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- 💃 The Salesforce Project Meeting with Stakeholders 🕺
💃 The Salesforce Project Meeting with Stakeholders 🕺
We All Do It. Do We All Do It Well?!
Salesforce ChaCha
May 03, 2023 • Estimated Reading Time: 5 minutes
Good morning, Salesforce Nerds! We are gonna tackle a big and important topic in our next series - The Salesforce Project Meeting with Stakeholders.
This series is for anyone who advising, serving, supporting, maintaining, optimizing, or implementing for their stakeholders 🙌 .
A lot of what we'll cover can be perceived as obvious, but putting it all together, and for the lifetime of a project, can be a challenge. We'll bring tools 🛠 , like aggregation, leverage, and MECE. We'll bring insights 🧠, like the stakeholder's perspective, demos, and relationship building.
Great meetings are simple! But they're not easy. You can follow a process and have a great meeting. But the process requires discipline, diligence, and effort.
Agenda for today includes
The Salesforce Project Meeting with Stakeholders
Daily Principle
All the Memes
What Is It?
Oh, you know, just one of the most important responsibilities of a Salesforce Professional.
Facilitate workshops and discovery sessions to define project scope, objectives, and success criteria in alignment with stakeholder expectations.
Provide guidance and support to stakeholders in defining and optimizing their Salesforce workflows, configurations, and customizations.
Lead and coordinate project kickoff meetings, ensuring all stakeholders are aligned on project goals, timelines, and deliverables.
These are 3 actual job responsibilities from 3 job postings of 3 different companies that employ Salesforce professionals.
Project meetings, even more so in this digital and remote age, are the heartbeat 💓 of a project. Add in that we are working in increasingly complex Salesforce environments, and our meetings become even more important to nurture understanding and alignment.
There are 3 core components of the Salesforce Project Meeting with Stakeholders-