Congratulations! Your organization, Awesome Admin Automotive, made the investment in Salesforce. You’ve absorbed so much great content and can’t wait to dive right in and try out all the new bells and whistles!
While it’s a very exciting journey ahead, as Simon Sinek’s book “Start With Why” suggests, it’s important to first take some time to reflect on why the users will be excited to use Salesforce. What’s in it for them? What’s most important for them to do to fulfill their job duties? How can Salesforce enhance their workflow?
User a persona exercise for brand new orgs
I like to approach this with a user persona exercise as laid out in the steps below.
1. Sketch out or create a document of the users who will be using Salesforce (below is an example of what this could look like).
2. Review the Company Information and take note of
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