Nonprofit Salesforce Admin Skills
- Support admins + their supervisors in forming strong Salesforce teams.
- Generate and collate best practice documentation on soft skills related to this role.
(Almost all of what we're working on could be extrapolated to any Salesforce team environment, it's just that we are aiming to write from a nonprofit-specific lens to be most helpful to our community. Our next steps as a group are motivated by the needs we feel from our own perspectives as admins + adjacent Salesforce ecosystem roles.)
https://powerofus.force.com/s/group/0F91E000000brOySAI/admin-skills-nonprofit-salesforce-team
https://docs.google.com/document/d/1Zm7H5ItAS-UZC8IVvlzNYG_ZV3QXkP4FAC-C9IILP4Q
- In general, help complete this document so it's ready to be published in the near future.
- Fulfill the plan for distribution of the document:
- How/When/Who will create a site home for the document and future projects of this group
- Creation of website
- Marketing/Promotion
- Editing Needs Once the document's sections are complete, editing will be necessary. In particular:
- Removal of repetitive advice across sections (either link to another relevant section or at least copy the text in multiple places for consistency).
- Creation of a consistent 'voice' throughout the document.
- Review the Google Doc created in the AMER Sprints to check for anything that doesn't fit an EMEA context.
- This will be done by working through a copied version of the doc to ensure no alterations are made to the AMER version.
- After the event, this work will be reviewed in order to decide on a plan for implementing any points raised via the review.
- Begin drafting Guidance for Employers Documentation focusing on supporting the development/upskilling of Salesforce Admins.
Pick a section where you can offer expertise or extensive personal experience, and form a group of 3-6 others who feel the same. In your working group, identify one person who will be the "Synthesizer / Scribe" who will from the very beginning of the work be responsible for writing a well-formatted narrative or clean outline of the content you'd like to publish/share by the end of the sprint. Below that synthesized content can be a long collection of thoughts, bullet points, all kinds of material...just start at the beginning having someone keep an eye toward the end of the sprint by bringing together the highlights into a shareable format.
| Full Name | Team Role | Github Username | Working Group/s |
|---|---|---|---|
| Mark Jones | Group Leader | ThisIsMarkJones | |
| Emma Keeling | Group Leader | SalesforceEm | |
| Akash Mishra | Contributor | aka5h4u | Admin Skills Doc Review |
| Blasovia Monique Erinna | Contributor | emailgroupie | Guidance for Employers Doc (Initial Planning, Community Engagement) |
| Hab Muluye | Contributor | Hab0204 | Admin Skills Doc Review |
| Joseph Bassey | Contributor | Harveyworld06 | Admin Skills Doc Review |
| Kathleen Waterworth | Contributor | Kathy-Waterworth | Admin Skills Doc Review |
| Parvathy Thampi | Contributor | N/A | Guidance for Employers Doc (Initial Planning, Community Engagement) |
| Philip Denton | Contributor | Phil-theforce | Admin Skills Doc Review |
| Prakash Jagadeep K | Contributor | prakashjagadeep | Guidance for Employers Doc (Initial Planning, Training) |
| Raksha Sananee | Contributor | rakshasanganee | Guidance for Employers Doc (Initial Planning, Skills Development, Training) |
| Sheetal Chougule | Contributor | sheetalchougule-git | Guidance for Employers Doc (Initial Planning, Skills Development) |
| Sheila Powell | Contributor | sheilap127 | Admin Skills Doc Review |
| Shilpa Srikantachar | Contributor | shilpaRAD | Admin Skills Doc Review |
| Sue Pippel | Contributor | AlohaSFSue | Guidance for Employers Doc (Initial Planning) |
| Vicki Moritz-Henry | Contributor | vickihenry | Guidance for Employers Doc (Initial Planning, Training) |
| Vishu P | Contributor | Vishupi | Admin Skills Doc Review |
| Yvonne Navas | Contributor | ynavas | Guidance for Employers Doc (Initial Planning) |
- Reviewed the Admin Skills Doc and made a number of suggestions related to updates to the document.
- Added comments related to AMER centric themes and language throughout the Admin Skills Doc.
- Began working on the Guidance Document for Employers.
- Decided upon sections for the document including: Introduction, Skills Development, Training, and Community Engagement.
- Starting drafting the Skills Development, Training and Community Engagement sections of the Guidance Document for Employers.
| Full Name | Team Role | Github Username | Working Group4 |
|---|---|---|---|
| Rachel Ciprotti | Group Leader | rciprotti | |
| Eric Bruenner | Contributor | eb36OT | Change Management, Testing, Strategy for the Project |
| Sandeepa Epuri | Contributor | sandeepae | Testing |
| Kyle Gaubert | Contributor | kgaubert | Editing for the Project, Testing, Strategy for the Project |
| Mark Jones | Contributor | thisismarkjones | Testing, Strategy for the Project |
| Rupinder Kaur | Contributor | Working with a Consultant, Governance, Strategy for the Project | |
| Abby Morrow | Contributor | abbym-selamta | Testing, Strategy for the Project |
| Christian Novak | Contributor | Newstole | Change Management, Testing, Strategy for the Project |
| Umayal Ramasubramanian | Contributor | umayal1983 | Change Management |
| Shiva Tej Sarab | Contributor | shiva-sarab | Testing, Strategy for the Project |
| Eric Steeves | Contributor | pkasolves | Editing for the Project, Working with a Consultant |
| Matthew Steiner | Contributer | msteinertod | Working with a Consultant, Governance, Strategy for the Project |
| Rebecca Tasetano | Contributor | pkasolves | Editing for the Project, Working with a Consultant |
| Kathy Waterworth | Contributor | kathy-waterworth | Editing for the Project, Governance, Strategy for the Project |
- Added language to the Admin Soft Skills doc on Testing
- Added language to the Admin Soft Skills doc on Creating a Governance Program
- Added language to the Admin Soft Skills doc on Change Management
- Added language to the Admin Soft Skills doc on Working with a Consultant
- Created Style Guide for the document
- Made a plan for editing the document to make it ready to publich before the Sprint in Sept/Oct
- Decided on platform for publishing the document and brainstormed ideas for next projects for this group
| Full Name | Team Role | Github Username | Working Group3 |
|---|---|---|---|
| Rachel Ciprotti | Group Leader | rciprotti | |
| John Dray | Contributor | Managing Up for Salesforce | |
| Dodi Friedenberg | Contributor | Maintenance Tasks | |
| Emily Hicks-Rotella | Contributor | Strategy for the Project; Documentation | |
| Mark Jones | Contributor | thisismarkjones | Strategy for the Project; Managing Up for Salesforce |
| Nandini K | Contributor | Editing for the Project; Strategy for the Project | |
| Radhika Kosaraju | Contributor | Editing for the Project | |
| Katie Hourtakis | Contributor | Understanding Your Business; Org Roadmap | |
| Michael Manning | Contributor | Strategy for the Project; Managing Up for Salesforce; Project Management | |
| Dennis Markunas | Contributor | Understanding Your Business; Strategy for the Project; Documentation; Project Management | |
| Don Miller | Contributor | Strategy for the Project; Editing for the Project | |
| Srividya Padmanabhan | Contributor | Editing for the Project | |
| Allison Roscoe | Contributor | Editing for the Project | |
| Jenne Secrest | Contributor | jsecvol53 | Strategy for the Project |
| John Sims | Contributor | Maintenance Tasks; Documentation | |
| Mattie Vukmir | Contributor | Strategy for the Project; Managing Up for Salesforce; Project Management | |
| Kathy Waterworth | Contributor | kathy-waterworth | Maintenance Tasks; Editing for the Project |
| Christy Warren | Contributor | Understanding Your Business; Org Roadmap; Strategy for the Project; Documentation | |
| Rodney Zhu | Contributor | Editing for the Project; Strategy for the Project |
- Added language to the Admin Soft Skills doc on Maintenance Tasks and Schedule
- Added language to the Admin Soft Skills doc on Understanding Your Business
- Added language to the Admin Soft Skills doc on Org Roadmap
- Added language to the Admin Soft Skills doc on Managing Up for Salesforce Investment
- Added language to the Admin Soft Skills doc on Documentation
- Added language to the Admin Soft Skills doc on Project Management
- Updated organization of document, breaking the sections into four groupings: 1. Optimizing Your Salesforce CRM 2. Core Admin Skills 3. Interaction with Users 4. Utilizing the Salesforce Ecosystem
- Created a plan for the final editing project to polish the document and get it ready to be shared with the Salesforce Nonprofit Ohana
- Brainstormed Next Steps for this project in future Community Sprints
| Full Name | Team Role | Github Username | Working Group2 |
|---|---|---|---|
| Rachel Ciprotti | Group Leader | rciprotti | Release Management; Troubleshoot User Issues; SFDO/SFDC; Salesforce Careers |
| Adam Kramer | Group Leader | Release Management; User Feedback; SFDO/SFDC | |
| Kelley Bevans | Contributor | microveldt | Troubleshoot User Issue; End User Training; User Feedback |
| Jyothi Dontha | Contributor | End User Training; Troubleshoot User Issues; Salesforce Careers; SFDO/SFDC | |
| Daniel Gorton | Contributor | Release Management; Salesforce Careers; User Feedback | |
| Sam Knox | Contributor | sam-knox | Troubleshoot User Issues; End User Training; Salesforce Careers |
| Sarah Marovich | Contributor | End User Training; Release Management; SFDO/SFDC; User Feedback | |
| Jessie Rymph | Contributor | Release Management; Troubleshoot User Issues; User Feedback; Salesforce Careers | |
| Jenne Secrest | Contributor | jsecvol53 | Troubleshoot User Issues; Salesforce Careers |
| Kathy Waterworth | Contributor | End User Training; End User Training; SFDO/SFDC |
- Added language to the Admin Soft Skills doc on Release Management
- Added language to the Admin Soft Skills doc on User Feedback
- Added language to the Admin Soft Skills doc on End User Training
- Added language to the Admin Soft Skills doc on Furthering Your Salesforce Career
- Added language to the Admin Soft Skills doc on Understanding SFDO/SFDC
- Added new section called Understanding Your Business
- Updated organization of document, breaking the sections into three groupings: 1. Optimizing Your Salesforce CRM 2. Interactions with Users 3. Utilizing the Salesforce Ecosystem
| Full Name | Team Role | Github Username | Working Group |
|---|---|---|---|
| Sam Adiv | Group Leader | samueladiv | Product Owner |
| Marc Baizman | Contributor | mbaizman | Product Owner |
| Kelley Bevans | Contributor | microveldt | Discovery + Requirements Gathering |
| Eric Bruenner | Contributor | Bruenner | Product Owner |
| Kayleigh Collins | Contributor | NA | Documentation |
| Cheryl Curry | Contributor | CherylCurry | Discovery + Requirements Gathering |
| Ali Ervan | Contributor | aervan82 | Discovery + Requirements Gathering |
| Neil Harmon | Contributor | neilharmon | Documentation |
| Aprille Metcalf | Contributor | Amnicitiae | Documentation |
| Abby Morrow | Contributor | abbym-selamta | Documentation |
| Art Ordoqui | Contributor | aordoquiSFDO | Discovery + Requirements Gathering |
| Salvador Orochena | Contributor | sorochena | Discovery + Requirements Gathering |
| Sandra Prieto | Contributor | sprieto37 | Documentation |
| Jeff Putthoff | Contributor | jpsjamdg | Discovery + Requirements Gathering |
| Jenne Secrest | Contributor | jsecvol53 | Discovery + Requirements Gathering |
| Michelle Vose | Contributor | NA | Product Owner |
| Tamara Wojdylo | Contributor | TamaraWo | Discovery + Requirements Gathering |
- Added language to the Admin Soft Skills doc on Discovery and Requirements Gathering.
- Added language to the Admin Soft Skills doc on Writing Documentation
- Added language to the Admin Soft Skills doc on a new section on the role and mindset of a Product Owner
- We got started by creating User Stories on this Jamboard and then distilled to the above three working groups.
| Full Name | Team Role | Github Username | Sprint(s) |
|---|---|---|---|
| Samantha Shain | Group Leader | samanthashain | Detroit 2019 |
| Vered Meir | Contributor | veredmeir | Detroit 2019 |
- Crafted user stories and sample personas in our Admin Soft Skills annotated bibliography (in progress)
- Created a Trailmix for skills
- Scan/audit of existing resources (see file of existing links)
- Synced with Marc Baizman/Admin Evangelist Team at SFDC re: blog post