5 Must-Have Skills for Salesforce Project Management

Managing a project inside your Salesforce instance requires a unique set of skills.

It’s no news that being a project manager is a tough gig. You’re the head honcho for the project and the organization is expecting you to get the job done. When it comes to your Salesforce instance, there can be major implications with the project’s deployment.

No pressure!

While I could go on for days on listing out the skills required to successfully manage a Salesforce project, I’d start by becoming proficient in these five skills to create a framework for success.

1. Emotional Intelligence

Being a successful Salesforce project manager requires a good blend of IQ and EQ (emotional intelligence).

There are technical details that require you to use, but your emotional intelligence is what will predominately ensure the success of the project. You’re potentially dealing with executives, large sums of money, strong personalities, people with their own agendas, and deadlines. This level of stress can take a toll on you.

Although a stakeholder might make a suggestion, it might not be feasible or won’t add long-term value to the business. A project manager with a high emotional intelligence will come from a place of understanding, where they’ll recognize the recommendation that was made, and even table it for a future project, but will empathetically convey why it doesn’t make sense to carry out that recommendation at the moment.

Not sure how emotionally intelligent you are? This quick assessment will get started on where your EQ is. This book is another tool get into the weeds on building your emotional intelligence.

2. Self-Management

Know thyself.

With everything that goes into being a project manager, the most important thing to manage first is yourself.

In Peter Drucker’s book, Managing Oneself, Drucker discusses how and when people operate at their best. They should know their strengths, weaknesses, and when they perform at their peak level.


Photo by Olu Eletu on Unsplash

First, learn to manage yourself before managing a Salesforce project. Self-management can be broken down to several sub-skills like organization, communication, and technical knowledge, but it’s up to you to understand what your role entails and what you must do to be successful.

Most importantly, know your bandwidth!

3. Salesforce as a Second Language

The successful project manager should have such an intimate relationship with Salesforce that it would make Mark Benioff jealous.

They should understand the overall architecture of Salesforce — knowing what is possible, how objects interact with each other, the implications of removing fields, and how even making small changes can affect a bigger process.

Salesforce’s Trailhead and Udemy are two good places to build those technical chops. With Trailhead, you can get practical with building projects, or become a specialist with Superbadges. It might not be necessary to have admin-level skills, but when someone is explaining something, you should at least know enough to follow along.

4. Big Picture Mindset

Act tactically but think strategically.

It can be easy to only see what’s in front of you. Tunnel vision on the goal is admirable but detrimental.

Seek to understand the business impact on the project’s nuances. Combing through the details is good. Combing through the details to understand the grand vision is what you should be doing.

5. Leadership

A little cliche to add this to the list but it’s worth a mention because as a project manager, your main goal is to lead a team. Managing the project is secondary.

“The P in ‘PM’ is as much about people management than it is project management.” – Cornelius Fichtner

When you’re leading the project, you are the person that has to inspire the team to push towards the goal. If a teammate doesn’t have the resources, you need to get them what they need. If there’s bad news to deliver to the boss, you will be the one to deliver it.

With this responsibility, you also become an unsung hero. If a process is broken, you have to fix it to allow your team to make progress. You might have to do things no one else cares about. And when you’ve reached the pinnacle of the project, you give praise to your teammates.
You are King Leonidas leading your team into battle. Empower them and they will follow you into the ring of fire.

Salesforce project management can be learned. It’s a combination of technical and non-technical skills. The technical skills are necessary to be successful. Although technology is dynamic, it’s not as complex as the human personality. Each person has their own unique skills and ambitions. On top of that, knowing your own personality, strengths, and ambitions will help you lead a team and manage yourself. Honing in all these variables can make you very dangerous in your role.

Inspire Planner - Project Management in Salesforce Simplified

5 Ultimate Tips to Run Salesforce Campaigns Effectively

Guest post by Ben McCarthy, founder of SalesforceBen.com


Salesforce Campaigns are one of the most under-utilized objects within the standard out of the box Sales Cloud product. In fact the majority of implementations that I’ve come into, I would probably say the Campaign object has a grand total of 0 records associated with it! A few reasons that could be attributed to this is lack of education and the fact that there is no obvious business reason to use the object straight away.

Salesforce Campaigns are in fact an extremely powerful and underrated way to link together your marketing initiatives, and the leads/opportunities that are generated as a result. You will be able to track prospects from the moment they enter the system, all the way through to the opportunity, whilst measuring their progress and value against a specific campaign.

In this short post, we will look at 5 elements of Salesforce Campaigns you need to understand to use them effectively.

Lead Source vs Campaigns

One of the biggest mistakes is actually trying to retrofit the functionality of Campaigns into the Lead Source field. If you are like me and have seen many an Org throughout their Career, I can almost guarantee you have seen a Lead Source field that looks a bit like the image on the right.

This is a pretty quick fix to be able to attribute a Lead to a certain Lead Source, and to some degree it does work! However, it is very much not best practice, the Picklist field should be used for high-level values such as Tradeshow, Partner or Customer Referral. There are a few reasons for this..

Click here to read the full article


About the author:

Ben McCarthy

Ben McCarthy is the founder of SalesforceBen.com, the worlds leading Salesforce blog. He has held a variety of roles in his relatively short time in the Salesforce space but is currently the Managing Director of EMPAUA UK, Europe’s fastest growing Salesforce consultancy. As a 7x Certified Salesforce professional, Ben has a keen interest in business transformation through the use of new and emerging technologies.


Inspire Planner is a user-friendly project management app for Salesforce