
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/
Apr 16, 2025
26 min

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
Mar 18, 2025
33 min

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
Feb 17, 2025
21 min

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
Jan 22, 2025
11 min

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
Dec 4, 2024
33 min

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
Nov 6, 2024
27 min

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
Oct 9, 2024
20 min
