
Explore how to manage a salesforce.com environment using agile scrum, detailing the process steps, daily interactions, and nine key roles in the development lifecycle.
This video covers some quick housekeeping and tips to help ensure you get the most value out of your time in this course, and have overall best experience.
This module will help you have a general understanding of the 11 Step Software Development Lifecycle as it relates to Salesforce Development. More specifically, it will help you understand what takes place within each of the following process steps:
Operate and Maintain the System
Collect Business/User Feedback and Create Future Requirements
Analyze User Requirements
Design the Solution
Implement the Solution
Pre-release testing
Documentation
User Acceptance Testing (UAT)
Ensure Compliance
User Training
Production Release
This lecture also includes some process variations and best practices.
Compare the roles of a Salesforce administrator, developer, and consultant, highlighting code requirements and maintenance responsibilities. Developers code Apex and Lightning components; admins handle maintenance.
Explore how a Salesforce administrator automates complex business processes, creates reports and dashboards, and trains users to keep teams efficient while monitoring customer relationships.
Discover the Salesforce developer role, focusing on coding Apex and building custom applications, Visualforce pages, and controllers, with code as the distinguishing skill.
Explain how scrum, a form of agile project management, uses sprints, backlogs, story points, and daily scrums, with roles for product owner, developers, and a scrum master.
The scrum master facilitates daily scrum meetings, removes obstacles, and keeps sprint work items up to date. They partner with the product owner to write user stories and estimate effort.
Read the official 2020 Scrum Guide, and then proceed to the Scrum Guide Quiz to test your understanding.
Who uses a formalized software validation process? What are the pros and cons of having a formalized software validation process? What role does Software Validation Expert play in a Formalized Software Validation Process? This lecture answers these questions in more in less than 6 minutes.
Get a basic template framework for gathering requirements for a Salesforce.com project.
This video covers 6 things that you should consider when planning a Salesforce project. See the Downloadable materials section for the corresponding worksheet. Please note that there are additional worksheets within this course to help determine Project Goals, Identify Project Stakeholders and Determine Key Deliverables. It may be helpful to work through these three worksheets first, and then summarize the information into the Project Planning Considerations worksheet.
This video covers 7 questions to ask to help ensure that you understand the Goals of the Salesforce project. Please also see the downloadable word document with questions to consider when trying to identify the goals of a project or change to your SFDC environment.
An overview to understand who is and is not considered a Project Stakeholder, and 4 questions you can ask to lead you to all of your Stakeholders. Please see Downloadable materials for the "Identifying Project Stakeholders" worksheet.
Explore one method for ensuring that you have your Key Deliverables listed for your Salesforce project. Gather Key Deliverables for your Project/Work Item, and temper the expectations of the Key Stakeholders as needed. Ensure everyone on the project team is clear about the Key Deliverables associated to each Project/Work Item. Reduce problems as needed into multiple work items with their independent deliverables.
Please see Downloadable materials for the "Key Deliverables" worksheet and the "Expectations Tracker".
How to measure the success of a project.
Here are a few questions to ask when discussing deadline and making time commitments. Plus 5 tips for setting deadlines.
5+ questions to get a dialog going with Key Stakeholders and help create agreement on project priority levels.
In this video we discuss the concept of the Iceberg of Ignorance, and how organizations sometimes apply "Human Band-Aids" to various problems they experience, and ultimately how these situations can impact our requirements gathering processes.
Check out this short impactful interview to hear encouragement and real world insights on the Agile Scrum process.
Hear practical tips and lessons learned from Bryan Perdue, Agile SCRUM Expert + Founder and CEO of Autymate. Bryan Perdue drops some Agile SCRUM wisdom from his 10+ year journey of learnings from real world experiences. Check out this short impactful interview to hear encouragement and real world insights on the Agile Scrum process. In this interview Bryan provides tips and perspectives on setting priorities ("doing the right work"), eliminating distractions, simplifying requirements documentation, being consistent to get results, how to run meetings, and much more...
Welcome!
Welcome to the "Salesforce Job Roles+ Agile Scrum Project Management on SFDC" course! I look forward to supporting you as you are learning about Salesforce career possibilities and Agile Scum Project Management. Please contact me with any questions as your go through the course as well as feedback you have for how I can improve the course.
ADDITIONAL CONTENT ADDED FREQUENTLY: I will send out messages as additional resources are added to this course. Please know that I strive to create meaningful, engaging and relevant content to help you understand the different Salesforce job roles available for you to pursue, the software development lifecycle, and a general level knowledge of the Agile Scrum project management concepts. Although I have extensive experience managing Salesforce projects, I am actually new to being an Instructor. Please message me to let me know how I can improve each area of this course. I hope you find this course valuable!
Goals Of This Course:
Provide Practical "How To" Guidance - the goal is to provide some practical templates and tools that you can use to help sharpen key skills such as Software Project Requirements Gathering.
If your a new to Agile Scrum Project Management- the goal is to help you have a better understanding of Agile Scrum Project Management Processes. Agile Scrum Project Management is considered essential when working with most modern software development teams on any technical platform. This course focuses specifically on the end to end development processes while using examples from the Salesforce Platform, but the overall concepts of Agile Scrum could be applied to any technical platform (not just Salesforce).
If you are an existing Salesforce Professional, Scrum Master, Project Manager or Key Business Stakeholder - the goal is to help you in knowing how to tweak you existing software development processes to become more agile and support your organization in the most efficient manner for optimum output as you design and build your business on Salesforce.
If your are new on your Salesforce career journey - the goal is to help you in knowing enough about the Software Development Lifecycle of a Salesforce implementation, and ensure you know some Agile Scrum principles so that when you are in your next interview you will be able to speak intelligently about not only the technical aspects of the platform, but also the operational elements typically associated with the role.
Background:
I am grateful to have had a very successful Salesforce career thus far, and in the last 9 years I have helped a number of people obtain Salesforce Certifications. It has been a fun and rewarding experience to help people enter into a completely new career path and watch them flourish in their roles over time. Today, there are a number of resources I point people to when they are attempting to get their certification. Many of these are excellent resources, but they are typically focused solely on the technical knowledge required for passing a certification exam, and not so much focused on preparing the individual for the other day to day aspects of the role.
This course is focused on the business processes that surround most Salesforce roles, and not so much the deeply technical aspect of the roles.
This course was birthed out of years of coaching numerous people through what it takes to pass the Salesforce exam, only to see many of them fail some interviews because they had no understanding of the agile workflow processes that are typically encompassed in the day to day management of a Salesforce environment. If you asked these people how to perform a technical function within the system such as creating a Workflow Rule, or building a Process Builder process - they could answer amazingly! However, ask questions to the same individual on how they would prioritize two work items when working on a tight deadline, or how they would typically keep track of changes made to the system, it can become clear that they didn't have actual Salesforce experience. This isn't always an issue, but if two candidates are stacked against one another for the same job and they both have the technical knowledge, but only one has operational knowledge... typically the individual with both the technical AND operational knowledge will win over someone with technical knowledge alone.
Technical knowledge is gained through studying hard, going through the certification process, and through hands on experience overtime. There are many courses out there that do an excellent job on teaching the technical knowledge for certification prep.
Operational knowledge is typically only gained through experience. Obviously operational processes will vary from company to company, but this course focuses on the operational processes that are typically included in the Agile Scrum Methodology of Project Management and these principles can be applied to most companies using the Salesforce platform. This course views these Agile Scrum processes through the lens of Salesforce examples. However these principles will apply to the Software Development Lifecycle for any software platform (Salesforce or other).