Why Salesforce Admins Are Switching to Conga Composer
How to Implement the 80/20 Rule in Your Salesforce Operations Jump Ahead:IntroductionThe Pain Points of Manual ProcessesTime-Consuming TasksThe Cost of InefficiencyThe Human Error FactorThe 80/20 Rule UnveiledWhat is the 80/20 Rule?How it Applies to Salesforce OperationsReal-world Success Story: Neshama Funeral HomeWhy Conga Composer is the SolutionAutomated Efficiency and ConsistencyCost SavingsEnhanced AccuracyHow to Make the SwitchAssessing…
Salesforce: Why User Adoption Is Low and What You Can Do About It
Jump Ahead:IntroductionUnveiling the Mystery: Reasons for Low Salesforce User Adoption1. The Labyrinth of ComplexityThe Problem of ComplexityResolve Complexity Through TrainingSimplification of the Salesforce UI to Remove Complexity2. Training Deficits: The Missing LinkThe Problem of No End User TrainingOngoing Training to the RescueGamification as an Element of Training3. Ineffective Change ManagementThe Problem of Stubborn UsersAddressing Change…
Apple Vision Pro Meets Salesforce: A Hilarious Journey Into the Future
Are you a Salesforce Admin? Brace yourself. Apple’s new product might make your job even more exhilarating! Apple, renowned for its innovation and style, has dropped a new bombshell into the tech world: the Apple Vision Pro. Unveiled at the 2023 Worldwide Developers Conference, this ‘spatial computer’ marks a new technological frontier. https://youtu.be/OFvXuyITwBI But what…
Forget the Features: Create Training Materials that Users Actually Want to Use
Introduction As a Salesforce Admin, you’re probably well aware of all the amazing features your organization’s Salesforce implementation has to offer—and likely have encountered users who just never seem to get the hang of using them. Jump Ahead:IntroductionThe Shift Towards User-CentricityUser Adoption: More Than Just UsageWhy Should We Prioritize User Adoption?Shifting the Paradigm: From Features…
Your UAT Test Cases Suck: A No-Nonsense Guide to Mastering Salesforce Projects
Jump Ahead:IntroductionDefine Your Requirements1. Be Clear and Concise:2. Prioritize Critical Areas:3. Consider Real-World Scenarios:4. Get Feedback From the Project Team:Test Your ScenariosGather Input From End-Users:Use a Structured Approach:Cover All Possible Use Cases:Assign Ownership and Deadlines:Create a Testing PlanIdentify the Requirements and Test Scenarios:Define Your Testing Strategy:Identify the Stakeholders:Schedule Testing Activities:Define Your Testing Scope:Create Testing Scenarios:Prioritize…
The Write Stuff: Mastering Communication Updates as a Salesforce Admin
Jump Ahead:IntroductionImportance of Effective Written Communication for Salesforce AdminsBenefits of Crafting Impactful UpdatesUnderstanding the AudienceIdentifying the Different Stakeholders Within the OrganizationAnalyzing Their Communication Preferences and NeedsProject UpdatesClear and Concise Project SummaryHighlighting Key Milestones and AchievementsAddressing Challenges and Providing SolutionsUtilizing Visual Aids to Enhance UnderstandingInteracting With End-UsersUsing User-Friendly Language and Avoiding Technical JargonAddressing User Concerns and…