Salesforce Strategy Skills Every Admin Should Know
2 Weeks
·Cohort-based Course
In this course, SF Admins will learn practical strategy skills to reveal stakeholder needs, build consensus & lead successful projects.
Salesforce Strategy Skills Every Admin Should Know
2 Weeks
·Cohort-based Course
In this course, SF Admins will learn practical strategy skills to reveal stakeholder needs, build consensus & lead successful projects.
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 Professionals who want practical instruction and are ready to put that instruction into action at work.
04
Salesforce Consultants who want to level-up and move into project leadership roles
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.
Salesforce Strategy Skills Every Admin Should Know
Meet your instructor
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.
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Salesforce Strategy Skills Every Admin Should Know
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
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
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