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A perfect Salesforce build can still fail the day real people log in, and the reason is almost never technical. In this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đŠđźđčđČđđłđŒđżđ°đČ đźđ đŠđ°đźđčđČ, Greg Banks sits down with đđźđżđŒđ» đąđđ of đđźđżđŒđ» đąđđ đđŒđźđ°đ”đ¶đ»đŽ to unpack why deep expertise can become a blind spot, and how experts grow into the leaders an implementation actually needs.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
đȘđ”đŒ đ¶đâđ đłđŒđż:
Salesforce admins, architects, developers, delivery leads, and transformation owners who already know the platform and now have to carry the people side of change.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đđźđżđŒđ» đąđđ spent the first 15 years of his career in consulting before moving into internal IT leadership, then launched đđźđżđŒđ» đąđđ đđŒđźđ°đ”đ¶đ»đŽ in 2026. His mission is helping experts become leaders by navigating the identity growth required to stay relevant.
đŁđżđ¶đșđźđżđ đđ§đ:
Connect with đđźđżđŒđ» đąđđ on LinkedIn and take the leadership assessment at aaronottcoaching.com.Â
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Aaron Ott on LinkedIn
Aaron Ott Coaching
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Salesforce at Scale Playlist
Any Questions: Reach out to us at [email protected]
#Salesforce #ChangeManagement #Leadership #DigitalTransformation #AdoptionAtScale #AgentforceReady #SalesforceAdmin
Most AI agent initiatives do not fail in the build. They fail in the planning, where six teams each carry a ninety percent plan and nobody agrees on what success looks like. In this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đđŽđČđ»đđ¶đ° đđ, đ§đ¶đș đđźđżđđ¶đ»đŽ and đđźđđ¶đ» đđżđźđ»đžđčđ¶đ» of đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ walk through the seven deliverables every organization should lock in before building a single agent.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
đȘđ”đŒ đ¶đâđ đłđŒđż:
CTOs, CIOs, engineering leaders, and business leaders who are responsible for turning âgo build AIâ into a plan that actually delivers value.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đ§đ¶đș đđźđżđđ¶đ»đŽ and đđźđđ¶đ» đđżđźđ»đžđčđ¶đ» lead AI implementation work at đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ. The seven-deliverable framework in this episode is what they have coalesced on after iterating across multiple agent engagements and rollouts.
đŁđżđ¶đșđźđżđ đđ§đ:
Planning an agent rollout around Anthropic, OpenAI, or Salesforce? Learn more at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page (Optional: Follow the show for more đđŽđČđ»đđ¶đ° đđ episodes.)
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Episode Artifact
Tim Harting on LinkedIn
Gavin Franklin on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Agentic AI Playlist
Any Questions: Reach out to us at [email protected]
Transitioning out of the military often means facing a hiring process that went fully digital while you were serving, where one job can draw thousands of applicants and a great resume still gets lost. On this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đ§đ”đČ đ đ¶đčđ¶đđźđżđ đ đ¶đ»đđđČ, Greg Banks sits down with đŁđźđ đđđŻđŻđČđčđč, co-founder of đđźđ»đ±đŒđżđłđđč, to talk about how free, expert interview coaching helps veterans and military spouses turn the interview into their advantage.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»: - Why networking, not the resume, is the number one job-search skill - What real interview prep looks like, from the STAR format to handling mistakes - How đđźđ»đ±đŒđżđłđđč pairs candidates with coaches from PwC, Amazon, Oracle, and more - How to get started, and how to volunteer as a coach
đȘđ”đŒ đ¶đâđ đłđŒđż: Veterans, military spouses, and anyone transitioning into the corporate world, plus professionals who want a high-impact way to give back.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ: đŁđźđ đđđŻđŻđČđčđč is an engineer and former management consultant who co-founded đđźđ»đ±đŒđżđłđđč in 2017. With a team of two and roughly 130 volunteer coaches, đđźđ»đ±đŒđżđłđđč serves about 1,000 veterans and military spouses a year, and recently became a partner program within đđŒđđżđđčđŒđ°đž.
đŁđżđ¶đșđźđżđ đđ§đ: Learn more, book an intake, or volunteer as a coach at candorful.org. (Follow the show for more đđ¶đżđżđ¶đđ đ§đźđčđž: đ§đ”đČ đ đ¶đčđ¶đđźđżđ đ đ¶đ»đđđČ episodes.)
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
To sign up for a 30 minute intake (and prepare for Candorful interviews):
Go to https://candorful.org/ > Get started tab at the top > Choose âMilitary Veterans, Military Spousesâ from the drop down menu > Get Started button. Then choose 1 coach to meet with for your intake.
OR
https://candorful.org/military-veterans-military-spouses/
To learn more about being an interview coach, join an info session. Sign up here: Sign up to learn more about being a Candorful interview coach
Coaches should be experienced at conducting corporate/business interviews, be HIGHLY reliable. They also need to be US Citizens or be employable in the US
Four Block
Pat Hubbell on LinkedIn
Recommended Reading
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Use this link to find a curated list of resources we promote based on first-hand experience.
The Military Minute Playlist
Any Questions: Reach out to us at [email protected]
Custom code used to mean long timelines, high cost, and a nagging fear of what happens when the developer who built it moves on. On this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đŠđźđčđČđđłđŒđżđ°đČ đźđ đŠđ°đźđčđČ, host Greg Banks and co-host đđčđčđ¶đČ đĄđČđčđđŒđ» sit down with developer đ§đźđđčđŒđż đŠđđČđđźđżđ to walk through how assistive AI is reshaping Salesforce development, from landing the project to delivering it.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»: - Why pre-AI integrations were slow and costly, and what specifically changed - How a full point-to-point integration demo got mocked up in about two hours - Where to draw the line between configuration and custom code - How one developer runs an entire project with AI as BA, PM, and architect
đȘđ”đŒ đ¶đâđ đłđŒđż: Salesforce developers, admins, architects, and delivery leaders who want a grounded, practitioner view of where AI actually helps in custom development.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ: đ§đźđđčđŒđż đŠđđČđđźđżđ is a developer at đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ who specializes in integrations and helped pioneer the firmâs use of assistive AI in delivery. Co-host đđčđčđ¶đČ đĄđČđčđđŒđ» brings the solutions engineering and sales perspective on how this changes the way teams demo and deliver.
đŁđżđ¶đșđźđżđ đđ§đ: Follow the show for more Salesforce at Scale episodes, and catch Taylor speaking on this topic at Witness Success in July.
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Prompt Engineering on Reddit
WITness Success
Taylor Stewart on LinkedIn
Allie Nelson on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Salesforce at Scale Playlist
Any Questions: Reach out to us at [email protected]
The AI security conversation has two volume settings: hand over the keys, or the sky is falling. On this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đđŽđČđ»đđ¶đ° đđ, đ§đ¶đș đđźđżđđ¶đ»đŽ and đđźđđ¶đ» đđżđźđ»đžđčđ¶đ» give you the calibrated middle, a practical framework for AI dev tool security that holds up whether you are technical or not.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»: - Which fears are overstated (internet access, file deletion, vendors training on your whole machine) - The moderate risks worth monitoring: insecure code at scale, context and training data, malicious public repos, cost overruns - The act-now threats: prompt injection, automated output without review, API keys in local files - Six mitigation principles, from human in the loop to credential hygiene to spending limits
đȘđ”đŒ đ¶đâđ đłđŒđż: Engineering leaders, architects, security owners, and business leaders deciding how to adopt AI dev tools without getting burned.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ: đ§đ¶đș đđźđżđđ¶đ»đŽ and đđźđđ¶đ» đđżđźđ»đžđčđ¶đ» work hands-on with agentic dev tools at đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ, advising teams on how to deploy them securely. They translate real implementation experience into rules you can apply immediately.
đŁđżđ¶đșđźđżđ đđ§đ: Learn more at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-pageÂ
Follow the show for more đđ¶đżđżđ¶đđ đ§đźđčđž: đđŽđČđ»đđ¶đ° đđ episodes
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Episode Artifact
Tim Harting on LinkedIn
Gavin Franklin on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Agentic AI Playlist
Any Questions: Reach out to us at [email protected]
What does it actually look like when a tech giant treats veteran and military spouse hiring as a talent strategy instead of a checkbox? In this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đ§đ”đČ đ đ¶đčđ¶đđźđżđ đ đ¶đ»đđđČ, Greg Banks sits down with đđČđźđ» đ„đŒđŻđ¶đđŒđ» of Salesforce - executive sponsor of Salesforce Veteran Initiatives at the company Forbes just named the #1 best employer for veterans in America for the second year in a row.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
đȘđ”đŒ đ¶đâđ đłđŒđż:
Transitioning service members, military spouses navigating the next PCS, and corporate leaders who want to stop treating veteran hiring as philanthropy and start treating it as a competitive advantage.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đđČđźđ» đ„đŒđŻđ¶đđŒđ» is a U.S. Naval Academy graduate and twelve-and-a-half-year Marine Corps veteran now serving in the Office of the Chief Operating and Financial Officer at Salesforce, with more than 15 years inside the company. He is a co-founder of VetForce and the executive sponsor of Salesforce Veteran Initiatives, including partnerships with Hiring Our Heroes, the VetForce Alliance, and Joining Forces.
đŁđżđ¶đșđźđżđ đđ§đ:
Learn more about Salesforce Military and the free training pathways at Salesforce Military. (Optional: Follow the show for more đđ¶đżđżđ¶đđ đ§đźđčđž: đ§đ”đČ đ đ¶đčđ¶đđźđżđ đ đ¶đ»đđđČ episodes.)
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Salesforce
MissionForce
Salesforce Military
Dean Robison on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions â Use this link to find a curated list of resources we promote based on first-hand experience.
The Military Minute Playlist
Any Questions: Reach out to us at [email protected]
The best field service call is the one you never had to run. On this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đŠđźđčđČđđłđŒđżđ°đČ đźđ đŠđ°đźđčđČ, đđčđčđ¶đČ đĄđČđčđđŒđ» and đđč đđđČđżđđź from đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ walk through a full day in the life of a Salesforce Field Service appointment with Agentforce layered in at every step, from intake and triage to wrap up, predictive maintenance, and coaching.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
·     How Service Agent deflects calls before a truck ever rolls
·     Where Copilot in the dispatch console rebalances schedules in clicks instead of hours
·     Voice to report, prompt builder summaries, and guided flows that take work off the technician
·     Post visit automation that closes the loop with the customer and the back office
·     Asset 360 and predictive maintenance that turn service history into proactive revenue
·     Real time performance coaching that lifts new techs without adding head count
đȘđ”đŒ đ¶đâđ đłđŒđż:
Salesforce admins, architects, and service leaders running or scaling Field Service who want a concrete, stage by stage view of where Agentforce actually pays off.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đđčđčđ¶đČ đĄđČđčđđŒđ» and đđč đđđČđżđđź lead Field Service work at đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ, a Salesforce Implementation Partner with more than 15 years of delivery experience and nearly 300 certifications across the team. They have implemented Salesforce Field Service across home services, B2B equipment fleets, and multi territory operations.
đŁđżđ¶đșđźđżđ đđ§đ:
Pick one stage of the field service day and tell us how many human eyes touch it today. Reach out at [email protected] and we will help you map your first Agentforce target. Follow the show for more đđ¶đżđżđ¶đđ đ§đźđčđž: đŠđźđčđČđđłđŒđżđ°đČ đźđ đŠđ°đźđčđČ episodes.
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Episode Artifact
Al Huerta on LinkedIn
Allie Nelson on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Salesforce at Scale Playlist
Any Questions: Reach out to us at [email protected]
#SalesforceFieldService #Agentforce #Salesforce #FieldService #AI #CirriusTalk #SalesforceAtScale
Every consulting project carries the same hidden risk: the client doesnât really know what theyâre getting until UAT, and by then the time and money to change it are gone. In this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đđŽđČđ»đđ¶đ° đđ, đđč đđđČđżđđź and đđźđđ¶đ» đđżđźđ»đžđčđ¶đ» break down the POC-first delivery model and how agentic AI tooling has finally made it economically viable.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
đȘđ”đŒ đ¶đâđ đłđŒđż:
Consulting leaders, delivery managers, software buyers, and product owners who are tired of UAT surprises and want a delivery model that surfaces hard conversations early - when thereâs still budget and time to act on them.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đđč đđđČđżđđź leads delivery initiatives at đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ, where he has been driving the internal move to a POC-first methodology across engagements. đđźđđ¶đ» đđżđźđ»đžđčđ¶đ» is a senior architect and recurring đđ¶đżđżđ¶đđ đ§đźđčđž: đđŽđČđ»đđ¶đ° đđ voice with a developerâs-eye view on how POCs reshape user stories, sprint cadence, and pre-sales risk.
đŁđżđ¶đșđźđżđ đđ§đ:
Learn more about how đđ¶đżđżđ¶đđ đŠđŒđčđđđ¶đŒđ»đ applies POC-first delivery at https://cirrius-solutions.salesreach.io/cirrius-talk-landing-page.Â
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Episode Artifact
Al Huerta on LinkedInÂ
Gavin Franklin on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Agentic AI Playlist
Any Questions: Reach out to us at [email protected]
#AgenticAI #ProofOfConcept #ConsultingDelivery #ClaudeCode #SoftwareArchitecture #Salesforce #AIConsulting
130 senior leaders. One day in Washington, D.C. A country song written live in the room. And a clear signal that đŠđźđčđČđđłđŒđżđ°đČ đ đ¶đčđ¶đđźđżđ is back. On this đđ¶đżđżđ¶đđ đ§đźđčđž: đ§đ”đČ đ đ¶đčđ¶đđźđżđ đ đ¶đ»đđđČ, đ§đŒđș đđŒđđđČ, Director of Salesforce Military, returns with đ§đ¶đș đđźđżđđ¶đ»đŽ to recap the Salesforce Military AI Summit and what it means for veterans, military spouses, employers, and the VSO community at large.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
đȘđ”đŒ đ¶đâđ đłđŒđż:
Veterans and military spouses navigating their next career chapter, hiring managers and corporate allies looking to engage with vetted VSOs, and Salesforce ecosystem leaders thinking about long-term talent.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đ§đŒđș đđŒđđđČ is the Director of Salesforce Military, a Mustang with ten years enlisted and fifteen years as a supply officer, and the architect behind the recent AI Summit in Washington, D.C. đ§đ¶đș đđźđżđđ¶đ»đŽ is a former infantry officer and a recurring voice on Cirrius Talk.
đŁđżđ¶đșđźđżđ đđ§đ:
If you are a veteran, military spouse, or ally and you want into the next Salesforce Military summit, get on the programâs radar now. Follow the show for more đđ¶đżđżđ¶đđ đ§đźđčđž: đ§đ”đČ đ đ¶đčđ¶đđźđżđ đ đ¶đ»đđđČ episodes.
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Salesforce Military
Creativets
Tim Harting on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions - use this link to find a curated list of resources we promote based on first-hand experience.
The Military Minute Playlist
Any Questions: Reach out to us at [email protected]
Is Data 360 a rebrand or a genuine relaunch? In this episode of đđ¶đżđżđ¶đđ đ§đźđčđž: đŠđźđčđČđđłđŒđżđ°đČ đźđ đŠđ°đźđčđČ, Greg Banks sits down with co-host đđčđčđ¶đČ đĄđČđčđđŒđ» and Cirrius Solutionsâ Data 360 lead đđșđ¶đčđ đŠđžđČđčđđŒđ» to unpack what actually changed, what zero copy really means, and how to get started without trying to solve everything at once.
đȘđ”đźđ đđŒđâđčđč đčđČđźđżđ»:
đȘđ”đŒ đ¶đâđ đłđŒđż:
Salesforce admins, architects, technical leads, and platform owners trying to make sense of Data 360 and figure out a sensible first project at enterprise scale.
đđđČđđ + đ°đżđČđ±đ¶đŻđ¶đčđ¶đđ:
đđșđ¶đčđ đŠđžđČđčđđŒđ» is the Cirrius Solutions team member who stepped up to lead the firmâs Data 360 capability, training directly with the Salesforce Data 360 implementation team. Co-host đđčđčđ¶đČ đĄđČđčđđŒđ» brings hands-on enterprise Salesforce architecture experience from across the ecosystem.
đŁđżđ¶đșđźđżđ đđ§đ:
Pick one bottleneck and start there. Reach out at [email protected] if you want help framing the first use case.Â
đ„đČđ°đŒđșđșđČđ»đ±đČđ± đđ¶đ»đžđ & đ„đČđđŒđđżđ°đČđ
Emily Skelton on LinkedIn
Trailhead TrailmixÂ
Salesforce Ben
Data 360 on LinkedIn
Allie Nelson on LinkedIn
Greg Banks on LinkedIn
Jason Fowler Music
Cirrius Solutions
Salesforce at Scale Playlist
Any Questions: Reach out to us at [email protected]
From the publisher's feed
Cirrius Talk is a practical, no-fluff podcast from Cirrius Solutions, hosted by Greg Banks, for leaders, consultants, and practitioners who want real outcomes, not buzzwords. The show runs threeâŠ