Ad Victoriam Salesforce Simplified

Episode Notes and Resources On this episode of the Ad Victoriam Salesforce Simplified podcast, we're delighted to have as a guest Megan Burns, a Customer & Employee Experience expert, who helps good people deliver great experiences. She stopped by the podcast to talk specifically about AI and how it is being incorporated into B2B customer experiences. Megan Burns’ Website
: https://www.megan-burns.com Megan Burns on LinkedIn: https://www.linkedin.com/in/meganburns/

Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions Salesforce Technical Architect, Jitin Chatlani, about inheriting a Salesforce org and key considerations admins need to heed.  Resources: How to Keep Your Salesforce Org Secure and Up-To-Date: https://tinyurl.com/bdhd9myv Set Up Your Salesforce Org for Integration with MuleSoft: https://tinyurl.com/2fvux5w3 Jitin Chatlani on LinkedIn:  https://tinyurl.com/bdpncha6

Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Ad Victoriam Solutions’ “AI Guy,” Drew Becker, about Salesforce Agentforce. This customer service tool empowers agents with AI-driven insights, automation, and a unified interface to streamline workflows, enhance productivity, and deliver exceptional customer experiences across channels. Resources: Introducing Salesforce Agentforce: A Revolutionary Tool for Customer Support: https://tinyurl.com/yhkz7ukh Agentforce Elevates Customer Support with AI-Agents and Human Intelligence: https://tinyurl.com/5y9j2wan Leveling Up Customer Support: Is Salesforce Service Cloud the Missing Piece? https://tinyurl.com/2p9u6fnr

Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about her favorite new features inside Salesforce’s Spring ‘25 Release.  In addition to her Salesforce Ben duties, Christine is a 12x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named a Salesforce MVP several times. Christine Marshall on LinkedIn:  https://bit.ly/3UI8jjK Salesforce Ben: 
 https://www.salesforceben.com/
 Bristol Salesforce Admin User Group:  http://bit.ly/3NZi62W Salesforce Spring ‘25 Release Notes: https://tinyurl.com/2prn3fw2 Christine’s Spring ‘25 Articles: 13 Hottest Salesforce Spring ’25 Features for Admins https://tinyurl.com/4a2a8e4t Sales Cloud: Top Salesforce Spring ’25 Features https://tinyurl.com/4wk7knjd

Episode Notes & Resources: In this episode of Ad Victoriam Salesforce Simplified, we welcome back Vende Digital CEO & Chief Strategist Paul Slack. This time we’re going to split the episode into two parts. In the first part, we’ll discuss the state of B2B Marketing this year, and look ahead to 2025. Then, we’re going to discuss the role that CRM should be playing for marketers, in particular, how marketers should be leveraging their CRMs, and we’ll be offering some best practices tips. Paul’s Resources: Paul Slack on LinkedIn: https://www.linkedin.com/in/paulslack/ Vende Digital on LinkedIn: https://tinyurl.com/2jmwfv2a Vende Digital Website:  https://vendedigital.com/ Paul’s Book: “Social Rules!”: https://amzn.to/3ct2T8s A Replay of Vende Digital’s Demand Gen Jam Session - Biggest CRM Mistakes (And How to Solve Them):  https://lnkd.in/gqzqBCMv Overcoming the Top CRM Challenges Guide:
 https://lnkd.in/gPTwwpZg

Episode Notes/Resources: In this episode of Salesforce Simplified, we’re talking with Warren Walters, the Founder/Chief Programmer Path Planning Officer at Cloud Code Academy, about the biggest issues Salesforce Developers and Admins face today, how to get right with them, and tips for new Developers and Admins. Warren has over 10 years of experience as a Salesforce Developer, is 18X Salesforce Certified, and at Cloud Code Academy, Warren oversees all aspects of the Cloud Code Salesforce development training program. This includes delivering live lessons, building out the material, and helping developers navigate their careers. He also creates videos and free resources for aspiring developers and build relationships with businesses to hire developers. Warren Walters on LinkedIn: 
https://tinyurl.com/3hr9zvfj Cloud Code Academy: https://www.cloudcodeacademy.com/ Warren Walters on YouTube: https://www.youtube.com/@Walters954

Episode Notes/Resources: On this episode of Salesforce Simplified, the topic is “Salesforce Managed Services - Real Use Case Solutions,” and our guest is Ad Victoriam’s Director of Managed Services, Joel Cajigas.  Listen to What Salesforce Managed Services Can Do For You https://tinyurl.com/u8st5u4s Building and Maintaining Relationships Through Managed Services https://tinyurl.com/5y3v5a9m AdVic Provides a Managed Services Solution https://tinyurl.com/5x6mpcu3 Salesforce Managed Services Advantages That Control Costs https://tinyurl.com/5774r6n5 THRIVE Managed Services for Salesforce & MuleSoft https://tinyurl.com/ybpek9t4

Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about seven of her favorite new features inside Salesforce’s Winter ‘25 Release.  In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named - several times - as a Salesforce MVP. Christine Marshall on LinkedIn:  https://bit.ly/3UI8jjK Salesforce Ben: 
https://www.salesforceben.com/
 Bristol Salesforce Admin User Group:  http://bit.ly/3NZi62W Salesforce Summer ‘25 Release Notes: https://tinyurl.com/3psj79h4 Christine's Salesforce Ben Articles: Sales Cloud: Top Salesforce Winter '25 Features https://tinyurl.com/4wdj6zzp 10 Hottest Salesforce Winter '25 Features For Admins https://tinyurl.com/m7rjs6ap

Episode Notes/Resources: On this episode of Ad Victoriam’s Salesforce Simplified, our topic is data security in the healthcare industry. Our guest is an AdVic® Healthcare & Life Sciences (HLS) expert, who helps us to understand how the latest cyber threats are affecting the healthcare industry. We also discuss current-day examples of data breaches and the impact they are having, how to safeguard sensitive patient data, how Salesforce solutions are leading in data protection, and much more. Resources:  Why Traditional CRM Falls Short in Healthcare https://tinyurl.com/4j2yp5h9 Healthcare Company Manages 10M Subscribers On Unified Platform https://tinyurl.com/3tynm7hj Salesforce for Healthcare https://tinyurl.com/3t46peyp

Episode Notes: On this episode of “Salesforce Simplified,” we speak with Nick Glimsdahl, who is a Senior Account Executive at VDS, a company that specializes in improving contact center operations through a strategic, personalized, and consultative approach. He's also the host of his own podcast, Press 1 For Nick, and is a featured contributor for ICMI, a company that works with contact centers to accomplish desired outcomes and prepare them for the future. Nick’s Links: Nick on LinkedIn: https://tinyurl.com/25teykjr VDS:  https://www.govds.com/ ICMI:  https://www.icmi.com/ Press 1 For Nick Podcast:  https://press1fornick.com/

Episode Notes and Resources: On this episode of Salesforce Simplified, we’re talking about Salesforce ROI with Josh Eich, formerly with Salesforce in an Enterprise Sales role, and currently Senior VP and Head of Enterprise Sales at Ironclad. Josh Eich on LinkedIn: https://tinyurl.com/4e3bcjwp Ironclad: https://tinyurl.com/56uk6f8p

Episode Notes/Resources: In this episode of Ad Victoriam's Salesforce Simplified we’re talking with Salesforce Ben’s Technical Content Director Christine Marshall about some of her favorite new features inside Salesforce’s Summer ‘24 Release.  In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, a Salesforce Admin Group leader, and has been named - several times - as a Salesforce MVP. Christine Marshall on LinkedIn:  https://bit.ly/3UI8jjK Salesforce Ben: 
 https://www.salesforceben.com/
 Bristol Salesforce Admin User Group:  http://bit.ly/3NZi62W Salesforce Summer ‘24 Release Notes: https://tinyurl.com/2cur2x8x Christine's Salesforce Ben Article - 15 Hottest Salesforce Summer ’24 Features For Admins: https://tinyurl.com/ywz9zfum

Episode Notes and Resources: The topic on the episode of the Ad Victoriam “Salesforce Simplified” podcast is, well… Ad Victoriam Solutions! We’re celebrating our 10th anniversary in 2024, so we thought you might like to learn a little bit more about us: our roots, our culture, and more about the Salesforce world… so we’ve invited AdVic® CEO Jeff Jones and President Brian Mize to fill in those holes for us. Jeff Jones on LinkedIn: http://tinyurl.com/2ua63daf Brian Mize on LinkedIn: https://tinyurl.com/4uyzpd24 More About Ad Victoriam Solutions: https://tinyurl.com/42z4xanv

Episode Notes/Resources: In this episode of Ad Victoriam's Salesforce Simplified, we’re talking with Salesforce Ben’s Operations Director, Lucy Mazalon, about the differences between Salesforce’s Account Engagement (Pardot) and Marketing Cloud.  The reason we’ve called on Lucy for this topic is that she is an 11x certified Marketing Champion and the founder of The DRIP, Salesforce Ben’s sister blog for marketing professionals. Lucy Mazalon on LinkedIn:  http://tinyurl.com/45ca9j9k Salesforce Ben: 
https://www.salesforceben.com/
 The DRIP on LinkedIn: http://tinyurl.com/3zdavd3a Subscribe to The DRIP Newsletter: http://tinyurl.com/bdhkvtf7

Episode Notes and Resources: In this episode of Salesforce Simplified, we’re talking with Michael Hudlow, a leader in business transformation and corporate innovation - and an expert on the topic of CRMs - about common, but not always obvious, reasons people don't use and adopt CRMs, including Salesforce CRM. Michael is also the author of the books, “How Not To F*ck Up A CRM System: Learning From Others Mistakes” and “How Not To F*ck Up Artificial Intelligence & CRM Systems: Maximizing ROI With AI.” Michael Hudlow on LinkedIn: https://www.linkedin.com/in/mmhudlow/ Michael Hudlow’s Website: https://www.bitxiacrm.com/ Michael M. Hudlow’s Books: “How Not To F*ck Up A CRM System: Learning From Others Mistakes”: https://a.co/d/hkbJZRw “How Not To F*ck Up Artificial Intelligence & CRM Systems: Maximizing ROI With AI”: http://tinyurl.com/mr2depya

Episode Notes/Resources: In this episode of Salesforce Simplified we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Spring ‘24 Release. In addition to her Salesforce Ben duties, Christine is an 11x Salesforce-Certified Evangelist, who also serves as a Salesforce Admin Group leader and has been named - several times - as a Salesforce MVP. Christine Marshall on LinkedIn: https://bit.ly/3UI8jjK Salesforce Ben: https://www.salesforceben.com/ Bristol Salesforce Admin User Group: http://bit.ly/3NZi62W Salesforce Spring ‘24 Release Notes: https://bit.ly/48JPGDg

Episode Notes & Resources: On this episode we’re welcoming back to the Salesforce Simplified podcast Vende Digital CEO & Chief Strategist Paul Slack to talk about the relationship between AI and marketing, what we saw and worked in 2023 (and what did not work), and what marketers should be thinking about as we jump into 2024 and beyond. Paul Slack on LinkedIn: https://www.linkedin.com/in/paulslack/ Vende Digital:  https://vendedigital.com/ Paul’s Book: “Social Rules!”: https://amzn.to/3ct2T8s Paul’s AI Resources: AI-Enabled CMO: https://page.vendedigital.com/asset/the-ai-enabled-cmos-playbook AI Toolkit for B2B Marketers: https://page.vendedigital.com/asset/ai-for-b2b-marketers-guide Prompt Engineering Guide: https://page.vendedigital.com/asset/ai-prompt-engineering-for-b2b-marketing Demand Gen Jammers Group: https://www.linkedin.com/groups/14025860/ AdVic Resource: Free No-Form eBook: Exploring Salesforce’s GPT-Powered AI Tools: https://bit.ly/45TZbPa

Episode Notes/Resources: On this episode of “Salesforce Simplified,” our topics will focus on current data, digital and AI challenges and how to stay ahead of them. Our guest, Chris Hood, is an expert in those areas. Bio: Chris Hood is a digital strategy expert and author of “Customer Transformation,” boasting 35+ years in online entertainment, marketing, and business development. Hosting "The Chris Hood Digital Show," he guides organizations on innovation and customer-centric leadership. Former roles include heading Google's Digital Business Strategy, crafting transformation programs for Fortune 500 companies, and developing storytelling technologies at Fox Broadcasting and Disney. As a co-founder of Blind Squirrel Games, his influence stretches across multiple industries. Chris also teaches at Southern New Hampshire University. Resources: Chris Hood’s Website: https://chrishood.com/ The Chris Hood Digital Show: https://chrishood.com/show/ Generative AI and Its Pivotal Role in Customer Transformation: https://tinyurl.com/2yswy65t Storytelling With Data: https://bit.ly/3x6lOBs Getting Started with Digital Transformation: https://bit.ly/3uoE9G0 Digital Transformation 101 - Your Questions Answered: https://bit.ly/3cAgI6a Preparing for a Digital Transformation https://bit.ly/2XWKZDD

Episode Notes/Resources: In this episode of “Salesforce Simplified” we’re speaking with Catalytics Founder/Managing Partner Frank Mendoza about everything a business needs to know about AI. Frank Mendoza on LinkedIn:  https://tinyurl.com/34jjt434 Book a Free AI Strategy Meeting with Frank: https://calendly.com/fxmendoza/ai-ready AdVic eBook - Exploring Salesforce’s GPT-Powered AI Tools: https://tinyurl.com/bdh2zu6c

Episode Notes/Resources: In this episode of “Salesforce Simplified,” we’re talking with Salesforce Ben’s Courses & Community Director Christine Marshall about some of her favorite new features inside Salesforce’s Winter '24 Release that include: 1. Dynamic Forms for Standard Objects and Mobile 2. Transfer Dashboard Ownership 3. Preview Summary Formulas in Lightning Reports 4. Permissions 5. Forecasts 6. Intelligence View for Leads and Contacts In addition to her Salesforce Ben duties, Christine is a 10x Salesforce-Certified Evangelist, who also serves as a Salesforce Admin Group leader and has been named - several times - as a Salesforce MVP. Christine Marshall on LinkedIn:  https://bit.ly/3UI8jjK Salesforce Ben: 
 https://www.salesforceben.com/
 Bristol Salesforce Admin User Group:  http://bit.ly/3NZi62W Salesforce Winter ‘24 Release Notes: https://bit.ly/3QBTYXd