Decoding Salesforce Financial Services Cloud with Shell Black

AI and Nonprofit Growth with Chiou Chan

Summary In this episode, Chiou Chan shares his journey from being the second employee at Salesforce in Asia to leading nonprofit growth with AI. He discusses the role of Salesforce in scaling startups, the transformative impact of AI on nonprofit operations, and personal growth insights. Chiou also emphasizes the importance of planning and resilience, offering a book recommendation for mental toughness. Takeaways: * Chiou Chan was the second employee at Salesforce in Asia. * Salesforce played a key role in scaling startups. * AI is transforming nonprofit operations. * Chiou emphasizes the importance of planning and resilience. * He recommends 'Can't Hurt Me' by David Goggins for mental toughness. * Chiou shares insights on personal growth and leadership. * The episode highlights the need for evolving with AI. * Chiou discusses the challenges and rewards of nonprofit work. * He reflects on the significance of giving back. * The conversation includes a focus on training plans and endurance. Chapters: * 00:00:00 Introduction and Early Career * 00:00:00 Scaling Startups and Leadership * 00:00:00 Nonprofit Sector and AI * 00:00:00 Personal Growth and Endurance Sports

Trailblazing Success: Praveen Khurana on Digital Transformation

🎙 Guest: Praveen Khurana [https://www.linkedin.com/in/praveenkhurana/] 🎧 Host: Abhinav Gupta [https://linktr.ee/tags_podcast] Praveen Khurana, VP of Digital Customer Success at Salesforce, joins us for an inspiring conversation on the evolution of learning, the future of AI-driven customer success, and what it means to stay adaptable in an ever-changing tech world. 💡 In this episode, we dive into: * Growing up in a military family and lessons in adaptability * The shift from on-prem LMS to Trailhead’s gamified learning * Inside stories from India’s first computerized election (1998) * The future of AI in learning and digital success engineering * Salesforce’s unified vision for Trailhead, community, and customer success * How to stay creative and relevant in the AI age * His community work through Our Sparsh and why teaching keeps him grounded 📚 Mentions: * Customer Success: How Innovative Companies Are Reducing Churn and Growing Recurring Revenue – by Nick Mehta * Creativity, Inc. – by Ed Catmull ✨ "Be a lifelong student — your curiosity is your career’s biggest asset." — Praveen Khurana 🔗 Explore more episodes of TAGS Podcast: https://linktr.ee/tags_podcast [https://linktr.ee/tags_podcast]

Decoding Salesforce Financial Services Cloud with Shell Black

In this conversation, Shell Black [https://www.linkedin.com/in/shellblack/] shares his extensive journey in the Salesforce ecosystem, highlighting the evolution of Financial Services Cloud and the importance of specialization in consulting. He discusses the challenges faced by smaller Registered Investment Advisors (RIAs) and the growing significance of AI in wealth management. Shell emphasizes the need for effective people selection in leadership and the value of community connections fostered through events like Dreamforce.

Non Profits, AI and Salesforce with Tom Leddy

In this conversation, Tom Leddy, a seasoned architect from Salesforce, shares his extensive journey in the tech industry, focusing on his experiences with Salesforce and nonprofits. He discusses the evolution of technology, the importance of communication skills in tech careers, and the challenges faced by nonprofits in adopting technology. Tom also highlights the role of AI in nonprofits and the future of architecture in the tech landscape, emphasizing the need for strategic thinking and adaptability in a rapidly changing environment.TakeawaysTom Leddy has over 20 years of experience in tech, with a focus on Salesforce.He transitioned from a developer to an architect due to his communication skills.Tom's early work in telecommunications helped automate complex calculations for cell towers.He recognized the potential of Salesforce while working with SAP CRM.Nonprofits often struggle with technical debt and lack of skilled IT personnel.AI is set to revolutionize how nonprofits operate and manage donations.The Well-Architected Framework aims to provide guidance for nonprofits in tech.Tom emphasizes the importance of strategic thinking in tech architecture.The nonprofit sector is diverse, making it challenging to implement standardized solutions.There are significant opportunities in tech for those willing to adapt to AI.Chapters00:00 Introduction to Tom Leddy's Journey05:50 Early Career and Impactful Projects11:07 Transition to SAP and CRM Systems18:31 The Shift to Salesforce25:17 Finding Purpose in Nonprofits and Community Work28:33 Navigating Nonprofit Technology Challenges34:47 The Importance of Strategic Software Implementation37:23 Creating the Well-Architected Framework42:45 AI in Nonprofits: Opportunities and Challenges51:59 The Future of Roles in the Age of AI56:35 Intro Banner.mp4Connect with Tom- https://www.linkedin.com/in/tomleddy/- https://amazon.com/author/tomleddy

The Future of AI and Salesforce: Insights from Mohith Shrivastava

In this episode, Abhinav hosts Mohith Shrivastava, Developer Advocate at Salesforce, to discuss: • The transformative role of AI in Salesforce, including tools like Agentforce and Data Cloud. • Tips for developers to stay ahead in the AI-driven era. • The art and science of prompt engineering and how it empowers LLMs. • Mohith’s personal journey from hackathons to advocacy, blending creativity with technology. Tune in for actionable insights and an engaging conversation on the future of AI, agents, and Salesforce innovations. References: - Connect with Mohith on LinkedIn [https://www.linkedin.com/in/mohith-shrivastava/] - Prompt Engineering Blog by Mohith [Prompt Engineering for Salesforce Developers]