Today on the Salesforce Admins Podcast, we talk to Kacie Molina, Salesforce Consultant at Kawaii Cloud.

Join us as we chat about how admins can start small with Agentforce and still make a big impact.

You should subscribe for the full episode, but here are a few takeaways from our conversation with Kacie Molina.

Why you should start small with Agentforce

With all the capabilities Agentforce brings to Salesforce, it's easy to dream big. Big projects, however, require major organizational investments in time, planning, and execution.

My guest this week, Kacie Molina, has some simple advice for her clients who want to get started with Agentforce: start small. Go back to the basics of listening for pain points and building solutions.

Once you start piling up small wins and meaningful changes, it'll be easier to get organizational buy-in for something big and bold.

Admins should listen for problems users already have

Agentforce solutions don't always have to be some sort of major business process overhaul. Those types of changes require layers of approvals, budgeting, and business analysis. You end up spending as much time rethinking the business process as you do worrying about executing everything in Salesforce.

Instead, look for simple use cases. For example, implementing an agent summary field to help users easily see what's going on with an account without having to scroll through a bunch of records.

"All of those little use cases that maybe are too specific for a flow," Kacie says, "we can solve them with Agentforce and natural language." And over time, the simple solutions add up.

Keeping AI work inside Salesforce supports better security

Even if you're not already using Agentforce, people in your organization are already using AI. The problem is that they're often exporting data over to their LLM of choice, which creates all sorts of security vulnerabilities.

That's why Kacie recommends enabling an agent to assist your users. You can use your model of choice, and it'll be grounded in your Salesforce data and protected by your security configuration. "It shows users that there's a safe place to get the answers they want without having to worry about breaking company policies," Kacie says.

Make sure to listen to my full conversation with Kacie about how to start small with Agentforce. And don't forget to subscribe to the Salesforce Admins Podcast so you never miss an episode.

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Full show transcript

Mike: This week on the Salesforce Admins podcast, we're talking with Kacie Molina about how admins can start small with Agentforce and still make a big impact. Kacie shares why the best AI ideas often come from listening closely to everyday user friction. The scattered preferences, repeated questions, messy exports, and those tiny gaps that slow teams down. We'll talk about building agents that are grounded in Salesforce powered by Flow and designed with trust and security in mind. Because the next generation of admins isn't just adding features, they're orchestrating safer, smarter systems where humans and agents work together. So give it a listen, click that subscribe button, share this episode with an admin who is ready to make AI even more practical for their users. And let's get Kacie on the podcast. So Kacie, welcome to the podcast.

Kacie Molina: Thanks, Mike. I am super excited to be here today.

Mike: Well, I'm excited to get you on. I was a rare occasion scrolling through LinkedIn and I came across a post that you had put up and it mentioned the AgentforceNow workshop that I think you were in one of mine or you'd been to one.

Kacie Molina: I was in one of yours and it was done extremely well, might I say.

Mike: You were. Oh, good. Well, I try hard. And you're talking about coming up with ideas and you'd had some ideas for agents and I thought, "Man, I just think we need some sort of agent brainstorm podcast." And so that's why I wanted to get you on. But we're going to talk about that. But before we get started, tell me a little bit about yourself, like how you got into Salesforce, what you do, all of the fun stuff.

Kacie Molina: Absolutely. So I grew up in more rural USA, an Amish type community, so horse and buggy. Think maybe Little House on the Prairie, early 1800s. So did a lot of horse training and cheese making with my sister, tended gardens and animals. So my skills when I became an adult were fairly traditional. So as I was trying to translate, "What do I use my skills for?" I started nannying, childcare, and then I started my own sewing business. And during that phase, I was actually so bad at running a business, so I knew how to sew, but I didn't really know the business part. So keeping track of contacts and invoicing people on time was such a disaster for me. It was all little handwritten notes. So I was listening to podcasts and I heard about Salesforce. I logged into Trailhead and fell in love with the gamified learning. So it was kind of no turning back for me. I got my admin certification in about three months, landed a junior admin role shortly after. And it's been about five years and 10 certifications since then of working on all kinds of projects from in-house to consulting. And I just think like Flows, all think Salesforce. It's so much fun. And in the day and age of Agentforce, even more fun nowadays. So that's kind of how I stumbled onto the Salesforce path and it has been way too much fun.

Mike: Oh man, I bet we could do a whole podcast on the skills of sewing and how they carry over to Salesforce.

Kacie Molina: We probably could, although I do think Salesforce might be a little more fun. One, because you don't get poked by needles. That's a huge thing for me. I don't even like going to the doctor and getting poked by a needle and I did that for a profession. So I got poked all the time and it's much less frustrating than trying to deal with broken sewing machines. Salesforce kind of works pretty well. And when you're dealing with old-fashioned sewing machines, not so much.

Mike: I could imagine. Yeah. Needleforce, that's what we'll call it.

Kacie Molina: Needleforce.

Mike: I bet that exists. I think that would be so cool if there was quilting or sewing at Dreamforce. Because I see people on the plane all the time with those knitting needles and stuff. I would love to have the patience to do it.

Kacie Molina: It definitely takes a lot of patience. So actually, interestingly enough, when I was just getting into Salesforce, Mallory Donahue, she's such an amazing person I look up to. She was getting into Salesforce at the same time as me and she was also a seamstress. So I think there might be more sewing and needle people out there in the Salesforce world than you might think.

Mike: Yep. Well, this is the diversion that Mike's squirrel brain gets on too quickly. But let's talk about ... I was so intrigued by your post, because I feel like even in the workshop that we do, the AgentforceNow workshop that I hosted, I think I'm back sometime in October because I have some vacation in July. We build an agent for Pronto, which is a food service company and it handles questions and cases and order issues. I mean, I feel like by the end of it, it's pretty complex because we've already built some Flows. There's some Apex actions that are in there. And so I feel like we're getting nitty-gritty into it, but your post kind of almost felt like a breadth mint of like, "Hey, have you ever just thought about asking your users five questions or whatever and then turning on Agentforce and giving it on action to do?"

Kacie Molina: Yeah. I really like the workshop, because it gets into the more complex things and you see how the broader, th...