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By: Tag: Business Analysis

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Replay: Being a Business Analyst with Ko Forte

Today on the Salesforce Admins Podcast, we revisit our episode with Ko Forte, Salesforce Business Analyst (BA) at RGP. Join us as we chat about business analysis, career transitions, and the BA mindset. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ko Forte. August was Business […]

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How to Prepare Your Org for an AI-Driven Future.

How to Prepare Your Org for an AI-Driven Future

This blog post was written by myself and Tom Bassett and is an abbreviated version of the presentation we delivered at Dreamforce ’23, where we explored how you can prepare your Salesforce org for the artificial intelligence (AI) revolution. We invite you to read this post, which outlines the key steps you can take, but […]

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How to Use Salesforce to Manage Your Documentation

How to Use Salesforce to Manage Your Documentation

No matter the size of your organization, or how many admins you have on your team (if you have a team!), one of the last things you probably enjoy doing is writing documentation. I hear you—it’s hard to start writing documentation, know what to capture, and figure out where to put it so you’ll actually […]

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Pei Mun Lim on the Skills of a Business Analyst

Today on the Salesforce Admins Podcast, we talk to Pei Mun Lim, Consulting Coach and Trainer at Zenhao, and the author of Salesforce Discovery 101. Join us as we chat about two critical skills for business analysts, emotional intelligence and active listening. You should subscribe for the full episode, but here are a few takeaways […]

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Business Analysis Skills with Toni V. Martin

Toni V. Martin on Business Analysis Skills

Today on the Salesforce Admins Podcast, we talk to Toni V. Martin, VP of Salesforce Marketing and Communications at Bitwise, Salesforce MVP, and founder of Systems to Success. Join us as we chat about why you might already be a business analyst (BA), the flavors of business analysis, and how to get the experience to […]

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Ko Forte on Being a Business Analyst

Today on the Salesforce Admins Podcast, we talk to Ko Forte, Salesforce Business Analyst at RGP. Join us as we chat about business analysis, career transitions, and the business analyst (BA) mindset. You should subscribe for the full episode, but here are a few takeaways from our conversation with Ko Forte. August is Business Analyst […]

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Greenery and a blue sky below a headline that says, How to Optimize License Utilization."

How to Optimize License Utilization

We know that one of your main responsibilities as a Salesforce Admin is to manage users and drive adoption. One important adoption metric is license utilization, which generally indicates whether users are using the available licenses. You can calculate license utilization as follows: License Utilization = # Used Licenses / # Available Licenses Here, we […]

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Biggest Mistakes Admins Make with LeeAnne Rimel

Today on the Salesforce Admins Podcast, we talk to LeeAnne Rimel, Senior Director of Admin Evangelism at Salesforce. Join us as we chat about the biggest mistakes admins make and what to do to avoid them. You should subscribe for the full episode, but here are a few takeaways from our conversation with LeeAnne Rimel. […]

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Best of Dreamforce: AppExchange Strategies for Business Analysts with Keizra Tyson-Griffin

Today on the Salesforce Admins Podcast, we talk to Keizra Tyson-Griffin, Salesforce Business Analyst at Esor Consulting Group and a soon-to-be Dreamforce presenter. Join us as we talk about her Dreamforce presentation about evaluating AppExchange apps as a Salesforce Business Analyst. You should subscribe for the full episode, but here are a few takeaways from […]

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