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Salesforce Administrator in a project

I'm sure not every Salesforce Admin role is the same, depends on workload, company size and industry. During my journey, I'm fortunate to work on a few Salesforce integration projects with some app-exchange and usually have great experience with them. A Salesforce admin sometime has to play a another role as a business analyst, project manager, tester, QC, data analyst or even sales enablement manager in  integration projects. Some projects only take a couple days or weeks from the beginning to the end but some might take sevaral months to complete. Here are just some takeaway when working with the stakeholders:

Supporting/ consulting team from 3rd party vendor:
  • It's better to ask to be involve in bidding meetings before company make purchasing decision. Salesforce admin is the one having the best idea on how Salesforce, data and business process operate.
  • Always look at provider website or demo to have the better idea on their product and it's helpful to have the instruction and user guide before joining a discovery call.
  • Our job is not only connect Salesforce with other apps but also understand how users are working on other apps and how data are synced/ matched to Salesforce.
  • Try to install the app in full sandbox if it's possible and create use cases for UAT testing.
Managers or Project sponsors:
  • It's easy if a manager or project sponsor come to you with a their plan or product that they know they want to integrate or implement in Salesforce. A lot of time, managers or project sponsor will just give you the big picture and you have to figure out how to buy paper and color pencils to draw that. Another time you will need to clear their picture and sketch your own. Understand business process, short term and long term strategies and company culture are the key. Dont be afraid to stand up for the common good and long term solution than a quickfix. 
  • Keep them informed all of the project progress, especially when the project is rolled out for testing and ready to go live as they will be the one to deliver the change management to their team. 
  • It's necessary to follow up with them after the new functions go live.

Business Analyst/ Sales Enablement Manager:
  • If you have a business analyst or a Sales Enablement Manager in your project, you're lucky as they are the key person to collect all requirements, business process, plan all meetings and help you use case for testing, deliver training and prepare the user guide. But it only happen to complex or big projects that take more than 4 months to finish. In this case, they are a bridge between you and other stakeholders, communicate with them to have all requirement/ response not only from Manager/Project sponsors but also end user and a clear roadmap/ vision on the project.

End User
  • Communicate, communicate, communicate. If a business analyst involves in a project, make sure to have them communicated about new functions, deliver training and user guide and follow up with end users. In many case, an admin is also a person to do the work.
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