kate Lessard and Josh Birk for a post Dreamforce conversation about what caught our attention, what surprised us, and more importantly, what's actually worth an admin spending time on. We're going to talk about Builder Central and what it could change about how admins build, new ways Salesforce can show up in ...
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    40 mins
  • How Do I Decide If a New Salesforce Feature Belongs in My Org?

    How Do I Decide If a New Salesforce Feature Belongs in My Org?
    Oct 1 2026
    Today on the Salesforce Admins Podcast, we talk to Alastair Dinning, Senior Solution Architect at Salesforce. Join us as we chat about the process of adding new features to your org, from what to look for when you're reading through release notes to rolling something new out and driving adoption. You should subscribe for the full episode, but here are a few takeaways from our conversation with Alastair Dinning. Which new features should I pay attention to in the release notes? The exciting thing about working in the Salesforce ecosystem is that it's continually evolving. A new release is always around the corner, chock-full of new features that could improve your org. But how do you sift through everything to figure out what will add value and what's just a shiny new toy? My guest this week is Alastair Dinning, a Senior Solution Architect with Salesforce Professional Services. He has 14 years of experience as a consultant for businesses of all sizes, helping admins change their orgs for the better. For Alastair, the most important thing when you're looking through release notes is to have a clear understanding of your business processes and problems. Do any of these new features address a pain point? Whether you practice SABWA, run a steering committee of power users, or use a case management system for feedback, you need to have your finger on the pulse of your users. Three pathways for adding a new feature to your org Once you've identified a problem you'd like to address, Alastair lays out three options: you can build a declarative solution yourself, you can buy a solution off of the AppExchange, or you can work with a developer to code something custom. Building your own declarative solution means that you end up with something that's tailored exactly to your specific business requirements, but it also costs you resources in terms of time. Buying something off the AppExchange, on the other hand, costs you money up front, but you're saving a lot of time and can deploy the change quite quickly. Even if the solution isn't 100% right for your specific problem, Alastair encourages you to reach out to the AppExchange partner because they're often willing to make improvements. Finally, coding a custom solution is probably the most expensive in terms of internal resources, but gets you exactly what you want. The drawback here is flexibility. You don't want to end up with a solution that you can't update if your business context changes in the future. Know when to keep Salesforce steady for your users If you've spent time with your users and really understand their pain points, adoption should come easily. But at the end of the day, the job of the admin isn't to constantly roll out new features—it's to make life easier for your users. Sometimes, the best thing you can do is to keep your Salesforce environment consistent and stable. That means not only identifying which new features could possibly be helpful for your org, but having proactive conversations with leadership about the bigger picture. Make sure to listen to my full conversation with Alastair for more about how to roll out new features to your org and how admins can best work with consultants. And remember 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 Podcast Episode: September Monthly Retro: What Changed, What Matters, and What Admins Should Do Next Admin Trailblazers Group Admin Trailblazers Community Group Social Alastair on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: This week on the Salesforce Admins Podcast, I'm talking with Alastair Dinning, a senior solution architect with Salesforce Professional Services about how admins can decide if a feature is right for their org. We're going to dig into how to spot the business problem behind a feature, when to click, buy, or code your solution, how to prototype before making a big investment, and why timing and support ability matter just as much as functionality. So next time you find yourself reading the release notes and thinking, "Oh, that looks cool," you'll have a framework for deciding when to implement it. With that, let's get Alastair on the podcast. So Alistair, welcome to the podcast. Alistair Dinning: Thank you, Mike. It's good to be here. Mike: We connected ironically over Slack. Not ironic. Is it ironic? I always get hung up because I'm afraid I say ironic because I learned irony from Alanis Morissette, but we connected over Slack because you're a fan of the podcast and you work at Salesforce. And I was like, "Hey, I have this topic that I think you're perfect for." So let's start off by you letting everybody know what you do at Salesforce and how you got there. Alistair Dinning: So I am a senior solution architect with Salesforce Professional Services. I've been...
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    37 mins
  • What Does the Salesforce Admin Job Market Look Like Right Now?

    What Does the Salesforce Admin Job Market Look Like Right Now?
    Sep 10 2026
    Today on the Salesforce Admins Podcast, we talk to Maria Alvarez-Zarrilli, Founder and Principal Consultant for Throughline HR LLC, and William Walsh, Salesforce and AI Recruitment Lead at Harvey Nash. Join us as we chat about what Salesforce employers are looking for in new hires and how to get your career started. You should subscribe for the full episode, but here are a few takeaways from our conversation with Maria Alvarez-Zarrilli and William Walsh. How the Salesforce Admin job market has changed Over the past few years, the role of the admin has changed a lot. It's no longer about how many certifications you have or how many users you can manage. While those skills are still important, being a great Salesforce Admin is much more about how you put that knowledge into action to support core business processes and generate value for your organization. So how do you stand out from the crowd? That's what I wanted to talk about with Maria Alvarez-Zarrilli and William Walsh. As recruiters, they see the Salesforce Admin job market from both sides: what it's like when you're looking for a role and what employers are asking for when they hire. Increasingly, it's not just about what you can do in Salesforce, but how you can connect it to the business and make an impact. Talk about business impact The number one thing that Maria looks for in a Salesforce Admin is requirements literacy. "It's not just being able to take a set of orders and execute it, but really be able to fine-tune that," she says. "Push back, make recommendations, be in front of what's happening and have that longer future vision, knowing that so many of these runways are going to be short with AI." Showing you have that skill is tricky, but it starts with how you talk about your experience. Are you describing features, or are you talking about the benefits? Don't just list outcomes; talk about impact. You need to show that you can think bigger than what you're building and understand how it fits with larger organizational goals. The power of showing up William urges job seekers to spend real, face-to-face time in the Salesforce community. At this point, everybody has shiny, AI-polished LinkedIn profiles and resumes. But meeting someone and making a connection with them can be so much more powerful than sitting in front of your computer mass-applying to every job opening you come across. "This ecosystem is super welcoming, and everybody wants to see everybody succeed," William says. "So go to some user groups, some local events, and you'll see how quickly people around you start to root for you and start to put your resume in front of the people they know." Maria and William have a ton of great tips for interviews and navigating the Salesforce Admin job market, so make sure to listen to the full episode. And while you're at it, subscribe to the Salesforce Admins Podcast to catch us every Thursday. Podcast swag Salesforce Admins on the Trailhead Store Learn more Salesforce Admins Podcast Episode: What Skills Transfer Well Into a Salesforce Admin Career? Salesforce Admins Podcast Episode: How the Salesforce Administrator Role Is Evolving in the Agentic AI Era Admin Trailblazers Group Admin Trailblazers Community Group Social Maria on LinkedIn William on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: The Salesforce admin job market looks a lot different than it did a few years ago. So, what are employers actually looking for right now? And how do you make sure your resume, experience, and interview skills line up with that? Well, today on the Salesforce Admins Podcast, I'm talking with Maria Alvarez-Zarrilli, founder of Throughline HR, and William Walsh, who leads Salesforce and AI recruitment at Harvey Nash. We get into why certifications alone aren't enough, how industry experience can help you stand out, and why curiosity and communication matter so much once you get into the interview. So, whether you're looking for your first admin job or your next admin, we're also going to tell you about where it's worth spending your time. With that, let's get Maria and William on the podcast. So, Maria and William, welcome to the podcast. Maria Alvarez-Zarrilli: Thank you so much for having. William Walsh: Thank you. Thank you for having us. Mike: This is going to be exciting. I have not had two people on in the job space ever, so I go from zero to two, which is smart. But Maria, let's start with you. Tell us a little bit about what you do in the job recruiting, job placement space. Maria Alvarez-Zarrilli: Absolutely. Well, thanks so much for having us. My name is Maria Alvarez-Zarrilli. I am the founder and CEO and principal consultant for Throughline HR LLC. And very much in the vein of what we're talking about, this is my new solopreneurship venture launched in the last two months in response to everything that's happening in the job market....
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    50 mins
  • Security Center Essentials: What Admins Need to Know Now

    Security Center Essentials: What Admins Need to Know Now
    Sep 3 2026
    Today on the Salesforce Admins Podcast, we talk to Sabrina Simeroth, Product Manager on the Salesforce Security Product Team. Join us as we chat about the new Security Center Essentials feature and how to work security reviews into the rhythm of your organization. You should subscribe for the full episode, but here are a few takeaways from our conversation with Sabrina Simeroth. What is Security Center Essentials? The last time we had Sabrina on the pod, we were talking about Health Check scores. However, as she explains, that number is meant to be an assessment of your organization's security Configurables at a single point in time. But what about continuous monitoring? That's where Security Center Essentials comes in. "With Essentials, we're trying to give a broader and more ongoing visibility," Sabrina explains, with a focused set of security metrics you can monitor over time. It makes it easy to see things like what managed packages are supported, which third-party platforms have access to your data, and who in your organization made changes. In other words, Security Center Essentials gives you a map for how your org is structured, making it easier to spot potential problems and make sure your security and governance are aligned with your business goals. Two questions to ask for security reviews So how do you get started with Security Center Essentials? For Sabrina, it's all about context. Once you've run Health Check and dialed in your security settings and policies, you want to use the metrics on Security Center Essentials to get context for how things work in your organization. From there, Sabrina recommends asking yourself two key questions: What should be in my environment? Who owns this managed package? Who installed it? Who is using it? What has changed most recently? Were you expecting it? Who did it? How does it affect your business processes? Sabrina recommends establishing a monitoring cadence around regular business process milestones. If something is updated every Tuesday, check before and after to make sure everything happened as expected. As an admin, you have the best operational context to flag potential problems and bring them to your security and governance team. Why you shouldn't chase a perfect Health Check score While your Health Check score is helpful for giving you a general understanding of how your security standards compare to industry best practices, Sabrina urges you not to chase a perfect score. "Your Health Check score should begin a security review, rather than ending a review," she explains. It's there to flag areas of your org that need a closer look, so you can make decisions about how much intentional risk your business needs to carry. The most dangerous security threats are the ones you don't know about. It's OK not to have a perfect Health Check score, as long as you know why you're doing it. Make sure to listen to my full conversation with Sabrina about how to use Security Center Essentials 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 Help Docs: Security Center Essentials Salesforce Admins Podcast Episode: What Are Security Essentials for Salesforce Admins? Kate Clicks Through It: Protect Your Salesforce Org With Health Check Admin Trailblazers Group Admin Trailblazers Community Group Social 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: Security is one of those things where it's really easy to look at a score and think, "Great. I'm done." But your Salesforce org doesn't sit still and neither does your security posture. Today I'm talking with Sabrina Simeroth from the Salesforce Security product team about Security Center Essentials and how admins can use it to understand what's connected to their org, what's changed, and what deserves a closer look. We talk about why getting a perfect Health Check score isn't necessarily the goal and how to work security reviews into the rhythms of your organization. So if you've ever opened up a security dashboard and wondered, "Okay, what am I actually supposed to pay attention to?" This episode is for you. Let's get Sabrina on the podcast. So Sabrina, welcome to the podcast. Sabrina Simeroth: Thank you. Thank you so much for having me back. Mike: Well, it's worth talking about because security is always top of mind for Salesforce admins. And the last time I had you and Laura on, we were talking about Security Center Essentials. And I think if memory serves me right, people now have that available to them and admins can start getting in touch with it, right? Sabrina Simeroth: Yeah. Absolutely. So that has been launched and it is fully rolled out. They should be able to see that in production orgs and some sandbox orgs as well. Mike: Sweet. So you're integral part ...
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    27 mins
  • What Does the Salesforce Platform App Builder Certification Prove Today?

    What Does the Salesforce Platform App Builder Certification Prove Today?
    Aug 27 2026
    Today on the Salesforce Admins Podcast, we talk to Alexis Kingma, Senior Certification Developer at Salesforce. Join us as we chat about the newly updated Salesforce Certified Platform App Builder exam and the best way to prepare for certifications. You should subscribe for the full episode, but here are a few takeaways from our conversation with Alexis Kingma. The Salesforce Platform App Builder Certification gets a refresh The Salesforce Certified Platform App Builder exam has been updated, and the process is more complicated than you might think. This week, I'm talking to Alexis Kingma from the Salesforce Certification team to find out what's changed, why it matters, and how to best prepare for an exam. Whenever Alexis and her team are doing a refresh for an exam, they start by interviewing a range of subject matter experts working in the real world. For the Salesforce Certified Platform App Builder exam, they're trying to answer a simple question: "What is the industry saying is most important if somebody's looking to hire an app builder?" Alexis encourages you to think of a certification exam as a validation of your knowledge. In other words, it's proof that you have the expertise to build cutting-edge apps and implement them in your organization. Shifting the focus to Flow and Agentforce So what's changed? The focus is on automations with Flow and Agentforce. As Alexis explains, if you're looking to hire an app builder, you're looking for someone with a deep understanding of Flow. Do you know which flows are best for which situations? Can you troubleshoot them? Can you maintain and monitor them? They want to make sure that anyone who passes the certification exam has the Flow expertise they need to hit the ground running. The other change is including Agentforce as an automation tool for app building. While you don't need to be a power user (there's another certification for that), Alexis and her team want to make sure that you have it as an option in your toolkit. How to prepare for Salesforce certification exams According to Alexis, every Salesforce certification serves as a gauge for your practical, on-the-job skills. This means if you are currently building applications for your company, you are already ahead of the curve. To support the recent updates, her team has curated a specialized Trailhead trail that features interactive badges, allowing you to practice directly within a sandbox environment. Alexis also highly recommends taking a close look at the exam guide for any certification you're going for. They're written very intentionally, she explains, to give you a very specific idea of what level of understanding they're asking for on each topic. Words like "create" or "configure" are asking for much more in-depth knowledge than "describe" or "understand." Finally, if you're attending Dreamforce, Alexis wants to remind you to schedule your free certification exam. Make sure to listen to the full episode for more about the Salesforce Platform App Builder certification exam. 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 Exam Page: Salesforce Certified Platform App Builder Trailhead: Prepare for Your Salesforce Platform App Builder Certification Dreamforce: Guide to Certification Exams at Dreamforce 2026 Admin Trailblazers Group Admin Trailblazers Community Group Social Alexis on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Full show transcript Mike: This week on the Salesforce Admins Podcast, I'm talking with Alexis Kingma from the Salesforce certification team about the newly-refreshed Salesforce Certified Platform App Builder exam. We're going to get into exactly what changed, why Flow now has a bigger role on the exam, and where Agentforce fits into the app builder skillset. So whether the Platform App Builder is your next certification or you just want a better sense of where admin skills are headed, this episode is worth a listen. Now, before we get into it, be sure to subscribe and share it with any other admin who's thinking about their next certification. So with that, let's get Alexis on the podcast. So, Alexis, welcome to the podcast. Alexis Kingma: Thank you so much for having me. I'm excited to be here. Mike: Well, I am a huge fan of our exams and certifications. And you can take one, you don't have to have the other, and I like to have both. But I love that we have a lot of exams and we redo them, we update them, we refresh them, at least we try to. I feel the product now is changing super quick. But before we get into all of that, Alexis, tell us a little bit about your history and how you came to Salesforce and what you do at Salesforce. Alexis Kingma: Absolutely. So I am on the Salesforce certification team. We are a team of Salesforce employees who are solely dedicated to ...
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    32 mins
  • How AI Could Change the Way Admins Set Up Salesforce

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

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