#AwesomeAdmins, in case you haven’t heard, we’ve taken our existing “How I Solved It” series from YouTube, sprinkled some extra magic onto it, and are bringing a five-episode version of it to Salesforce+, our free streaming service.
In the fifth episode (available now on Salesforce+), we see how Sarah Pilzer uses her project management skills to help a nonprofit keep track of multiple fundraising projects. Sarah explains how to help organizations find solutions to complex projects and discusses skills from the Salesforce Admin Skills Kit—project management, data analysis, and business analysis.
We recommend you watch the episode on Salesforce+ and then read about Sarah’s solution below.
Sarah is helping a busy nonprofit that has a lot of projects going on across multiple departments in the organization. The executives have a hard time keeping track of everything and don’t always know who to ask about where things are at and what milestones are coming up next.
After looking at the way the organization plans and runs its projects, Sarah decided to build an app in Salesforce to manage and track everything in one place that everyone in the organization can access and acts as the single source of truth.
It all starts with a custom Home page that Sarah built to show current projects by phase, upcoming milestones, and overdue tasks without having to click into anything.
Sarah built this solution as a console app because it maximizes the space on the page so users can open multiple records at the same time. She also created a custom object for Projects with related custom objects called Milestones and Project Tasks.
She created a global action so that users can create a new project from anywhere they are in Salesforce. This launches a screen flow that prompts the user to enter the required data and relate the project to any existing campaigns.
Sarah also built an automation so that when a user marks a task as complete, the milestone status of the project is updated to save her users from having to update multiple records.
Since Sarah built a solution that tracks every project, milestone, and task update, she was able to create a dashboard that displays this data in a way that helps the executives know how many projects are in which status, what’s coming soon, and even trends over time so they can plan for the future.
Sarah demonstrates a lot of skills from the Salesforce Admin Skills Kit in this episode, but we want to focus on project management, data analysis, and business analysis.
Here’s how she uses these admin skills (and how you can, too!):
But wait—don’t forget about transferable skills! Sarah talks about how her experience as a marine biologist helped her become a highly-skilled Salesforce Admin. “It doesn’t matter what your education or career background is—there are always transferable skills that you can apply to be an #AwesomeAdmin!” says Sarah.
We hope you enjoy this episode!
Check out these great resources:
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