How Admins Build Confidence with Agentforce

Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce. Join us as we chat about how the Admin Adoption Framework can help you build confidence with Agentforce and her new video series, "Kate Clicks Through It". You should subscribe for the full episode, but here are a few takeaways from our conversation with Kate Lessard. Tackling AI adoption overwhelm Admins are feeling the pressure to "get AI-ready," but the pace (and the jargon) can be intimidating. The key is starting with small, actionable steps that build momentum and confidence. Remember, it's OK not to know everything on day one. Luckily, Kate and the Evangelist team have been working on something to give you a helping hand. It's called the Admin Adoption Framework, and it gives you a structured path to build confidence with Agentforce in five simple steps: Explore what's possible Get curious Try it out Make it work Use it often By working through this list, Salesforce Admins can pinpoint their current phase, set goals, and identify the next best step—whether that's learning about AI use cases or diving into hands-on experimentation with Agentforce. Keeping pace with new features While your organization is probably keen to get started with Agentforce, the great thing about the Admin Adoption Framework is that it's a process that works for just about any implementation. For example, we know that good data is the backbone of effective AI solutions, so we can go through the same five steps with Data Cloud. Tech changes fast, but how you learn new things and build confidence with them doesn't. Developed through extensive research and feedback from admins, Salesforce MVPs, and folks on the product team, the Admin Adoption Framework is a template for continuing success. Hands-on learning with "Kate Clicks Through It" Hands-on learning is the best way to build confidence with new features, and Kate's been working on a new video series to help you get started. "I personally am someone who learns best by doing," she says, "I need to get hands-on, I need to do something. In many cases, I need to do it over and over again." In "Kate Clicks Through It," she walks you step by step through Salesforce processes like how to build an Agentforce data library, or how to use Org Check as an alternative to Optimizer. Each 10-minute video has a demo that will let you click along with her and try things for yourself. Kate has a lot of great tips to share about how to build confidence with Agentforce, so be sure to listen to the full episode. 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 Admin Blog: Your 5-Step Guide to Successful Agentforce Adoption YouTube Series: Kate Clicks Through It Admin Trailblazers Group Admin Trailblazers Community Group Social Kate on LinkedIn Salesforce Admins on LinkedIn Salesforce Admins on X Mike on Bluesky social Mike on Threads Mike on X Love our podcasts? Subscribe today or review us on iTunes! Full show transcript Mike Gerholdt: Welcome to the Salesforce Admin's podcast. This week, admin evangelist Kate Lessard joins us to dive into the Agentforce adoption journey. From building a foundation AI to launching the new Kate Clicks Through It YouTube series, Kate walks us through how admins can thoughtfully and confidently bring AI into their organizations. We also chat about how feedback shaped the adoption framework. So if you've been wondering where to start or where you are on your AI journey, this episode's for you. Let's get Kate on the podcast. So Kate, welcome back to the podcast. Kate Lessard: Thanks. It's been a while. Mike Gerholdt: Yeah. January. Was it when we did the kickoff? That was the last time. Kate Lessard: Maybe. Or maybe did we do a TDX, prep for TDX call maybe? Mike Gerholdt: We might've. Other podcasters would remember their episodes, but me, just crank them out. Kate Lessard: Yeah, you're a little busy. Mike Gerholdt: It's okay. So you've been busy as well. Let's talk about Agentforce stuff and YouTube stuff and everything you've been working on. Kate Lessard: Yeah, absolutely. It has definitely been a busy year. It's been flying by. And some really exciting stuff that we've been working on for admins this year. Mike Gerholdt: First up being Agentforce stuff, because Agentforce. I know there's not too much Agentforce out there. People say that, there's not. When we're recording this ChatGPT is coming out with a new model. This is our new norm. It's like when the iPhone drop, there's not enough iPhone information out in the world. There's always iPhone information out in the world. There's always going to be AI stuff for us to learn. Kate Lessard: Yeah, agreed. I think that that's the really cool thing about Agentforce and the job that we get to do is that we get to play with and learn the new things ...