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Thanks for sharing your journey Lilith! Very inspiring as always! I can deeply relate to many aspects you’ve mentioned, especially around the importance of soft skills and communication. Coming from a background as a salesperson before transitioning to Salesforce, I’ve found that those interpersonal skills have been invaluable in navigating complex projects and connecting with clients. Your emphasis on overcoming the challenge of not being a native speaker really resonates with me as well. Also, it’s amazing how much the community helps us grow, not just technically but also personally. I’m not a CTA (yet!), but your story inspires me to keep pushing forward. Thank you for being such a motivating voice in the ecosystem!

Inspiring words and charismatic leadership!!

Interesting. One reason there are so many fields added to the admin is the bottom of the totem pole in many IT departments. That means that their reasoning/wisdom is all too frequently over ridden. Another reason is that many BA jobs are contract jobs. That makes it even easier to over rule that person. The BA will think, well, I can either chose this hill to die on and be told as a contractor, Friday is your last day, or I can keep the job and add the field. "Ok go ahead and have a bad build. I'll be gone soon and it'll be your problem to fix." There's also the issue of all the folks who got Salesforce instances, and never ever, got around to removing that old technical debt. It's frequently the last thing people do, if at all.

Interesting, but next time please upload with 1080 or higher. It's barely legible.

0:00 Implementation methodology 0:45 Process-led approach 2:00 Business requirements 3:00 Architecture Relationship diagramming 4:00 Context Data Flow diagram 5:30 Solution Flow 6:50 Detail Volumetrics 7:30 Story Creation and planned story set 8:20 Summary

Hello there, First of thanks for putting efforts and making the content public. In you screen, I see on the right side that you have Analytics & Documentation section, unfortunately I don't have such option in my org. What is that any package installed or is that a plugin? Thanks in advance :) Best regards!

Helpful video

Great demonstration of the value of process mapping, but why did you write the story manually when you have a built-in GPT for that? Are you one of those people that enjoys writing user stories or something?

BPMN = Business Process Model & Notation

Hello Elements channel admin. I visited your channel and your video is very nice but your video has no views and no subscribers. The only reason your videos aren't going viral is because your videos aren't seoed Your video must be SEO friendly How can I contact you?

Great talk, starting learning Salesforce with Jitendra's blogs and still learning from him

"Promo SM" 🌷

Please speak in hindi.

Thank you both for a great video. I appreciate the takeaway that we need to discuss how the different companies' departments are using/ testing the current functionality and what is working and what is not. There is much more "stealth" GPT under silent testing in companies than top executives realize. Salesforce's latest research shows that 180 million people use AI daily.

Timestamps 0:45 CoE Problems 1:30 CoE value quantified 1:45 Phased CoE 2:51 A successful implementation of Salesforce 4:02 Cross-functional collaboration 4:52 Why do you need a CoE? 5:28 Business case for CoE 6:31 Leadership & Advocacy 7:27 People, process, and tooling 8:30 Framework against digital transformation cross-functionally with change management 10:02 Getting started 10:58 It’s ok to stop and plan 11:54 Evolution of framework 13:51 Just start!

This was a great video!

Great video, Ian. I learned a lot; more importantly, the video gave me a lot to think about. Thank you for sharing your knowledge and perspective.

What is the software being used to draft this?

The end of Salesforce careers. Now what do I do?

The second half of this video shows the value of a Center of Excellence, and how process maps help get all the parties on the same page. When we just take the initial ask from the business and started working, we end up having to come back multiple times for those related asks. Then we have to undo/redo work we've previously done, adding significantly more work than just doing it all together.

Suppose after a step done by user, I want to show that automation updates a field for example then will that come under a new step, resource being Salesforce Rule or Flow? For leads coming in from channels, do you recommend me creating separate independent flow maps or one map that starts for all channels but are linked to different flow maps ?

Amazing 🔥

If only this showed us how Elements Cloud could help with documentation. Ugh! Maybe provide a link to a webinar about "how to" utilize Elements Cloud for documentation.

Awesome!! Thank you!

The audio in the video cuts out between 8:18 and 9:12

Say "No"... The big forgotten responsibility of Salesforce professionals... I really loved this episode. Thanks for putting it together/sharing. Thank you.

Very interresting... and timely. Thanks for creating this video.

🍀 P r o m o s m!!!

Thanks for the session. I've used ChatGPT for salesforce particulars and find it relatively good. As Rory mentioned it isn't going to produce what you do not understand. There are a plethora of commentary about ChatGPT making advanced education no longer demanded, but that's way out. One of the commenters mentioned that Calculators and PCs were supposed to" ruin" education. We'll have to wait and see.

Excellent interview. I think I've been convinced to try this out!

Great interview! I think Salesforce is getting a reputation for being "too difficult" or "complicated," but we have this issue where AE's sold companies everything under the sun without the proper information on how to keep their orgs healthy. So many admins also don't do the work they need to keep up their education on best practices and new features. Also, as Jodi Hrbek mentioned in another interview, so many Admins don't even realize they can say "no".

Thank you for taking time to put this together. Suggestions for next topic: Implementing Amendment and Renewal process for Org using CPQ and one not using CPQ. What are Lessons learned? Thank you.

I love the format and purpose of your video series! I am a new admin looking to take over an org, and I want to clean it up and get it set on a path for scalability. I would love an episode about the evils of Profiles. Andrew is not the first person I've heard moving away from them. Should I aim to utilize Permission Sets rather than Profiles? Why? Also, an episode about DevOps Center would be high on my list of desirables. What are the indispensable AppExchange apps, or does it heavily depend on your org/business? What kinds of horrors await me as I migrate all of my Workflow Rules and Process Builders over to Flow? I'll stop there and look forward to whatever expert info you share next.

I look at technical debt as anything that can, or does, become a limiting factor in future development. A great example from years ago is when we created a custom work order object that we used for our maintenance department. When Salesforce made Work Orders, and Work Order Line Items standard objects in Service Cloud, our custom work became technical debt. The custom object would prevent us from using additional functionality that Salesforce released both standard and as part of FSL. The choice to create the custom object was the right one at the time, but the change meant we needed to decide at what point it would make the most sense for us to migrate to the new object.

Great interview Ian!

Thanks Ian, I enjoyed this. Sincerely, Craig from PwC.

I can't believe this doesn't have more views! I wish we could see more of the diagrams, but it's great anyways. Thanks!

Thanks! Which tools can we use to build these diagrams?

Ｐ𝐫Ｏ𝕞Ｏ𝓢ｍ

Great work, Ian. How does one do the org assessment without a tool (I guess the tool needs to be paid for)?