Today on the Salesforce Admins Podcast, we talk to Ben Sklar, Director of Product Management at Salesforce.

Join us as we chat about how he’s making setup into a better, more consistent experience.

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

The problems with Salesforce setup

If there’s one thing Salesforce Admins know a lot about, it’s setup. It’s time-consuming, complicated, and varies wildly depending on what you’re looking at. Answering a simple question like what objects does this user have access to and why turns into an arduous process.

That’s why I was so excited to bring Ben Sklar on the pod to talk about how his team is fixing setup in Salesforce. We’ll find out how they’re laying the groundwork for faster updates and creating a more consistent user experience.

Gradual improvements to setup

A big question I had for Ben was how the changes he’s making to setup will show up for those of us who use it every day. “All these amazing enhancements we’re making to the setup platform are really behind the scenes,” he says, “if we do this right way you don’t really even need to know that it’s there.”

However, you might notice a few improvements here or there. For example, there are new user summaries that allow you to see all the permission sets that a user has, all in one place. They’re also working with the Sales Cloud Go team to make sure that you can turn on features, discover new ones, and assign permissions, all in one place.

Creating a consistent experience

At the end of the day, the goal is to make things easier for the people who use it the most (that’s you!). “We’ve heard our admins often complain about inconsistent experiences,” Ben says, “and by being able to reuse components across setup you’ll be able to see more consistency.”

As Ben says, setup was turning into the “Wild West” and it would feel different across experiences. His team has done a lot of work behind the scenes to make sure that setup always has a consistent look and feel, and they’ve established a setup design council to create guidelines that make sense. The future of Salesforce Setup is bright, and a whole lot easier.

You should listen to the full episode for more from Ben, including what’s next for setup and why he loves ultimate frisbee. And 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 about Setup, and I joked before I pressed record with Ben Sklar, Admins live in Setup. We probably could pay a mortgage based on the amount of time that we spend in Setup. And the reason I talk about Setup and Ben Sklar is Ben is one of the product managers who's tackling Setup and fixing Setup, and he's working very close with another product major that you may have heard of, Cheryl Feldman. And so that's how Ben came to the podcast. He was a suggestion from Cheryl. Hey, you got to talk about all the cool stuff that Ben's working on with Setup on the podcast. And so we cover that and I'm sure many of you probably have seen some of the very cool stuff that Ben and his team are working on in Setup, but at Dreamforce last week, and so we're going to talk about that. But of course, before we get into it with Ben, just a quick reminder, wherever you're listening to the Salesforce podcast, if it's in app, go ahead and hit that subscribe or follow button. That allows you to get new downloads anytime a podcast drops, and every time a new podcast drops, you what time that is? It's Thursday mornings, so that way new pod right on your phone. If you're listening on the website, you don't have to worry about it. You should sign up for our Admin newsletter though, because we highlight podcasts in the newsletter. But enough about that, let's talk about the exciting world of Setup. It's really where all of us Admins live, and all of the cool stuff that Ben and his team are doing. So let's get Ben on the podcast. So Ben, welcome to the podcast.

Ben Sklar: Hey, Mike. Thank you. I'm excited to be here.

Mike: Yeah, well, when Cheryl comes knocking at the proverbial podcast door and recommends a guest, I can't turn her down, because every time Cheryl Feldman gets on stage to talk about the future of something in Salesforce, Admins flock to those sessions. So she recommended that we have a discussion. I'm very excited for this, but before we get into that, why don't we learn a little bit about you? So tell us briefly how you got the journey to becoming a PM at Salesforce.

Ben Sklar: Yeah, absolutely. So I started at Salesforce a few years ago. I joined as a product manager in our backend data services area. I became the product manager for our UI API, or user interface API, and I also launched our GraphQL API. And the reason I mention these things, I've been working on improving Setup, and it all starts at improving the way that we can pull in the right data and metadata inside of Setup. And so I'm really excited to talk more about how we're going to be fixing Setup.

Mike: You said the magical words, Setup. Now we're all excited. I've been in Setup, I think Admins live most of their work days in Setup. What are some of the challenges that we have with Setup right now?

Ben Sklar: Absolutely. We've heard a lot from our Admins and our customers. We've heard it can feel like when you're inside of Setup, it's really like being stuck on a deserted island.

Mike: Oh.

Ben Sklar: You're using these primitive tools and you really need a survivalist guide just to use it. So there's a lot of challenges we've heard. We've heard that it's very time-consuming and it takes forever to find out, what does a user have access to? Why do they have access to this object but not this other object? So we've heard a lot of challenges so far inside of Setup.

Mike: So to be clear, are you working on all of Setup or just Setup around users?

Ben Sklar: That's a great question. So we are working on all of Setup, but we needed to start somewhere. Where we started was around user access and user management, and as we've started building up, what we're calling, the Setup platform, and by the way, the Setup platform really allows us and will allow us to build features in Setup much faster than we ever have before. It's also allowing us to move experiences that are broken in Classic into Lightning.

Mike: Gotcha. Fun thing we should try out is naming this platform, because I can't envision Salesforce is going to go with the Setup Platform. That doesn't feel like us.

Ben Sklar: That's right.

Mike: We have Hyperforce and we have a lot of things, something force, we should... Is this like Benforce, Cherylforce, the Ben and Cherylforce? I don't know, Ben and-

Ben Sklar: Setupforce.

Mike: Setupforce. Yeah, people should share their ideas for the name of it. Setup1, there's a cadence of things. We got to have a one, and then that won't work for a while, and then we got to have a Thingforce, right?

Ben Sklar: That's right. What I will say is, all of these amazing enhancements we're making that we're calling the Setup platform, it's really behind the scenes. It's really just to let you all know that we're making amazing foundational changes to Setup, but if we do this the right way, you don't really even need to know that it's there.

Mike: So does this mean that as releases come out, the Setup menu's going to change for me? Or is this going to be a gradual thing that maybe I might not even notice because it's so seamless in the background?

Ben Sklar: That's a great question. This is more of a gradual change that you shouldn't notice at all, really, if we do our job the right way. What you will see are new features. You'll start seeing more consistency inside of Setup, where it looks like features are being developed by the same Salesforce and not disjointed experiences. And there's a lot of cool new things that are going to come every release because we can finally start moving, like I said before, these broken Classic experiences into Lightning?

Mike: What's one example that you think, well, that's top of your li...

The Future of Salesforce Setup