I don't know about you but I was super excited when Trailhead announced Trailmixes two weeks ago. This was a feature I have been waiting to get my hands on ever since my Trailhead addiction began! As you have guessed by now I love Trailhead, it has empowered me to up-skill and gave me so much confidence in my abilities, that I wanted the same for my users.
With Month Ends, Quarter Ends, Year Ends and holidays I can never get all my users in one meeting to provide the basic training they need BUT as we all know you can pick up Trailhead at any time even if you only have 30 mins to spare.
I have found that not having a uniformed training for all users leads to bad habbits or perhaps it is the bad habits that need to be corrected. That is why I am rolling out Tailmixes to all my users to provide the basics of Salesforce. I have been asked is it not too generic to roll out as a company wide training and the answer is yes it is, but we all need to know the basics before we get into the specifics.
Not to mention all the managerial content on Trailhead - I don't know about you but I really like the Management Trails as much as the Salesforce content one. My favourite it the V2MOM trail I think every company should do this gets everyone in the right frame of mind.
Another question I have been asked is how am I going to track if users are doing the Trailmix, I know I can't go around inspecting everyone's accounts because, well, I have my own Trailhead obsession to maintain but I after talking to Adam Olshansky he suggested Trailhead Tracker! (Thanks Adam!) And if i know sales people they love a bit of competition <insert evil genius grin here> so off I go! I will let you know how I get on on my quest to spread the Salesforce knowledge!
If you want to use my Trailmixes for inspiration or for your users feel free here they are! Have fun and if you see a module you think I should add let me know!
Sales ---- Support ----- Management
I found my ticket for my very first user group meet up the other day while going through some old paperwork and I have to admit it brought a smile to my face! I have definitely come a long way since then. One of the big differences being I am now a leader of that group!
I remember the whole week before the meet up fretting over how I was gonna get there and trying to figure out what to wear to the meet up (I know I'm such a girl). I remember worrying about what to talk to people about and what if they thought I didn't know what I was doing. But there was also excitement I was going to meet other Salesforce people in Ireland!
I left work 3hrs "just in case" I was late and thankfully I did I ended up getting off at the wrong bus stop and had to walk 30 mins back to the hotel. I arrived a sweaty flustered mess but there were cookies so I knew it was gonna be a great meeting.
We had a customer presentation from caterpillar talking about their customer journey. Then there was Gavin who talked about Wave which was just in beta at the time ( this was also my first exposure to Safe Harbour) and I remember writing in my note book to try to get that in the company I was working in at the time - and we did!
After all the presentations I left straight away I was worried all the other Admins would think I was a fraud only there for the beer and pizza. But overall I really enjoyed it and I was glad I went! What was your first user group meet up like?
admin.salesforce.com/dreamforce-2017-admin-track-call-presentationsdeveloper.salesforce.com/blogs/developer-relations/2017/06/dreamforce-2017-developer-call-for-presentations-is-open.htmlSo today I submitted my first ever presentation for Dreamforce, so why am I posting on here saying I submitted? Well as a first timer I wanted share with other first timers who are considering submitting a talk my experience and some information I wish I knew before I submitted.
The hardest part for me was picking a subject no *spoiler alert* here folks I'm not going to tell you what I submitted I want to keep that a surprise! I have been thinking about my subject since Dreamforce '16. A long time you say? Well yes kind of I had been arguing about topics with myself "no that has been covered before, that's not an interesting subject, who would want to listen to a talk about that " etc. I really admire people who just know what to talk about anyway they go!
When I got my Eureka moment then it all came to me. I started scribbling notes to myself about the content and started putting together a deck. I stalked Twitter and Salesforce blogs until they announced submissions were open I came up with a sassy title all I needed to do was fill out the form and press submit! Here are some tips that got me through the submission phase:
For anyone who is thinking about submitting – DO IT you have a few days left, throw your hat in the ring, you have nothing to lose!
Call for speakers ends June 30th 2017 and you can submit here: Admin Track submission / Developer Track submission
So it is no secret that I love salesforce, I wear the swag, never stop talking about it, hobbies include trailhead you see where I'm going with this.....
So it came as no surprise to my family and friends when I raised the bar on my obsession and love for salesforce!
A bit of back story to this post, at Dreamforce '16 I wanted a Salesforce tattoo, I was so inspired by the #Ohana and wanted something to mark my experience and the amazing people I had met there however there were many sensible people around me who talked me out of that idea.
A few weeks ago I started toying with the idea again and causally mentioned it on the Ohana Coffee call - many thought I was joking but my bestie Meighan knew better! I was heading out to Seattle for work and Meighan lives there so naturally we met up! We started to chat about tattoos and boom!
Picking out what to get was not hard at all, I picked the Salesforce cloud as I'm a click not code girl and Meighan picked the code cloud! Off we went.
So this is what happens when you put 2 Salesforce fan girls in the same town!
Naturally after we posted it on Twitter for our #Ohana to see! We didnt expect the tweet to take off,but it did! We even got a retweet from Marc Benioff!
It caught the eye of Erin in Salesforce who asked to feature Meighan and I on the Salesforce blog of course we said yes!
Now to plan the next one! hmmmm should I get Astro or Codey????
I attended my first Developer group in April while I was in San Francisco. I was worried initially that I was not a Dev and would be lost in a world of Apex and Visualforce code. My assumptions could not have been further from the truth. This was a developer group with a difference as it also had a ‘women-in-tech’ spin to it! I loved networking with my #Ohana new and regulars as well as catching up with those I had not seen since Dreamforce!
Our first speaker was Sandra Kurtzig, who is labelled as " Mother of Silicon Valley". She was one of Silicon Valley's first female entrepreneurs and the founder of Kenandy (named after her sons Ken & Andy). Sandy spoke about starting up a business and how you have to be clever and creative when you start but have no money nor experience to do it.
She shared how she sent an ad titled “Have you seen this woman” to get work as a contract programmer! She was then asked to create an inventory program that her client could use to track their stock. Recognising its potential, she reached out to other manufactures and tweaked her product each time with the feedback given to her.
Thinking completely outside the box, she managed to convince HP to allow her to use their computer after hours (an important deal since in the 1970’s a computer with 32k of RAM cost $75k) and further developed her product.
Sandy talked about the difficulty she faced as a woman in the business world; being confused as a secretary and being asked for Coffee by the CEO who was there to meet her. How changing the naming of a product from Mama to ManMan as "It takes 2 men to do what one Mama can do!" and how she applied the flinch method in her pricing models not to mention how she juggled motherhood as well as home-life while building an empire.
"Have a plan, be decisive, choose good people, be persistent, be willing to make mistakes and seize opportunity" - @SandyKurtzig
Up next was Leyla D Seka who has one of the most infectious personalities ever! Leyla is a Peace Core veteran turned EVP of AppExchange in Salesforce, I feel a kinship with Leyla as she doesn’t code (but it is one of her biggest regrets).
Leyla presented on “Growing your Career” and gave some great advice; not to mention some hilarious tips on managing your personal branding, talking through her own experience and how her brand has changed over time as well as discussing going from business to techy jeans and t-shirt dress code.
Technology is ADD, it's always changing. @LeylaSeka
Talking about her leadership style and how she has gone from a never say “no” to saying “no” a lot more as she has a team to protect now. She also gave tips to manage change as a leader and promote trust amongst her team. A great bit of advice Leyla shared was “Don't just be nice to people above you, be nice to *everybody*. The receptionist is as important as the CEO”.
Talking about gender equality in Salesforce, Leyla talked about getting Marc Bennioff’s sponsorship and the genesis of the Equality initiatives at #Salesforce. One of the biggest takeaways Leyla left us with was something she noticed as a manager: when it came to pay-review, men would always ask for more whereas women would just say thank you.
Here is the video of Leyla and Slides
How could the night possibly get better after those 2 inspirational talks? There was a WIT meet-up straight after! With a hop, a skip and a jump we were at the next venue. This was also my first time at a WIT meet up, where I got to talk to so many AMAZING women and men over a glass of fizz. Chatting about everything from the amazing speakers we just heard, to the next community events we are going to as well as talking hobbies and current projects. I have been inspired to look into starting up a WIT in Ireland myself.
A massive thank you to Laura Guenther, Geraldine Gray, Erin Peterson, Anne Crawford, Adam Olshansky, Doug Ayers, Daniel Peter, Liz Gladstone and so many more! I had an amazing time!
When I started off my career in Salesforce, I only knew one person in Ireland that worked in the field; an acquaintance from my days in retail. Excited about my new position, I immediately reached out and asked for tips and tricks; they pointed me to a dev org to get familiar with Salesforce and I immediately jumped in trying to learn this crazy world. I took the 201 training a few weeks later and shortly afterwards, my company went live. In the beginning my duties were simple password resets, adding list views and inputting categories. But as the system grew, so did my responsibilities where I saw myself working on enhancements and other system changes.
Every now and again, I would check-in with my acquaintance and let them know how well I was getting on, and would always be met with "that's not really admin work, are you sure you are an admin?" This continued for a few years and like that the imposter syndrome was well and truly there in the back of my mind. As my role expanded and my love for Salesforce grew, I found my local usergroup and went to the next meeting. I was afraid to talk to anyone in case they realised I didn't know what I was doing so I left straight after the speakers finished.
It was only after I met a team of Salesforce experts over from the US, and had the opportunity to sit with them, that I figured out I had a good idea of what I was doing. I kept asking over and over again "how can I get on your team?" Eventually, after a few months of persistence, I got on the team! They were all experts on Salesforce and tools that connected into Salesforce. The best part is I could learn from them all; and learn from them I did!
In August 2015, my manager sent me the link for Trailhead and told me to check it out - I didn't know I had just been handed the golden ticket to cure my imposter's syndrome. After poking around, I reached out to my acquaintance "have you ever heard of...?" Trailhead was still new and not as big as it is now so again I was met with disinterest.
It was only in August 2016 that I logged in and decided to give Trailhead a shot! I had been watching the road to Dreamforce and the host mentioned they had a trail to prep you for DF16 and to check it out and within an hour I was addicted! Here was all the knowledge of salesforce for free! Reading the trails I realised I did know what I was doing and the stuff I didn't know was right here in front of me so that I could learn and get hands on experience doing. I spent the next four days getting 50 badges, a lot of the topics I knew from doing my daily tasks but I was learning the right way to do things (we all have our short cuts and customisations).
I decided to set myself a challenge of getting 100 badges before Dreamforce. I didn't want to shy away from conversations anymore and figured this would give me the confidence to talk to people at the conference. I ended up earning 100 badges within 3 weeks and 128 by Dreamforce. I volunteered to staff a booth at the Admin Meadow which meant I had to talk to people about Salesforce and was able help many of them! I met the acquaintance at Dreamforce and funny thing is I no longer felt like I didn't know what doing and their comments no longer got to me!
I suppose the biggest thing I learnt from Trailhead is to not doubt myself. I now have over 140 badges and I know a few things!
I started my new job not too long ago and with that comes new working hours and location with a commute. Being a little bit of an organization freak I started to worry about my home life who was going to do the groceries etc. so I started looking for a way to communicate with hubby (with out sending a million texts). Then I remembered the demo I sat through at Dreamforce for Quip and the pretty socks I got after!
After poking around with it I realised it did everything I needed; I could share and edit information on the go! See when edits where made and check off items. Admittedly this is probably not what Salesforce had in mind when they promoted this product but needs must and anyway I could use Salesforce in my personal life I will!
I downloaded the the app on my phone with ease and set up my account without any issues! It took less than 10 mins. I Created a shared folder and was able to share it immediately with Hubby! I could design a document with click list boxes and an excel sheet at mention and add comments and pictures.
Now I can share lists and store notes with out sending a million texts! I have been asked "why not use google docs, it does the same thing" and being honest it does but I don't find it as user friendly.(Maybe that is just me!)
My favourite features are the checklists and comments I use them all the time it makes communicating in the tool so easy. Not to mention how organised it is, the organising freak in me is extremely happy with that!
Do you use Quip? What do you like about it?
Love talking to the Salesforce Ohana but can't get to the next event?
Don't worry we are having a #SalesforceOhana Virtual Coffee break on March 24th at 9am PT.
What is a Virtual Coffee Break I hear you ask? It is a video chat with Coffee!
Grab a cuppa and join the fun!
Get your ticket here
This was my first time attending a community run event and I have to say it will not be my last! I arrived at 8:30 on the button and began to check-in; which was a breeze. I read through the program and decided which sessions I wanted to go to. I had a rough idea from the website but there were so many good ones scheduled at the same time; I couldn't choose.
I collected my #swag bag with my t-shirt, notepads and water bottle in it and read through some of the sponsors' leaflets so I knew which ones to talk to and get more info on. Once settled, I headed to the Keynote with Peter Coffee to secure a good seat (which I did!)
First session of the day was: Habits of a Salesforce Admin with Brad Goss
Having been in the Salesforce world over 5 years now, I have fallen into some bad habits so I defo needed this refresher! Brad was funny and engaging the whole way through. I really enjoyed this session and one of the biggest takeaways was that bad data is not duplicates: it is blank fields. I will be reviewing this in any orgs I work in from now on!
Second session was: How to navigate through the build phase without losing your mind with Amanda Beard-Neilson
This was a entertaining session too, which left me wanting cake! Amanda highlighted the importance of focusing on the business goal, sticking to requirements whilst not pulling your hair out! The need to get buy-in and engage your stakeholders was also a key note taken during this session.
I took some time out to do a few trailhead modules in the dedicated trailhead area and grabbed some lunch and talked to some of my Ohana. Salesforce Tom stopped by for a quick hello and a selfie! Off I went to my next session:
Secrets of the Success Community with Chris Edwards
This was a great session on giving tips and tricks on everything from help & training,answers, collaboration, user groups, known issues and idea exchange. How to use the success community to your advantage and get the most out of it and give back to others a well as pre-empt issues and rock at your job!
Top 10 Health Check Tips with Richard Clarke
I was really eager to attend this one having worked in an org that was nearly 6 years old I wanted to know how to "kick the tires" and where I should focus efforts to keep orgs in tip top shape. One of the big take always for me was the need to solve the right problem; if users tell you the problem and give you a solution on how to fix it, do not jump straight in and use that solution. Do your homework as the problem could stem from user training, lock of communication or access/visibility etc.
The closing keynote was with Belinda Parmar OBE and as Jodi said, the organisers wanted to try something outside of the Salesforce Ecosystem. Belinda presented on Empathy in business and how making small changes can have a big impact. It was really inspiring and put a complete different slant on how I think about, address and approach everything!
For example: the car sales guy is intimidating in a suit, while changing the dress code makes the same man more approachable, more empathetic.
Meeting so many wonderful people and expanding my #Ohana, telling people that every time they drink "dead pony pale ale" a my-little-pony dies. Seeing Zachary Jeans again; not to mention coming away inspired and full of knowledge!
My only regret is not getting a photo in the photo booth but there is always next year!
Thank you so much to the organisers; Francis Pindar, Kerry Townsend, Jodi Wagner and Simon Goodyear!
Hi, I’m Lauren.
In 2011 by complete accident I fell into a Salesforce Administrator Job in Symantec, Dublin and never looked back!