Salesforce Admins Podcast

Today on the Salesforce Admins Podcast, we’ve got the Monthly Retro for June.

Join us as we talk about all the can’t-miss Salesforce content from June and why you should submit a presentation for the Admin Track at this year’s Dreamforce.

You should subscribe for the full episode, but here are a few takeaways from our conversation from our Monthly Retro.

Live Events

We just got back from World Tour London which was a blast, and the NYC version just wrapped. There were tons of great presentations and it was so great to see everyone in person again, so make sure you catch up on all the action.

Blog highlights from June

LeeAnne and Mike put together a great roundup about what CDP is and how it will make our lives as admins that much easier. There are a lot of fun use cases and it can help you get a handle on how CDP will turn your rich customer data into action.

Video highlights from June

Another month, another great batch of video content from Jennifer Lee. This time, she’s on the hunt for how to stop unwanted changes to reports you thought were good to go. There’s also a throwback to the old Salesforce UI for those in know.

Podcast highlights from June

“Skills pay the bills,” as they say, and we’ve spent a lot of June highlighting our new Salesforce Admin Skills Kit. We think you should listen to our episode with David Nava, where we catch up on all the amazing things he’s been doing since the last time he was on the pod in 2019 and how he helps other veterans make the transition to the ecosystem.

Dreamforce 2022 Admin Track Call for Presentations

Dreamforce is coming up soon, and submissions are officially open for Admin Track presentations, which are due by July 8th. Make sure to read through this handy blog post to label your submission correctly and, hopefully, we’ll see you soon!


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Full show transcript

Mike Gerholdt: Welcome to the Salesforce Admins Podcast in the June monthly retro for 2022. I'm your host Mike Gerholdt. And in this episode, we're going to review the top product, community and careers content for June. And of course, helping me do that in a bright yellow Jersey, I don't know why, is the familiar voice of Gillian Bruce. Hello, Gillian.

Gillian Bruce: Go warriors.

Mike Gerholdt: Oh, is that why it is? The basketball is over. You know what's crazy along those lines, I think I heard ESPN talk about the Stanley Cup playoffs.

Gillian Bruce: Those are also happening now. Yes.

Mike Gerholdt: Okay. So if we didn't have artificial ice, where would we have these playoffs, because it's hot everywhere. It's like a hundred or something in Iowa.

Gillian Bruce: Well, if they really wanted hockey to be seasonal, it would all be in the fall in the winter. Right?

Mike Gerholdt: As it should be, yes. We'd also be done playing basketball by now, because summer's just for messing around and going to pools and vacations.

Gillian Bruce: To be fair, everyone has been done playing basketball for about a month. It's just the Warriors who managed to win the finals, play into June.

Mike Gerholdt: I see.

Gillian Bruce: The fourth time in recent history.

Mike Gerholdt: Who did they play this year?

Gillian Bruce: Oh, we just beat Boston.

Mike Gerholdt: Boston. Okay.

Gillian Bruce: The Celtics.

Mike Gerholdt: Oh yeah.

Gillian Bruce: Bye Boston.

Mike Gerholdt: I just saw the winning time on that, where the Lakers beat Boston.

Gillian Bruce: Boston Celtics have a very rich history of winning a lot, but now the Warriors have a dynasty themselves. So there you go. There you go.

Mike Gerholdt: We just lost all our Celtic's fans.

Gillian Bruce: Oh, don't worry. Celtics fans love to hear people hate on them. This is kind of what feeds the Boston [inaudible].

Mike Gerholdt: It's a thing?

Gillian Bruce: Yeah. They thrive on the hate. So it's not even hate, it's respect. Good job Celtics. But Steph Clay, [inaudible] Andre are back. All right. Enough of that. It's not a sport's podcast. That's what my husband does.

Mike Gerholdt: Not yet anyway.

Gillian Bruce: We're going to be talking about all the great Salesforce admin content from June.

Mike Gerholdt: Yeah. But first we had people on planes traveling.

Gillian Bruce: Oh gosh, that's right. Planes, trains, and automobiles. Happening.

Mike Gerholdt: Jumping the pond, as they call it.

Gillian Bruce: Yeah. We had some of our team members over in London, not too long ago for the World Tour, which by all things appearing on the social medias looked amazing.

Mike Gerholdt: So shout out to the London admin user group. We love you guys. Thank you for hosting and having Ella and Leanne join. It's always fun presenting there. Gillian, I think all of us have presented there. It's like a right of passage, right?

Gillian Bruce: It really is. It really is. The London admin user group is ... will always hold a special place in my heart, because I feel like it was one of the first admin user groups. And it's just full of just some amazing people who are doing a lot to help each other out and their career growth. And it's just ... yeah, I think that was my first trip to London was ...

Mike Gerholdt: Could be. We did a live podcast there.

Gillian Bruce: We sure did. We sure did.

Mike Gerholdt: That was fun.

Gillian Bruce: Yeah.

Mike Gerholdt: And exciting. Jumping ahead to the tour, the pictures that Ella and Leanne ... Ella and London sent back, all of London sent pictures back to me on my Slack channel.

Gillian Bruce: Ella, Leanne, London.

Mike Gerholdt: Yeah. The theaters look really packed. So everybody really showed up. It's always fun doing stuff at the Excel Center.

Gillian Bruce: Yeah. People are clearly excited to be back in person and to connect and learn and have fun. And that's what it's all about. So it's great to get that vibe and we're just going to carry that vibe right on into the next tour, because Mike, I am literally stepping out the door to go to New York City to go to the New York World Tour.

Mike Gerholdt: Great segue.

Gillian Bruce: Great segue.

Mike Gerholdt: It's going to be awesome.

Gillian Bruce: It's going to be amazing. It's going to be great to connect with the very vibrant, all of the community groups that are in the New York area are going to be representing in full force. We are doing quite a few sessions in both the Trailblazer Theater and we've got a whole breakout session we've got together. Jennifer Lee is presenting a whole bunch, because that's what she does.

Mike Gerholdt: Right.

Gillian Bruce: So it's going to be a really great chance to see everybody and yeah, just meeting some new trailblazers, which is always fun.

Mike Gerholdt: Is there any food that you get in New York that you look forward to?

Gillian Bruce: Oh God, it's been so long since I was there.

Mike Gerholdt: I know, that's why I asked.

Gillian Bruce: I think actually the last time I was in New York was before my first born was born.

Mike Gerholdt: Oh boy.

Gillian Bruce: So I do remember there's a steak place that Damon, my husband is obsessed with called Peter Luger's, which is actually across the bridge. It's not in Manhattan and it's ... Mike, next time you and I are there together, we will go.

Mike Gerholdt: Steak. Yes. The Midwest in me wants steak.

Gillian Bruce: It's one of the most famous steakhouses in the world. So that's fun. I don't know if I'm going to hit that up, but I am going to get to go to hopefully a show on Broadway, which will be really fun.

Mike Gerholdt: Oh fun.

Gillian Bruce: So I looking forward to that.

Mike Gerholdt: Yeah. Pre-pandemic, my last trip to New York was in December and a few of us got to go see a lived tape of Stephen Colbert.

Gillian Bruce: Nice. Nice.

Mike Gerholdt: Yeah. Super fun. Oh man. That was blast. All right. So we can talk more food.

Gillian Bruce: Food. I will say of my-

Mike Gerholdt: It's the Salesforce Admins Podcast where we cover sports and food. Totally makes sense. Right?

Gillian Bruce: Yeah. I'm going to sprinkle in a little bit of trashy TV, because I also say that I have been trying to get tickets to go to a live taping of Watch What Happens Live With Andy Cohen. Needless to say, I've gotten nowhere. It's one of the hardest things to get into. But if anybody on this podcast who's listening right now has a trick of how to do that, I will specifically go back to New York to get in on that taping. So any Bravo diehards or anyone with a connection, let me know.

Mike Gerholdt: That's filmed in New York? I always saw it was filmed in LA. Andy Cohen always comes off to me as very LA.

Gillian Bruce: He's very New York.

Mike Gerholdt: Oh, interesting. I judged that one wrong.

Gillian Bruce: Yeah.

Mike Gerholdt: So top content. First thing I want to point out is the Introduction To Salesforce CDP For Admins, which Leanne wrote. I helped write, but we only get one author. So I chose Leanne. This is a fun little article to dig into. We've heard CDP. Gillian, you were in New York. CDP was everywhere in New York. I'd say as an admin, for sure, jump in.
This was really insightful for me to understand how CDP, which is customer data platform, what it means for admins, how we can do it. And really what are the actual fun cases of sitting around, talking with different parts of our organization, understanding market segmentation, owners, what the business case is for it. To me, it's a good way to really drive that next level engagement with Salesforce. So I enjoyed writing it, check it out.

Gillian Bruce: Yeah. It's a great article. Good job, Mike. I also will say listeners, stay tuned, because we have James Richter, who's going to be joining us on the podcast in a future episode to talk all about CDP for admins. And talking about what he has seen help admins be successful with CDP, how you talk about the strategy of one to implement a CDP, and how to set yourself up for success. So stay tuned. We got more CDP goodness coming your way.

Mike Gerholdt: More CDP. James Richter. Is he any relation to Andy Richter, speaking of Late Night?

Gillian Bruce: I didn't ask. I don't think so.

Mike Gerholdt: Well, there's your first question.

Gillian Bruce: We've already had this conversation, but maybe on Twitter when we release it, we can pile on announcing that.

Mike Gerholdt: "Are you related to Andy Richter." "No, I get asked that all the time though. Thanks." The next thing I wanted to point out was a video that Jennifer Lee put out. A part of The How I solved It series, Monitor Unwanted Changes To Reports. The title says it all, right?

Gillian Bruce: Who doesn't want that?

Mike Gerholdt: Oh my. Come on.

Gillian Bruce: Stop changing my reports, people.

Mike Gerholdt: It's like, it just ... so it was really good how she worked through it. I really enjoyed watching her talk with Cassie. The screenshots, walking you through everything, for those of us in the know, there's even some throwback days to the old field layout properties, where you get to see the old Salesforce interface. But man, let me tell you. The number of times that I've put reports out into the world and then a few months later come back and reran it. It's like, what did you do? How is it possible for you to have tangled up and changed things this bad? So I really appreciate this post. I'm sure admins will too.

Gillian Bruce: It's a must view. It's a must view.

Mike Gerholdt: It is. And Gillian and tee you up for the trifecta of the content that we put out in June. You did a podcast with David on transferable skills, because you're the skills person.

Gillian Bruce: Hey skills pay the bills, as they say.

Mike Gerholdt: Yep.

Gillian Bruce: Or do they say that? I don't know.

Mike Gerholdt: They do now.

Gillian Bruce: I'm just saying that. So yes. I had a fantastic conversation with David Nava, who is a repeat guest on the podcast, but he's done a lot since the first time he was on in 2019. That's when he was just starting to make his transition from the military to working in the Salesforce ecosystem. Now not only is he working in the Salesforce ecosystem, but he's on his second kind of Salesforce ecosystem company and that happens to be Salesforce.
So, and he's a now not just making his own transition from military to Salesforce, he's helping hundreds and hundreds of other people in the military community make the same transition. So really great to catch up with him, talk really about kind of how that admin skills kit can play into helping folks figure out which skills they can transfer from their previous or current industries into the Salesforce ecosystem. So give it a listen, if you haven't already. David is fantastic. So many great things. I mean, hey, who doesn't want to hear from a Naval flight officer who is-

Mike Gerholdt: Oh, seriously.

Gillian Bruce: An amazing Salesforce professional. And he's got such a passion for giving back and helping other people make similar transitions.

Mike Gerholdt: Yeah. Yeah. Very cool.

Gillian Bruce: Yeah. Must listen.

Mike Gerholdt: What I fear or what I'm happy to announce will be a new segment on the pod, that we will wrap things up with is, hey, it's just about Dreamforce time.

Gillian Bruce: It's beginning to feel a lot like Dreamforce.

Mike Gerholdt: Yeah.

Gillian Bruce: Coming back this year.

Mike Gerholdt: In person in San Francisco, where they have a winning basketball team.

Gillian Bruce: Yeah, we do. Dynasty.

Mike Gerholdt: See, I worked that in there.

Gillian Bruce: Dynasty.

Mike Gerholdt: Want to remind everybody and the link will be in the show notes, you have until July 8th to submit to the admin track call for presentations. Please take a second, read that blog post. And I mean read it, not skim it and like, "Oh cool. It's open. Here's the link." But actually read through it. There's some fields we want you to fill out, because this is open for all of Salesforce. So all of Salesforce is collecting submissions through the CFP, not just Admin developer and Architect Track and want to make sure that you label your submission correctly, so that we can adequately review it, because we have a tight little turnaround.
It's going to be Dreamforce before we know it. So if you have an idea, start sketching it down. As soon as you're done listening to the podcast, which it's almost over, I promise, maybe another block and a half to home and then we're done. But think through, submit early, don't wait till July 8th, because I promise you're going to wake up and you're going to be like, "Oh it's July 8th. Oh it closed." Or the tab died, or your internet goes out, or something. It's going to happen. Get it in early. There's no reward for being last in the door.

Gillian Bruce: Yeah. Get it in early. Make sure that you really kind of think about why this belongs at Dreamforce. Again, read the posts. It's all in there about how to put it together. What kind of content we're looking to feature at Dreamforce. So, it's a great opportunity. If you've never thought about presenting a Dreamforce, here is your opportunity. And if you're a little nervous, partner with somebody who has presented before. There are a lot of people who presented before, who would love to have a collaborator. So great opportunity to develop some content, share it and get a really cool experience.

Mike Gerholdt: Yep. I would agree. If you want to learn more about anything that we talked about on today's episode, please go to to find those links and resources, including the one to the CFP. You can stay up to date with us on social for all things admins. We are at Salesforceadmns, no eye on Twitter. I'm on Twitter at MikeGerholdt and Gillian is at GillianKBruce. So that, stay safe, stay awesome and stay tuned for the next episode. We'll see you in the cloud.

Direct download: June_2022_Monthly_Retro_with_Mike_and_Gillian.mp3
Category:general -- posted at: 3:00am PDT