💃 Salesforce New Hires - Starting Off Better Than Expected 🕺

Good morning, Salesforce Nerds! Starting a new job is exciting 😃 and scary 👻.

The excitement of a new role, coworkers and boss 😃!

And the fear of the unknown 😕.

Focusing on what you can control, in your first few days and weeks in the new job, will set you on a path to start better off than perhaps even you expected.

Let’s take a look at some of these controllables!

Agenda for today includes

• Salesforce New Hires - Starting Off Better Than Expected

• Daily Principle

• All the Memes

Salesforce New Hires - Starting Off Better Than Expected

Today we will discuss-

✅ Be Reliable.

✅ Channel Your Inner Business Analyst.

✅ Compile and Groom Your Questions.

BE RELIABLE

On your Day 1, you have minimal relationships, access, and visibility to meaningfully contribute to company goals.

But every day, including your Day 1, you can control your effort. You can be reliable 🫡.

👍 When your “Welcome to the Company” email asks that you attend an 8:30am meeting on your first day, you are on that meeting at 8:28am, ready to engage.

👍 When you’re asked to onboard to business applications and read company policy documents, you diligently complete each request and communicate your status

👍 When a request pops up in the team Slack channel for help in dataloading scrubbed spreadsheets, you volunteer.

These are all basic requests and easily accomplished by a decent Salesforce professional. The magic 🪄 is in developing your reputation of reliability early and often.

Takeaway: First impressions matter 💯. And in your first few days of onboarding, there is only so much in your control. But you can control putting effort into being a reliable resource. Do it 💪!

CHANNEL YOUR INNER BUSINESS ANALYST

It’s a business analyst’s job function to identify and understand business process.

As a Salesforce professional, you proactively research, analyze the information available to you - the SOW, the legacy solution, project artifacts, etc. Then you ask good questions, just like a good business analyst.

Using this same playbook in starting out in your new job will give you a more effective and potentially faster onboarding.

You proactively research the company sharepoint, reports, earnings call records, Jira and Confluence documentation, etc. Then ask good questions.

It will also leverage whatever onboarding material your company provides you.

A quick note on that-

It is easy to expect company onboarding to cover everything we need to be effective at our jobs, but in reality, onboarding is partially effective, at best, and doesn’t even exist, at worst 🙁.

Takeaway: A business analyst approach gives you the proactive-mindset and activities (research, analysis, etc) to take into learning about your new role. It also makes you less reliant on a common business problem of poor new-hire onboarding.

COMPILE AND GROOM YOUR QUESTIONS

Quality questions are always welcome at a good company. And no doubt you will have a lot of questions as a new hire.

Start a personal document with all your questions, for you to reference, prioritize, and categorize (like HR questions vs Sales Ops questions).

As a new hire, here are some things to consider as you groom your list of questions-

💡 Objective/The Why - Why are you asking this question? How does it affect you and your ability to excel in your role?

💡 Urgency/Priority - Do you need this question answered asap? Or can it wait until your 1:1 meeting at the end of the week?

💡 You Dunno What You Dunno - You have questions because you don’t have all the information. Is this because it hasn’t been delivered to you yet? Or because it doesn’t exist? Is there an onboarding doc that contains clues?

Finally - how you deliver your questions matters.

An urgent question, like you have not received your Healthcare Enrollment email yet, can be a Slack message to a manager.

Asking if you can expense a new desk and monitor should be included in a documented list of questions you have queued for your 1:1 or other dedicated onboarding time.

Takeaway: Good questions are always welcome at a good company. How you deliver your questions matters. Especially in your first few days and weeks when you have tons of them! Come with simple and efficient question-asking techniques!

Daily Principle

and now....Your Daily Memes