Project Manager!? A new hat? No, just a redefining of some of the tasks you already do. Users and managers ask you to do things all day long. As soon as they get a far away look in their eyes and start with...If only we could...put that Project Manager (PM) hat back on and listen.
How do I gather requirements? Just what all do they think they want? What will they use it for? Who needs it?
Who is the boss of this project? Who cares the most? Who has the most authority?
How do I keep track of all of this and not need to buy more post-its.
Why, when, how are we doing this? Listen, listen, listen then question, question, question.
Is this a new role? More work? No, much of this you do, or should, when someone asks you to do things that seem like a project or take longer than 15 minutes to accomplish. The Project Manager in you will keep good notes, document, collaborate and learn to occasionaly say - No!
You, learn to be the Project Manager. It's just giving a title to a key function you should embrace!
We look forward to seeing you there!
And save the date for the rest of the weekend. Rakesh Gupta (Automation Champion) will be at the Dev group that night with some Flow specific teaching.
And the next day, right after Salesforce Saturday, at 10:30 Rakesh will be teaching a 3 hour Flow workshop. Check him out: https://automationchampion.com/
XO Group Inc.
Senior Salesforce Administrator
Where to start!?! I've been in the Salesforce ecosystem since 2008. I'm working my way towards the golden ticket, Salesforce Certified Technical Architect (CTA). I currently hold three certifications, Salesforce Admin, Salesforce Advance Admin, and Platform App Builder.
My passion resides in mentoring and teaching Salesforce whether it community members or the users with my current compa…