Hero image

Salesforce Consulting Skills Every Admin Should Know

New
·

2 Weeks

·

Cohort-based Course

In this course, SF Admins will learn practical consulting skills to reveal stakeholder needs, build consensus & lead successful projects.

Hosted by

Brian Shea

Expert Consultant, 10 years running independent Salesforce consulting firms

Last chance to enroll

7

days

9

hours

10

mins

Course overview

Salesforce projects aren't about tech, they're about asking the right questions

A majority(!) of IT projects end in failure. With those kind of odds, Salesforce Admins need to be ruthlessly practical when leading projects. That means getting crystal clear about what you’re delivering and the reason why. This course teaches you how to get that clarity.

This is a course for:

01

Salesforce Professionals who are tired of being order takers and want to start leading successful projects.

02

Salesforce Admins who are interested in moving from in-house roles into consulting roles.

03

Salesforce Consultants who want to level-up and move into project leadership roles

04

Salesforce Professionals who want practical instruction and are ready to put that instruction into action at work.

In this course you'll learn how to:

Get Buy-In From Stakeholders

Identify which stakeholders to bring into the project and how to balance their priorities to get buy-in and avoid scope creep.

Identify The Questions To Ask

Understand the questions to ask related to Outcomes, Deliverables and Risks.

Run Effective Discovery Meetings

Collect useful, actionable information from stakeholders using questionnaires, one-on-one interviews and group discovery sessions.

Build Confidence

Adopt simple techniques to handle pushback from clients, including unrealistic feature requests and disagreements among stakeholders.

Avoid Common Pitfalls that Doom Projects

Understand the three most common traps that lead to project failure & poor user adoption.

Target Outcomes that Senior Leaders Care About

Frame your projects in terms of outcomes that everyone understands, including senior leadership.

Meet your instructor

Brian Shea

Brian Shea

Founder, Consultant & Salesforce Architect

Brian has been running independent Salesforce consulting firms for the past 10 years and building CRM systems for almost 20 years. In his consulting work, Brian focuses on Discovery and Salesforce Solution Architecture. He works with senior leaders & their organizations to get crystal clear on their desired business outcomes and then deliver Salesforce features aligned to those outcomes. He has coached dozens of enterprise IT teams on the consulting skills contained in this course. 


Brian is a 12x certified Salesforce Architect. His firm Shea Consulting is a Certified Salesforce Consulting Partner. He's a contributing author at SalesforceBen.com and speaks on the topics of Salesforce Consulting, Architecture and Strategy Design.


Shea Consulting | LinkedIn | Twitter

A pattern of wavy dots
Join an upcoming cohort

Salesforce Consulting Skills Every Admin Should Know

Cohort 1

$500 USD

Dates

Dec 5 - 16, 2022

Payment Deadline

Dec 4, 2022

Don't miss out! Enrollment closes in 8 days

Course Sessions & Topics

01

Identifying Stakeholders & Their Priorities (90 minute session)

In this session we'll cover:

  • How to identify the right stakeholders for your project
  • How to identify stakeholders' goals & priorities, including how to handle competing priorities
  • Ways to understand organizational dynamics and uncover hidden stakeholders & priorities

02

Crafting Your Questions (90 minute session)

In this session we'll discuss the three types of questions and look at examples of each:

  • Outcomes
  • Deliverables
  • Risks

03

Discovery: Asking Your Questions (90 minute session)

In this session we'll cover three modalities for asking questions and how / when to use each:

  • Questionnaires
  • One on One interviews
  • Group Discovery Meetings

04

Defining & Maintaining Scope (90 minute session)

In this session we'll cover:

  • How to communicate scope and build consensus with stakeholders
  • Ways to maintain stakeholders' focus and buy-in throughout the project
  • How to avoid the three Project Pitfalls: 1. Scope Creep, 2. Surprises, 3. Solutions in Search of a Problem

Course schedule*

~4 hour time commitment per week
  • Session 1: Monday, December 5

    Noon - 1:30pm EST


  • Session 2: Wednesday, December 7

    Noon - 1:30PM EST


  • Session 3: Monday, December 12

    Noon - 1:30PM EST

  • Session 4: Wednesday, December 14

    Noon - 1:30PM EST

  • All sessions held virtually via Zoom


    Weekly Pre-work: The course instructor will provide a short pre-work assignment for you to complete prior to Week 1 and a second pre-work assignment prior to Week 2. The two pre-work assignments will take about 30 minutes each.


  • * Course schedule is subject to change. Instructor may adjust session days/times based on availability of cohort participants.

Learning is better with cohorts

Learning is better with cohorts

Active hands-on learning

This course builds on live workshops and hands-on projects

Interactive and project-based

You’ll be interacting with other learners through breakout rooms and project teams

Learn with a cohort of peers

Join a group of like-minded people who want to learn and grow alongside you

Frequently Asked Questions

What is a cohort based course?
I work full-time, what is the expected time commitment?
What happens if I can’t make a live session?
My company offers reimbursements for L&D expenses. Do you have a template I could use to request a reimbursement?
A pattern of wavy dots
Join an upcoming cohort

Salesforce Consulting Skills Every Admin Should Know

Cohort 1

$500 USD

Dates

Dec 5 - 16, 2022

Payment Deadline

Dec 4, 2022

Don't miss out! Enrollment closes in 8 days

$500 USD

New
·

2 Weeks