Please enable JavaScript.

Coggle requires JavaScript to display documents.

Salesforce Manager - Coggle Diagram

- - - - Object Management Checklist to incorporate Lightning Best Practices + Best Practice for Keys for Business Unit, e.g. ECLF_
      - Guide for Business Users - What To Use: File/Notes&Attachments/ECM/SharePoint
      - Link Naming Conventions to the Object Management
      - List of all DevOps Teams: members, apps, POs, 3rd party tools/apps used, etc.
      - Decide: Guidance for overriding users' preference when adding a related list
    - - Ensure Shared Object page is added to the Onboarding Template
- - - - How can I help? Talk to Admin/ Talk to PM to understand the situation and possible opportunities for improvement
    - - High amount of Cases for 1 Team
      - Sub-Categories distribution is changing
      - Increased Cases from a few Users or specific feature
      - Pay attention to newly release features/apps
  - - - Reach out via Chatter/Teams
      - Ensure Resolution
      - Not accepted for > 24 Hours
      - Not updated in 3+ days
- - - - "How are you really? / What's on your mind?"
      - Performance & Development Goal Status Updates
      - Significant Action Items or Projects
        
        Tell me about your week - what's it been like?
        
        Tell me about what you've been working on (Jira/Cases)?
        
        What is the progress on the goals/planned actions?
        
        Are you on track to meet the deadline?
        
        What questions do you have about these assignments/responsibilities?
      - Value-Added Feedback
      - Coaching Support
        
        How are you going to approach your work/your challenges?
      - Other Business
        
        What suggestions/ideas do you have?
      - Next Steps and Follow-ups
        
        What are your goals/planned actions for the next week?
        
        Where do you think I can be most helpful?
      - Quarterly: Job Satisfaction Discussion (1-10)
      - Retrospectives
        
        What have you learned about this area of responsibility?
        
        What didn't go as you had hoped for and why?
        
        What can you do differently next time?
  - - - Monday: How was your weekend in a GIF?
      - Tuesday: Top 3 things for the week / weekly goals/ what are you most excited about?
      - Wednesday: Quiz
      - Thursday: Throwback Thursday (photo/video/music, etc.)
      - Friday: Accomplishments / Weekend Plans