Accidental Salesforce Admins
Accidental Salesforce Admins is a podcast for people who find themselves managing Salesforce in their organizations without formal admin training. Hosted by Robert Sur, co-founder and CEO of Delegate, it explores the unique challenges these accidental admins face and offers a roadmap for success. The show uses the Deep5ive framework—Outcomes, Humans, Technology, Capabilities, and Rhythms—to help listeners create meaningful change, align priorities, and lead teams with clarity. Episodes feature actionable strategies, real-world stories, and lessons on getting the right things done. It is aimed at problem-solvers and change-makers who want to bridge gaps and lead with vision.
Episodes
Why "That's Not in Scope" Might Be Killing Your Projects | Ep. 17
Host Robert Sur flips roles in this special episode as guest host Joseph Lewin takes the mic to interview him. Together, they dig into the hidden tension that arises when companies bring in consultants or internal admins to solve business problems — and how a rigid focus on scope can sabotage the entire effort.Robert Sur shares why flexibility isn’t chaos but a key leadership capability, and how c
How Andréa Abita Builds Systems That Actually Help People | Ep. 16
When Andréa Abita first started using Salesforce, it was just a system—a place to receive tickets. But through her journey from member-facing roles to internal operations, she began to see it differently. As Associate Director at NYU Langone Health's NICHE Program, Andréa Abita doesn't just configure workflows—she builds systems that make people's lives easier.In this episode of Accidental Salesfo
Why Data Alone Doesn’t Drive Results (with Paul Pacun, vablet) | Ep. 15
Too many teams still believe the myth: more data equals better decisions. But when your field teams ignore your tools and CRM adoption stays low, it’s time to ask a different question—are we helping people understand the data or just piling it on?Host Robert Sur sits down with Paul Pacun, founder of Vablet, to explore how sentiment lives in behavior, not surveys—and how true sales enablement start
How Do We Make AI Actionable—Not Just Aspirational? W/ Rich Radford : 14
Boardrooms everywhere are buzzing about AI—but few know where to begin. In this episode, host Robert Sur welcomes Rich Radford, VP of Client Solutions at Seanergy.ai and a self-proclaimed “recovering accidental Salesforce admin.” Together, they confront the gap between AI hype and meaningful execution.Rich shares firsthand stories—from healthcare systems using AI to book appointments and chart pat
The Roadmap Isn’t for You—It’s for Them : 13
Ever feel like your roadmap is just a wish list no one reads? Host Robert Sur explores why execution often breaks down, not because of lazy teams or chaotic leadership, but because the operating system is invisible. In this solo episode, Rob shares why most Salesforce roadmaps get ignored—and how to turn yours into a tool of influence. Learn how a roadmap becomes more than just a tracker when it’s
Making Change Stick (Even When the System Is a Mess) : 12
In this episode of Accidental Salesforce Admins, host Robert Sur welcomes Ernest Wong, VP at Delegate, to discuss what it really takes to lead change from inside an organization, especially when dealing with broken systems, misaligned teams, and unclear mandates.Best Moments:(00:42) Introduction to the topic of leading change from inside an organization(03:22) Starting with the humans, not just th
You’re Essential. But Are You Strategic? : 11
You look up. It’s midnight. You haven’t eaten. Slack’s clear, backlog’s cleared, and you’ve helped twelve people, but somehow, nothing actually moved forward. In this episode of Accidental Salesforce Admins, Robert Sur, CEO at Delegate, breaks down a familiar cycle for many Salesforce admins: you’re the go-to operator, always solving, always fixing—but never shaping what gets done and what you can
The Leadership Blind Spot – Why Tech Fails Without Strategic Ownership : 10
In this episode of Accidental Salesforce Admins, host Robert Sur dives into the common struggle of the "leadership blind spot" and how to overcome it. Rob shares insights on breaking the cycle of reactive decision-making and shifting towards strategic, outcome-based leadership in Salesforce administration.Key Discussion Points: [00:00:43] Introduction to the leadership blind spot phenomenon [00:01
How to Break Free from the ‘Essential but Invisible’ Trap in Your Career - Michael Stevens : 9
In this episode of Accidental Salesforce Admins, host Robert Sur welcomes Michael Stevens, VP of Product Marketing at SmartRecruiters, to discuss the journey from problem-solver to strategic leader. Michael shares insights on breaking free from the "essential but invisible" trap and becoming a more influential player in your organization.Key Discussion Points:[00:00:43] Breaking free from the esse
Getting leadership to actually listen to a perspective from a product leader - Elvis Ha : 8
In this episode of Accidental Salesforce Admins, host Robert Sur welcomes Elvis Ha, VP of Product at Paradox, to discuss strategies for securing leadership support and resources for vital projects. They dive into common challenges faced by accidental admins and product managers, offer insights on communicating value to different stakeholders, and share tips on learning from rejections.Best Moments
Warrior for a Cause? Become the Advocate Who Actually Leads Change : 7
In this episode of Accidental Salesforce Admins, host Robert Sur shares how he transitioned from a frustrated Salesforce admin—struggling to get sales reps to enter data—to a strategic leader who effectively drives change. He explores the turning point in his approach and how understanding, alignment, and team-focused strategies can replace forceful reminders.Best Moments:(00:59) The frustration o
Mastering TEAM RHYTHMS In Salesforce Administration! Transforming From Reactive to Strategic Leader : 6
In this episode of Accidental Salesforce Admins, host Robert Sur dives deep into the concept of rhythms in team management and leadership, focusing on Salesforce administrators who have found themselves in their roles unexpectedly. He explains how mastering these rhythms can transform a reactive problem-solver into a strategic leader, and why it's essential for Salesforce admins to adapt their app
Maximizing CAPABILITIES In Salesforce Administration! Building Sustainable Operating Models : 5
In this episode of Accidental Salesforce Admins, host Robert Sur explores the capabilities lens of the Deep Five framework. He dives into the challenges organizations face when they underestimate the effort required to support and scale their Salesforce systems. Robert shares strategies for evaluating team capabilities, avoiding costly missteps, and building a sustainable operating model for long-
TECHNOLOGY Lens In Salesforce Administration! Leveraging Your Unique Perspective for Lasting Impact : 4
In this episode of Accidental Salesforce Admins, host Robert Sur dives into the technology lens of the DeepFy framework. He discusses how accidental Salesforce admins can use their unique perspective to make better decisions, align with stakeholders, and drive meaningful change. Robert shares strategies for balancing speed and sustainability, shifting from a "we can't" mindset to a "here’s how" ap
The HUMAN Element In Salesforce Administration! The "Humans Lens" For Effective System Management : 3
In this episode of Accidental Salesforce Admins, host Robert Sur dives into the humans lens of the Deep Five framework, explaining how understanding and harnessing the human factors in system management can lead to more effective Salesforce projects. Robert shares key strategies to align priorities, perspectives, and processes, ensuring that system implementations truly work for the people using t
Focus On OUTCOMES, Not Solutions! The Outcomes Lens In Salesforce Admins : 2
In this episode of Accidental Salesforce Admins, host Robert Sur introduces the outcomes lens from the Deep Five framework, highlighting its importance in transforming how accidental Salesforce admins approach their work. Robert explains how focusing on outcomes, rather than solutions, can help Salesforce admins deliver real value and drive success in their organizations.Best Moments:(00:42) Intro
The Deep5ive Framework For Salesforce Admins! Aligning Priorities & Driving Success : 1
In this episode of Accidental Salesforce Admins, host Robert Sur introduces the Deep Five framework, a powerful mental model designed to help Salesforce admins and change-makers align priorities, perspectives, and processes within their organizations. Robert dives into how combining five distinct lenses—outcomes, humans, technology, capabilities, and rhythms—can create a culture of success and dri
Introducing Accidental Salesforce Admin
Meet the go-to problem solvers, the accidental Salesforce admins who make change happen. In this trailer for Accidental Salesforce Admin, host Robert Sur, Co-founder & CEO of Delegate, introduces the D5 framework—a simple yet powerful mental model for creating clarity, aligning priorities, and driving impactful results.If you’ve ever struggled with competing priorities, misaligned teams, or te
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