Aligning Salesforce with Business Units: The Developers Speak: Volume 2, Episode 1

Dakota VanOs – July 13, 2021

The Developers Speak is a video series featuring certified Salesforce consultants at Digital Mass. They come to you twice a month to help bridge the gap between business problems and technical solutions.

In this episode of The Developers Speak, Tom shares the biggest tips he’s learned while working with business units and the steps he takes to make sure that business users get the most out of updates made to their Salesforce org.

Transcription:


I'm Tom and I'm a Salesforce developer at Digital Mass. One of the biggest things that I've learned is that understanding your users' business processes and training needs is just as important as writing good code. Salesforce is an incredibly powerful tool, but some companies might not be getting the full value out of their Salesforce instance, that they could be. Your role as a developer, before you write a single line of code, is to get a very comprehensive understanding of the business model that your organization has and the business processes within it. A great way to start is to have meetings where your users go through what they do at a high level. And if you can build a comprehensive mental model of how everything fits together, you'll be able to write better code, align their Salesforce instance with their business processes more smoothly, and just create a better user experience.


You'll take all this information, update their workflows, or create some new functionality. Now you just have to get your users on board with the changes that you've introduced and a great way to do this is to create training documents, have a live demo, where you get your users to watch you just go through a typical business scenario that they'll be familiar with. And then you show them exactly what steps to take to make Salesforce mirror that business scenario. This will really help your users get more comfortable with change and it'll make them, their work faster, their lives easier, and they'll make Salesforce a joy to use. Feel free to leave a comment below and let me know how you have helped your users adapt to change in Salesforce. Thanks for watching.

About the developer:

Meet Tom: Salesforce Developer and full stack star.

After graduating from the University of Minnesota with a BS in Computer Science and working as a Software Engineer, Tom was looking for a new opportunity that would spark his love for the field again. So, he decided to spend some time on Trailhead and realized he had a knack for solving Salesforce problems: they were challenging, fun, and he could zone in and focus on them for hours at a time.

Once Tom joined our team in February 2021, he decided to get his first certification Platform Developer l. Next up is Platform Dev ll! 🚀

When his hands aren’t on the keyboard, he spends as much time outside as possible and away from screens, especially in the Summer months when he can hike around the nature preserve with his friends.