Agentforce Adoption Framework Helps Admins Navigate AI Understanding

Today on the Salesforce Admins Podcast, we talk to Kate Lessard, Lead Admin Evangelist at Salesforce.





Join us as we chat about the new Agentforce Adoption Framework and her new YouTube series, "Kate Clicks Through It".





You should subscribe (https://itunes.apple.com/us/podcast/buttonclick-admin-podcast/id914088438?mt=2&ign-mpt=uo%3D4) for the full episode, but here are a few takeaways from our conversation with Kate Lessard.
A flexible, nonlinear learning journey for admins




It's been a while since we've had Kate on the pod, but she's been cooking up something cool, and I wanted to sit down with her to hear all about it. It's called the Agentforce Adoption Framework, and it's your guide for bringing the power of AI into your organization.





Kate and the Evangelist team identified a gap: admins needed a structured path to get up to speed with everything Agentforce has to offer. The framework breaks this down into five areas of focus:





1.

Explore what's possible


2.

Get curious


3.

Try it out


4.

Make it work


5.

Use it often






You can check out Kate's post on the Admin Blog for more details, but the goal is to help you set goals for your organization and get ready for what's coming next with AI.
Hands-on learning through "Kate Clicks Through It"

Kate's also started a new YouTube series, "Kate Clicks Through It," where she walks you through Salesforce processes step by step, with demos so you can click along and try them yourself.





"I personally am someone who learns best by doing," Kate says, "I need to get hands-on, I need to do something. In many cases, I need to do it over and over again." The videos are around 10 minutes long, giving you quick tutorials on subjects like how to build an Agentforce data library, or how to use Org Check as an alternative to Optimizer.
A framework for learning just about anything

The Agentforce Adoption Framework was developed through tons of research and feedback from admins, Salesforce MVPs, and folks on the product team. We think it's pretty spiffy—so keep an eye out for more adoption-focused content at Dreamforce or even an event near you.





As Kate points out, while Agentforce might be the shiny new toy, the adoption framework can be adapted to just about anything you want to implement. She uses the example of Data Cloud to highlight how important it is to have that fundamental level of adoption for both your users and your external customers.





There are so many more great insights from Kate about how to level up your understanding of Agentforce, so be sure to check out the full episode. And don't forget to subscribe to the Salesforce Admins Podcast so you can catch us every Thursday.





Podcast swag


•

Salesforce Admins on the Trailhead Store (https://trailheadstoreamer.com/category/salesforce-admins)

Learn more

•

Admin Blog: Your 5-Step Guide to Successful Agentforce Adoption (https://admin.salesforce.com/blog/2025/your-guide-to-successful-agentforce-adoption)


•

YouTube Series: Kate Clicks Through It (https://www.youtube.com/playlist?list=PLrC_ei2_Pv0GlwxOqMYtNhInzBEQrGv2q)






Admin Trailblazers Group


•

Admin Trailblazers Community Group (https://sforce.co/4977GHH)



Social


•

Kate on LinkedIn (https://www.linkedin.com/in/salesforcekate/)


•

Salesforce Admins on LinkedIn (https://www.linkedin.com/showcase/salesforce-admins/)


•

Salesforce Admins on X (https://x.com/SalesforceAdmns)


•

Mike on Bluesky social (https://bsky.app/profile/mikegerholdt.bsky.social)


•

Mike on Threads (https://www.threads.net/@mikegerholdt/)


•

Mike on X (https://x.com/MikeGerholdt)



Full Transcript


Mike: Welcome to the Salesforce Admin's podcast. This week, admin evangelist Kate Lessard joins us to dive into the Agentforce adoption journey. From building a foundation AI to launching the new Kate Clicks Through It YouTube series, Kate walks us through how admins can thoughtfully and confidently bring AI into their organizations. We also chat about how feedback shaped the adoption framework and, sneak peek, what you might see at Dreamforce. So if you've been wondering where to start or where you are on your AI journey, this episode's for you. Let's get Kate on the podcast. So Kate, welcome back to the podcast.


Kate Lessard: Thanks. It's been a while.


Mike: Yeah. January. Was it when we did the kickoff? That was the last time.


Kate Lessard: Maybe. Or maybe did we do a TDX, prep for TDX call maybe?


Mike: We might've. Other ...

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