How to Form a Salesforce Team 

Managing Salesforce is a team effort which involves participation from senior management, to the Salesforce technical team, to the Salesforce champions within the departments. Over the next four weeks we are going to walk you through how to set up a Salesforce team for success so you Salesforce org is governed and managed effectively. 

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Part 1 – How to establish a Salesforce Center of Excellence
Part 2 – How to hire a Salesforce Team
Part 3 – How to identify and upskill Salesforce Champions
Part 4 – How to set up a Salesforce Team with Roles and Responsibilities 

Here’s a brief introduction to explain each of these areas in more detail and their role in shaping your Salesforce team.

Part 1 – How to establish a Salesforce Center of Excellence

A Center of Excellence is a group of individuals who are responsible for the CRM Strategy, managing governance and setting and evaluating the metrics of success. To achieve success, they are responsible for allocation suitable resources and helping to determine priorities for investment and time of the technical team. Within this blog we will look at who should be within the Center of Excellence and how collectively they can manage risks, requirements and priorities. 

Part 2 – How to hire a Salesforce Team

Within this blog, you will find out what skills and experience you need to hire within your Salesforce team and how to attract and hire talent into those Salesforce roles. Avoid hiring people without the necessary certifications or experience.. Find out how to benefit from working with a recruitment agency such as Supermums Recruitment (LINK TO EMPLOYER PAGE). Our Recruitment Team share their top tips on how to ask the right questions at interview and how make an informed decision about whether the person is a suitable fit.

Part 3 – How to identify and upskill Salesforce Champions

Salesforce Champions are Departmental Representatives who are active users of salesforce with potential delegated admin responsibilities. They are responsible for liaising with their team members, understanding what Salesforce is capable of and feeding back on change requests or new requirements to the Salesforce Admin and upwards to the Centre of Excellence it if requires a certain level of investment and time. Within this blog we look at how to identify the right people, upskill with Admin or Consultancy Skills Training (LINK TO TRAINING) and how to manage the roles and responsibilities of a Salesforce Champion.

Part 4 – How to set up a Salesforce Team with Roles and Responsibilities 

Building a high performing Salesforce project team requires thought and skill. You are going to have a mix of stakeholders from the client side and potentially a team from a Salesforce Consultancy. There may be familiar / non familiar faces in the room so new relationships might need to be built, but they all have one thing in common. It’s a new project with new objectives, roles, and responsibilities. Within this blog learn how to build a performing team I discuss how to set up a high performing team structure, which covers, how to recruit the right team composition, how to lay down the foundations for the team, and how to play out the roller coaster ride of team dynamics. 

This series of content is taken from extracts of the new and upcoming book, “How to be a Super Salesforce Consultant – The A to Z Guide of How to lead a Salesforce Project”

To stay up to date with release dates, special offers and secret chapters that you can unlock, join the VIP Waiting List.

Come along to our Salesforce Awesome Admin Experience Week

To learn more about ‘How to Form a Salesforce Team’, join our Awesome Admin Experience Week from 17 – 20 July.

It’s fully virtual, packed full of tips and advice from Supermums CEO and Salesforce Partners, and you can also benefit from a FREE Action Plan Download on the 4 Roles and 40 Tasks of a Salesforce Administrator.