Salesforce Admins Podcast

Today on the Salesforce Admins Podcast, we talk to Anna Szabo, ISV Platform Expert at Salesforce.

Join us as we chat about getting started with Trailhead, how to decide which certifications to go for, and why we all need to embrace failure.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Anna Szabo.

Give yourself a chance

Anna wanted to be Salesforce certified for a long time before she actually jumped into Trailhead and got started. “To be honest with you, I didn’t believe I could,” she says. But in 2022, she decided: she’d get her certification by the end of the year.

She left notes for herself everywhere that she’d be a certified Salesforce Administrator, but still couldn’t seem to get started. On May 23, 2022, she wrote herself a poem:


"Give Yourself a Chance" by Anna Szabo

When feeling scared, just give yourself a chance!

By analyzing paralyzed, you can’t advance.

To make some progress, starting is a must!

While outcomes pursuing, please the process trust!


Just give yourself a chance so you can soar!

View learning as a blessing, not a chore!

For outcomes to happen, you must start the process! 

Engage in learning to ensure your progress! 


Yes, you can do it; give yourself a chance!

At future, not the past I recommend you glance.

A vision helps you through the journey to advance!

Get started please! Just give yourself a chance!


Within 30 days, Anna earned her Admin certification. She became 19x Salesforce certified in 1 year, and earned the All Star Ranger rank in only 477 days. Today, she works for Salesforce as an ISV Platform Expert and has helped over a thousand Trailblazers get their certifications, too.

Be the CEO of your career

One of the most common questions I get asked at events is some version of, “How do I decide which certifications to pursue on Trailhead?” Anna’s advice is to be the CEO of your career and, as CEO, you need to look at which certifications are demanded in the marketplace. What shows up on job listings? What about for your dream job?

When you’re going for these certifications, Anna encourages you to embrace failure. “Studying for these exams only exposes how much you don’t know,” she says. Even with all of her accomplishments, Anna had to retake several certification exams. Keep on giving yourself a chance and you’re bound to succeed.

More content from Anna to help with your certifications

In addition to her role at Salesforce, Anna creates a ton of content to help other Trailblazers follow their dreams. If you’re thinking about getting more certifications or going for your first, make sure to check out her YouTube channel or find her on LinkedIn.

This episode is jam-packed with inspiring words and motivation, so be sure to take a listen if you haven’t already. See you next week!


Podcast swag

Learn more


Admin Trailblazers Group



Direct download: Never_Give_Up_on_Your_Dreams_with_Anna_Szabo.mp3
Category:general -- posted at: 1:00am PDT

Today on the Salesforce Admins Podcast, we’re revisiting our episode with Emma Keeling, Salesforce Consultant and Nonprofit Community Group Leader.

Join us as we chat about the skill of project management and some best practices to help you keep things organized.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Emma Keeling.

Why everyone needs Project Management skills

Emma is one of our guests on this month’s Skills for Success video series, which breaks down the skills Salesforce Admins need to succeed in today’s world. And even though we brought her on to talk about Project Management, she actually doesn’t call herself a project manager. But she uses those skills all the time as a Salesforce Consultant, which is kind of the point.

When we think of Project Management, we imagine an array of timetables and Kanban Boards, and, indeed, there are some project managers who use those things to do big jobs at large organizations. What Emma does, however is a little different. She keeps her team on task, on schedule, and working together effectively. And those are skills that every admin should have.

Start with the starting point

Often, your starting point is figuring out what you’re even starting with. Is this a new process or an old process? Has it been documented before or are you coming in to make those decisions? And what are the priorities for the organization? Sometimes someone is saying they need this feature or that feature but the problem you really need to be solving is something else entirely.

“One of the key things is people,” Emma says, “if you’re doing an implementation, you’re probably not the expert on everything.” If you’re adding a new feature for fundraising, for example, you probably need to talk to the people doing the fundraising to figure out the best way to do things.

Timelines for your organization and your people

Even if you’re not a Kanban Master, you need to be aware of what timelines are important for your organization. For the nonprofit world that Emma operates in, November 1st is an important date because it marks the start of the holiday giving season. That means you probably want to get anything related to donations squared away and tested before it sees heavy use.

You also want to be aware of how timelines affect your people. Is everyone busy at the same time, or are their schedules independent from each other? Who is going to make plans based on the timeline that you’re outlining? It’s crucial to communicate which dates are firm and which dates are flexible. And it’s important to build in flexibility in case the unexpected happens.

Be sure to listen to the full episode for Emma’s four key Project Management skills for admins.

Podcast swag




Direct download: Replay__Project_Management_with_Emma_Keeling.mp3
Category:general -- posted at: 1:00am PDT

Today on the Salesforce Admins Podcast, we talk to Dorian Earl, Founder & CEO of Development Consulting Partners.

Join us as we chat about how to integrate Salesforce with your business processes by working backwards.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Dorian Earl.

A lost rolodex and a new career in Salesforce

Dorian and I have been running into each other at event after event, and I finally got him to come on the pod. He does a lot of work with different companies on refreshing their Salesforce org to match their business processes, so I’m excited to share his insights with you.

20 years ago, Dorian was selling medical supplies and using an old-school planner to keep track of everything. One day, he was driving home from some client visits when he had the funny feeling he had forgotten something. “I saw about $80,000 in pipeline go flying on the interstate,” he says, and that’s when he knew he needed a better way.

Dorian started using Salesforce, initially as an org of one, keeping track of his own pipeline. He got hooked and ended up founding a string of businesses based around the platform. These days, he uses his experience in sales and his knowledge of the Salesforce platform to help companies map their business processes over their tech stack to get the most out of both.

Defining business processes for Salesforce

Time again, the biggest issue that Dorian sees is that his clients haven’t defined their processes in terms of Salesforce. “Every company defines an account a little differently,” he says, “so I push my clients to say what an account means to them, and what it means to them when somebody creates an account, or when we convert a lead into an account.”

No matter what internal terms you use, it’s important to be clear about how Salesforce is built to work. For example, you should only create an opportunity for a qualified lead. It means something specific on the platform, but you might need to do some work to help your users understand that. Otherwise, you end up with a request for a field to track whether or not a prospect is interested.

How to start a business process backwards

The most helpful thing you can do is start with the end goal in mind and work backward from there. What does the business want to look at to measure success? What report is that in Salesforce? From there, you can figure out what steps need to happen on the platform to run that report, and how those correlate to the business processes already in place.

Businesses that have had Salesforce for a while sometimes start to wonder if it’s still working for them. Usually, it’s a question of refreshing the business processes and bringing them into alignment with what needs to happen in the org. Dorian compares it to owning a home: if you want to have a workout space, you don’t go around looking for a new house, you make space in your garage.

Dorian has tons of experience helping all sorts of businesses helping them to get the most out of Salesforce, so be sure to listen to the full episode for more tips and insights, including why exception reports are the best place to start when you’re refreshing an org.

Podcast swag

Learn more

Admin Trailblazers Group



Direct download: Keeping_Processes_Fresh_in_Salesforce_with_Dorian_Earl.mp3
Category:general -- posted at: 1:00am PDT

Today on the Salesforce Admins Podcast, we talk to Joy Shutters-Helbing, Salesforce MVP, Chicago Admin Co-Leader, and Golden Hoodie recipient.

Join us as we chat about why frontline experience is so important to your Salesforce career and the importance of networking.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Joy Shutters-Helbing.

Getting experience as a Salesforce user

I recently ran into Joy at World Tour Chicago, where I was shocked to discover that we’ve never had her on the pod. One of the most common questions I get asked is how to get started in a Salesforce career, and I think she has some great advice on the subject.

Joy and I both got involved with Salesforce as users, first, before transitioning into an admin career. That meant we already understood how business processes were supposed to work and how Salesforce could help. And that’s what can be the missing step for someone armed with Salesforce credentials but not a lot of real-world experience.

Get frontline experience while you learn Salesforce

Joy’s biggest piece of advice for someone looking to get started in Salesforce is to get experience in an industry you’re passionate about. “Go and answer those phones as a call center rep,” she says, “be that first line of employees that are working with customers that are going to be using Salesforce with a high frequency.”

In the meantime, you should be working through Trailhead and enhancing your skills on the platform. In short, you’ll be able to learn the ins and outs of business processes while you’re building up your Salesforce knowledge. And be on the lookout for opportunities to make suggestions and get involved in how the platform is used in your organization.

Why networking is misunderstood

Joy also has a great perspective on networking and how it’s misunderstood. When she’s looking for a new role, she updates her resume and makes cold applications like everyone else. But she also isn’t afraid to let people know that she’s looking, which creates an invitation for people to send things her way.

The difference here is between asking someone for a favor and allowing them to help you. And people will want to help you if you’re active in the community and have helped them in the past. It’s all about looking for ways to get involved in your local user group and pay it forward.

Be sure to listen to the full episode for more insights from Joy, and more about what it’s like to don the coveted Golden Hoodie.

Podcast swag

Learn more


Admin Trailblazers Group



Direct download: Unlocking_Salesforce_Efficiency_with_Joy_Shutters-Helbing.mp3
Category:general -- posted at: 1:00am PDT