Tuesday, 20 November 2018

#AwesomeAdmin Utility Belt: Account Executives / Thank you for Being a Friend

I'm very passionate about being an #AwesomeAdmin, so I've decided to start another series - the #AwesomeAdmin Utility Belt! As Admins, we use our Superpowers everyday to help our users, and we rely on our various tools from our Utility Belts, as we're superheros afterall!

I've met many different people in my Salesforce journey thus far, from all different parts of the ecosystem, but definitely one of the most important, has been my Account Executive, Brandon Jimenez. 

We first connected by way of an introductory call when he took over our account just after we'd finished our implementation. We exchanged emails a few times, including when I had ask for some prudent advice on how to make the case to my employers to send me to TrailheaDX bootcamp. His advice helped, and when I returned, all fired up and excited, we had coffee and chatted through what I'd learned, and how he could help me going forward.

We caught up at Toronto World Tour when I was manning the Trailblazer Community booth, and he stopped by with some of his other clients, I'm assuming to introduce them to his favourite client... haha!

Since then, we've kept in touch. He's helped me with the usual stuff like case escalation and product demos, as well some more out of the ordinary requests, but he's gone above and beyond to make sure I'm well taken care of, and we've developed a strong working relationship.

We're fortunate enough to be based in the same city, let a lone timezone and country, so we caught up for a lunch a few weeks ago and talked through why it's mutually beneficial for #AwesomeAdmins to "make friends" with Account Executives. This was the list we came up with:
  • Case Escalation
  • Product Demos
  • Getting you access to special pilot programs for new product releases
  • Talking through and roadblocks, and brainstorm
  • Making sure you're getting the most out of your Salesforce instance
  • Recommending training and pointing you in the right direction for learning opportunities
  • Recommending implementation partners
  • Keeping you up to date with all the various Salesforce events
  • Making sure you're invited to all the best parties
  • Potential new employment opportunities
  • Stickers!
I've gone to him with more than a few of the above, and he's definitely become a great resource to add to my #AwesomeAdmin toolbelt.

To add to all of this, as I'm an active member of the Salesforce Community, Brandon has helped put me in touch with various people at the Toronto office who have also become great resources for my Trailblazer Community group (Toronto Women in Tech), and the Community event I'm working on (True North Dreamin). 

I asked him for the one piece of advice he would give to a new Admin, and it was right on point  - "start learning and get training as soon as you get your login credentials", something I certainly wish I was told when we first started our Salesforce journey.
When it comes down to it, Admins, your Account Executives want you to succeed, and not just because it's their job. Trust is one of Salesforce's core values, so they want you to be able to feel comfortable to come to them for advice & recommendations, and then trust that the suggestions they give you are the best solution for your business, and not just for their bottom line. 

So Admins out there, if you don't already know who they are, find out who your Account Executive is, and get to know them. Set up an introductory call, ask them to let you know if they're going to be in town, or maybe see if you can meet up at a World Tour or similar event. After all, they really do want to help you be the most #AwesomeAdmin that you can be!

Did I miss anything? Let me know the ways in which your Account Executive has helped you!

Soundtrack: Thank you for Being a Friend - Golden Girls theme (Super Golden Friends version)
I'm a big Golden Girls fan, and there aren't really any songs specifically about the nuances of the client/Account Exec relationship, so this seemed to fit the ticket!

Monday, 12 November 2018

Be An Innovator: Electric Lady

Admins have long been the heroes of their orgs, but at the Dreamforce 2018 #AwesomeAdmin keynote, we were introduced to the official Admin Superpowers - Champion Productivity, Deliver Innovation and Connect Experiences. Of course an Admin will utilise all of these powers, although we all have our speciality - I'm proud to say mine is Champion Productivity!

But like any curious Admin, I'm always looking for ways to amp up my superpowers and never stop learning, and as luck would have it, there's a great new opportunity to learn more about Delivering Innovation through the "Be an Innovator" challenge!

Over 6 videos, the #AwesomeAdmin team, with some help from the Einstein product team will be posting videos and providing guidance to walk through how to build an AI-powered app. Along the way there are Trailhead badges to earn, and fun prizes to win too!

I participated in the Be a Builder challenge earlier in the year, which was very similar to the Be An Innovator challenge, and I absolutely loved it, so I set out to find out some more information about how it came to life.

Both challenges are the brain child of #AwesomeAdmin, Rebecca Saar, who created the Be a Builder challenge after being inspired by the process of building an App herself. She was going through the process of building her own app for a business need and learned a lot from the rest of the #AwesomeAdmin team. First she wrote about it (How I Built My First App in Lighting Experience), then she presented about it at various events, and ultimately she wanted others to be able to experience this process too, so enter Be a Builder!

The video and social media format had been used before to great success, so they decided to continue with it - it's a great way for admins to jump in and get hands on experience, and be able to share their progress along the way. So give it a go - what do you have to lose?

And who knows, there are two more "official" #AwesomeAdmin Superpowers - maybe we'll see hands on challenges based around championing productivity and connecting experiences in the future? (Forward looking statement)

So join me in building an AI-powered App - this is a great way to step out or your comfort zone and get to know some Einstein features, especially if you don't currently have opportunities to do so in your current role!

The Be A Builder Challenge may have ended a while ago, but you can still watch the videos, earn the badges, and build your app.

Find out what your #AwesomeAdmin Superhero power is!

Special thanks to Rebecca Saar for help with this week's post!

Mind Over Matter: Low Code Love

It's no secret that I'm a fan of low code solutions. While I love dabbling in some html as much as the next person, and I'm look...