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.

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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.

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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.

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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

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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

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“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.

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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!

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Improving the maturity of the Salesforce DevOps process is essential for increasing work productivity and delivering value to an organization in a timely manner. A key aspect of enhancing DevOps involves prioritizing testing and shifting it to the early stages of development. It is crucial to choose the right functional testing tool, comprehend quality, and optimize release quality in Salesforce implementation projects. In this podcast episode, we have Samuel, a product manager and architect at Provar, a leading Salesforce testing tool, who shares his expertise on various quality and testing topics in the Salesforce ecosystem. He also explains how to integrate quality into all aspects of a Salesforce project.

Samuel is a respected figure in the Salesforce community, serving as a product manager and architect at Provar. He is known for his proficiency in developing apps on the Salesforce platform and his emphasis on quality. Provar is an automation testing tool that is integrated and code-free, tailored particularly for Salesforce. Samuel is also the founder of Yplicity, a Salesforce ISV partner, and has extensive experience in transforming intricate concepts into user-friendly apps for the Salesforce ecosystem. In this podcast, Samuel shares his perspective on what defines quality. The conversation then delves into the challenges of balancing automated testing with small development changes in Salesforce. Samuel also discusses the trend of embedding testing and quality frameworks within DevOps processes to maintain quality in the industry. Additionally, we explore how to handle failed deployments or implementations in production. We also touch on the importance of achieving comprehensive coverage across all systems through end-to-end testing expansion. Samuel offers recommended resources for those interested in unit testing, automated testing, and quality assurance. Lastly, Samuel shares his own experience in the Salesforce ecosystem. This podcast is a must-listen for anyone interested in quality and testing in Salesforce implementation projects.

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Whether you are an experienced Tableau user or are just starting your data visualization journey, this episode will provide valuable insights and inspiration. So sit back, relax, and join us for an exciting conversation where we will discuss everything about Tableau with Sarah Bartlett and Zach Bowders. In this episode, we will dive into the Tableau ecosystem, explore the vibrant community surrounding the tool, and discover how to learn more about Tableau.

Sarah Bartlett is a Tableau Visionary with over 12 years of experience partnering with clients to deliver analytical solutions to solve complex data challenges. She is passionate about data community building, user enablement, data strategy, and helping organizations embrace a modern data culture. Sarah is a Tableau Public Ambassador, a Tableau Desktop Certified Professional, and has experience working with other BI tools. She is the founder of the famous #IronQuest community project and co-leads the London Tableau User Group. In 2020, she was recognized as a Tableau Visionary and served her fourth annual term.

Zach Bowders is a Business Intelligence Specialist at Jones Lang LaSalle, passionate about data visualization and storytelling. He has a background in data analysis and holds an MBA degree. He is particularly interested in understanding businesses and using data to drive change and improve processes. Zach is skilled in various data tools and technologies, including Tableau, SQL, and Excel, and is always looking for new ways to innovate with data.

Throughout today's episode, Sarah and Zach converse about various topics related to Tableau and data analysis. They outline what Tableau is and share how they got into the Tableau world. They also emphasize the importance of Tableau Public, where users can download the tool and access the Viz Gallery, including the "VIZ of the Day" selection that highlights exciting and cool visualizations made by the community. Moreover, they suggest downloading Tableau Public is a great way to start learning and that sharing work on social media, such as LinkedIn or Twitter, can be valuable. Also, Sarah and Zach encourage users not to be afraid to share their work publicly, as the community is generally favourable. However, they mention that different social networks attract other people and reactions. Sharing work publicly and asking for feedback is crucial for growth and improvement.

 

00:00 Introduction

03:50 What is Tableau?

10:51 What is Tableau Public?

14:14 Free Learning resources

18:24 Why is Storytelling in Data Important

21:50 The Future of Tableau and Data Science

29:31 How to start learning Tableau

30:35 Why you should Share Your Work

35:17 Tableau Communication Mastery

39:02 Turning Back Time - Reflecting on life lessons

Resources:

Connect with Zach & Sarah:

Zach Bowders: linkedin.com/in/zachbowders/

Sarah Bartlet: linkedin.com/in/sarah-bartlett-5a42b830/

Mentioned in the episode:

Website: tableau.com/community/iron-viz

Sara Loves Data: sarahlovesdata.co.uk/category/iron-quest/

Data + Love : podcasts.apple.com/us/podcast/data-love/id1489547501

Tableau Tim: youtube.com/channel/UC7HYxRWmaNlJux-X7rNLZyw

Iron Viz: tableau.com/community/iron-viz

Viz Gallery: tableau.com/viz-gallery

Tableau Student Guide : thetableaustudentguide.com/

Makeover Monday: makeovermonday.co.uk/

Dan Carlin's Hardcore History : podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861

The End is Always Near: Apocalyptic Moments, from the Bronze Age Collapse to Nuclear Near Misses: goodreads.com/en/book/show/49947205

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In this video, Noz Urbina from Noz Urbina Consulting will discuss the importance of exceptional onmnichannel Customer Exerpeices. Noz will share techniques to help you design and achieve a great omnichannel customer experience.

Noz Urbina has years of experience in omnichannel architecture and design, and he'll be discussing how his experiences have helped him design exceptional customer experiences. If you want to improve your omnichannel customer experience, this is the video for you!

Salesforce Posse Podcast often features interviews with thought leaders or significant Salesforce ecosystem members. Yet, in this episode, we interview someone less involved in the Salesforce ecosystem. Noz Urbina, the founder of Urbina Consulting and OmnichannelX, joins today's conversation to share his knowledge and expertise on omnichannel customer experiences.

We begin with understanding what omnichannel is. Noz elaborates on the application of personalization and customer-centricity to omnichannel. He explains that omnichannel personalization is a method for pre-digesting content and making it easier for the user to ingest. In addition, we explore the omnichannel customer experience, detailing how this experience is tailored based on the customer's location and segmentation. Besides that, Noz outlines the questions an architect should ask to determine if a company is truly implementing omnichannel or merely installing multichannel under the guise of omnichannel.

Noz Urbina is a globally recognised leader in the field of content strategy and customer experience. He’s well known as a pioneer in customer journey mapping and adaptive content modelling for delivering personalised, contextually relevant content experiences in an omnichannel environment. Noz is co-founder and Programme Director of OmnichannelX. He is also co-author of the book “Content Strategy: Connecting the dots between business, brand, and benefits” and lecturer in the Masters Programme in content strategy at the University of Applied Sciences, Graz.
Noz's company, Urbina Consulting, works with the world’s largest organisations and most complex content challenges. He has assisted dozens of multinational organisations with developing or improving their content strategies, managing tool selections, pilot projects, delivering training, and guiding implementations. Clients include Johnson Pharmaceuticals & Johnson, Microsoft, Sanofi Vaccines, Mastercard, Barclays Bank, Abbott Laboratories, and many more.

[09:37] Omnichannel - What is omnichannel, and how does it work?

[16:12] Personalization - Noz adds that omnichannel personalization involves breaking down content into the right pieces and delivering them to the customer at the most relevant time.

[22:58] Customer Centricity - Difference between multichannel and omnichannel.

[24:43] OmnichannelX.digital - OmnichannelX has changed its approach from holding paid in person events yearly to hosting webinars, podcasts, and other learning materials more frequently.

[28:15] Architect's Role - How does omnichannel relate to the role of an architect?

[30:43] Customer Experience - We explore what the omnichannel consumer experience entails. Also, we further elaborate on how it is tailored based on the customer's location and segmentation.

[37:34] Data Integration - Determine how unstructured data is processed or labeled, whether it is offloaded or performed on the platform, and how the process is integrated with system components.

[39:43] Advice to Younger Self - What would Noz tell himself If he could go back in time?

Connect with Noz:

LinkedIn: linkedin.com/in/bnozurbina/

Website: urbinaconsulting.com/

Website: omnichannelx.digital/

Podcast: omnichannelx.digital/podcast/

Sponsored by AdminToArchitect.com

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The Salesforce AppExchange is a marketplace for cloud-based applications that can be used with Salesforce's customer relationship management (CRM) software. No matter where you are on your Salesforce journey, you'll have access to tried-and-tested apps, that will help you tackle your particular business challenges and speed up your digital transformation. Luca Benini, COO and co-founder at Nativevideo a Salesforce AppExchange Partner and features in today's episode of the Salesforce Posse podcast to share his incredible experience at Salesforce.

Luca has been in the Salesforce ecosystem for many years and was MD of Europe for Buddy Media, a social media tool that Salesforce acquired in 2012.

Today, we started the conversation by discussing how Luca got into the Salesforce ecosystem and the world of App Exchange apps. We delve into the many types of Salesforce App Exchange apps, the creation process at a high level, the various ways in which you may monetize your app, and the best practices for making a successful app. Furthermore, Luca elaborates on why he enjoys participating in Demo Jams. Also, we discuss our favourite audiobooks, and Luca shares some words of wisdom he would give his younger self if he could travel back in time.

Resources

Connect with Luca: linkedin.com/in/lucabenini/

Audiobooks we talk about:

• Born to Run: audible.com/pd/Born-to-Run-Audiobook/B002V8KTYG
• Shantaram: audible.com/pd/Shantaram-Audiobook/B00GT1240I
• The Phoenix Project: audible.com/pd/The-Phoenix-Project-Audiobook/B00VAZZY32

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