Learn the five-step Admin Adoption Framework for Agentforce and get hands-on with Kate Lessard’s “Kate Clicks Through It” video series — practical guidance for bringing AI into your Salesforce org.
Why AI adoption doesn’t have to be overwhelming
AI in the CRM feels fast and sometimes scary, but effective adoption starts with small, repeatable steps. The Admin Adoption Framework breaks the journey into five practical phases that help admins identify where they are, what to do next, and how to bring stakeholders along.
The five steps
- Explore what’s possible — Understand AI fundamentals and identify potential use cases for your org.
- Get curious — Share ideas, gather stakeholder feedback, and prioritize high-impact scenarios.
- Try it out — Build demos and prototypes (use sandboxes or dev environments to experiment safely).
- Make it work — Iterate on configuration, secure data, and set up monitoring and guardrails.
- Use it often — Operationalize and measure adoption to drive continuous improvements.
Hands-on learning: Kate Clicks Through It
Short, focused videos (under 10 minutes) walk admins step-by-step through real tasks like building Agentforce data libraries and using Org Check. These demos are built so you can click along and learn by doing — the fastest way to build confidence.
Best practices and community input
The adoption framework was shaped by admin feedback, product teams, MVPs, and research. Practical tips include designing thoughtful surveys, iterating on demos, and prioritizing clean data (Data Cloud is a common co-requirement for successful AI use cases).
- Start small and build momentum.
- Use sandboxes and Trailhead to practice safely.
- Collect feedback from users and iterate frequently.
- Measure outcomes: adoption metrics, time saved, and user satisfaction.
Resources
Refer to the Admins Blog post “Your 5-Step Guide to Successful Agentforce Adoption” and the YouTube series “Kate Clicks Through It” for guided demos and templates to accelerate your rollout.
Conclusion: Why this matters for admins, developers, and business users
AI adoption isn’t just a technical rollout — it’s a people and process change. For Salesforce admins, this framework gives a repeatable path to build confidence and win stakeholder support. Developers can use the framework to scope integrations and automation safely, while business users benefit from solutions that are well-tested, secure, and aligned to real use cases. Following these five steps reduces risk, speeds time-to-value, and helps organizations scale AI responsibly across the CRM.