💃 So Your Salesforce Team is Growing...🕺

Good morning, Salesforce Nerds! You are the lone Salesforce Admin in your fast-growing company.

In this fast-growing company, you are supporting hundreds, perhaps thousands, of Salesforce users 🥵.

Your company sees the light 💡, and initiates growing the Salesforce Team.

And you, as the sole Salesforce professional, are going to be a key piece in this initiative 💪.

Exciting times! 🎉 🎉

Often, this lone admin, this (Salesforce) Employee #1, is given the opportunity to provide strategy and insights on how to move forward.

“What Salesforce roles do we need, and how many of each?”

If you’ve never built a team before, it’s a tough question 😅.

Today we bring a simple framework to suss this out 👨‍🔬.

Disclaimer - because business’s and their orgs vary widely, understand further analysis will be needed, but this will get you going in the right direction 💯!

Agenda for today includes

• So Your Salesforce Team is Growing....

• Daily Principle

• All the Memes

So Your Salesforce Team Is Growing…..

3 things we will discuss-

1. Data. Data. Data.

2. Study the Design of Other Teams

3. Use Yourself as the Baseline to Identify Opportunities

1) Data. Data. Data.

No, not Salesforce data. Capacity data!

How many hours are you Salesforce’ing each week 🕰?

Then, how many hours of effort are you not Salesforce’ing because you’re human and need to eat/drink/sleep? 🚫🤖 

What are you spending your time on, and where would you spend more time if you had an unlimited amount? Breakdown the hours into these 3 buckets -

1. Support - trouble tickets, user inquiries, etc.

2. Maintenance - internal releases/deployments. Salesforce releases like MFA requirements and Process Builder deprecation.

3. Optimization - enhancements like net-new integrations to the ERP or building a new Flow to reduce user clicks.

Optimizations may require senior-level resources. Support tasks can be managed by a wider spectrum of resources.

2) Study the Design of Other Teams

Ideally, study the design of other Salesforce teams. Tap your network and ask around, or engage in Slack/Discord/Reddit communities.

Looking at your own company can be insightful, as well.

Here is an example of a Marketing Team build, and the insights it gives-

• VP of Marketing

• Marketing Manager

• 3x Marketing Specialist

That’s a team of five. Two of which have direct reports. To gain insights from this, ask questions like-

• Is this team effective? Are the company’s marketing strategies and tactics sound?

• Is this team overwhelmed? Or are they sitting around doing nothing?

• Does leadership actively manage their effectiveness? Their capacity?

The answers to these gives you insights into if the number of employees is right, but more importantly, into the leadership culture and their appetite for inefficiency.

The leadership culture is an indicator for how concrete your case needs to be for hiring new roles 🙌 .

3) Use Yourself as a Baseline to Identify Opportunities

More scenarios-

Build around your skillset. But this DOES NOT mean you hire for what you cannot do.

For example-

If you are not currently proficient at Flows, this is a good opportunity to recommend hiring someone to backfill your ticket support role, so that you can focus on improving your Flow skills 💪.

Daily Principle

and now....Your Daily Memes