In the ever-evolving landscape of business technology, adapting to change is no longer a choice — it’s a necessity. And when it comes to managing those changes seamlessly, Salesforce stands tall as a powerhouse. However, navigating the intricate realm of Salesforce Change Management can often leave even the most seasoned professionals scratching their heads.
We unveil six invaluable tips that promise to unravel the complexities, making the process not just manageable, but downright straightforward. Whether you’re a salesforce novice or a seasoned pro, these insights will empower you to wield change as a tool for growth, without breaking a sweat.
Before embarking on any salesforce changes, it’s essential to meticulously define the scope and objectives of the proposed modifications. This involves a detailed analysis of the current system, identifying pain points, and recognizing opportunities for enhancement. Once potential changes are identified, a rigorous prioritization process should be employed.
This prioritization should be based on factors such as the anticipated business impact, alignment with strategic goals, and feasibility of implementation. The impacts of any change should be thoroughly evaluated, considering both short-term and long-term consequences. This includes assessing potential disruptions to existing processes, workflows, and user experiences, as well as estimating the financial, resource, and time investments required for successful implementation.
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Successful salesforce change management thrives on collaborative efforts across diverse departments. Forming a dedicated change management team comprising representatives from different functional areas fosters a holistic approach. Involving stakeholders early in the process ensures that all perspectives are considered, mitigating resistance and enhancing buy-in.
Open communication channels must be established to facilitate idea sharing, status updates, and issue resolution. This collaborative synergy not only promotes comprehensive change planning but also empowers a sense of ownership among stakeholders. By uniting expertise and insights from various disciplines, organizations can navigate change with collective strength and drive more successful implementations.
Thorough documentation is the backbone of effective salesforce change management. Detailed records of change requests, requirements, and implementation plans ensure a clear roadmap for all involved. A well-maintained repository of version-controlled documentation facilitates transparency, aiding in tracing the evolution of changes and reducing confusion. This meticulous documentation also supports knowledge transfer, enabling seamless onboarding and continuity.
By meticulously capturing every step and decision, organizations establish a reliable foundation for change, ensuring that stakeholders remain informed and aligned throughout the process. Robust documentation safeguards against uncertainties and serves as a valuable resource for future enhancements.
Rigorous testing and quality assurance are cornerstones of successful Salesforce change management. Crafting comprehensive test plans and scenarios allows for the meticulous examination of new configurations and functionalities. User Acceptance Testing (UAT) involving end-users validates the changes from a practical standpoint, ensuring they meet user needs and expectations.
Addressing any detected bugs, performance issues, or discrepancies during testing guarantees a smoother transition. A robust testing phase minimizes post-implementation disruptions and fosters user confidence. By prioritizing quality assurance, organizations fortify their change management process, delivering dependable solutions that align seamlessly with business objectives.
Empowering users through effective training and ongoing support is pivotal in salesforce change management. Developing comprehensive training materials, including guides and tutorials, equips users with the knowledge to navigate new features and processes. Conducting engaging training sessions and workshops enhances user proficiency and fosters a positive transition experience.
Providing accessible avenues for user support, such as help desks or forums, ensures timely issue resolution and knowledge sharing. Prioritizing user training and support cultivates user confidence, reduces frustration, and promotes efficient utilization of the salesforce platform, ultimately contributing to the success of change initiatives.
A well-executed change rollout and vigilant monitoring are pivotal to salesforce change management success. Careful planning of controlled rollouts or pilot launches ensures gradual adoption and minimizes disruption. Monitoring user adoption, feedback, and system performance provides valuable insights into the effectiveness of implemented changes. Iterative improvements based on real-time data help fine-tune configurations and address evolving needs.
This proactive approach guarantees that the change’s impact aligns with expectations, promoting sustained user satisfaction. By maintaining a watchful eye on the ongoing change process, organizations can swiftly adapt, optimize, and enhance the Salesforce environment, driving long-term success and continuous improvement.
Simplifying Salesforce change management is a multi-faceted endeavor that demands strategic planning, collaboration, documentation, testing, training, and vigilant monitoring. By adhering to these key principles, organizations can navigate transitions with clarity, engage stakeholders effectively, and ensure seamless system enhancements. Embracing change as an iterative process allows for agility and continuous improvement, leading to a Salesforce environment that not only meets current needs but also lays a solid foundation for future innovation and success.
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The Reading Specialist Certification program at Drexel University’s School of Education in Philadelphia, Pennsylvania aims to prepare graduate students to work with individuals with a range of reading abilities and needs by introducing them to multisensory approaches to reading instruction, and to a variety of diagnostic tools for planning and evaluation purposes, as well as to monitor student performance and growth. Students enrolled in the online Reading Specialist Certification program will learn effective reading strategies, and become exceptionally skilled and qualified to support students with reading needs and provide literacy leadership and coaching to teachers and schools.
Drexel's studying Specialist Certification program is a 31-credit program that can be completed in about 15 months. In addition to completing the 8 core courses that meet PA Department of Education’s requirements for professional competencies for studying certified in training, the program also requires 5 core courses from the Wilson studying System® program, providing our students with in-depth knowledge of language structure, multisensory, and diagnostic instructional techniques for 2nd through 12 grade students and adults who need more intensive support in studying or have language-based disabilities.
For PA studying Specialist certification, students must complete the PA Praxis test studying Specialist (Test Code #5301/0301) with passing score of 164. Graduates of the Reading Specialist Certificate program who have passed the appropriate Praxis exam and received the PA Reading Specialist add-on state certification will have the opportunity to become reading specialists, reading interventionists, literacy coaches, literacy mentors, literacy program directors, reading teachers, and literacy specialists working in a community-based literacy center.
To be admitted to the studying Specialist program, students must possess an Instructional I certificate in PA or another state. The online Reading Specialist program aims to help graduate students:
Students will graduate with a Reading Specialist Certification, as well as a WILSON® Level I certificate. The WILSON® Level I certificate will allow students:
Drexel University is one of a few select universities to offer WILSON® Level I courses as a part of the core requirements. Students will receive a Level I certificate from WILSON® in addition to a Pennsylvania Reading Specialist Certification.
The studying Specialist certification program is offered 100% online. You can get started by filling out the Drexel Online application.
Chartered Retirement Plans Specialist (CRPS) is a credential for those who create, implement and maintain retirement plans for businesses. Unlike most other professional financial planning and advisory professional designations, the CRPS focuses on wholesale and business clients. It is awarded by the College for Financial Planning to individuals who pass an test demonstrating their expertise.
Successful applicants earn the right to use the CRPS designation with their names for two years, which can Excellerate job opportunities, professional reputation, and pay. Every two years, CRPS professionals must complete 16 hours of continuing education and pay a nominal fee to continue using the designation.
Keeping up with changes to tax codes and other laws is important for a chartered retirement plans specialist. For example, the passage of the Setting Every Community Up for Retirement Enhancement (SECURE) Act in December 2019 brought forth some hefty changes to the retirement industry. As of 2020, under the new law, the age for taking required minimum distributions (RMDs) is no longer 70.5, but age 72. Then, a few years later, Congress passed the SECURE 2.0 Act which increased the RMD age to 73. Being mindful of these changes as they occur are central to the role of chartered retirement plans specialist.
The Chartered Retirement Plans Specialist program is a case-study-based, client-centered problem-solving approach. The study program to become a CRPS covers types and characteristics of retirement plans, including IRAs, small business retirement plans, defined contribution plans, nonprofit plans, 401(k) and 403(b) plans, and government plans.
It also covers plan distributions, plan design and implementation, plan establishment and operation, and fiduciary issues. The designation is an acknowledgment of the complexity of setting up and running a company-sponsored retirement plan.
Individuals who have earned the CRP designation report a 20% increase in earnings, according to the College for Financial Planning. With it, graduates can test out of one of the seven courses in the college's CFP Certified Professional Education Program. Completing the course can also provide up to 28 hours of continuing education credits.
The program costs $1,350 in addition to choosing between live and on-demand classes. For more information on the certification or to enroll, visit the College for Financial Planning CRPS informational page.
The CRPS course enables candidates to master a wide variety of retirement plan types, such as SEP, SIMPLE, 401(k), defined benefit plans, and more. Specific course sections include:
The CRPS program features open enrollment, meaning a candidate may enroll at any time as long as they pass the final test within one year of enrolling. The first final test attempt is included in the program's $1,350 price tag.
CRPS candidates may take the test online via the College for Financial Planning's online portal or live (though dates are limited).
Similar to the CRPS designation is the Chartered Retirement Planning Counselor (CRPC), a professional financial planning designation awarded by the College for Financial Planning. Unlike the CRPS, which focuses on businesses, the CRPC focuses on individual clients.
CRPC professionals have to keep up with current trends and any new laws to better serve their clients, so every two years, they must pay a small fee and complete 16 hours of continuing education in order to keep their designation.
Advisors may earn the CRPC designation by completing a study program and passing a final multiple-choice examination. Successful applicants earn the right to use the CRPC designation with their names for two years, which can Excellerate job opportunities, professional reputation, and pay. Every two years, CRPC professionals must complete 16 hours of continuing education and pay a small fee to continue using the designation.
CRPCs are focused on retirement planning. The CRPC program is developed with a focus on client-centered problem-solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement.
A CFP certification will generally have a better grasp on a broader range of financial matters. On the other hand, a CRPS will have more specialized knowledge, especially around retirement planning. Individuals may obtain their CRPS earlier in their career as it may be more suitable based on their limited experience. However, a CFP is often better in the long-run for professionals wanting to be more engaged in a variety of financial planning activities.
Test takers must achieve a score of 70% or higher to pass the CRPC exam.
Obtaining a CRPC demonstrates your proven acumen across a variety of retirement planning aspects such as Social Security, Federal taxes, retirement account vehicles, and estate planning. As you embark in your career and strive to land additional clients, having a CRPC provides more legitimacy to your knowledge and installs trust in your clients that you have a proven knowledge of what you consult them on. In addition, holders of a CRPC report having earned higher wages than non-CRPCs.
A Chartered Retirement Plans Specialist (CRPS) is a program designed to demonstrate an individual's savviness in knowing various aspect of retirement planning. The program entails completing courses and demonstrating knowledge via an exam. The CRPS focuses more on businesses, while other programs such as the CRPC focuses more heavily on individuals.
Kasmo, one of the leading Salesforce consulting and ISV partner, is delighted to announce the addition of two accomplished Salesforce Practice leaders, Kiran KM and Subba Reddy, to its global team. The strategic initiative reflects Kasmo's ongoing commitment to enhancing its Salesforce practice and delivering exceptional services to its valued clients.
Drexel University School of Education
A studying specialist is an educational professional who works with individuals that struggle to gain or Excellerate literacy skills. Working primarily with children at the grade school level, studying certified use a variety of diagnostic tools to identify literacy challenges and to determine the types of instruction that will be needed to help young students become confident readers and writers. These professionals work with teachers and school systems to develop literacy curricula and tools for teaching studying in the classroom setting. studying certified may also work with older children and adolescents, as well as students learning English as a second language (ESL) or those with learning disabilities. Becoming a studying specialist requires a specialized advanced degree or certificate and the development of specific skills to help students at all levels become proficient in studying and provide other literacy interventions.
Reading certified are responsible for several tasks that support student success in studying and writing. Responsibilities include working one-on-one with students on phonetics, word identification, and studying comprehension, with small groups of students who experience similar needs, and with those experiencing studying challenges, like dyslexia. studying certified also collaborate with classroom teachers to develop literacy curricula, partner in the creation of Individualized Education Plans (IEPs) and conduct ongoing assessments of students’ progress.
There are five common roles studying certified play within educational systems:
Reading teachers and studying certified have many of the same responsibilities. Both types of professionals work with students to Excellerate studying fluency and comprehension and assist students with grammar, spelling, and phonetics. studying teachers work with students at all grade and skill levels. In contrast, certified studying certified usually work with students in grade schools and are specially trained to work with students with learning disabilities and those struggling with studying at their grade level.
To become a successful studying specialist, individuals must possess and be able to demonstrate a passion for studying and teaching, and other key skills that lead to effective strategies for improving students’ studying and writing. Beyond direct service to students, studying certified must also have the skills to work with parents, schools, and school districts to develop and sustain meaningful literacy programs.
If an individual does not have a state teaching certificate already then an aspiring studying certified should expect to devote several years earning the required degrees and certification. For example, the first four years are spent earning a bachelor’s degree in education, literacy, reading, or another relevant field to become certified as a classroom teacher. Once an individual is a certified teacher, a studying specialist certification can be accomplished within 1-2 years. The length of certification programs varies; Drexel’s 31-credit reading specialist certification program can be completed in about 15 months.
In most cases, studying certified need a bachelor’s degree in education, teaching experience (is often preferable), and a studying specialist certificate. Considering all levels of required education, training, and field experience, individuals can expect to become certified studying certified in six or seven steps.
Reading certified are in demand within the overall job market, because literacy is a critical component of academic success, and most K-12 schools will need the support of studying certified to meet specific literacy benchmarks. The job outlook for studying certified is positive. For instructional coordinators and special education teachers, roles similar to studying specialists, the Bureau of Labor Statistics estimates 4-7% job growth between 2021-2031.
The average annual salary for a studying specialist is $55,248 according to Payscale.com. studying certified typically have a salary similar to that of special education teachers and instructional coordinators, and according to the Bureau of Labor Statistics, the average salary is $61,820 for special education teachers and $63,740 for instructional coordinators. Annual salaries for this profession will vary based on location, educational level, and years of experience. And because studying certified can pursue a range of careers – from working in schools and with school districts to develop curricula to consulting for the private sector and textbook publishing companies – salaries will be as equally varied.
The School of Education’s Reading Specialist Certification program at Drexel prepares students to work with individuals with a range of studying abilities and needs. The program’s coursework enables students to meet Pennsylvania’s requirements for professional competencies for studying specialists, and it’s one of the few select programs in the region that offers courses from the Wilson studying System®, a pioneer and leader in the science of studying and literacy education. Students will learn effective studying strategies, and become exceptionally skilled and qualified to support students with studying needs and provide literacy leadership and coaching to teachers and schools.
Drexel’s studying Specialist Certification program is offered 100% online. Get started by requesting more information or by completing the Drexel Online application.