Morning
Mornings always starts with a morning team meeting, which is a great way to kick start the work day and helps us to feel like we are working in a tight knit-team even when remote working. After a general catch up, we discuss the priorities for the day – this could be a particular piece of work we are all contributing or individual goals. After this, I work through our helpdesk to see if there are any urgent cases that need our attention. In particular, I look cases that have come in the previous evening or early this morning from clients who are experiencing difficulties logging in to their systems. As these are often ‘show stopping’ issues that prevents someone from starting their work day, I make sure that resolving these in a timely manner is my top priority. Once these are dealt with, I pick up the remaining cases and order them in priority. The helpdesk is a very popular feature offered by Real Systems, as it offers customers virtual support with a very quick response rate - this level of support prevents customers from ‘show stopping’ technical issues. After Lunch – User Creation After lunch I received a number of user creation requests. I read through the user requirements provided by the customer carefully, so I can determine what kind of license and accesses the new user will need. In order to manage cost for our clients (and to maintain high data security), I check our reports for any users who have been inactive for a long period of time. I then deactivate them, which frees a license to assign to the new user instead of needing to purchase a new one Once this is done I let the client know that the new users will be receiving an activation email to complete set up. Development Once I’ve responded to any cases that have come in during lunch, I begin work on a small development project. A client has requested that we build three new types of questionnaires into their systems, so that their users can input data gathered from their own clients. After meeting with my manager to discuss the best approach to this, I begin developing the solution in our sandbox. I create the new fields and then put them into the new page layouts I have also created. Once this is complete, I double check the build with my team and then deploy it into the live system. This is a really interesting aspect of my role as it’s a project I can work on from start to finish. It’s a great way to test the knowledge I’ve been building in a creative problem solving way. End of Day Heading towards the end of my day, I wrap up any remaining cases and work on any urgent cases that have come through. Our team always ends the working day with a team call, where without fail one of us will mention how quickly the day has gone by! We discuss any bits of work we have collaborated on and anything important coming up tomorrow. The call usually ends with the team asking one another what we’re having for tea that night! Helpdesk support is just one of the services that we provide, so if you're interested to hear more about how Real Systems can help your charity use Salesforce get in touch today.
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