Salesforce Tasks
by Safwan Burki
1. Bug Resolution
1.1. Research to discover why bug is happening, including calls and emails to SF support
1.2. Applying fixes in Sandbox and testing
1.3. Moving fixes to production
1.4. Responding to calls, emails, meetings and google hangouts about bugs
2. Training
2.1. User training for new users
2.2. User training for existing users who have forgotten/ don't understand how to do things
2.3. General hand holding and question answering for existing users
2.4. Training all users on new functionality which we or Salesforce have rolled out
3. Reports
3.1. Creating reports and dashboards for all users
4. Salesforce Improvement - Reactionary
4.1. Calls, emails, meetings and hangouts with users to discuss issues, requests and improvements
4.2. Calls with new users who are pushing to use the system or want to understand what we are doing: e.g marketing, publishing, data
5. Salesforce Improvement - Proactive
5.1. Scoping sessions with existing teams to plan how Salesforce should reflect changing Ogury products - e.g Programattic, Data Studies
5.2. Maintenance with existing users - checking usage, identifying issues and retraining
5.3. Sales enablement with existing users - thinking of and rolling our new and better ways of helping them to their jobs
6. Data Collation
6.1. Cross referencing different data sources for legacy campaigns (Sugar, Finance systems, campaign follow up sheet, Pipeline Deals, Admin
6.2. Mapping accounts - i.e making sure new accounts fit into the existing hierachy
6.3. Emailing and nagging salespeople to confirm information, send additional info
6.4. Sorting contact sheets and de duping
6.5. Resolving issues with data which is not correct
7. Actual import of data
7.1. Upload data in stages, so that codes can be generated for accounts to be used within opps
7.2. Upload data into Sandbox first to check it won't cause any issues
8. Project Management
8.1. Keeping track of all tasks, issues, requests, to do's etc
8.2. Assigning tasks
8.3. Estimating Timelines
8.4. Scoping sessions with internal stakeholders - e.g to request more budget
9. Dealing with Third Parties
9.1. Salesforce Consultants/ Developers
9.1.1. Getting Quotes
9.1.2. Explaining issues and requests
9.1.3. Testing new functionality
9.2. Salesforce Reps
9.2.1. Asking for advice, communicating issues, learning about new products
9.3. Third party technology providers - e.g. like the IO tech add on
9.3.1. Quotes, demos, questions, testing