Change Management Best Practices for Admins

Denise CarboneSr. Business Analyst / Certified Admin / Chicago User Group Leader / MVPdcarbone116@gmail.com@DeniseCarbone4 / @ChicagoSFDCUG

Chicago Salesforce World Tour – April 23rd, 20151 PM Admin Theater

The Role of the AdminQuote by Brent Downey – Admin Hero

“The role of the Salesforce

Administrator can be, in the

right circumstances, a very

pivotal role for driving

organizational change.”

Audience PollBy a show of hands…

Why Change Management

Who is making the request?

Which users are impacted?

Behaviors – what is changing for these users?

Sponsors

Champions

Stakeholders

Is this a new process?

Does this replace an existing process?

Document requirements

Provide visual aids

Use validation and workflow rules

Do not make changes directly in production, play in the sandbox first

Create Help Text and update the description section on new fields

Use the Lighting Process Builder to create new or to replace existing workflows when applicable

People Process Salesforce

Admin Tip: Lightning is a suite of tools that can used by both Admins & Developers

which should be considered.

Admin Tip: Get to know your users & their workflow. Don’t assume, ask.

Admin Tip: Documentation, this is an “insurance policy” for your organization.

Tenants of Change Management The Role of an Admin

Where is the IMPACT?LOE & ROI

•Identify level of effort

•Identify return on investment

•80/20 rule

•Is there value?

•Whose job changes?

•What existing processes are

impacted?

Tailor your approach

Small to Midsize

• Governance model

• Quick changes as

needed, off-cycle

deployments

• Communication

Enterprise

• Sponsor, Champions &

Stakeholders

• Set release schedule

• Communication plan

ChatterCommunication Plan

Tip: Promote & Use Chatter

Tip: Admins with “Modify All Data”

permission can update the Notification

Frequency of Group Members via the

CollaborationGroupMember with an API tool.

• Chatter Group Member ID (for User)

• NotificationFrequency valid values are:

• D – Daily

• W -Weekly

• N - Never

• P - On each post

Cases & Analytics Tools for success

Consider using cases to create &

track requests &/or issues

How will success be

measured, when

applicable create & use

Reports & Dashboards

Resources Available to YOU!Success Community

Join today!

Next Chicago User Group Meeting is Thursday, May 28th - Special Guest!

Midwest Dreamin’ 2015 Chicago, Navy Pier – July 9th & 10th

Join hundreds of fellow Salesforce enthusiasts,

users, admins, developers, and partners in Chicago

this summer for a day and a half of quality content!

Awesome Keynotes - Peter Coffee & Dan Darcy

Registration Opens in May…

Interested in presenting? Call for Speakers is OPEN

– last day for submissions is Friday, May 1st!

To learn more, go to: MidwestDreamin.com

Follow @Midwest_Dreamin

THANK YOU!@DeniseCarbone4

Salesforce World Tour – Chicago 2015