Category Archives: Team Collaboration

Working with Salesforce Account Teams

In Salesforce, Account team is a group/team of users working together on an account, making tracking of collaboration on account easier. Suppose there is a team of people working on an Application say ‘ProjectBuilder’. This team contains developers, team lead, project manager, delivery manager, Sales Manager, Executive Sponsor. Now each of the team member has a role to play. Developer is responsible for developing the application, team lead is responsible for managing the developer, project manager is responsible for planning and monitoring of the project., and the delivery manager is responsible for the timely and accurate delivery of the application, sales manager is responsible to reach the established sales target and executive sponsor is responsible to project aligned with organization’s strategy. Now the account is ProjectBuilder and developer, team lead, project manager, delivery manager. Sales Manager and Executive Sponsor are the users. To track the progress of the team of users both the internal and the partner user, Account Team concept is used.

Use of Account Team

Using Account team, we can grant access to account and their related contacts, cases and opportunities. Account team is good to use in private sharing model where users cannot see/edit other accounts. We can include any set of roles in account team and can assign a user to every role who will then be part of the account team and will be responsible for the account. We can use a member of the Account Team to:

  • Identify responsible people on an account and contact them.
  • Assign role-specific tasks on the account.
  • Using account role, send campaigns on an account team member’s behalf

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Posted in Agile, salesforce administrator, salesforce consultant, Salesforce Implementation, Salesforce.com, Team Collaboration. Tagged with , , , , , .

Artificial Intelligence powered HR Automation in Workplace

Artificial intelligence (AI) has been changing our lives for decades, but today its presence is bigger than ever before.  AI has powered HR automation. Human resource processes plays vital role in every company. Whether its recruitment, onboarding process, training, learning & development. Artificial Intelligence is entering the HR space, and very soon everything that can be automated, will be automated.

HR analytics tools

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Posted in Agile, AGILE Tools, Artificial Intelligence, Machine Learning, Process Change Management, Salesforce, Salesforce AI, Salesforce Einstein, Salesforce Einstein, Salesforce Machine Learning, Team Collaboration.

Introduction to Single Sign On (SSO) and SAML

Single Sign On (SSO) is a facility for all users by which they can manage their all accounts using one login they no need to do manage more accounts (User Id and Passwords). In SSO user gain access in multiple sites using just single log in. Single Sign On (SSO) is independent software system.

Mirketa-Single-Sign-On

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Posted in Agile, AGILE Tools, apex develeopment, force.com app development, HTML/CSS, JIRA, Salesforce, Salesforce Challenges, Salesforce cloud Implementation, salesforce community implementation, salesforce connectors, salesforce consultant, salesforce Tips & Tricks, Salesforce.com, sfdc, Team Collaboration, think build transform.

Team Temperature – an easy way to measure your current state

Over the years I have worked on many process/org improvement initiatives with my internal teams and the client  teams as a consultant. I have used a few tools/models/techniques to assess the current state. Of all things I have used, my

Team Temperature technique for process engineering, team retrospective etc.

Team Temperature technique for process engineering, team retrospectives etc.

favorite technique is a very simple one which gives me very good insights into the current state in about 15 minutes.  It is a concept somewhat driven from Net Promoter Score (NPS) concept. I call it Team Temperature. I can’t take credit for the term as it has been used by other guys before me. Probably my variation and usage of the technique may give a heart aches to some who use it differently.

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Posted in Agile, Organization Culture, Process Change Management, process engineering, Team Collaboration.