Looking back over the last several months since I joined the Cloud For Good team, I’ve noticed that some of the biggest angst for my clients comes at the end of a project. Wrapping up an implementation brings all sorts of mixed feelings: pride and excitement, but also a fair share of trepidation. This seems even more common with Quickstarts, forty-hour projects designed to get you into Salesforce as quickly as possible. After all, we’ve gotten you up and running in just a few short weeks, and suddenly you’re the proud owner of your very own Salesforce org. It can be thrilling – and overwhelming. It’s no surprise the that separation anxiety can rear its head when you least expect it, right at the tail end when you realize that your “one last question” is more like several hundred last questions. To make matters worse, your end users may feel the same way. Despite our best efforts, it’s impossible to fit in a truly exhaustive training for everyone, and even in the best circumstances, many people are intimidated by changes to systems and processes. So how do you conquer your anxiety and jump-start user adoption? Here are a few of my suggestions:
My first words of advice are always to calm down and take a deep breath. You’ve got this; you really do. Make a couple lists to capture the things you want to do next and the questions you have about the system. That’s it. Your first step is just to write down all those thoughts and concerns bouncing around in your head, so you can focus on one at a time.
Before you start changing anything (non-essential), spend your first couple weeks or even months helping your staff and/or volunteers get into the new system. You can do a few things to make it easier on them:
If you’re still in the middle of your implementation (or haven’t started yet), keep in mind that the earlier you get users on board, the easier the transition will be. This can include sessions to share a demo of Salesforce, answer questions about the transition, and explain the benefits to come. You may also want to consider a more structured approach to training, even before the “official training” at the end of the project. Remember, people often have to encounter something new several times before it sticks – and the time allocated for training may not permit extensive coverage of the entire system.
As for you, with your new list of admin requests and projects, take your time. Don’t try to do everything at once. Create a sandbox where you can play around without fear and test new applications or integrations. And be patient with yourself; it takes while to learn the in’s and out’s of administering a Salesforce org, and you’ll probably spend more time than you expect in those first few weeks just helping your users get on board. Most importantly, remember that you’re not alone. You don’t have to have all the answers, because you are now part of a community of Salesforce admins and users who support each other through a variety of channels.
Last but not least, if you’re still overwhelmed or undermanned, we’re happy to get you set up with a support package for those moments when you just need an expert on hand.