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7 habits of highly effective Salesforce people

In the beginning, I would like to clarify that this article does not summarize the book “7 habits of highly effective people” (which I strongly recommend 🙂)

I will show you 7 habits of every successful person working with Salesforce.

Habit 1: Daily dose of education

Working with changing technologies require us to keep up with updates. Try to keep up with frontend frameworks then you will understand what changing tech means 😀

However, when you think about the best doctor which you can imagine specializing in doing heart surgeries – would you choose the one who was learning only during studies, or person who is currently doing his 5th specialization? The answer is easy.

The same is with Salesforce technology. We need to be one step ahead of business, clients and we should know more every day to understand them better. We are doing certificates and trying to keep up with the Salesforce releases. But how to do it? How to learn to certificate not spending 1 month in a row and not destroying family life? Should I read all release notes when the came out or maybe I shouldn’t touch them at all?

No! Let’s think about numbers – Have your ever been able to force yourself to focus for 8h during the weekend learning something new? (not saying about tech freaks :D) It’s not easy to find 8h slot and learning effectively.

Best approach

The best approach to learn is to take a small piece every day. Try to plan your day with a minimum of 20 min of learning or reading about technology – it can be before, after work or maybe before you will go to sleep. The most important is the recurrent task which you will include until it will be your daily habbit. Let’s check the numbers – 20min x 30 days = 10h! By learning 20 min every day you will remember much more than for spending full day on one topic. Even 20 min daily routine can bring you great results, give up 2 Youtube movies a day and spend this time learning something new. 

Habit 2: Teams always win

When you think about the successful individual, most of the time there is a lot of people behind this success. Working on enterprise and global projects is complicated and changing world alone may not bring results, but working with the people who understand you and have the same goal, can put you into a different position. 

Creating a team doesn’t mean that you need to have 50 people working together – sometimes it can be even 2 or 3 of you who works on the same project, but you need to create team, not 3 individual, but a team who has the same goal and take responsibility about their actions together.

If you are a team leader/architect – try to focus on being a leader (never a boss) doing work together with your team and inspiring your team members to get the same goal.

If you are admin/developer – find yourself as part of a team, think about how you can improve together, how you can help your teammates as this shows the real value of the team.

Effectively working teams are something which I like to compare to wolf pack where each of the wolfs have some responsibilities, but at the same time, they can replace each other including team leader if needed.

Habit 3: Get from your work as much as you can

We are working on projects where not all tasks are super competitive and are improving your skills. Sometimes, you need to do the same thing 10x and you are getting frustrated. Have you ever been there?

I have one simple solution for you – try to think outside of the box what you can do to make your frustrating task interesting, maybe you can do some automation, maybe you can do it another way. There are many solutions and many approaches which you can implement but try not only do tasks as someone will tell you but try to find a way to make your work interesting.

What is extremely important – you should always understand what you do – when someone will tell you –  “enable this feature  for me” try to understand 2 things:

  1. What is this feature about and how it works?
  2. Why do we need it in our implementation?

Those 2 steps will help you to learn technology on a daily basis and you will have a great understanding of the project itself.

Habit 4: Ask Business first

Technical people always have the same problem – they are trying to solve technical issues rather than business problems. This is very common and I am pleading guilty.

As technical people, we sometimes forget about our main goal – provide business real value. Doing fancy solutions without alignment with business may not bring results. Who knows how your Salesforce implementation should look like? You or business? You may know how to do it in the best way, but if you don’t have a full understanding of business requirements you can miss your goal.

In the end, people who will be using Salesforce are not developers but people working with data, working on the field and doing much more great work to be able to sell more effectively.

Habit 5: Planning Planning Planning

If I had to point out the most important habit – it would be effective planning.

We are working on multiple tasks at the same time trying to find the most efficient way to finalize what we need to do.

A habit of planning will help to improve in many areas and getting things done.

There are many types of planning using different tools (topic for future posts), but it is important to include planning into your daily routine. You can use whatever you can but try to find your style of planning which you feel comfortable with. Make your daily priorities what you need to do first and close tasks to stimulate your brain to do more in the future. You can use even a sheet of paper and a pen, so you can check how much you were able to finalize every day. 

Most of us are not born to be multi-tasker. To be effective we need to focus only on one thing at a time, but how you can do it if you have so many things to do? Believe me or not, but making priorities, will be more efficient for long-term goals, so you will not lose your focus.

This is only heads up about planning, but in my next posts, you will find my personal practices which I use every day.

Habit 6: Quality over quantity

Does your business or client force you to deliver something fast and at the same time deliver features in their timeline means that you need to do shortcuts? Don’t worry – you are not alone.

Sometimes, our responsibility as technical people is to calm down business people and try to explain, that doing something fast may cause more issues than value. I had many situations that spending on task 40% longer resulted in 300% performance improvement in the future. Of course, this is not a rule, you need to find pieces of your implementation which is worth to spend 40% longer on the task, but always think what could an impact if you need to change part of your implementation, what if the business changes their mind and your implementation will get so complicated that you will not be able to change it and you would need to start from scratch. Starting slow can be frustrating for business owners but in the long term can bring the effect.

Remember that this is only true when you will keep the balance between business and IT happiness 🙂

Habit 7: Stay Mindfull

We are looking and listening about very successful people in technology and business. From our perspective it looks easy, we are thinking “this guy has more luck than myself” but not a lot of people looks at this success from another perspective.

In 99% life of successful people was not a bed of roses. People show their success, but this success was after many many failures, many nights without proper sleep and sometimes depression. It might look easy, but in reality, it’s a long journey of renunciation.

Enjoy every day, learn as much as you can and focus on keeping your mental and physical health as it should be your number one priority as even when you will be succeeding you will not be happy.  When you will have a daily habit of learning add a few minutes of meditation and some exercises and work on your mindfulness state.

Remember that happiness is a journey, not a destination.


Please find MindMap which can be a reference for you to remember habits of success!

If you have any questions, leave me a comment, write to me on Instagram or send me an email. Remember to subscribe to the newsletter 🙂

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