It’s that time of year where we all set new year’s resolutions- the gyms are all packed with new people, and you discover the store you have visited for years does in fact have a health food section which is where they have the kale chips and quinoa. Yes, with the changing of the calendar comes resolutions for health and happiness. And as Salesforce Admins we need to set resolutions for ourselves. To get started let’s do some easy resolutions and increase in difficulty as the year progresses. That way we get a sense of accomplishment to begin with, can demonstrate our skills, and better prepare ourselves to keep moving forward.
How many times did you say to yourself last year “Uh, I so want to do Trailhead I just don’t have the time!” Ok. It’s a new year, and I’m guessing your calendar is semi-clear sorta right? So let’s block off time each week to work on Trailhead modules. Think of it like food for your brain. When your tummy grumbles you feed it right? Let’s make time to feed our minds. So put dedicated time on your calendar to make learning a priority. Maybe it is over a lunch hour, hey I won’t lie- soup + Trailhead is a good way to get through the winter.
With all of that knowledge gained from Trailhead you can set even loftier resolutions- like getting a Salesforce certification.
@salesforceadmns I have commited to myself to actually do my certifications for ADM201, ADM211 and DEV401 in 2017.
— Jason Lafferty (@j8snl) January 3, 2017
Jason’s goal includes 3 certifications and we applaud him for it- set your goal so that you can achieve it based on your career and learning resolution.
With learning as your core, let’s move on to some bigger resolutions. These are resolutions to move your Salesforce org forward to the future. I can’t think of a better way to become a leader in your organization than to roll out Lightning.
@salesforceadmns I’ve completed the trailhead for Lightning rollout. My goal is to take my org to the next level by switching to it.
— Marcy James (@shawdocat) January 3, 2017
Marcy looks like she is on the right path already by using Trailhead to get a jump start on her organization resolutions.
But what else can you do?
Well, it’s still early in January- so let’s send out some calendar invites to meet monthly with our stakeholders. Let me take a second and explain what stakeholders are. Stakeholders are individuals in your organization that have a vested interest and process in Salesforce. So a stakeholder could be your sales manager if you leverage sales cloud. Your Marketing manager if you leverage marketing cloud, and your customer service manager if you leverage Service cloud. In that communication you want to share feedback from users and your demoes of Lightning. You also want to take note of any upcoming business changes and process changes that are planned. Remember you need to make sure that the technology supports the process. And identify any areas for improvement with your stakeholders- like reviewing new functionality they wish to see or apps they would like to see demos of next month when you meet.
@salesforceadmns expanding the Salesforce userbase beyond Sales :).
— Jiri Ulip (@JiriUlip) January 4, 2017
Jiri has the right attitude for 2017! And a regular stakeholder meeting is the exact format he will need to have in order to achieve his 2017 resolution.
While organization resolutions like Jiri’s can be expansion, resolutions can also be a bit of house cleaning too.
@salesforceadmns de-dupe 700000 Person Accounts and Leads!
— Andy Corbett ☁️ (@andy_j_corbett) January 3, 2017
Well, it goes without saying that Andy has some work ahead of him. Who is ready to pitch in and help Andy?
Andy’s tweet reminds of me of another great resolution- review your processes. With so many person accounts and leads to dedupe it sounds like a process check is in place. After all, you don’t want to have to dedupe that many records this time next year, right?
Overall, achieving your individual and organizational resolutions comes down to two factors: time management and changing habits. Managing your time gives you the ability to effectively make the changes to your habits which help you achieve your goals. If you want to hear more about the daily, weekly, monthly, quarterly, and yearly admin habits join us in our monthly Admin Habits webinar by clicking on this link or by going to our Events page for all of our webinars.