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FLOSUM Insights on Planning and Achieving Advancement Success with Salesforce


The comprehensive Insights on Planning and Achieving Advancement Success with Salesforce.

FLOSUM Insights on Planning and Achieving Advancement Success with Salesforce


Salesforce is a proven strategy to actualize your goals and objective in Advancement. In fact, the process of Advancement Success is much easier on Salesforce by well defining your goals and then mapping the path to reach there. This feature is best available through the Education Cloud of Salesforce.org. However, it may be confusing for those who are new to it to identify where to start and how to go about it. So, here in this guide, we will discuss some essential first steps for planning and attaining Advancement success.


1.Creating a project plan – 'The Big Picture'


At this stage of planning Advancement Success, you need to define the purpose of your project clearly. What do you try to get by using Salesforce for Advancement? You may take your time and engage with all the key team members and stakeholders to collaborate with their views on the project objectives and goals. Once if you compile the view, make sure that each team member involved approves the Advancement Success plan before heading on to the project initiation.


Some key questions to ask and get answered at this stage are:



  • What processes do you want to improve compared to the existing practices?

  • What changes in operation and culture will help improve your processes?

  • What are the issues that you are trying to resolve?

  • How can you measure if you have been successful in your operations?


Answers to these key questions will take you to the next level to decide what betterment you can make on implementing Salesforce. There are some standard answers to the above questions that may look like "receiving information in real-time, maintaining a long-term relationship with customers, usage of Salesforce for everyday communication, etc. As project planning is a customized process based on your enterprise's unique needs, your answers also may be unique based on the objectives. So, take time to evaluate each of these and document your team's priorities and the success vision.


2.Document all the tasks and process flow


Once you create your project's objective, you can next talk about the blueprint of your project. This is a depiction of all the details that emerged through the project planning phase. With this, you can have a good vision of your work and start to drill down to a deeper level. You must define the steps needed to accomplish these goals.


To make this step easier, you can consider drawing a Bubble Diagram that shows which activities are associated with the Advancement Project and how each of these are inter-related. You can highlight the activities which are most important to keep track of these.


Next, you have to think about the steps involved in your work, as shown in the bubbles, by making a process map. The FLOSUM process map is a great tool to visualize the artifacts and interactions like forms, reports, emails, and so on. As all these are involved in your project, these will help identify the pain points quickly and automate the resolutions. Once you sketch out the actual process flows, next, you may think about how these will help improve the processes and meet the goals in a better way. You may consider ranking them based on the priority, with the most mission-critical ones on top of the list.


3.Set up the project dream team


When there is not a need to set up a large team for the projects in hand, you have to focus on getting the right team. It is important to make sure that all the members are working towards the same direction and have the same shared goals. The structure of each team involved in the project may be different based on the size and goals of the project and organization. Many institutions use the Center of Excellence for governing Salesforce projects at their campuses, whereas some others tend to set up a one-time team for managing the project in hand one at a time. The most critical part of both these approaches is to understand the goals well and assigning the responsibilities to each member.


In order to be successful in this approach, you should assign the right roles and goals to the teams. Some of the team members need to wear more than one hat and take overlapping roles. In the case of a typical Salesforce project team, the four key roles are:



  • Project Sponsor

  • Project Owner

  • Project Administrators, and


Project Sponsor offers strategic guidance, supports the budget, and takes timely actions to remove roadblocks, and removing roadblocks. The project owner is the pilot for the project who needs to ensure all the processes are up and running and keep the team moving in the right direction. Admin acts as an intermediary between the developers, staff, and the end-users by coordinating with vendors of Salesforce. The users give the team feedback on the needs and what ideas should be considered to improve the processes and workflows in the project.


4.Measure success


In light of the Advancement Success vision we derived at the first stage, it is important to measure the results and efforts against it to see the effectiveness of the project. Success matrices may differ based on each project and the organizational goals. In order to measure success, you need to have a unique metric for each problem you handle and the appropriate parameters to measure the level of engagement and success. In order to measure the goals, you could consider various aspects like event attendance, increase in volunteerism, giving rate, etc. For each of the set goals, define the measures for success and keep track of the same.


Even on taking care of all requirements of these four stages, there can still be many obstacles even on the Advancement projects' simples. Internal admins can resolve these up to an extent but depending on the degree of intensity of the challenges, you need to get timely assistance from the Salesforce support experts to ensure everything runs smoothly.


Author’s Bio:


Walter Moore is a renowned digital marketing expert and management consultant. He is an experienced digital marketer and has improved e-commerce businesses in all niches gain with his powerful marketing strategies and administration.


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