Salesforce Admins live at the center of change within organizations. Whether automating processes or transitioning to Lightning Experience, change management skills will ensure smooth sailing when completing projects and create a better experience for your stakeholders, end users, and you.

1. Admins are Critical Change Agents

2. Lizz Helinga
Sales Operations Manager
Silverline
@LizzHelinga
Gillian Bruce
Sr. Admin Evangelist
Salesforce
@GillianKBruce
Today’s Speakers

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4. Connect with Us!
Salesforce Admins
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins

5. Watch the Recording
The video will be posted to
YouTube & the webinar recap
page: bit.ly/adminchangeagents
This webinar is being recorded!

6. Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
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7. • What is Change Management?
• 5 Ways You Can Enable Effective Change
• Resources
• Q&A
Today’s Agenda

8. What is Change Management?

9. “Change is inevitable”
Said by “Lots of People”

10. The set of tools, resources, processes,
skills and principals for managing the
people side of change to achieve the
required outcome of the project or
initiative.
Prosci Research, 1367 South Garfied Ave, Loveland, CO, USA 80537
https://www.prosci.com/main/change_definition.html
What is Change Management?

11. 1 Russell Consulting,
Leading Change Training
(ASTD Press, 2003)
Journey Through Change

12. You are practicing change management
when:
• Evaluating and testing how each release
will affect your user
• You respond to user questions about new
features or changed processes
• You host a training for users
Change Management & Salesforce Skills Go Hand in Hand

13. Change Scale
How to Measure Change
Incremental Radical

14. 5 Ways You Can Enable Effective
Change

15. • What is the compelling business case?
• Understand specifically what is happening
• Craft 1-2 sentences about the change
#1 Understand the Why

16. Business Case Components
Data Sense of
Necessity
Well-
Defined
Problem
Risk of
complacency

17. Develop repeatable plan:
• Description
• Goals of change
• Success factors
• Clear vision
• Stakeholders
• Communication
#2 Plan

18. • Anyone who has an interest in the change or project
• All who touch each part of a process to find them
Leave no rock unturned looking for them!
#3 Know Your Stakeholders

19. • What is the purpose of communication for each group (Awareness, Support,
Involvement)?
• What needs to be communicated?
• What is the communication method?
• When & how often?
• Should message always come from you?
#4 Communicate
Forbes “Why Soft Skills are Harder Than They Look” July, 2018

20. • A little empathy goes a long way
• Change is never easy
• Click a mile in their shoes
• Have them show, not tell
#5 Listen and Empathize

21. 1 Russell Consulting,
Leading Change Training
(ASTD Press, 2003)
Journey Through Change

22. You are the
Change Enabler!

23. Resources

24. • Hop on a trail!
• Drucker School – Organizational
Change Leadership
• Visit Online Learning Platforms like
Coursera, Udemy
• Consider Certification (Proscii,
ATD)
• Commit to focusing on the 5 best
practices!
Commit to Being the Change Enabler

25. Q&A
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Slides
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