Salesforce Admins Podcast

March Monthly Retro with Gillian and Mike


Today on the Salesforce Admins Podcast, we’ve got the monthly retro. In this episode, we go over all the great blog posts, videos, and all the other Salesforce content from March.


You should subscribe for the full episode, but here are a few takeaways from our conversation between Mike and Gillian.


Blog highlights from March.


Mike points to Brian Owens’ post about what to do after you get your certification. How do you prep for a Salesforce admin job interview? What should your LinkedIn profile look like? For Gillian, LeeAnne’s post about integration is something you simply shouldn’t miss.



Podcast highlights from March.


If you can’t tell, March has been integrations month, and Gillian wants to highlight a conversion she had with Zayne Turner and LeeAnne Rimel about how admins should think about integrations. Mike highlights another episode we did we LeeAnne about how to think through everything that’s changed as we move to a more virtual world.



Video highlights from March.


“I love when admins think through, visually, how you can call something out in the user interface,” Mike says. For him, a great video for this month was Marc’s walkthrough of how to incorporate emoji flags into your Salesforce org to make it more accessible and easier to understand at a glance. For Gillian, LeeAnne and Ashley Simmons going over MuleSoft Composer is something you simply can’t miss, and don’t miss the No Silly Questions episode about disabling person accounts.



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Full Show Transcript

Gillian Bruce: Welcome to the Salesforce Admins Podcast and the pot of gold at the end of the rainbow or the March monthly retro for 2021. I'm your host, Jillian Bruce and in this episode we will review the top product, community and careers content for March. And to help me do that, I'm joined by the one and only Mike Gerholdt.

Mike Gerholdt: Hey, Gillian, we have literally a pot of gold at the end of this podcast because we are going to play a fun quiz show. Fun, that's the pot of gold.

Gillian Bruce: Well, I'm excited. I mean, I love fun.

Mike Gerholdt: And I would do that in an Irish accent, except it wouldn't sound that way, it just comes off as a rejected pirate try out for some, Johnny Depp movie.

Gillian Bruce: Now, I definitely am going to make you give me your Irish accent at some point.

Mike Gerholdt: No. Because it sounds like a pirate, just it's... I got a peg leg. Nothing.

Gillian Bruce: All right, Mike. Well, let's start with our content. Let's start with some blogs, what's a blog you'd love to highlight for the month of March?

Mike Gerholdt: Well, I am a big fan of Salesforce certification for admins, I've always been super empowered by my certification. I remember in October of 2008, when I first got mine. And so I loved reading the, you've earned your Salesforce administrator certification now what? And this sneaks in the window of being a March blog post, because it was published on March one by, Brian Owens. And I think it's just a good reminder of all the things you should do before you get a Salesforce admin job interview. Updating your LinkedIn profile, how to prepare for your interview and what to do before you accept the offer. And all of that is just money in the bank to me and makes me think back to those super fun days when I first got my certification.

Gillian Bruce: I think it's a really great post too because, we often get questions from the community of, cool I got certified, now how do I get a job? And I think that Brian's post hope it answers a lot of those questions and give some good structure and guidance around that process, so good highlight. Well, the post I would like to highlight for March, is all about integration. So March was a month of integrations, in case you couldn't tell, there was a lot of integration theme content across all of our channels. And this was a post by, Leanne who led the charge and it talks about, "Hey admins, how should you think about integrations? Why are they important to you? How might you approach them?" It's a great overview about all of the different types of integrations that we as admins should think about in the Salesforce universe and it's a good introduction to all of the different integration content we've got for the month, which I will be speaking more about in the next few sections.

Mike Gerholdt: This could quickly turn into the best of Leanne's content podcasts because, moving on I loved reading all of the integration stuff that we did this month. And I love thinking through, to me it's adding holiday lights when you can string them together, that's integrations when like, "How do I add more and make more things light up and make it all run off one timer?

Gillian Bruce: And make coordinate it with music.

Mike Gerholdt: Seriously, the people that do that are next level. You watch those YouTube videos, man, I'd love to be able to have that patience. I don't, I get through one string and I'm like, "Yeah, everything looks good, let's be done."

Gillian Bruce: If I have to do anything other than a couple pieces of electrical tape, no, no, that's it. The complexity that we're doing here, that's it.

Mike Gerholdt: Yeah, pretty much, pretty much. But we had some podcasts in March for an awkward segue that no one was expecting. Jillian, what was your favorite podcast in March?

Gillian Bruce: No, I thought that was a fine segue there, Mike.

Mike Gerholdt: My God but okay, go a head.

Gillian Bruce: Well, surprise, surprise, the podcast I would like to highlight from March is also about integrations. And this was a really fun conversation I got to have with, [Zane] Turner who leads our architect relations team and of course, Leanne [Rimal] who is part of almost all of our content this month. Again, talking about how admins should think about integrations and some of architect minded strategies that would help any admin no matter how complex or not complex your Salesforce implementation is. So it was really fun, it's also just super cool to be able to chat with two super technologically, skilled females on a tech podcast. I nerd out about that and it was really fun and they're two of my favorite people anyway, to work with. So it was a good conversation I highly recommend you check it out, we get into some really good meaty topics and help stretch your idea of what an integration is. So check it out.

Mike Gerholdt: I love those and I also preface by thinking, when you see Leann, do those really slick demos or when we have walk throughs of stuff. On the back end of that, we've thought through like, are we showing good architecture? Because, that's the unseen how quick when we demo something that we show and that's why I love listening to this one, is thinking through how architects think. Because all of that is the stuff we don't show.

Gillian Bruce: It's all the behind the scenes pre-planning so that when you see this finished product that makes sense, looks beautiful it's all put together, it flows well but those are all decisions that we made way before even getting to that first demo. So it's a very good set of strategies and skills for all admins to think about.

Mike Gerholdt: Well, in true, can't shake a stick and not hit some Leanne content this month. I chose the podcast that we did with, Leanne on learning in a virtual world for two reasons. One, it was great to have all of us back on one podcast again, just chatting. It takes me back to a few years of, I remember sitting at Salesforce offices on the second floor of that... Well, it was the second floor of the third floor of Rincon, which sounds super confusing to everybody listening. But it was this hot little loft and off in the corner and be like, "Okay, Leanne, let's sit down and record a podcast really quick." And it had 10 minutes in and it's like a sauna, cause it's so hot in there.

Gillian Bruce: Hey, we were talking about hot topics.

Mike Gerholdt: Nothing to do with this podcast, so this is just reminiscing. But it was good to think through, we've been working differently for a year now and to have a fresh perspective from, Leanne on working through this pandemic and then coming back and having observed and really taking that mental bandwidth with you. And thinking through, how are your colleagues going through this? What are you doing? How are you taking care of yourself? There's just a ton in this and it was just a good refresher pod that wasn't some of our usual content.

Gillian Bruce: Agreed. Not directly talking about how you structure Salesforce, but definitely talking about how you can better structure maybe some of your work habits. And yeah, I mean, working together and collaborating in this virtual world has actually been quite a fun transformation in a lot of ways, so it was interesting to talk about that. So we also had some videos in March, Mike.

Mike Gerholdt: I mean, we're a video machine. I feel every time I go to YouTube, I see you and I see, Leanne

Gillian Bruce: We're like the admin cable channel or something, it's just always something new coming out.

Mike Gerholdt: I feel it's more akin to early years of discovery, because it's these two expert corner and no silly questions.

Gillian Bruce: And we've got how I solve this too, which I believe is one of the ones you wanted to talk about, right?

Mike Gerholdt: Absolutely, I thought this one was great. So I love when admins think through visually how you can call something out in the user interface. And so, Mark did a great, how I solve this with emoji flags video and to me, you'd love to sit and think your users pine and read through every detail of all of the record and comb through all the activity history. And really sometimes they just run a list view and want to see the status and they spend a glancing look at it to figure out who they should call next. And I thought this video was really good at that and ultimately, it comes down to how do you help your users consume information visually faster and have a little bit of fun with emoji flags.

Gillian Bruce: I mean, who doesn't like emoji? I have yet to find. I mean, well, honestly, Damon, my partner does not like emoji at all. He refuses to retweet anything that has emoji in it or text any emojis, this is the one riff we have in our relationship. But other than him, I haven't found anyone that doesn't like emoji.

Mike Gerholdt: I'm often feel like sometimes I'm constrained, there's not enough emoji.

Gillian Bruce: Well, that's what we have now, Bitmoji and Animoji. I think we need to continue to build out our emoji languages since this is a secret goal of mine.

Mike Gerholdt: There's been times when I'm like-

Gillian Bruce: We have Trailmoji.

Mike Gerholdt: I know, yes. But I still need more flags. That flag portion that could be expanded, there could be more flags.

Gillian Bruce: Agreed.

Mike Gerholdt: What about a state flag, why don't we have those? Not that I own flag, is all that awesome let's be honest.

Gillian Bruce: There's actually a really total side note for those of you looking to nerd out on flag design, there's a great podcast that I recommend from 99% Invisible about actually flag design and they do a very interesting story about, I think it's Aruba and how their flag has drastically changed.

Mike Gerholdt: Really?

Gillian Bruce: And there's a whole international debate, it's fascinating. Anyway, I'll find out the exact episode, we'll put it in the show notes but-

Mike Gerholdt: Is it called fun with flags?

Gillian Bruce: And no, that would be great. But I don't think that's the title of it, that's what I would've called it. But I'm not cool enough to host 99% Invisible.

Mike Gerholdt: No, no, but vexillology is that how you say it? V-E-X-I-L-L-O-L-O-G-Y. Vexillology, it's the study of history and symbolism of flags.

Gillian Bruce: And there you go. See, learn something new, I would say.

Mike Gerholdt: Fun with flags.

Gillian Bruce: Fun with flags. Okay, but we also had other videos, so we're going to have fun with those videos too. I had two that I really wanted to highlight this month and they're two very different ones, so don't worry. One was the launching of this amazing new expert corner series that, Leanne is hosting. Again, Leanne is amazing, she created a ton of content this month and this again is focused on integrations. This is with our MuleSoft Composer, Product Manager, Ashley Simmons. This is amazing, this is the behind the scenes, one-on-one chat, you get with a PM at a Dreamforce or a TrailheaDX but you can just click play on the internet and you can watch it. It's really, really great in-depth, super nerdy discussion about MuleSoft Composer and the nitty gritty of how you use it, what admin should do with it.
Definitely check it out. I think it's 25, 27 minutes long, so it's short and sweet enough for you can consume it, but also in-depth enough to where you get more than just a couple minute clip. Because the other video I want to recommend any everyone check out is literally two minutes long. And that's the new silly questions that we just put out about person accounts. So we got a really great question from, Jonathan Forester. Who's actually part of our Salesforce military community, about why can't you disable person accounts after you enable them? Why is this so difficult? And so I got a product manager our project Manager, [Hidong] to help us answer that question. So check it out, again it's a couple minutes long and if you have not so silly Salesforce questions always remember send them my way. And I may ask you to submit it via video and then I'll get you an expert answer. So that's the video land for me in March.

Mike Gerholdt: No, that's awesome. First of all, thank you, Jonathan, for your service. I saw on Twitter his jubilation, I will call it over getting his question answered. That is a good and easy way to bubble your question at the top, let me tell you, because that was a fun, fun video to watch.

Gillian Bruce: And it's always great, excuse for me to, prod the product managers and being like, "Why does this work this way?" So if you've got a product question-

Mike Gerholdt: Why does person accounts have to be a permanent thing?

Gillian Bruce: Why is this so complicated? And then we get them on video and force them to answer. So please keep sending me your questions.

Mike Gerholdt: Yes, please do. So we promise you a pot of gold at the end of the podcast and we are there. I thought it would be fun in the vein of, we've had some sort of theme every month. So for March, we're going to do Mike's March madness quiz show. So, Gillian I have thought of three questions, they're all multiple choice for you, around things that happened in March that are in my mind, just kind of complete madness. And that's why-

Gillian Bruce: I like it.

Mike Gerholdt: That's I've called it. And if you get all three rights, I haven't determined what the prize is. I could do a-

Gillian Bruce: I thought I'll get a pot of gold, isn't that how that works?

Mike Gerholdt: You're sure, yeah. Pot and gold to be determined.

Gillian Bruce: Fair, fair. I mean, everybody I love it.

Mike Gerholdt: So this is fun, fun. A fun, fun, Mark's March madness quiz show. So, Jillian, March is a great month for basketball but not so much for employee productivity. According to USA today, unproductive workers cost their employers blank amount in 2019, and this was paid to employees, spending company time on bedding pool priorities. So blank amount in 2019, was that a, $90 million, b, $1 billion or c, $4 billion.

Gillian Bruce: Men, I mean, I know that March madness is the number one sports betting, fun bracket time of all. Before billion sounds a lot. So I'm going to pick the middle option, I'm going to say 1 billion, b.

Mike Gerholdt: You'll be incorrect. Is actually c, $4 billion. March madness costs employers in 2019, so obviously with pandemic in 2020, I couldn't find an article about that, but I was blown away too. So 4 billion.

Gillian Bruce: Okay, well there you go.

Mike Gerholdt: Madness. Our second madness question. The quote, luck of the Irish is celebrated on March 17th, which was not too long ago, if you listen to this podcast also known as St. Patrick's Day. But what other holidays are also celebrated in March? Is it a, National Fanny Pack Day?

Gillian Bruce: God, I hope that's true.

Mike Gerholdt: B, What if Cats and Dogs had Opposable Thumbs Day?

Gillian Bruce: My God.

Mike Gerholdt: Or c, National Earmuff Day?

Gillian Bruce: These are fantastic, I didn't know any of these existed.

Mike Gerholdt: I put a lot of work into this quiz, I'm very proud of myself.

Gillian Bruce: I'm also not very distracted thinking about what would happen if my dog, Rex had opposable thumbs. I literally like the F... When I first got him as a puppy, I remember my dog walker sending me a photo of a destroyed kitchen with flour and chocolate and everything all over the place and her text message was, "Rex, tried to bake you a cake without thumbs." So I'm partial on the fanny packs, I think I'm going to go with a, I'm really hoping that's true. Because then I have an excuse to wear a fanny pack.

Mike Gerholdt: Actually. Ding, ding, ding, all of them are true. So March 3rd is, What if Cats and Dogs had Opposable Thumbs Day, March-

Gillian Bruce: Who came up with that?

Mike Gerholdt: It's madness, I don't know. March 9th is International Fanny Pack Day.

Gillian Bruce: I missed it.

Mike Gerholdt: So that's come and gone and National Earmuff day, we just missed it, Nash is March 13th. The choices were actually so funny, I couldn't think of funnier ones and I was like, "I'm just going to make it all of them." This is all of them. Upcoming, March 21st is Absolutely Incredible Kid Day, so if you have an absolutely incredible kid-

Gillian Bruce: I mean, my kids are okay.

Mike Gerholdt: March 23rd is World Meteorological Day and March 31st is World Backup day.

Gillian Bruce: Backup?

Mike Gerholdt: Yeah.

Gillian Bruce: Backing up your data?

Mike Gerholdt: I Don't know, I just thought. This is also why I didn't choose those.

Gillian Bruce: You'll be excited about the Meteorological Day, because you love the weather channel?

Mike Gerholdt: Yeah, sure.

Gillian Bruce: No, it's fantastic wake. I'm going to have to remember Fanny Pack Day, next year.

Mike Gerholdt: Fanny Pack Day is March 9th. Third question, so you're 50, 50 here for the win. According to research from the UK Office of National Statistics, kids born in March are statistically more likely to grow up to become what? A, a marine biologist, b, an airline pilot or c, a philanthropist?

Gillian Bruce: Well, Dana my partner was born in March and he's none of those. He's also not very common, I wouldn't use him as an example for anyone else.

Mike Gerholdt: Wow. That fun fact, learn during March madness quiz.

Gillian Bruce: What's appropriate, because he does do sports for a living so I should talk about him on podcast. And when I say, do sports, he just talks about that, he's not actually doing a sporting activities. So let's see, God, marine biologist, pilot and philanthropist. Pilot?

Mike Gerholdt: You are correct. Kids born in March according to UK Office of National Statistics are more likely to grow up to become a pilot. I threw marine biologists in there because I was a sign field fan and philanthropist because I felt like it would throw people off.

Gillian Bruce: A pilot, wow. Okay, well, I had-

Mike Gerholdt: So start racking up your frequent flyer miles if your kid was born in March.

Gillian Bruce: There you go. Okay. Well, that was fun, Mike.

Mike Gerholdt: You went two for three, on Mike's March madness quiz show.

Gillian Bruce: I mean, the second one was a give me, so that was good.

Mike Gerholdt: I know but who's going to turn down International Fanny Pack Day?

Gillian Bruce: Definitely not me. Thank you, Mike. That was very fun. I appreciate that.

Mike Gerholdt: Yes. What if Cats and Dogs had Opposable Thumbs Day.

Gillian Bruce: That's going to give me nightmares, is what that's going to do.

Mike Gerholdt: Then bake your bread, you never know. Unlike the UK's Office of National Statistics, if you want to learn more about all things we just talked about in today's episode, please go to to find those links and many more resources. You can stay up to date with us on social for all things admins, we are @SalesforceAdmns. No, I, on Twitter. I am @MikeGerholdt and Gillian, is @GillianKBruce. Don't forget to tweet her non-silly or silly question. There is no such thing as a silly question. And with that, stay safe, stay awesome and stay tuned for our next episode. We'll see you in the cloud.

Direct download: March_Monthly_Retro_with_Gillian_and_Mike.mp3
Category:general -- posted at: 3:00am PDT