Our morning team meeting usually consists of checking in with other colleagues, discussing areas of work for the different charities we support.
I then go ahead and assess our helpdesk and respond back to any new queries that have come through. We work with a range of different charities and not for profit organisations and provide vital daily support. Our helpdesk is a highly popular package, whereby organisations can save money by having a virtual service where we manage the system and support users with everything related to Salesforce. How cool is that!
Dashboards and reports
One of the partners of a multi-agency database we built has been in touch to find out if we are able to support them with building reports and to enable a visual representation of the data that is currently being stored in Salesforce. At the end of the Google Meet I suggested that we put together some dashboards for them as this seems to be a really good solution for their team. We talk through their specific requirements and start working on building those reports and book in a demonstration for them of how a dashboard would look.
After lunch I check my calendar and start preparing for a scheduled training session to undertake for some new users for a local authority that uses Salesforce to combat homelessness. I have already set up a training environment whereby the new users can actually practice whilst I deliver the session. This is really useful as they get practical hands on experience and get to try out the system straightaway. The training guides have already been uploaded onto Salesforce, which they can always revisit.
Onto the next task of the day after a cup of coffee, which is to securely prepare data exports for all of the charities we support. This part of our overall support package on offer and it means that we have an extract of data in the eventuality of any information or data needing to be recovered by the organisation.
I have had an email request from an outreach team to bulk upload data pertaining to new registrations onto the system to save time. I start reviewing the spreadsheet sent to us and start mapping out what will go where and send them a confirmation email to let them know it’s all done. Job done and saves them an awful lot of time not to worry about manually inputting individual records.
Ongoing system changes
I have had a phone call from one of the leading HIV charities to make some changes to their existing system and to create some new users for them. A systems is constantly evolving and being updated to meet the needs of the users. We work closely with all of our organisations to see how we can make things easier and streamlined as part of our support package. I go through their requirements in more details deploy the changes from our sandbox to the production org and woohoo all systems go!
End of day meeting
Finally our afternoon team catch up at 4.30 pm, which involves reviewing how the day has gone, and somehow moves onto talking about Elon Musk and Space. Just before we wrap for the day!
If you are interested in finding out about our various different packages available to charities and not for profit organisations, please feel free to get in touch.