Salesforce admins are also business analysts and process gurus. To be better at our job means we are paying attention to our business, and conducting ourselves as the COO of our world. We initiate meetings, brainstorming sessions, and discussions around…
Ever wonder where your time goes at work? Ever think how great it would be to tell your stakeholders exactly how much time a project is taking you to complete (vs. the time you are spending on other daily tasks…
A change agent is a person from inside or outside the organization who helps an organization transform itself by focusing on such matters as organizational effectiveness, improvement, and development.” I know that Salesforce administrators are the embodiment of the “learners” referenced in this quote:…
If you want to learn more about Salesforce, it has NEVER been easier. As a Salesforce Administrator we are often asked by people in our organizations how they can start learning more about using Salesforce (because SFDC RULES!). Now, we have a…
This year, Dreamforce 2015 has inspired me to write a project plan for migrating my users to the Lightning Experience UI. I used my core project plan template and modified it for this Lightning Experience migration project so that you can…
As you might know, if you have ever watched my Admin to Admin Academy Podcast, I strongly believe that formulas are the superpowers of any #AwesomeAdmin! And for #AmbitiousAdmins… well we keep taking more steps and begin dabbling with Flow variables, and even…
I started my career as a waitress, then an administrative temp, an administrative assistant, and later found myself on a path to being an executive assistant with a process improvement focus/specialty. I found myself implementing a 2-year MS Dynamics solution…
This is a high-level representation of the project lifecycle that I have found to be the most effective in managing successful salesforce projects. #1 Current State Identify the business owners of the current state and schedule a kickoff meeting to…
One of my favorite ways to pass the time is to reflect on the choices and events of my life that have led me to this point. It is fascinating that so many specific choices had to come into play for me to…
Not the “don’t deal with your personal problems while other people are around” kind of dirty laundry, but the “let’s clean some cloths” kind! To get us started, it is important we review the official definition of a project: the…