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How Can Small Teams Benefit from Salesforce Foundations and Generative AI?
Today on the Salesforce Admins Podcast, we talk to Andrew Russo, Salesforce Architect at BACA Systems.
Join us as we chat about Salesforce Foundations and why it's a game changer for solo admins and small orgs.
You should subscribe for the full episode, but here are a few takeaways from our conversation with Andrew Russo.
The solo admin guide to DreamforceAndrew calls himself a Salesforce Archi-admin-eloper. At BACA Systems he's a team of one, managing a complex org with all sorts of flows and customizations. Despite his busy schedule, he also manages to get himself out there to all sorts of Salesforce events, so I wanted to chat with him about what caught his eye at Dreamforce as a solo admin.
Like everyone else, Andrew is psyched about the possibilities for generative AI and Agentforce. He knows that data health and cleanliness are crucial in order to take advantage of these new features, and he's already started a project to implement Salesforce Knowledge in his org. But what he's really psyched about is Salesforce Foundations.
What's so exciting about Salesforce Foundations?Like many smaller companies, Andrew can't easily do a pilot to test out larger features. "Having access to try things before you actually fully configure them is really helpful for us to look at where we can grow and move to with the platform," he says.
Salesforce Foundations gives you access to all of the little features you wish you had from each cloud. For Andrew, they can swap over from using an external email marketing tool to doing everything in Salesforce. They're also looking at implementing Salesforce Payments instead of doing it over the phone. While they may not be the shiniest tools in the toolbox, the time saved with these little features adds up in a small organization like Andrew's.
Manage requests with a Salesforce roadmapOne thing that can get tricky as a solo admin is handling requests while keeping the org on track. Andrew keeps a Lucidchart roadmap for where they'd like to be with things like data cleanup and their Salesforce Knowledge project, which helps him balance short-term needs with long-term goals. "We're not trying to implement features just because we have them," he says, "it has to align with 'our company goals."
Andrew has more to share about tips for solo admins, why you should get started going to Salesforce events, and the best cold pizza, 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.
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Published on 1 year ago