Pro Process Knowledge and Salesforce Config Manager launched We have just launched 2 major areas of functionality: productivity tools for Editors; this is the start of a slew of updates as part of the paid PRO Plan. Salesforce Config Manager; now Salesforce Admins can document their Org and understand the impact of changes. Mapping productivity […]
Your worst nightmare: an undocumented Org
If you are not involved with Salesforce as an Admin or implementation consultant; keep walking as there is nothing to see here. This post is about the scary situation that many clients find themselves in – and how we can help them get out alive. How did we get here? You are responsible for a customized […]
Diagramming hints and tips
We have designed Elements to be quick and easy to use in live workshops. But it also has some extremely powerful features. The trick to balance simplicity with power. So here are some Diagramming hints & tips. 5 mins now to can save you hours later. In EDIT mode, the palette on the left allows you to […]
Salesforce Admin? Let’s get started
After the fantastic response from our live workshops at Dreamforce we are getting questions for Salesforce Admins who want to get going. It is really simple – you don’t need to install anything inside Salesforce to get started. And everything I am describing here is Free. For Ever. For Everyone. Elements Business Analysis App Register […]
Why Elements is designed for Salesforce
In this short video, we’ve tried to capture why Elements is perfect for Salesforce Admins
eBook – Analysis, Automation & Adoption for #AwesomeAdmins
[spb_text_block animation=”none” animation_delay=”0″ simplified_controls=”yes” custom_css_percentage=”no” padding_vertical=”0″ padding_horizontal=”0″ margin_vertical=”0″ custom_css=”margin-top: 0px;margin-bottom: 0px;” border_size=”0″ border_styling_global=”default” width=”3/4″ el_position=”first”] Analysis, Automation and Adoption This ebook will quickly help you master a simple business analysis approach that has been proven in 1000’s of clients in every industry, ranging from Fortune 500 down to innovative start ups. “This is absolutely amazing! […]
Live mapping workshops at Dreamforce
We had such an amazing response from the audience of Salesforce Admins at Dreamforce. The brand new theater within the Admin Meadow called AutomationStation was focused completely on Business Analysis and Process Automation. We delivered 12 live mapping workshops and were blown away by the enthusiastic support. Here is a short video up to the […]
Accenture : you need to implement CRM TWICE
The Directors Cut There is a great ebook that Accenture has written called The Director’s Cut. The thrust behind it is: How do movie directors create new value with their previously released films? They issue a “director’s cut”— a revised, updated version of a previously released movie over which the director has complete artistic control. In issuing […]
Presenting at @Dreamforce? How to rock…
Presenting is the most under-rated skill that can super-charge your career. Great presentation technique gets you noticed inside and outside your company, gets you promoted or better still – headhunted. Ian shares his top tips on wowing an audience.