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Category: collaboration

Know your change phase

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The wheel of change is always rolling. No matter how things feel in the moment, there is always one thing we have in our control: what we focus on. It is easy to forget this in the moment, and just as easy to get back on track– remind yourself: “Where your focus goes, your energy […]

You are the Variable

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You are the variable. Your company will achieve the goals they are looking for, they have to if they want to grow and or survive. How they get there, how long it takes, what end solutions are focused on, the collaboration that happens (or doesn’t)… so many things about the journey will be driven by […]

Our Teachers

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I have always loved the yin-yang. For so many reasons. The biggest, representing my passion for the gray areas. It’s so easy to get wrapped up in the extremes – taking a breath and stepping back to consider all the layers of things takes practice and intention. We, as people, aren’t one thing. We are […]

The More you Ask

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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

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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

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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

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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

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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 […]

Salesforce Admins are Employee-preneurs

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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 end up right here, right now. The reason I do this is always around the […]

Mind your PB&Js

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As a Salesforce Admin, we are constantly implementing new processes for our organizations. To start a new salesforce.com project off right, it is crucial that we take the time to interview the right people (and allow them all to contribute!) and clearly identify and document where their pain points are within the process. UPATE SEPTEMBER 2015: I presented on this topic […]