How To Stop Feeling Overwhelmed & Powerless as A Salesforce Admin

Salesforce Admins: Here's How To Take Back Control!

The Problem

Being a Salesforce Admin can feel overwhelming at times. After all, you are responsible for managing one of the essential tools in your company's sales arsenal.

In addition to keeping the system up and running, you must ensure that it is appropriately configured to meet your company's needs. On top of that, you also need to be able to troubleshoot any problems that users may be having.

As a Salesforce Administrator, you may feel isolated and unsupported by your manager or colleagues. They may not understand the level of expertise and time that goes into adequately configuring Salesforce to meet the business's specific needs.

As an Admin, you need to ensure that any enhancements will solve the problems at hand and that they will function as expected.

In addition, you need to ensure that the technology can meet the expectations of the business users.

This can take time and effort that business users may not be aware of or care about.

They simply want everything done immediately.

Many Salesforce Admins start their careers with the impression that they just need to learn Salesforce and get Admin certified in order to land a high-paying and rewarding job.

They were told that by getting certified and getting a job, they'll be able to solve business problems and be seen as a leader within the organization.

They were told that by learning Lightning, and Flows and how to create custom objects and custom page layouts, they can help companies thrive.

However, people who have pursued this path often come to realize that their jobs are filled with menial, random requests to update page layouts in Salesforce, import spreadsheets, and repeatedly customize Salesforce based on the whims of different business users.

This can be frustrating, especially if you're passionate about using your skills to make a difference in the company.

If you find yourself in this situation, it's important to remember that you have the power to change things.

The Solution

It can feel daunting when you are faced with multiple problems that seem impossible to solve. You might feel helpless and like there is nowhere to turn. Thankfully, there are proven solutions to help you overcome this feeling of hopelessness and take corrective action.

It can be frustrating when you're trying to help solve a business problem, but people focus all their attention on customizing the system instead.

I know this feeling all too well. I've found myself in many scenarios where people see me as the person who updates Salesforce, so they focus on updating the UI and customizing the system in ways that distract from solving the actual problem.

However, there is a way to address these issues and turn the situation around.

By using my framework, you can learn how to refocus the conversation on solving the business problem and avoid getting sidetracked by unnecessary customizations of Salesforce.

As a Salesforce Admin, when you reframing each

• Salesforce enhancement request;
• complaint that "Salesforce sucks";
• excuse that someone has for not using Salesforce;
• justification that colleagues have for using spreadsheets instead of Salesforce;
• initiative by a new team member to "make Salesforce just like I had at my previous job;" or
• Salesforce project to onboard a new division, business unit or process..

in the way outlined below, you will be able to keep stakeholders engaged, and take control of the situation to get the results you need.

From Chaos to Clarity: How to Reframe Every Salesforce Request

1. Define the project goals.

• What is the main goal of this project?
• What specific business problems need to be solved in order for the project to be successful?

2. Review the existing process and systems.

• How is the current process currently working?
• What are the strengths and weaknesses of the current process?

3. Evaluate how Salesforce can best be utilized to improve the process.

• How can Salesforce be used to streamline and improve the existing process?
• What features of Salesforce are best suited for this project?

4. Work with stakeholders to develop a plan for implementing the process referenced above into Salesforce.

• What steps need to be taken in order to implement Salesforce into the existing process?
• What are the dependencies of this project?

5. Implement the process referenced above into Salesforce and track progress against goals.

• How is Salesforce being used to improve the process?
• Are there any areas that need improvement?
• How can we keep stakeholders focused on the goals and expected outcomes of the project?

How to Implement This Powerful Framework

At this point, you are likely thinking:

• "That seems too simple"
• "If it were only that easy!"
• "Oh, but you haven't met my colleagues!"
• "I get it...but how to I implement it in real life?"
• "Where do I start?"

And you would be 100% spot on for thinking any of these things.

In fact, while this framework seems quite obvious when reading it, it can feel daunting to attempt to make it real, especially when you feel powerless, overwhelmed and undervalued.

• You need a guide to help you learn how to apply these concepts in real life.
• You need to learn how to change the dialogue at work, and transform the way people perceive you, so that you can actually help solve their business problems.

I mean, c'mon... you didn't really pursue this career as a Salesforce Admin because you get giddy every time you build a new custom field, right?

You pursued a career in Salesforce because you want to HELP people to solve problems.

I'm going to help you achieve that.

Join me on Thursday, September 29th at 12pm-1pm Eastern, as I reveal my new 12-week coaching program for Salesforce Admins, to help you stop the insanity at your company and transform your career at the same time.

You're going to learn how I can help you implement my simple, effective and proven framework to position yourself as a problem solver at your organization and real the superpowers that they have yet to recognize.

Are you ready for a transformation?

If so, claim your spot now.