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:


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


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


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


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.

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 and speaks on the topics of Salesforce Consulting, Architecture and Strategy Design.

Shea Consulting | LinkedIn | Twitter

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Course Sessions & Topics


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


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


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


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

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?
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