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  • Просмотров 98 828
Crafting Personas as a Salesforce Consultant
In this experience, our learning community works alongside Coach Janeen as they explore creating personas as a Salesforce Consultant together.
Просмотров: 56

Видео

Data Loading as a Salesforce Administrator (July 23)
Просмотров 1642 месяца назад
Join Clicked Learners as they load data into Salesforce in preparation for this years Dreamforce Campaign!
Mapping Salesforce Object Relationships
Просмотров 1532 месяца назад
Watch alongside Clicked learners as Coach Izelle demonstrates how to build custom objects in Salesforce.
Extracting Insights with GPT (July 16)
Просмотров 833 месяца назад
In this video, you will learn the basics of prompt engineering, as well as explore how you can use it as a business analyst to create concise interview notes. Coach Janeen and Rachel facilitate a live discussion with lots of questions from learners.
Einstein Prompt Builder
Просмотров 943 месяца назад
In this Shadow Session, you will observe your coach as they demonstrate the use of the Einstein Prompt Builder. Your coach will provide a live walkthrough, showcasing how to create and optimize prompts using Einstein, Salesforce’s AI-powered analytics and prediction tool. This skill is crucial as it enables users to leverage AI for enhanced data insights and decision-making. Expect a highly int...
Data Cloud as a Data Consultant
Просмотров 1063 месяца назад
In this Shadow Session, you will watch a Clicked Coach demonstrate how to leverage Data Cloud to solve complex business problems. The coach will guide you through a real-world use case, showcasing the tools and techniques used to manage, analyze, and visualize large datasets. You will gain insights into best practices for data management, from data ingestion to the generation of actionable insi...
Planning an Agile Project as a Salesforce Professional
Просмотров 1493 месяца назад
In this Shadow Session, you will observe your coach as they plan an Agile project for a Salesforce implementation. This session will highlight critical project management skills essential for successful Salesforce deployments. By following along, you will gain insights into Agile methodologies, learn how to create effective project plans, and understand the nuances of managing Salesforce projec...
Designing Dashboard Mockups as a Business Analyst (June 27)
Просмотров 1543 месяца назад
Designing Dashboard Mockups as a Business Analyst (June 27)
Refining User Stories as a Business Analyst (June 25)
Просмотров 1133 месяца назад
Refining User Stories as a Business Analyst (June 25)
Security Framework Shadow Session
Просмотров 1833 месяца назад
In this experience, you will watch your Coach as they discuss different security frameworks and their uses. They will evaluate the organization’s overall goals and security posture and provide their expertise on what Security Framework to select and implementation strategies.
Generating User Stories with AI (June 24)
Просмотров 1343 месяца назад
Generating User Stories with AI (June 24)
Writing Training Documentation as a Salesforce Business Analyst (June 20)
Просмотров 1903 месяца назад
Writing Training Documentation as a Salesforce Business Analyst (June 20)
Wireframing Page Layouts as a Salesforce Professional Skills Challenge (June 18)
Просмотров 1004 месяца назад
Wireframing Page Layouts as a Salesforce Professional Skills Challenge (June 18)
Creating User Stories as a Salesforce Consultant Skills Challenge (June 13)
Просмотров 1154 месяца назад
Creating User Stories as a Salesforce Consultant Skills Challenge (June 13)
Business Process Mapping Shadow Session (06/11/24)
Просмотров 1124 месяца назад
Coach Janeen builds out a current state business process map for Clicked learners. Come learn the basics of process mapping, best practices and more!
Architectural Diagrams as a Salesforce Architect Shadow Session
Просмотров 1264 месяца назад
Architectural Diagrams as a Salesforce Architect Shadow Session
The Agile Project Lifecycle
Просмотров 1294 месяца назад
The Agile Project Lifecycle
Proactive Security as a NOC Engineer
Просмотров 694 месяца назад
Proactive Security as a NOC Engineer
Conducting Interviews with an Angry Stakeholder (June 4th)
Просмотров 824 месяца назад
Conducting Interviews with an Angry Stakeholder (June 4th)
Risk Management When Using AI as a Security Analyst
Просмотров 484 месяца назад
Risk Management When Using AI as a Security Analyst
Journey Mapping as a Salesforce Consultant (May 28)
Просмотров 1084 месяца назад
Journey Mapping as a Salesforce Consultant (May 28)
Data Loading and Analysis Shadow Session
Просмотров 1924 месяца назад
Data Loading and Analysis Shadow Session
The Salesforce Project Lifecycle Skills Challenge (5/20)
Просмотров 1004 месяца назад
The Salesforce Project Lifecycle Skills Challenge (5/20)
Flow Automation as a Salesforce Professional (May 16th)
Просмотров 965 месяцев назад
Flow Automation as a Salesforce Professional (May 16th)
Threat Intelligence and Incident Response
Просмотров 1055 месяцев назад
Threat Intelligence and Incident Response
Data Analysis as a Salesforce Admin (May 13th, 2024)
Просмотров 1395 месяцев назад
Data Analysis as a Salesforce Admin (May 13th, 2024)
Data Loading as a Salesforce Administrator (May 9 2024)
Просмотров 1815 месяцев назад
Data Loading as a Salesforce Administrator (May 9 2024)
Stakeholder Interviews- April 30th 2024 Cohort
Просмотров 5695 месяцев назад
Stakeholder Interviews- April 30th 2024 Cohort
Managing Stakeholder Expectations as a Business Analyst
Просмотров 1295 месяцев назад
Managing Stakeholder Expectations as a Business Analyst

Комментарии

  • @rossthomson8350
    @rossthomson8350 10 дней назад

    A great session !

  • @Suresh-pv8hm
    @Suresh-pv8hm Месяц назад

    How to join meetings after enrolled the course

  • @JossOrtan
    @JossOrtan Месяц назад

    Informative video on the link between threat intelligence and incident response! How do you think organizations can best integrate these two areas to enhance their overall security posture?

  • @sreeramnimmagadda7618
    @sreeramnimmagadda7618 Месяц назад

    Excellent

  • @steveriederer9491
    @steveriederer9491 Месяц назад

    This is SO good. Thanks.

  • @miabeemi
    @miabeemi Месяц назад

    video is so blurry

  • @priyankamoon3012
    @priyankamoon3012 3 месяца назад

    The best training sessions so far. The best.

  • @darshanapawar2898
    @darshanapawar2898 3 месяца назад

    I missed it 😢

  • @priyankamoon3012
    @priyankamoon3012 3 месяца назад

    These sessions are really helpful. I just want to add - please please please add interview notes that you're providing everyone in the slack channel. It'll be helpful for anyone who is coming directly to your channel and is not a part of slack channel.

  • @priyankamoon3012
    @priyankamoon3012 3 месяца назад

    Can someone please drop the link to Slack channel? I watching this live video today, hence couldn't find any link as I was not part of this live session. I couldn't get any link in the description. Please drop it somewhere in the comment, I want to join the slack channel, so that I can do the assignments.

  • @priyankamoon3012
    @priyankamoon3012 3 месяца назад

    It would have been great if Rebecca would've shown us how she would've done this instead of only giving feedback. Although it was a great session and all 3 were amazing. But I wanted to see and learn the ideal way to create such plans.

  • @azimtalib
    @azimtalib 4 месяца назад

    This is a great session! I am now currently preparing a training module for our client, and your feedbacks are very insightful. I couldn't attend the live session, but these replays, I wouldn't miss them for the world.

  • @SalesforceJon
    @SalesforceJon 4 месяца назад

    Excellent experience. Thank you

  • @azimtalib
    @azimtalib 6 месяцев назад

    I was stoked by N'Sync intro! I'm old.

  • @deborahmikelson1923
    @deborahmikelson1923 6 месяцев назад

    Such a great session! Learned so much! Thank you!

  • @kamabrapa88
    @kamabrapa88 7 месяцев назад

    amazing video. can we get a written list of all the extensions that were installed here in the video description?

  • @NishthaGupta-m4h
    @NishthaGupta-m4h 7 месяцев назад

    Hi, Please attach the interview notes below the video. People who are watching recording can't access it.

  • @langsdonsearle8335
    @langsdonsearle8335 7 месяцев назад

    Promo>SM ☝️

  • @LuAnt.HeeMenZ
    @LuAnt.HeeMenZ 8 месяцев назад

    🎯 Key Takeaways for quick navigation: 00:00 Las *entrevistas con los stakeholders requieren compromiso inicial y preguntas abiertas para obtener información relevante y evitar respuestas limitadas.* 01:45 Mo *tiene experiencia significativa en Salesforce y gestión de proyectos, brindando una perspectiva valiosa para la sesión.* 05:10 El *desafío implica ayudar a la Organización Mundial de la Salud a adoptar Salesforce para optimizar la gestión de subvenciones y reducir costos administrativos.* 06:05 Mo *enfatiza la importancia de crear empatía y hacer preguntas abiertas para obtener información valiosa durante las entrevistas con stakeholders.* 08:25 Las *entrevistas de stakeholders son parte de un entorno de aprendizaje colaborativo sin juicios, fomentando la participación activa y la diversión.* 10:51 La *OMS enfrenta desafíos en la gestión de subvenciones debido a procesos manuales, falta de informes en tiempo real y eficiencia.* 13:37 Los *miembros del equipo de la OMS están entusiasmados con la adopción de Salesforce, pero también preocupados por la curva de aprendizaje y la resistencia al cambio.* 15:50 Akanksha *profundiza en los procesos actuales de asignación de subvenciones, destacando la necesidad de mejorar la eficiencia y la transparencia.* 18:11 Santiago *describe el proceso de asignación de subvenciones de la OMS, desde la solicitud hasta la aprobación y el seguimiento.* 20:09 La *adopción de Salesforce enfrenta resistencia de algunos miembros del equipo preocupados por la obsolescencia laboral y el cambio de procesos.* 21:57 En *el proceso de gestión de subvenciones, intervienen diferentes departamentos, como revisores, aprobadores y el departamento de pagos.* 24:44 Existen *especialistas revisores que toman decisiones sobre la aprobación de subvenciones, dependiendo de la naturaleza de cada una, como subvenciones de salud, educación o vacunación.* 28:39 Los *formularios de solicitud de subvenciones recopilan información textual, y la revisión implica a menudo múltiples interacciones de ida y vuelta con las ONGs.* 29:28 La *comunicación con las partes interesadas, principalmente las ONGs, se realiza predominantemente por correo electrónico, aunque ocasionalmente se usan Google Sheets o Google Docs para colaboración.* 35:01 Toda *la información debe ser accesible para todos en la organización, y no hay requisitos específicos de seguridad más allá del cifrado estándar de la industria proporcionado por Salesforce.* 40:46 No *hay patrones claros de ocupación durante el año, ya que depende de eventos mundiales y de las necesidades emergentes, pero se espera que Salesforce ayude a analizar tendencias y patrones en el futuro.* 44:28 La *experiencia del cliente implica hacer más transparente el proceso de solicitud de subvenciones, proporcionando una plataforma donde puedan enviar y rastrear sus aplicaciones, lo cual no existe en la actualidad.* 45:51 Obtener *mal las entrevistas de los interesados puede tener enormes implicaciones en términos de cómo se percibe la tecnología y las expectativas en el espacio de las ONG.* 47:06 Es *crucial establecer un presupuesto para el proyecto y trabajar dentro de esos límites para evitar repercusiones catastróficas.* 48:44 Las *preguntas cuidadosas y reflexivas durante las entrevistas de los interesados pueden llevar a respuestas más claras y una comprensión más profunda del proyecto.* 54:32 Después *de las entrevistas, es importante resumir y validar la información recopilada con los interesados antes de avanzar en el diseño y la implementación del proyecto.* Made with HARPA AI

  • @ericak5165
    @ericak5165 8 месяцев назад

    Great session full of a lot of business analysis and process mapping gems! #timewellspent

  • @PamelaCatAdmin
    @PamelaCatAdmin 8 месяцев назад

    I'm amazed at the role playing. He's listening to the question to answer it is his persona, but also to evaluate it as a question from a student. Then even with notes maybe on answering, he still has to improv to avoid giving away too much or leaving out an essential element. (Sort of hoping I have the right one too. The was from the BA shadow session page)

  • @nargisarif
    @nargisarif 8 месяцев назад

    Yes Please, Date variable for last Modified Date for Scheduled trigger flow

  • @aarifmohammed7519
    @aarifmohammed7519 8 месяцев назад

    Could you please post the Date Variable you were trying to create for Last Modified date? session was unfinished and unable to see finished and working flow.

  • @KofiGreat99
    @KofiGreat99 9 месяцев назад

    This is so good! Thank you for sharing

  • @piedpiper404
    @piedpiper404 10 месяцев назад

    I really loved this session. Thank you Samy❤

  • @RVAraghav
    @RVAraghav 10 месяцев назад

    Informative session!

  • @piedpiper404
    @piedpiper404 10 месяцев назад

    Thumbs up Deron. You nailed the shadow session.❤

  • @piedpiper404
    @piedpiper404 10 месяцев назад

    Great session

  • @KatieGoesSalesforce
    @KatieGoesSalesforce 10 месяцев назад

    I was thinking the opposite about multiple flows (that it would be difficult), but Michael's explanation really makes it obvious that it is a good thing!! Thank you! (Watching this one after the fact)

  • @rathindradakua5749
    @rathindradakua5749 10 месяцев назад

    I think Izelle prounuced anecdotally as anecdotically 😁. Sorry I am a bit pecular on word pronounciations.

  • @amantiwari475
    @amantiwari475 10 месяцев назад

    This is awesome and I enjoyed each minute with so much of learning :)

  • @Pamlg
    @Pamlg 11 месяцев назад

    🎯 Key Takeaways for quick navigation: 21:05 🔄 Rebecca discusses the adaptability and plugin integration of the current software version being used. 21:32 🧩 She introduces a custom feature that assists with project-specific tasks, hinting at its utility. 22:16 🖥️ Technical difficulties are encountered while attempting to share the correct screen during the presentation. 23:14 👥 Rebecca demonstrates how to input a user persona to tailor Chat GPT's responses for more personalized assistance. 24:28 🏠 An example is shown on how Chat GPT can guide through a home remodel project by asking relevant questions. 25:21 💡 Pam shares resources and tips for learning more about prompt writing for better results from Chat GPT. 26:44 📚 Recommendations for free and paid resources to improve prompt crafting are discussed. 27:13 💳 The cost-benefit analysis of the paid version of the software is explained by Pam. 28:32 🆓 Rebecca emphasizes the extensive capabilities of the free version of the software, suggesting it's sufficient for many users. 29:43 🤓 Pam expresses her passion for the subject and the efficiency gains provided by using Chat GPT. 30:24 🗣️ Rebecca notes the importance of accurately describing the user persona to Chat GPT to obtain the best results. 31:18 🛠️ The difference in responses based on specifying expertise level in prompts is highlighted. 32:00 🔄 Rebecca shares her approach to prompt building: be specific, patient, and iterative. 33:08 🧠 Deep diving into follow-up questions with Chat GPT can yield more insightful responses, according to Rebecca. 34:03 📈 Using Chat GPT to gather background industry information or process steps is suggested as a beneficial approach. 35:58 🎤 A participant shares their experience and learning process with Chat GPT, highlighting the importance of prompt refinement. 37:19 📊 The participant demonstrates how they used Chat GPT to develop future state requirements and reports for their project. 39:05 🤔 The participant reflects on the challenges of using Chat GPT, such as dealing with input character limits and refining prompts for better outputs. 41:06 📝 Chat GPT is shown to assist in making reports and dashboards more insightful and actionable. 42:58 🌟 Positive feedback and encouragement are shared in the chat, fostering a supportive learning environment. 44:05 🔄 The session emphasizes the iterative nature of working with Chat GPT and the value of practice in prompt writing. 44:31 🔄 The speaker acknowledges their traditional BA methods and preference for starting with structured information such as notes, summaries, and key points. 45:12 📊 Emphasis on identifying themes and frequently mentioned concepts to inform deliverables. 45:39 🔍 Discusses comparing departmental processes with industry standards to identify variances and make targeted assumptions. 46:18 🎯 The focus shifts to pain points and KPIs, with a particular interest in understanding the 'why' behind the KPIs. 47:26 🤔 Raises ethical considerations when inputting data into AI, especially regarding sensitive information. 48:35 🚫 Advises caution with AI in cases involving government contracts or proprietary information. 49:35 📝 Highlights the importance of collaboration and consensus in interpreting notes and stakeholder interviews. 51:41 🗣️ Recommends using notes as a basis for team discussions to ensure a comprehensive understanding of stakeholder meetings. 53:18 📈 Points out that different stakeholders may have conflicting information, necessitating careful navigation and consensus-building. 54:25 🗨️ Stresses the importance of ensuring stakeholders and analysts are aligned in their understanding of terms like 'pain points'. 55:08 🤷 Discusses the limitations of AI's knowledge base, which may not include the most recent information. 56:15 🤖 Reflects on the rapid progression of AI and its implications for human-centric roles. 57:23 📝 Suggests that as AI improves at taking notes, human skills in analysis and discussion will become more valuable. 58:17 🌐 Notes a potential shift in the quality of AI responses as the amount of processed information grows, possibly affecting the accuracy of the output. Made with HARPA AI

  • @Pamlg
    @Pamlg 11 месяцев назад

    🎯 Key Takeaways for quick navigation: 00:43 📋 Overview of the stakeholder interview with Mallory Donahue, focusing on tips for conducting the interview. 01:40 🤔 Mallory advises interviewers to reflect on what worked in previous stakeholder interviews and to avoid repetitive questions. 03:52 📞 Call center overwhelmed with queries, highlighting the need for a more efficient system to empower agents. 05:30 🎫 Current process involves handling support tickets, sometimes misrouted, leading to inefficiencies. 07:30 📊 Desire for data analytics to understand customer call frequency and satisfaction levels. 09:37 📜 Mention of a SharePoint site for tracking common questions, hinting at the need for a more automated system. 11:19 📈 Lack of metrics to monitor team performance, highlighting the need for better analytics. 14:33 🚨 Escalation processes are scattered, emphasizing the need for a centralized system. 18:13 🤝 Willingness to reevaluate all processes, with a focus on merging separate systems like chat and Salesforce. 19:55 🔄 High turnover in the call center, indicating the need for a system that improves both customer and employee satisfaction. 21:05 🔄 Billing and sales handle simple but high-volume calls, suggesting potential for automation. 25:27 🍕 Preference for a healthy work environment over traditional incentives like pizza parties. 26:19 📊 Pain point in handling refunds and upgrades due to lack of a unified customer view. 27:02 💻 Need to swivel between different platforms like Salesforce to get customer information. 29:35 ⏱️ Metrics for success include reducing time per contact for agents. 30:15 ❓ Stakeholder asks for more visible FAQs to reduce repetitive customer queries. 31:20 📈 KPI: Lack of data on how many times a customer contacts to solve a problem. 33:17 📞 Stakeholder asks for additional fields like open cases and customer tenure to minimize calls. 34:30 💬 Preference for chat as a communication channel due to cost-effectiveness. 35:16 📧 Stakeholder open to alternative contact options like email when chat wait times are long. 37:11 🤖 Stakeholder open to exploring AI and self-service options. 39:35 🎯 Concerns about routing cases to the appropriate agent based on customer needs. 40:17 🛠️ Stakeholder suggests clearer communication for routing to avoid customer confusion. Made with HARPA AI

  • @webwendi
    @webwendi 11 месяцев назад

    Love that I can watch this to ensure I am improving. Thanks guys!!

  • @piedpiper404
    @piedpiper404 11 месяцев назад

    UpSeyi.! Thank you for an amazing session.