Slaesforce FAQ

how to explain working with stakeholders in salesforce

by Ms. Kari Mueller IV Published 2 years ago Updated 2 years ago
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Salesforce admins work with stakeholders to define processes and customize the Salesforce Platform. They help their company’s users get the most out of Salesforce by making the platform work for specific user needs.

Part of a video titled Adding and Editing Stakeholders in Salesforce - Lightning
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Once you are in the contact card that you are looking for go to the related ribbon on the right handMoreOnce you are in the contact card that you are looking for go to the related ribbon on the right hand of the. Screen. Then select stakeholders.

Full Answer

What is stakeholder capitalism at Salesforce?

At Salesforce, we strive to embody stakeholder capitalism — a commitment to serve all stakeholders, including our shareholders, customers, employees, partners, communities, the planet, and society as a whole. We believe that the business of business is improving the state of the world. It starts with trust, our number one value.

What does Salesforce do for the world?

We are committed to bringing the full power of Salesforce to build a better future that works for everyone. At Salesforce, we strive to embody stakeholder capitalism — a commitment to serve all stakeholders, including our shareholders, customers, employees, partners, communities, the planet, and society as a whole.

Who are your project stakeholders?

Let’s start with your stakeholders. When programs discuss stakeholders, they normally discuss the program executive sponsor, or senior IT and business leaders. Yes, it’s paramount to engage these stakeholders, but there are two other groups of stakeholders that are just as important to the success of the project: middle management and end users.

What is a stakeholder system?

A system in which corporate purpose is based on a fundamental commitment to all stakeholders — customers, employees, partners, communities, the planet, and society — rather than just shareholders. What is stakeholder capitalism?

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Who are stakeholders in Salesforce?

At Salesforce, we strive to embody stakeholder capitalism — a commitment to serve all stakeholders, including shareholders, customers, employees, partners, the planet and the communities in which we work and live. We believe that the business of business is improving the state of the world.

How do you effectively work with stakeholders?

Use the following five steps to do so:Summarize Each Stakeholder's Status. ... Decide What You Want From Each Stakeholder. ... Identify Your Key Message to Each Stakeholder. ... Identify Your Stakeholder Communication Approach. ... Implement Your Stakeholder Management Plan.

How do you describe key stakeholders?

A key stakeholder is among the most important stakeholders for a company. Key stakeholders are highly interested in a particular company's success, as they are most affected by its business. Likewise, a business's success and growth often depend upon its key stakeholders.

How do you connect with stakeholders?

7 ways to effectively communicate with your stakeholdersIdentify key stakeholders and plan communications. ... Email and e-newsletters. ... Communication automation. ... Presentations. ... Project Summary Reports. ... Group video call or 'screen to screen' meetings. ... Leverage informal stakeholder communications.

How do you deal with stakeholders interview answer?

How to deal with difficult stakeholdersIdentify your stakeholders. Before you can manage difficult stakeholders, it's important that you can identify your stakeholders. ... Categorize and prioritize them. ... Stay calm. ... Listen carefully. ... Understand their motivation. ... Be objective. ... Respond quickly to issues. ... Be firm, if necessary.

How do you work with stakeholders interview question?

How do you engage stakeholders effectively?Identify stakeholders quickly.Encourage stakeholders to communicate with one another as well as you.Seek to understand the stakeholders and their points of view.Listen and ask questions to stakeholders to seek compromises.More items...

What are the four types of stakeholders?

The easy way to remember these four categories of stakeholders is by the acronym UPIG: users, providers, influencers, governance.

How do you do a stakeholder analysis?

Performing a stakeholder analysis involves these three steps.Step 1: Identify your stakeholders. Brainstorm who your stakeholders are. ... Step 2: Prioritize your stakeholders. Next, prioritize your stakeholders by assessing their level of influence and level of interest. ... Step 3: Understand your key stakeholders.

What is a stakeholder in simple terms?

Stakeholder means any people or groups who are positively or negatively impacted by a project, initiative, policy or organisation. They could be internal (people within your organisation) or external (people outside of your organisation).

How do we respond to stakeholders?

Here are a few ways to manage stakeholders and show them they matter:Find people project roles that best match their interests and talents.Always treat people with respect, even when tempers rise.Give praise often, especially when you notice positive behavior.Provide training and coaching to all involved.More items...•

How do you consult with stakeholders?

What Is Stakeholder Consultation?Identify and track needs and expectations.Identify and track perceptions and attitudes.Provide feedback on specific planned developments.Evaluate implementations and actions.Establish the brand values and positioning of the corporation as seen by others.

How do you communicate with external stakeholders?

5 Tips For You To Improve Your Communication With Internal and External Stakeholders. Identify and Profile Your Stakeholders. ... Identify and Profile Your Stakeholders. ... Establish the Goal For Your Communication. ... Choose Your Communication Medium. ... Communicate Your Message Concisely and Clearly. ... Monitor Feedback and Follow Up.

What is stakeholder capitalism?

Stakeholder capitalism: a system in which corporate purpose is based on a fundamental commitment to all stakeholders — customers, employees, partners, communities, the planet, and society — rather than just shareholders. We are driving. positive impact for. all stakeholders.

What is Salesforce's mission?

Salesforce is committed to workforce development through a set of diverse programs to ensure that everyone has access to the opportunities of the future by creating and supporting career pathways for all .

What is Salesforce Ventures?

Salesforce Ventures is uniquely positioned to catalyze the growth of companies that are building products and solutions to benefit society. The Impact Fund invests in companies that drive positive societal impact by addressing challenges like workforce development.

Understand the Why

If your nonprofit met all of its goals, what would the world look like? Most nonprofits can tell you clearly why they do the work they do. Having a vision of the change they want to see in the world defines their purpose, helps attract support from donors and volunteers, and prevents mission creep.

Interview Key Stakeholders

One of the most important groups of stakeholders to involve in crafting your Salesforce vision is your executive team. We’ve studied thousands of nonprofits who are seeing high impact returns on their investment in Salesforce, and all point to strong executive support as a key to their success.

Identify Themes

After each interview, it can be helpful to summarize your findings into three buckets:

Quiz

1 How will creating a vision for your Nonprofit Cloud implementation help you be successful?

We are reimagining the future, together

Characterized by a health crisis, an economic crisis, a racial justice crisis, and a climate crisis, 2020 demonstrated that we cannot settle for the status quo. We must all come together to rebuild a more sustainable future. We are committed to bringing the full power of Salesforce to build a better future that works for everyone.

An unprecedented year of interrelated crises

COVID-19 illuminated how interconnected our planet is and laid bare many of the structural challenges we still have to address. Salesforce recognizes our urgent responsibility to support our communities and our workplaces to ensure we create a more equitable and just society. For example, in FY21 we:

Nonprofit Stakeholders in the Leadership Team

First and foremost, your nonprofit’s leadership — including executive leaders and your nonprofit’s board — needs to be involved in your Salesforce NPSP implementation from the start.

Project Manager

The project manager is the team member who oversees your Salesforce implementation from start to finish. This graphic, pulled from DNL OmniMedia’s Salesforce for Nonprofits implementation guide, shows that you can likely expect a 5-step implementation process that involves both internal and external stakeholders:

Subject Matter Experts

Subject matter experts are those within your nonprofit that have expert knowledge of a specific area of operations, whether it’s event planning, social fundraising, or even major gifts management.

Salesforce Administrator

A Salesforce admin is a specific team member within your organization who specializes in the system. Their entire role consists of managing the day-to-day operations of your Salesforce NPSP instance, ensuring challenges are quickly addressed and improving the solution with features as needed.

Nonprofit Technology Consultants

Last, but certainly not least, you’ll want to work with a nonprofit technology consultant to implement your Salesforce NPSP instance. Without strategic implementation and training, your new CRM could end up wasting resources and actively hindering your operations.

Summary

Implementing Salesforce’s NPSP as your organization’s CRM involves managing many moving parts — including the multiple stakeholders involved in the process.

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Suppose, you are working on a chapter of a module, do you read the whole page and just attempt the challenge or do you try out the examples given on the page. If you take notes, what do you focus on. Any time management techniques you use.. I just wanna know how you guys approach trailhead.

What is Salesforce Project Manager?

Salesforce Project Manager. Salesforce Project managers are mostly found at Salesforce Consultancies, but could also be employed by very large end-users. They are tasked with overseeing the delivery of a project, ensuring that it is delivered on time, within scope , and within the budget.

What is Salesforce Solution Architecture?

Solution architects must have an expert level of knowledge about the Salesforce platform, focussing especially on best practices, limitations and performance of the platform. Solution architects are commonly found at Salesforce consultancies, but could also be employed by large end-users of Salesforce.

Is Salesforce changing?

As Salesforce also expands its product suite through innovation and acquisition, the landscape of Salesforce roles and responsibilities is constantly changing . There has never been a better time to get into Salesforce. Not only because of the huge growth but also because of the amount of Salesforce roles in the ecosystem.

How do stakeholders affect a company?

Stakeholders are directly affected by the actions and results of a company and can have a major impact on the overall success of a company. Because of this, knowing who a company’s stakeholders are, how they impact and are affected by the company, and how to properly communicate with them is extremely important to the overall success of a company.

What is a stakeholder in a project?

A stakeholder is an individual, group or organization that has an interest in the success of a company or a project. A stakeholder can be both internal or external to the company and different stakeholders may have varying levels of interest and priorities. A stakeholder can both be impacted by and affect the outcome of a project ...

Why is it important to identify key stakeholders?

Properly identifying and prioritizing your organization’s key stakeholders is important because it helps you understand who you need to communicate with when making decisions or changes that impact the success of the business. Here are a few questions you can ask yourself to identify the key stakeholders in your organization:

What are internal stakeholders?

Internal stakeholders work within the company and include people like employees, supervisors, managers and directors. Regardless of where someone falls within your organization, they can have a major impact on the success of your company. Properly communicating the mission and values of your company and the purpose of the responsibilities of each employee helps assure everyone is working together for the success of the company.

How to communicate effectively with stakeholders?

Follow these steps to communicate effectively with your company’s stakeholders: Identify your target audience. Establish goals and make a plan prior to communicating. Listen to and acknowledge the views of your stakeholders. Set and clarify stakeholder expectations.

What to do after you have finished communicating with stakeholders?

Follow-up on promises and ask for feedback. Finally, after you have finished communicating with your stakeholders it is important to follow-through on the promises you made to them, follow-up to make sure they keep any promises made to you, and ask them to provide any feedback they have.

Why is communication important to stakeholders?

Proper communication with stakeholders is important to your organization because it ensures they have the information that is relevant to their interests and needs and helps build a positive relationship between you and your stakeholders. Effective communication with stakeholders includes ...

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Learning Objectives

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After completing this unit, you’ll be able to: 1. Explain why having a vision is critical to implementation success. 2. Define a best practice approach for conducting stakeholder interviews.
See more on trailhead.salesforce.com

Understand The Why

  • If your nonprofit met all of its goals, what would the world look like? Most nonprofits can tell you clearly why they do the work they do. Having a vision of the change they want to see in the world defines their purpose, helps attract support from donors and volunteers, and prevents mission creep. This might surprise you, but taking full advantage of a powerful technology platform like …
See more on trailhead.salesforce.com

Interview Key Stakeholders

  • One of the most important groups of stakeholders to involve in crafting your Salesforce vision is your executive team. We’ve studied thousands of nonprofits who are seeing high impact returns on their investment in Salesforce, and all point to strong executive support as a key to their success. You’ll want to involve key executives early and ensure...
See more on trailhead.salesforce.com

Identify Themes

  • After each interview, it can be helpful to summarize your findings into three buckets: 1. Pain points 2. Opportunities and ideas 3. Other key takeaways As you complete a few interviews, you should start to see some themes emerging across answers in those three buckets. These high-level themes will help you articulate clearly what core problems you need help from your new tec…
See more on trailhead.salesforce.com

Resources

  1. Trailhead: Nonprofit Cloud Basics
  2. Knowledge Article: Sample Discovery Questions for Nonprofit Organizations
See more on trailhead.salesforce.com

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