Category: communication
The More you Ask
When I was young, I would tirelessly ask my parents questions. About everything. And in the 80s-90s, there was no internet, so they had to get really creative! And to this day, I have never stopped asking questions. Most of them are about the history of things and how things work or are hypothetical or […]
The Power of Questions
Being critical or cynical is very different than being curious. Questions have nothing in common with judgments and opinions. In fact, you should throw away everything you think you know when figuring out the real questions you have. When we are leading change, we almost always don’t know what we don’t know. The only way […]
The Bottom Line on Intention
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 current processes. We bring ideas and solutions, we focus on understanding problems in complete detail […]
Be a Change Agent: An Epic Battle
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: “In times of change, learners inherit the Earth while the learned find themselves beautifully equipped […]
The 8 Steps to Managing Successful Salesforce Projects
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 have them walk you through every step in the process. Ask them why they do […]
Bringing all the troops to the project
Writing a use case is an ideal way of getting organized and making sure you are not missing any key components for the deliverable you are working on. Going through the exercises outlined below for any project you take on will help in many ways, the most important being: (A) transferring everything from your head to […]