Most Important Skills for a Salesforce Lead at Panthera
For a Salesforce Lead, strong communication and listening skills are crucial for effective "solutioning," understanding the root problem rather than simply fulfilling surface-level requests. Continuous learning is also vital given Salesforce's frequent updates, requiring ongoing engagement with blogs, documentation, and certifications to stay current in this dynamic field.
Communication, Problem-Solving, Process Design, Technology, Continuous Learning
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. Strong communication and listening skills are crucial for understanding user needs and providing effective solutions.
2. Thoughtful process design is key to mapping out and creating the best solutions for identified problems.
3. Continuous learning and staying updated with Salesforce releases and certifications are essential for growth in this field.
Transcript
What skills are most important for a job like yours?
There's a saying: people, process, technology. This definitely applies to working as a Salesforce lead or really any role in technology.
Specifically, being a Salesforce lead requires strong communication and listening skills to work effectively with end users. Often, someone will request a feature, but it's important to understand the actual problem.
This is called solutioning. Someone might say, "I need a new field." If you have a conversation, you'll realize they might not need a field at all. Perhaps they need a report or something else.
Understanding the problem, listening, and communicating are essential to inform the next step: completing thoughtful process design. It's important to understand the entire process so you can map it out and design the best solution.
Finally, having a strong understanding of the platform is crucial. Salesforce has three release cycles per year, which is common across technology. It's always changing, so continuous learning is important.
In my downtime, I try to read blogs and documentation, watch webinars, and work toward my next certification to continue growing within Salesforce.