Listen Up, Salesforce Admins

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Listen Up, Salesforce Admins

Getting Started

4 Lessons

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A brief welcome from Jodi with some context about why she created the audio series.

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A short orientation of how the lessons are organized to help you get your bearings.

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The Talk Tracks Episodes

6 Lessons

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This episode explores the power of using context in conversations with stakeholders. It presents techniques for reducing resistance and fostering engagement by explaining the reasons behind each question and illustrates how this approach can elevate your role and the perception of your domain expertise.

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This episode highlights the vital role of clarifying questions in ensuring alignment with stakeholders. It underscores the importance of asking specific questions to avoid misunderstandings and ensure shared expectations for projects and deliverables.

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This episode addresses a common challenge for Salesforce admins: stakeholders who want solutions replicated from their past experiences. It outlines strategic steps for managing such situations, emphasizing effective communication, realistic expectation-setting, and alignment with current project goals.

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This episode covers a common issue Salesforce Admins face: receiving more work each time you suggest improvements or introduce platform capabilities. It highlights the importance of proactively sharing the art of the possible and bringing ideas to the table while setting clear expectations and requesting trade-offs to avoid scope creep.

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This episode addresses the challenge of stakeholders who frequently alter their requirements. It offers strategies to minimize frustration and rework, emphasizing the importance of iterative development, setting realistic timelines, and the role of incremental demos in achieving alignment.

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The Sound Idea Episodes

6 Lessons

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This episode introduces Salesforce admins to the concept of a #WeeklyWrapUp, a concise retrospective tool to review accomplishments and areas for improvement, using five hashtags: #WhatWorked, #NotSoMuch, #LearnedIt, #HelpNeeded, and #FocusNextWeek.

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This episode introduces the weekly Calendar Look-Ahead, in which you invest a few minutes before the week to ensure your calendar is optimized and that you have time allocated for high-value activities. It includes multiple tips and strategies for minimizing unnecessary meetings and reclaiming hours for strategic work.

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This episode introduces the pre-mortem, a proactive technique to anticipate and prevent potential problems in Salesforce projects that involve imagining possible issues and then determining prevention strategies and monitoring mechanisms.

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This episode encourages you to guard your time and find creative ways to leverage resources within your organizations, providing examples of many types of non-Salesforce tasks that others can efficiently manage. It offers practical ways to free up time and focus on high-impact Salesforce-specific work, even if you are a solo admin.

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This episode covers a common challenge: effectively articulating your workload's extensive scope and complexity. It introduces the 3-D Role Review framework, which provides a structured approach to documenting and communicating your responsibilities.

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The Sounding Board Episodes

5 Lessons

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This episode explores strategies to secure budget and approval for attending Dreamforce or similar professional development events. It discusses overcoming budget constraints, offering alternative learning opportunities, and emphasizes the importance of showcasing the value gained from attending such events to prove investing in you will generate a return.

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This episode addresses a common situation for Salesforce Admins who work in a team where a Business Analyst (BA) or Product Owner interfaces with the business units. It discusses the importance of actively understanding business processes and contributing to discussions, even when not directly interacting with stakeholders.

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This episode dives into the complexities and considerations of taking on a side hustle while holding a full-time Salesforce Admin role. The discussion revolves around a side gig's potential impacts on your primary job, personal brand, and long-term career goals, emphasizing the need for thoughtful decision-making.

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This episode offers practical tips on making your exit as valuable as your tenure. Even if you aren’t leaving anytime soon, it covers worthwhile actions to consider when Salesforce admin departs your team and recommends a few activities every Salesforce admin should start today.

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Final

1 Lesson

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About the teacher

Jodi Hrbek

Jodi Hrbek is the author of the Amazon bestseller, Rock Your Role as a Salesforce Admin: Create Value, Calm the Chaos, and Supercharge your Salesforce Career. Her book is a culmination of two decades spent implementing and optimizing Salesforce for startups and enterprise organizations.Her Salesforce journey includes four years working directly for  Salesforce and the launch of an independent Salesforce consultancy. She's played pivotal roles in leading Salesforce implementations for several fast-paced startups within the Blackstone portfolio and has held leadership positions overseeing the Salesforce platform at top enterprise companies, including CompuCom in IT-managed services and Invitation Homes, the nation's premier home leasing company.Known for building and leading high-performing teams, Jodi has recruited, trained, and mentored dozens of Salesforce professionals.Her mission is to elevate the role of Salesforce Admin and to empower Salesforce professionals to improve the quality of their solutions by asking quality questions.

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