💃 Screenshare Often and Effectively | Part 3 of 3 | Running a Salesforce Meeting 🕺

Good morning, Salesforce Nerds! Nice work on taking notes and managing squirrels during your meetings!

Ready to apply the final layer of polish 💅 on running your Salesforce project meeting?

This one takes a bit of prep and practice, and the payoff - increased understanding by your stakeholders - is totally worth it.

What is this magic 🪄 🎩 🐰 technique?

Screensharing! 🖥

Let’s hop in 🐇-

Agenda for today includes

• Screenshare Often and Effectively

• Daily Principle

• All the Memes

Screenshare Often and Effectively

Let’s walk through a Salesforce project meeting with stakeholders and where screensharing fits in.

Pre-Meeting

Get your screens ready! Your internet browser (you’re all SaaS, right 😉) should have tabs for each of the following-

• Meeting Agenda

• Project documents and notes

• The Salesforce org. Both PROD and sandbox?

Meeting Kickoff

Nothing says 💪 I’m Ready 💪 more than the stakeholder showing up to the Zoom meeting and the agenda is already being displayed for participants.

Ideally you’re able to join meetings a few minutes early, but if you aren’t, consider if it’s worth it to be a minute late so that you have time get your screens ready.

During the Meeting

Let’s break this down into a 3 common meeting tasks-

1) Note Taking

(our topic last week)

As it pertains to screensharing - allowing the audience to see you take your notes is excellent validation ✅ for both you and the stakeholders in aligning understanding.

If you all are reading the same thing, and it is meaning the same thing to all of you, then there is an immediate and quality alignment.

In this new-world of WFH, it is critical we take advantage of these real-time techniques since the opportunities are less common in remote work.

2) Mini-Demo’ing, aka Show and Tell