Master Class: Managing an Enterprise System (May 2 - Jun 6 2022)
Salesforce is a large, complex engine that can be made to do almost anything. Unless you have experience with an enterprise system (like a university SIS, or a commercial ERP) then it’s easy for admins to get pulled into a tech-focused world that doesn’t account for the rest of the job, like change management, documentation, user adoption and support, and staying sane when you’re probably the only administrator in your organization.
This course is for the admin who has at least a year of Salesforce under your belt. In a small group with your peers, guided by an instructor who has a ton of experience with enterprise systems, you will work on the critical stuff that often gets overlooked while strengthening your technical expertise in all things Salesforce for nonprofits.
This class meets four times, for 90 minutes each time and includes assignments that may take an hour or two between classes.
Salesforce is a large, complex engine that can be made to do almost anything. Unless you have experience with an enterprise system (like a university SIS, or a commercial ERP) then it’s easy for admins to get pulled into a tech-focused world that doesn’t account for the rest of the job, like change management, documentation, user adoption and support, and staying sane when you’re probably the only administrator in your organization.
This course is for the admin who has at least a year of Salesforce under your belt. In a small group with your peers, guided by an instructor who has a ton of experience with enterprise systems, you will work on the critical stuff that often gets overlooked while strengthening your technical expertise in all things Salesforce for nonprofits.
This class meets four times, for 90 minutes each time and includes assignments that may take an hour or two between classes.
Salesforce is a large, complex engine that can be made to do almost anything. Unless you have experience with an enterprise system (like a university SIS, or a commercial ERP) then it’s easy for admins to get pulled into a tech-focused world that doesn’t account for the rest of the job, like change management, documentation, user adoption and support, and staying sane when you’re probably the only administrator in your organization.
This course is for the admin who has at least a year of Salesforce under your belt. In a small group with your peers, guided by an instructor who has a ton of experience with enterprise systems, you will work on the critical stuff that often gets overlooked while strengthening your technical expertise in all things Salesforce for nonprofits.
This class meets four times, for 90 minutes each time and includes assignments that may take an hour or two between classes.
Course Schedule
May 2, 2022 from 1:00 - 2:30pm (Eastern) - Course 1: what is an enterprise data system and how does it differ from other systems?
May 19, 2022 from 10:00 - 11:30am (Eastern) - Course 2: Salesforce data stewardship over time and an introduction to governance
May 26, 2022 from 10:00 - 11:30am (Eastern) - Course 3: Change management and user adoption
June 6, 2022 from 1:00 - 2:30pm (Eastern) - Course 4: User support and change management strategies for solo admins
Who should take this course
You have been managing Salesforce for at least 6 months and are very comfortable in the Setup
What you’ll learn
Course 1: what is an enterprise data system and how does it differ from other systems?
Why it matters that Salesforce is an enterprise data system and how it impacts you as an administrator - common pain points, technical debt, and risks that show up over time
The role of Salesforce in the broader technology ecosystem - map how it fits into your organization, map your data integrations, and prepare to manage in this environment
The role of the data maturity model / operational maturity in your organization’s use of Salesforce and what that means for you as an administrator
What it means to be the only Salesforce administrator in your organization - strategies for partnership and education within your organization
Course 2: Salesforce data stewardship over time and an introduction to governance
Setting up a simple documentation system that can be managed effectively
Best practices for encouraging good use of key data organization-wide
How and when to do a system-wide checkup - unused fields, unused objects, discrepancy reports
Duplication management over time
What is data governance and whose job is it? Strategies for partnership with data champions across your organization to help ensure good use of your system
Course 3: Change management and user adoption
Roles and responsibilities in change management
Dealing with quarterly Salesforce updates as well as changes in other integrated systems
Communication matters more than technology - strategies, best practices, and hands-on support for rolling out changes in your organization
Strategies to encourage user adoption - how to address the shadow systems
Course 4: User support and change management strategies for solo admins
Fielding requests from users - and setting up a simple ticketing system in Salesforce using Cases if you don’t already have a solution
Managing your time as a solo admin who is providing user support, report writing, change management, and troubleshooting
Where to look for assistance, support, and sanity as a solo admin
What to expect from this course
There are four classes in this course.
Each class is 90 minutes, online, taught by a senior consultant who has lived the solo enterprise admin life and coached dozens of other admins through it
You will receive Zoom links prior to the course you’re registered for
This course is designed as a small, focused cohort of only 6 administrators at about the same level of expertise and is expected to be highly participatory. You will learn from the instructor and from each other, and you will directly apply everything we discuss to your own situation. You will have homework between sessions and access to the instructor and your peers via a dedicated slack channel during and after the course.