Level Up: The Admin’s Action Plan for Thriving in the Agentforce Era

Level Up: The Admin’s Action Plan for Thriving in the Agentforce Era

Today on the Salesforce Admins Podcast, we talk to Dorian Earl, Salesforce Admin and Founder of Development Consulting Partners, LLC.

Join us as we chat about the 5 steps admins can take today to lead the charge in the Agentforce era.

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

Admins are at the center of the Agentforce era

I always love having Dorian on the pod because he has an amazing origin story. He started out as a traveling sales rep for medical and dental equipment. He had to keep track of over 100,000 products and 300 clients, all in paper notebooks, until one day he left his Franklin planner on the roof of his car and realized he had to find a better way. That’s when he started looking into a new digital CRM platform called Salesforce. 

These days, Dorian helps organizations with digital transformation through Salesforce, and he sees admins as the linchpin for driving organizational change in the Agentforce era. In fact, he flagged me down at a recent event because he was so excited to share his 5-step action plan for how Salesforce Admins can lead the charge on AI.

1. Build awareness beyond the buzz

While most people have talked to an LLM by now, Dorian has noticed that most of his clients don’t quite grasp what it could mean for their organization.

Admins are in a unique position to translate the buzz into action. Start by educating your teams, surfacing practical use cases, and bringing the conversation into team meetings. This isn't about replacing people—it's about making everyone 10–20% smarter, faster, and more capable.

2. Prep your data for Agentforce

AI is only as good as the data you give it. And we’re not just talking about client data, though that needs to be in a healthy place. As Dorian points out, consumer-facing agents need to know things like your operating hours, company values, and brand voice. Prepping your data for Agentforce makes it easier to try new features and build something that works.

3. Identify the quick wins

Admins don’t need to wait for long-term projects to start making an impact with AI. Agentforce comes with ready-to-use features that drive value today. Dorian points to two in particular:

• Record Summaries: AI-generated account overviews save time and provide instant context, especially for reps managing hundreds of accounts or taking over a book of business.

• Quick Reporting: Need to know how many leads are in New York with a certain status? You can just ask. No more report-building marathons—admins and users alike can get insights on demand.

These tools aren’t just time-savers—they’re credibility builders. They show stakeholders the value of AI quickly and easily without much heavy lifting.

4. Find internal processes to improve

The biggest thing that should be on your radar is how Agentforce can overhaul internal business processes. There are so many places where an internal-facing agent can save clicks and smooth out a workflow. Dorian brings up the example of processing a return. An agent can take care of all the little steps, like creating a case, logging information, and authorizing a refund, instead of that being a multi-person business process.

5. Lead the AI transformation

Admins are no longer just behind-the-scenes builders—they’re transformation leader