E28 How to Avoid Salesforce Anti-Patterns & Salesforce AI

Curious about how to succeed on the Salesforce AppExchange? 💡 In this episode, we dive deep with Igor Stuyver, the creator of PDF Butler, a groundbreaking app that's transformed document generation for businesses. From his humble beginnings as an architect to becoming a successful app creator, Igor shares the struggles, strategies, and lessons learned while building a successful app for the Salesforce ecosystem. 🔍 Discover how he tackled challenges like speed optimization, gaining trust from customers, and passing Salesforce's tough security review. He also spills the secrets on how to stand out in a crowded market, innovate on existing ideas, and find the perfect moment to take the entrepreneurial leap. 💥 Whether you're a Salesforce professional, aspiring app creator, or just curious about the behind-the-scenes of app development, this conversation is packed with actionable insights. Don't miss out! Visit www.SalesforcePosse.com to learn more

In this episode of The Salesforce Posse Podcast, host Francis Pindar sits down with Shane Smyth, CTO of Saltbox and Salesforce B2B Commerce expert. Shane shares his fascinating journey into the Salesforce ecosystem, starting back in the days of ExactTarget, and dives deep into the world of B2B Commerce. From the evolution of Salesforce Commerce Cloud to practical tips for creating successful storefronts, this conversation is packed with valuable insights. Key topics include: The history and differences between Salesforce B2B and B2C Commerce Best practices for storefront design and platform integration Navigating product pricing, order fulfilment, and checkout complexities Future trends in B2B Commerce and the impact of Salesforce innovations like Hyperforce and Data Cloud Whether you're a seasoned Salesforce professional or new to B2B Commerce, Shane’s advice and experience will provide actionable insights to help you elevate your digital commerce strategy. Don't miss this knowledge-packed episode! You can find Shane on LinkedIn and YouTube! 00:00 Introduction to the Podcast 00:15 Meet Shane Smith: B2B Commerce Expert 01:56 Shane's Journey into Salesforce 04:21 Understanding Salesforce B2B Commerce 06:00 Differences Between B2B and B2C Commerce 10:28 Building a Successful B2B Storefront 16:08 Challenges in B2B Commerce 25:26 Future Trends in Salesforce B2B Commerce 30:43 Getting Started with B2B Commerce 39:39 Final Thoughts and Advice 42:09 Closing Remarks You can find Shane on LinkedIn and YouTube! 🔔 Subscribe for more episodes on Salesforce best practices and industry insights!

In this episode of the Salesforce Posse podcast, host Francis Pindar sits down with Ian Gotts, founder and CEO of Elements.cloud, for an eye-opening conversation that every Salesforce professional needs to hear. Ian takes us on a journey from his early days as one of Salesforce’s first customers to the cutting-edge innovations in Data Cloud that are shaping the platform's future. Curious about how Salesforce is evolving to handle the massive amounts of data that drive today’s business decisions? Want to know how Data Cloud can finally deliver on the promise of Customer 360? Ian doesn’t just talk theory—he shares practical insights and real-world examples that can help you navigate this complex landscape. From understanding the critical importance of planning and data strategy to avoiding costly pitfalls, this episode is packed with advice that could make or break your next Salesforce project. But that’s not all. Ian and Francis dig into why the days of being a Salesforce generalist are over and why specialising in areas like data and AI is the key to future-proofing your career. They discuss the challenges of implementing Data Cloud, the hidden opportunities it presents, and why getting your hands dirty with this technology could be the smartest move you can make this year. Whether you are just starting your Salesforce journey or looking to deepen your expertise, this episode will inspire you to think differently about your career and the technology shaping our world. Don’t miss out—tune in and get ahead in the rapidly evolving Salesforce ecosystem.

Step into the forefront of Salesforce innovation in this captivating episode of the Salesforce Posse podcast. Recorded at the heart of London’s Calling, this episode features host Francis Pindar in conversation with Salesforce experts Vanessa Grant and Adam Olshansky, exploring the architectural advancements and strategic insights driving Salesforce's next era. Amid the vibrant atmosphere of London's premier Salesforce event, this episode unravels the journey from traditional Salesforce roles to the cutting-edge realms of AI and architecture. Vanessa, with her extensive consulting experience, and Adam, hailing from his technical architect role at Google, shed light on the evolving Salesforce landscape, highlighting the critical role of business analysis and the transformative power of AI. "Architecting Success" offers a deep dive into the pivotal shifts and emerging trends in the Salesforce ecosystem, providing listeners with a roadmap to navigating and excelling in this dynamic environment. The podcast not only charts the technical evolution of Salesforce but also captures the personal growth stories and professional insights of those leading the charge. Tune in to "Architecting Success" for an insider’s perspective on the next generation of Salesforce development, the strategic importance of business analysis, and the innovative integration of AI. This episode is a must-listen for anyone eager to grasp the future directions of Salesforce, from seasoned architects to newcomers aspiring to shape the next wave of success in the Salesforce community. Join us on this journey at London's Calling and be part of the conversation defining Salesforce's next era.

In this episode of the Salesforce Posse podcast, host Francis Pender engages with Vanessa Grant, a Los Angeles-based business analyst and consultant with over 13 years in the Salesforce ecosystem. Vanessa discusses the critical role of quality business analysis in Salesforce projects, sharing insights from her experience and emphasizing the importance of effective stakeholder management. Ideal for Salesforce professionals seeking to enhance their BA skills or understand its impact, this episode is packed with valuable advice and fun anecdotes from Vanessa's career journey. What you will learn What is a Salesforce Business Analyst? Why developing strong business analysis skills is crucial for Salesforce admins and developers. The significance of quality business analysis in Salesforce projects. Vanessa Grant's journey from music to Salesforce and her approach to business analysis. Strategies for managing complex stakeholder relationships effectively. The challenges business analysts face in the Salesforce ecosystem and how to overcome them.

Welcome to another episode of the Salesforce Posse Podcast! In this episode, we're diving deep into the fascinating intersection of Salesforce and the nonprofit sector. Our special guest is Lawrence Newcombe, a Lead Technical Architect and Certified Technical Architect (CTA) at giveclarity.org. With years of experience in the charity and nonprofit sectors, Lawrence is the go-to expert on how Salesforce architecture is being leveraged to bring about positive change. What You'll Learn: Getting Started: Lawrence shares his journey of how he entered the nonprofit world and the role Salesforce played in that evolution. Salesforce and Nonprofits: Discover the primary reasons why nonprofits and charities are adopting Salesforce for essential tasks like fundraising and program management. Implementation Nuances: Learn about the distinct strategies employed when implementing Salesforce in small vs large nonprofit organisations. Career Tips: Hear Lawrence's advice for anyone looking to gain experience and build a career working with Salesforce in the nonprofit sector. Challenges: Understand the hurdles nonprofits face, including the difficulties in recruiting the right talent for Salesforce roles. Future Outlook: Get a glimpse into what’s on the horizon for Salesforce’s Nonprofit Cloud and how data analytics and artificial intelligence might shape the future. If you're interested in the Salesforce ecosystem, particularly in a nonprofit or charity setting, then this episode will offer a wealth of knowledge and insights. Don't miss out! Tune in to enrich your understanding of how Salesforce is not just a CRM but a powerful architecture that can drive change and impact in the nonprofit and charity sectors.

Welcome to the inaugural episode of our "State of Salesforce Implementations" Webinar Series! 🌟 This is your ultimate guide to unlocking the full potential of Salesforce for your organization. 👥 Your hosts for this series are industry luminaries: - Francis Pindar, a titan in the Salesforce ecosystem - Lars Malmqvist, the go-to expert for scaling and governance - Ines Garcia, an agile aficionado who’s all about delivering value - Kristian Jørgensen, a master in evolving end-to-end implementation capabilities on Salesforce 📋 What can you expect from this groundbreaking series? - Managing Change When Scaling and Rolling Out: Transition smoothly and reduce hiccups along the way. - Governing Multi-Team Salesforce Programs: Take charge and lead your team to Salesforce success. - Delivering Value in an Agile Way: Adapt and deliver with speed and efficiency, even as the landscape gets more complex. - Becoming a Product Organisation: Transition from project-based to a product-centric focus. - Evolving Salesforce DevOps Capabilities: Scale your technical acumen and operations seamlessly. - Data Management, Analytics, and AI: Make data-driven decisions that make a difference. 🎯 The aim is to provide you with actionable insights, best practices, and cutting-edge strategies to succeed in the ever-changing Salesforce landscape. Don’t miss this golden opportunity to level up your Salesforce game! Sign up for the rest of the series at https://AdminToArchitect.com/sos/ Stay tuned, and let's transform the way you do Salesforce, together. 🚀 #Salesforce #StateofSalesforce #WebinarSeries #AdminToArchitect

Join us in this captivating podcast episode, where we engage in a conversation with Kristian Jorgensen, an accomplished Salesforce professional and author of the 'Salesforce End-to-End Implementation Handbook.' Kristian offers invaluable insights and knowledge about Salesforce implementation and project management, making this conversation enlightening and informative. Kristian is a skilled business and IT leader who excels in building high-performing teams that enjoy their work. With extensive experience in both commercial roles and expertise in Salesforce, Kristian has a comprehensive understanding of the challenges faced by enterprises. This unique perspective enables him to provide valuable guidance to organizations as they plan, execute, and expand their Salesforce initiatives. Kristian delves into the intricacies of navigating Salesforce projects, from initial planning stages to successful execution. He shares his expertise in designing effective solutions, managing technical debt, aligning with business objectives, and fostering collaboration between stakeholders. With a background in consulting and diverse industry experiences, Kristian sheds light on common challenges and shares practical strategies for overcoming them. The discussion emphasizes the significance of understanding user needs and aligning them with the overall business strategy. Kristian reiterates the importance of continuous communication and collaboration among business, IT, and development teams. Additionally, he explores the role of a Centre of Excellence in guiding Salesforce initiatives towards success. Listeners will gain valuable insights on strategically approaching Salesforce implementation projects, maximizing platform value, and ensuring a smoother journey for all stakeholders involved. Kristian's passion for sharing knowledge and improving the Salesforce ecosystem shines through, making this podcast a must-listen for anyone looking to excel in Salesforce implementation and project management. Connect with Kristian: LinkedIn: linkedin.com/in/kristianjorgensen/ Salesforce End-to-End Implementation Handbook: amazon.com/Salesforce-End-End-Implementation-Handbook/dp/1804613223/ Get the Transcript at: https://salesforceposse.com/how-to-make-salesforce-implementations-successful/ Sponsored by: AdminToArchitect.com Salesforce Architect Training

“Confidence is coming from a place of feeling comfortable.” Andrea Pacini In this episode of the Salesforce Posse Podcast, I have a conversation with Andrea Pacini. He is a presentation coach and Head of Ideas on Stage UK. He specialises in working with business owners, leaders and their teams who want to become more confident presenters.  Since 2010 Ideas on Stage has worked with thousands of clients around the world, including companies like Microsoft, Lacoste, The World Bank and over 500 TEDx speakers.  Andrea is on a mission to stop great ideas from failing just because of the way they are presented. His vision is to help hundreds of thousands of business leaders share their message so they can grow their business, increase their influence and make a positive impact in the world.  We start the conversation with Andrea’s childhood, career journey, and why he wanted to become a presentation coach. Communication is how we share thoughts, ideas, and feelings. To establish good communication between people, we have to explain them effectively. It doesn’t matter if you have brilliant ideas or experiences if you can’t communicate them properly. Every audience is different. Some prefer simple language, and some prefer more complex language. It’s based on the knowledge level the audience has on the subject. In this part of our conversation, we discuss the importance of using language that everybody in your audience can understand. Resources: Read Confident Presenter Book: Amazon UK, Amazon US Take the Confident Presenter Scorecard Visit the Ideas on Stage website.

A brand new episode of the Salesforce Posse podcast is now live. I, Francis Pindar, had the honour of hosting Lars Malmqvist, Partner at Implement Consulting Group, a #Salesforce CTA from Denmark, who is the master of Salesforce anti-patterns and generative AI. 🔎 In this episode, we deeply dive into the world of Salesforce anti-patterns, like the common belief that 'declarative is always safe'. Any seasoned Salesforce professional will confirm that this is far from the truth! As well as some other fascinating anti-patterns. 🧩 We also unpack the concepts of patterns and anti-patterns, highlighting their significance in architecting sound Salesforce solutions. 💼 If you are a Salesforce admin, developer, or aspiring architect, this episode is a treasure trove of tips and insights to help you navigate your career path and avoid common pitfalls in Salesforce implementation. 📘 Lars, author of two insightful books on AI and Salesforce anti-patterns, helps us explore the limitations of the platform and design decisions to take, which isn't adequately addressed by Salesforce's own training. 🎧 Tune in to the Salesforce Posse podcast to enrich your understanding of Salesforce anti-patterns and glean insights from industry influencers. You're guaranteed to take away something valuable from my conversation with Lars!