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/