Slaesforce FAQ

does salesforce do workforce planning

by Vincent King Published 3 years ago Updated 2 years ago
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The workforce planning (wfp) analyst will join a collaborative team responsible for leading company-wide workforce strategy, planning, and reporting as we think about the workforce of the future and quickly scale to 100,000+ employeesThis team works closely with our employee success business partners (esbps), recruiting, finance, and business units to support data-driven and forward-thinking talent strategy and global growth plans for all of salesforce.

San Francisco — December 2, 2020 — Salesforce [NYSE: CRM], the global leader in CRM, today introduced Service Cloud Workforce Engagement, a new dynamic workforce planning product that will help service leaders organize their entire workforce from anywhere and distribute the right work to the right agents based on ...Dec 2, 2020

Full Answer

What is workforce planning and why is it important?

Workforce planning is the process of analyzing, forecasting and planning workforce supply and demand. It involves reviewing current staff, examining current and future personnel needs and identifying gaps between the supply and demand.

What makes a successful Salesforce project?

Staff who are dedicated to Salesforce and the project (project lead/owner, administrator). Ideally you’ll have dedicated staff focused on measurement and learning. Alignment behind the vision for Salesforce and a new way of doing things.

What is workforce engagement by Salesforce service cloud?

Workforce Engagement by Salesforce Service Cloud - Salesforce.com Unify your service planning, process, and people with Workforce Engagement. Deliver exceptional customer service by accurately assigning the right agents at the right time. Future-proof your contact center with workforce management tools designed for real-time flexibility.

Why should you move to Salesforce?

Moving to Salesforce is a significant investment of time, money and energy. The more you invest in reducing complexity, increasing commitment, and increasing alignment, the better your outcomes will be. Not just from a cost perspective but also from the value you get out of moving to Salesforce.

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Does salesforce have WFM?

Workforce Management & Engagement Software - Salesforce.com.

What is Salesforce workforce?

Workforce Engagement helps you assign agents to the right channels at the right time based on skills and availability. Here's the sequence of what happens in Workforce Engagement.

How do I enable workforce engagement in Salesforce?

Enable Workforce Engagement and Feature PreferencesFrom Setup, in the Quick Find box, enter Workforce Engagement Management , and select Getting Started.Click Enable.Select your preferred data model, and click Next. ... Click Use This Model to confirm your selection.

What is WFM planning?

Workforce management (WFM) is the art and science of ensuring the right staff is in the right place at the right time to handle customer interactions within performance objectives. While this definition sounds simple enough, the reality is far more complex.

Is it hard to get a job at Salesforce?

While it's not unheard of for people to get a job with just a Salesforce Certification, for most roles you'll need some form of practical experience. This is the classic chicken and egg situation, where you can't get a job without any experience, and you can't get experience without a job.

How does Salesforce train their employees?

With Salesforce being vastly reliant on users educating themselves through certifications and Trailhead (Salesforce's web-based open-learning platform), it fits Salesforce's ethos perfectly for your organization to train from within. Cross-training is a viable and cost-effective way to build your CRM team.

What is digital engagement Salesforce?

Salesforce Digital Engagement is a way to respond to messages via different channels including WhatsApp, SMS, Facebook Messenger, and Webchat. Digital Engagement is a must-have in today's work from home world and ensures that service centres can support customers using their chosen communication method.

How many employees are at Salesforce?

Salesforce.com had a total of around 73,541 employees as of the 2022 fiscal year. Salesforce's number of employees has increased during the measured period, almost doubling itself since 2019.

How many employees does Salesforce have worldwide?

73,541 employees1. How many employees does Salesforce have? Salesforce has 73,541 employees globally.

Is workforce management part of HR?

Workforce management software. Typically, companies use WFM software -- a mobile or desktop program that helps with staff scheduling -- either as part of an integrated HR management suite or as a stand-alone program.

What is workforce management in ERP?

A workforce management (WFM) solution is a software solution that helps organizations streamline and automate the processes that manage workers' time, organize and deploy their labor force efficiently, enable employee and manager self-service, and ensure employee safety.

What is WFM and RTA?

As a Workforce Management (WFM) Real-Time Analyst (RTA), you will monitor all issues that impact service levels and take actions to resolve or reduce the impact. Notify support teams as required. Perform operational and oversight responsibilities as required to ensure all SLAs are met.

How long has workforce management been around?

Workforce management as an industry has been around for over 30 years and historically, it has been all about operational efficiency — making sure that service centers have just the right number of people with the right capabilities to meet customer demand. It was very machine-oriented, and service agents were essentially viewed as cogs in that machine.

What is workforce engagement?

Secondly, engagement in a distributed workforce means enabling agents to ask questions and get support within their own teams. Our Workforce Engagement capabilities provide the proper tooling to help service agents get the information they need and collaborate with peers, effectively creating an environment that allows them to be successful. Engagement is having ownership, empowerment, collaboration, and an individualized career path at one’s own fingertips. This is why we decided to name our product Workforce Engagement; it’s more than just Workforce Management.

What is engagement in workforce management?

When it comes to existing Workforce Management solutions, there’s a crucial element of “engagement” that is often missing. Engagement that frees service professionals from mundane manual tasks and allows them to focus on what matters the most — delivering exceptional customer service.

What is Service Forecast 360?

Service Forecast for Customer 360 uses AI to help service leaders organize their workforce and predict how many requests will come into the contact center, across all digital channels and regions.

How does personalized agent engagement work?

Personalized Agent Engagement increases agent engagement and performance by providing real-time coaching and on-demand training from anywhere.

Why are contact centers less dynamic?

Not only does this take time, but it also makes service teams less dynamic. Because of these inefficiencies, they can’t respond as quickly to changing demands. Secondly, contact centers typically have several different tools to manage their workforce operations and optimize their teams, each with a different function.

Is workforce planning inefficient?

Current workforce management solutions are inefficient. In fact a majority (83%) of workforce planners are using spreadsheets in some capacity — even if they have also implemented a workforce planning tool. These teams spend a ton of time loading and cleaning data sets so that they can be useful. Not only does this take time, but it also makes service teams less dynamic. Because of these inefficiencies, they can’t respond as quickly to changing demands.

Intelligently forecast and plan

Prepare for surges in demand by predicting contact center case volumes across all channels, regions, and expertise. Balance staffing needs across any channel to assign the right agents based on expertise and location.

Optimize agent schedules

Schedule the right agents at the right time while giving employees the flexibility needed to stay happy and productive. All while making sure schedules follow business rules and company objectives.

Equip agents with on-demand training

Deliver real-time contact center coaching and training from anywhere. Cross-skill and upskill agents by routing myTrailhead learning modules directly to an agent’s workspace.

Deliver a modern, unified experience

Build your service for speed and scale. Gain a complete view of your customer on one platform. Unify your CRM, digital channels, Service Cloud Voice, and now Workforce Engagement, all on Service Cloud.

What Does Workforce Planning Mean?

The most common workforce planning definition suggests that it is the method that organizations use to systematically identify and analyze precisely what sort of workforce they will need moving forward, taking into account factors such as size, type, quality, and the like.

Defining Your Goals

What do you hope to achieve in the long run? What sort of business do you intend to have in a year? Five years? Ten? Taking the first step and clearly defining your goals can help you retain your focus while developing a workforce planning process.

Benefits of Workforce Planning Software

As your business and associated workforce grow, the planning and management tasks can quickly get out of hand unless you are prepared and have the proper tools in place. The right software solution can automate many of the tedious tasks involved, freeing managers up to focus more on their thought-intensive responsibilities.

Selecting a Workforce Planning Solution

While there are several planning solutions available for companies to try, each company’s requirements are different. Here are a few questions to consider as your company selects which workforce planning solution it will implement:

Planning Now to Excel Later

It’s been said that a goal without a plan is just a wish. Don’t leave your organization’s future to chance; take control with workforce planning.

Trailhead

Empowering anyone to learn the skills needed to land a top job in the workforce of the future.

Pathfinder Training Program

Training the future workforce with both the technical and business skills to become Salesforce administrators and developers.

Salesforce Military

Connecting service members, veterans, and spouses to free training, classes, and career opportunities.

Why do organizations use workforce planning?

Organizations may use workforce planning to plan their hiring strategies appropriately. It helps them identify who they need to hire, when they should hire them and why it's important to hire them. There are two common workforce planning models that organizations may use:

What is workforce planning?

Workforce planning, also known as strategic workplace planning, is the process of analyzing, forecasting and planning workforce supply and demand. It involves reviewing current staff, examining current and future personnel needs and identifying gaps between the supply and demand. By identifying gaps, organizations may plan effectively to ensure their organization has properly skilled employees in the correct roles. This helps support the organization in maintaining efficient operations and achieving its goals.

What is strategic workforce planning map?

A strategic workforce planning map outlines how the workforce planning aligns with larger organizational elements and strategies. This tool provides context for how organizational strategies influence workforce planning. It typically includes a flowchart with an ordered list of items and strategies.

Why is workforce planning important?

Workforce planning is essential for supporting the overall success of the organization and ensuring it meets its long-term goals. It's effective in providing a strategy for evaluating the current workforce, particularly for determining whether the current employees have the appropriate skills for meeting the business' needs. This allows organizations to identify potential gaps easily, aiding in successful hiring processes.

What is operational workforce planning?

Operational workforce planning focuses on individual planning in an effort to streamline daily employee operations. It's often beneficial in helping managers develop daily work schedules for employees and assisting employees in understanding their responsibilities and maintaining productivity throughout the workday. This model includes elements of talent management to help fairly distribute talent throughout the organization. This distribution may make it easier to identify potential staffing gaps within the organization or find roles or processes that no longer support the success of the organization.

How does workforce planning reduce labor costs?

Reduce labor costs. Workforce planning strives to reduce labor costs by promoting efficiency within the workforce and eliminating unproductive practices.

How can organizations be better prepared to handle changes in demands or requirements?

With workforce planning, organizations may be better prepared to handle changes in demands or requirements by having a flexible, multi-talented workforce.

What is workforce planning?

Workforce planning is the process of analyzing existing employees and planning for future staffing requirements through talent gap assessment, developing employee management procedures, and setting recruitment strategies.

How workforce planning affects HR processes

Workforce planning provides the game plan for your company’s recruitment and employee development.

The benefits of workforce planning

With workforce planning, you have a roadmap for your staffing requirements to prepare for the future.

The five core workforce planning steps

Successfully implementing new workforce planning strategies is an extensive procedure. However, businesses can break down workforce planning into five core steps to simplify the process.

What is workforce planning?

Workforce planning is the people side of planning, but some businesses skip it, thinking that people will just appear when needed. Workforce planning aligns core business goals with people strategy. It makes no sense to plan on a new product launch next year without thinking about R&D, supply chain, and sales staff.

How to make workforce planning a success?

1. Understand the company’s mission and goals. Workforce planning doesn’t exist in a vacuum – it needs to support the company’s goals.

What is gap analysis in workforce planning?

While workforce planning focuses on the people side of the business, keep in mind that a gap analysis looks at all business areas, not just skills and talent. People aren’t at their best unless they have the equipment, training, and support they need. This is looking at the situation now.

What is HR planning?

HR needs to plan to find, coach, or remove such employees, as well as helping managers find better ways to do things. 7. Improve employees’ work-life balance. Employees are at the center of workforce planning – without employees, all plans are worthless.

How does HR help managers?

While managers need to figure out how to improve productivity and quality, HR can provide support. For instance, are there policies and procedures that can increase productivity and quality? What support do employees get for reaching their goals? When HR takes a look at the workforce, they can spot problems that decrease productivity. For instance, an employee who bullies their coworkers can destroy productivity in a department.

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