A Day In The Life Of A Salesforce Lead At Panthera
A day in the life of Kelly, a Salesforce Lead at Panthera, involves a blend of technical tasks, such as "designing and testing a flow" for automated birthday emails and documenting solutions for team collaboration, and strategic analysis, using fundraising figures to inform future campaigns. This highlights the importance of both technical proficiency in Salesforce automation and data-driven decision-making in their role.
Automation, Data Analysis, Teamwork, Problem-Solving, Project Management
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Kelly Carton
Salesforce Lead
Panthera
University of Arizona
Columbia University: Master's of Science in Nonprofit Management
Marketing
Nonprofit, Foundations & Grantmaking, Technology
Data and Analytics
Greek Life Member
Video Highlights
1. Designing and testing Salesforce flows for automation (e.g., creating birthday email automation).
2. Importance of documentation for efficient teamwork and future reference.
3. Analyzing fundraising figures to track progress and inform future campaigns.
Transcript
What does the day in the life of a Salesforce lead look like?
I'll walk you through yesterday as an example. I spent the morning designing and testing a flow, which is Salesforce's automation tool. It's a no-code automation tool.
I was designing the flow so that it would update a field. This would allow us to send a birthday email to our donors. Then, I spent some time documenting the solution and handing off the process to our email specialist.
Everyone jokes about documentation not being done, but it's really important. At the end of the day, it helps you remember why you designed something a certain way. It's also better for the team if someone is out or needs to understand why something was done. I try to have everything in writing.
Later, I met with our Salesforce and Pardot administrators. We discussed current issues and how to solve them. We also talked about what we'll be doing in the next couple of weeks.
Then, I spent the afternoon looking at fundraising figures to understand our year-over-year progress. I try to do this regularly to understand how we're doing. This ensures everything is going as planned and uses that information to inform our next campaign.