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Discover the best strategies for verifying addresses in Salesforce: free webinar

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar.

Learn the best way to verify addresses in your Salesforce org in this free 30 minute webinar. Speaker: Callum Hurry, Director of Product Engineering at ProvenWorks.

Can you automate it?

Should you let your users get involved?

Should you do it in batches?

There’s more to verifying addresses in Salesforce than you think!

That’s why we’re sharing our expertise for the Salesforce ecosystem in this free webinar on Thursday 9th December at 9 am PT / 12 pm ET.

What will I learn?

In 30 minutes you’ll learn:

  • why verifying addresses is important
  • pros and cons of different types of verification
  • our top recommendations from years of experience

Plus there’ll be a live Q&A for a chance to ask your questions – think of it like free Professional Services!

Who’s doing the talking?

Callum Hurry, Director of Product Engineering at ProvenWorks, has over 7 years experience of working with addresses in Salesforce. He’s seen every kind of org (no really!) and he’s sharing the insights he’s learned along the way.

How do I sign up?

Save your seat using our registration link below and start your journey to verified addresses in Salesforce.

Thursday 9th December
9 am PT / 12 pm ET

About ProvenWorks

We know all about how to verify addresses in Salesforce and we mean it when we say we’re Salesforce experts. We work exclusively in the Salesforce ecosystem and our products are built 100% for Salesforce.

Mental Health UK masters Recurring Donations with SimpleImport

SimpleImport frees up time to concentrate on the actual work that we do.

Sharm Das, Database Manager at Mental Health UK

Bringing together the heritage and experience of four charities across the country who’ve been supporting people with their mental health for nearly 50 years, Mental Health UK provide support and services for the biggest societal challenges posing a threat to our mental health – and they won’t stop until everyone has the tools they need to live their best possible life.

The challenge: importing master-detail records into Salesforce

Mental Health UK receives donations from various online platforms including Facebook, Virgin Money and Paypal donations. Centralising this data – contacts, donations and soft credit – in their Salesforce org is crucial to cultivate a single source of truth about their donors and communicate using the most up-to-date information.

They needed a solution to make importing Recurring Donations into Salesforce as straightforward as possible.

  • Mental Health UK needed to import records with Master-Detail relationships into Salesforce, especially Recurring Donations
  • They required a process that was straightforward for their small team
  • Other solutions they investigated required lots of manual effort which was inevitably time consuming

The solution: empowering busy Salesforce users to import Recurring Donations easily

“I normally find importing such a laborious process, but now it is quick and easy!”

Jemima Woolgar, Senior Community & Events Fundraising Manager

With SimpleImport, Mental Health UK’s importing process is straightforward, even for multi-sheet files and master-detail records. Thanks to easy matching of Excel columns to Salesforce object fields, importing has never been so simple!

SimpleImport presents success and error files for each import, and the Mental Health UK team can use the handy Salesforce Records IDs on the import success files for further manipulations. Even better, the team can save import mappings for further use, saving time and effort on recurring jobs.

The result: importing made simple

“SimpleImport has saved us so much time. So streamlined and easy to use!”

Johnston Connelly, Events Fundraising and Engagement Officer

With SimpleImport installed, the Mental Health UK team can handle their Recurring Donations imports with ease. Crucially, this frees up their time to focus on what matters most: their mission.

An improved user experience

  • The Mental Health UK team can import recurring donations and handle soft credit quickly
  • No more anxiety around import jobs thanks to a clean user interface and undo button
  • Straightforward workflow with no need to export to CSV or run multiple import jobs for child records

Bigger picture

  • Mental Health UK can better track their donors and donations
  • Scalability as the team looks to use SimpleImport for other import jobs!
  • SimpleImport frees up time to concentrate on their mission

Why SimpleImport?

We asked Sharm Das, Database Manager at Mental Health UK why she would recommend SimpleImport:

“The most cost-efficient solution I have come across.”

We are privileged to support nonprofit organizations, such as Mental Health UK, with flexible discounts. And regarding support:

“The Support team has been amazing – very helpful and quick to respond.”

Help Mental Health UK provide everyone with the tools they need to live their best possible life

Find out more about Mental Health UK and support their vital work across the UK.


SimpleImport

Importing files is vital for so many organizations. It’s good news that Simplelmport makes this job as effortless as possible. Learn more and book a demo.

Got questions? Chat to us!

Do you want to learn more about how SimpleImport could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to faster, simpler imports.


Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

Oxfam GB makes everyone a data champion with AddressTools

Thanks to AddressTools, we have supporter data that is accurate which results in a better supporter experience and a user base that is empowered to take ownership of data quality.

Philip Blaney, Solution Architect at Oxfam GB

Verifying and connecting with a clean supporter base means that Oxfam can focus on tackling poverty

Oxfam is a global nonprofit group of millions of people who share the belief that, in a world rich in resources, poverty isn’t inevitable. In just 15 years, extreme poverty has been halved. In 15 more years they believe they can end it for good.

The challenge: quality address data to match a quality CRM

Oxfam GB needed to ensure that the address data held in Salesforce for their supporters was accurate and consistent so that they could focus on communicating with their supporters, rather than worrying about whether it would reach them.

Oxfam GB were confident about the accuracy of the data they migrated into Salesforce from their old CRM platform. They needed to ensure that new supporter data entered was of the same standard. This meant storing consistent address data that was verified against the Postcode Address File provided by the Royal Mail.

The solution: empowering users to verify address data

With AddressTools, Oxfam GB has a solution that runs within Salesforce, integrating into each supporter’s record with a neat widget, showing at a glance if the address has been verified or not.

After an easy installation and setup, Oxfam GB has the flexibility to finetune their settings, making it as easy as possible for their end users to enter address data that is checked and verified.

The result: confidently communicating with supporters

Users across Salesforce can verify address data

“We have been able to empower our users across Salesforce to verify address data rather than it being tied to someone with elevated privileges or working in a particular team.”

Philip Blaney, Solution Architect

Reduced costs

Validating and formatting their address data means that Oxfam GB reduces overhead costs from undeliverable mail.

Trust in their CRM

Just as important, Oxfam GB has a supporter database they can trust. They can be confident that they connect with their supporters, knowing that their constituents will have a consistent experience.

A gift for Gift Aid

The Gift Aid process is a multi-million pound process for Oxfam and is underpinned by data quality, specifically postcode accuracy for UK addresses. AddressTools helps Oxfam keep any manual updates within this process to an absolute minimum (<0.05%*) enabling efficient and timely processing of Gift Aid claims.

(*0.05% based on 25 corrections per 50K records)

Why AddressTools?

“We have been really impressed with the team at ProvenWorks, they have been on hand to help out whenever we have needed them and the response is always swift, professional and friendly.”

Philip Blaney, Solution Architect


AddressTools for Nonprofits

Whether it’s connecting with a clean donor database, managing fundraising platform integrations or sorting out existing bad addresses, we’re here to help.

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better address data.

IndustryComplete now supports Leads

This week we’re celebrating a much-anticipated update… our Salesforce industry lookup tool, IndustryComplete, now supports Leads!

What is IndustryComplete?

IndustryComplete is the ultimate industry lookup tool for Salesforce.

Look up a correct industry easily

Quickly and easily search for NAICS, SIC or ISIC data, select one and then watch as the industry auto-completes.

Improve your accounts and leads with industry standards

Why is this so valuable? Enhancing your industry data means better audience segmentation, better pipeline analysis, better-targeted marketing, and more.

Attach multiple industries in priority order

Enhance your data segmentation by attaching multiple industries to your records.

Save time and optimize your data management process

No time-consuming external tools. Do all of your industry searching in your Salesforce org without ever having to leave the Account or Lead.

Compatible with Salesforce standard industry values

Ensure complete accuracy since all installed standards are mapped with Salesforce’s standard industry values. Installing the industry object means that records are customizable and you can map codes to your own industry picklists.

Look up industry data on Accounts and Leads

With the latest update, you can now use IndustryComplete on both Accounts and Leads in Salesforce. No external windows or tools – it’s all within Salesforce!

Interested in seeing our industry lookup tool?

We’d love to show you IndustryComplete on a demo! Get in contact with us and we’ll show you through the features and answer any questions.

Alternatively, try it for free with a 14 day trial on the AppExchange.

What are ZIP+4 Codes and why should you care?

ZIP Codes: a very brief history

ZIP codes, the postal code system used by the US Postal Service (USPS), were introduced in 1963. Their basic, and most familiar, format consists of five digits that indicate a specific delivery area. In 1983, the USPS introduced the extended ZIP+4 code.

ZIP+4 Codes

Also called “plus-four codes”, “add-on codes”, or “add-ons”, the ZIP+4 code starts with the standard five-digit ZIP Code. The four extra numbers are added after a hyphen to complete the ZIP+4.

So what do the extra numbers mean?

These last 4 digits represent specific delivery routes within delivery areas. This extra detail means an even more precise matching to a more granular level. It could represent a handful of houses on one side of a street, or even a single building that receives a high volume of mail.

So ZIP+4 Codes help the USPS more effectively sort and distribute mail. How does this affect you?

Why should you care about ZIP+4?

Faster deliveries

As we already discussed, using the ZIP+4 Code narrows down your delivery address to a handful of addresses. There are plenty of resources that suggest ZIP+4 accelerates the overall delivery process by one or even two days since it reduces the processing time needed at a mail center.

Reduced misdeliveries

As we already discussed, using the ZIP+4 Code narrows down your delivery address to a handful of addresses. There are plenty of resources that suggest ZIP+4 accelerates the overall delivery process by one or even two days since it reduces the processing time needed at a mail center.

Reduced misdeliveries

Delivery addresses do not require ZIP+4 Codes. However, ZIP+4 codes require an address to be first standardized and verified to exist. This means that an address with a ZIP 4 code can be sure to exist and therefore deliverable.

ZIP+4 Codes can change

Delivery addresses do not require ZIP+4 Codes. However, ZIP+4 codes require an address to be first ZIP+4 Codes are based on actual delivery routes. This means that they can change fairly regularly. Some resources state that the USPS can update a ZIP+4 Code as frequently as once in two months. However frequently or infrequently the case may be, it’s important to note that they can change. Sounds like you want some *cough* automated software to find that for you

Save money

The USPS discounts on bulk mailings if you do tasks that the USPS would normally do, like bundling mail, adding barcodes and, most relevant here, if you add the ZIP+4 Code extension.

PO boxes

If you frequently work with PO boxes, ZIP+4 Codes are incredibly useful. The USPS usually assigns each PO Box its own +4 Code, which matches the box number. In other words, the ZIP+4 Code will likely include the actual PO Box number in the +4 part of the ZIP Code.

Retrieve ZIP+4 in Salesforce

Now you know why you should care about ZIP+4 codes. The next step is how to start using them. If you use Salesforce then there’s some good news for you.

Easily retrieve the ZIP+4 for your addresses in Salesforce with AddressTools. Our solution includes US-specific interactive functionality to help you easily look up and verify full ZIP codes.

Book a free demo

We love talking about all things address related! See AddressTools, our address data solution that can retrieve ZIP+4 codes for Salesforce, on a free demo.

The University of Alabama at Birmingham connects confidently with prospective students thanks to AddressTools

Our returned mail has decreased by over half since using AddressTools.

Evan Thrailkill, Director of Digital Strategy at University of Alabama at Birmingham

University of Alabama at Birmingham use AddressTools by ProvenWorks to connect with prospective students

AddressTools empowers students to be their own data heroes. Students verify addresses themselves, taking the burden off UAB staff and Salesforce admins.

The challenge: connecting seamlessly with self-registered prospective students

The University of Alabama at Birmingham (UAB) was named the number one Best Large Employer for 2021 by Forbes this past February, and the university had over 22K students enrolled for the fall 2020 semester.

UAB faced major communication challenges:

  • Students could input bad data on their enrolment applications.
  • UAB couldn’t trust that important mail correspondence would reach prospective students.
  • Pre-Salesforce, their tools had slow loading times causing students to abandon their applications.
  • UAB missed out on vital opportunities for connecting with potential students.

Harnessing the power of the Salesforce ecosystem with ProvenWorks and Cloud For Good

After partnering with Cloud for Good, UAB established a centralized and standardized environment for enrolment management on the Salesforce platform.

Students self-register for an account in their online application portal and provide contact details for all future correspondence. UAB use AddressTools at the beginning of the student self-registration process.

The solution: empowering students to be their own data heroes

Users begin typing their address and suggestions begin to show, filtering further as the search expands. All search results are already verified using global authority data, such as USPS and other global-local postal authorities for international students.

For undergraduate applications, UAB verify student addresses when they hit Salesforce from their Banner (SIS) integration. This helps ensure UAB has an accurate USPS address for all of their post-admissions communications, decision letters and next steps to enrolment.

The results: an improved experience for students and staff

AddressTools makes it almost impossible for students to enter bad address data. The end result is that all address data is checked and verified at the point of entry.

An enhanced applicant experience

  • Students receive vital postal communication from UAB.
  • Faster loading time and application time thanks to the power of the Salesforce Community platform.
  • Fewer dropouts mid application.
  • Students experience the UAB connected and trustworthy journey right from the moment they register!

An improved UAB user experience

  • UAB staff save extensive administrative time, no longer needing to correct bad data.
  • UAB staff can trust their data and their CRM processes.
  • Saved costs on expensive delivery failures and resending decision letters.

AddressTools for Higher Ed

Salesforce’s Education Data Architecture (EDA) and the Education Cloud are invaluable tools to help you meet your goals. However, your institution is only as good as the data that powers it… which is where we come in.

Got questions? Chat to us!

Do you want to learn more about how AddressTools could be a great addition to your college or university Salesforce org? We’d love to chat! Use the scheduler to book a free call with our team and start your journey to better address data.

Can’t find a time that works for you or would rather email first? Fill out our contact form and we’ll get back to you as soon as we can.

5 things you need to know about the UK Telephone Preference Service (TPS)

If you’re a UK entity that makes cold calls to UK numbers, you cannot afford NOT to know about the Telephone Preference Service. Let’s dive in.

1. TPS is the UK Telephone Preference Service – the UK’s only official ‘Do Not Call’ register

The Telephone Preference Service (TPS) is the UK’s only official ‘Do Not Call’ register for landline and mobile numbers. It allows people and businesses to opt out of unsolicited live sales and marketing calls. TPS is a free service that currently contains millions of UK phone numbers – at the time of posting it was 17,771,026 numbers!

There is also a register for businesses called the Corporate Telephone Preference Service (CTPS).

2. You cannot call any number registered with the TPS or CTPS even if they are an existing customer

That’s right. It’s illegal to call any number on the TPS or CTPS unless:

  • the person has specifically consented to your calls
  • the call is in relation to pension schemes and you meet a strict criteria

If you’re not sure about whether a number is on the TPS, it’s not worth risking it… as you’re about to see.

3. You can be fined up to £500,000 for calling numbers on the TPS

The Information Commissioner Office (ICO) is responsible for enforcing the regulations and will determine what action should be taken for breaching the regulations. They can issue fines of up to £500,000.

This isn’t an empty threat. You can read about recent action the ICO have taken here.

4. You must screen against TPS/CTPS once every 28 days

If you are making unsolicited sales calls, you are legally required to screen against TPS/CTPS. You must do this at a minimum, every 28 days – it’s the law. If you want to find out more, read the Privacy and Electronic (EC Directive) Regulations 2003 (known as PECR).

It’s a common misconception that buying data that has already been TPS screened does not require ongoing screening. This is wrong. This also means that if you register your number on the TPS, you should allow 28 days for it to become effective.

5. TPS screening is a legal requirement for companies, voluntary organisations and charities

Don’t think this is just for private companies. The TPS list means no organisation for profit or non-profit – including companies, charities, voluntary organisations and political parties – can call that number.

Screen against the TPS and CTPS in Salesforce

Cold calling UK numbers? Stay compliant with PhoneTools, our app for Salesforce. Use automated and manual screening to screen your numbers against the TPS and CTPS lists. It’s quick to set up and user friendly!

Interested to see it?

We’d love to take you through our 5-star app PhoneTools! Book a demo and let’s talk.


Learn more

If you want to find out more information about the Telephone Preference Service, check out these resources:

https://www.tpsonline.org.uk/

https://ico.org.uk/

https://www.legislation.gov.uk/uksi/2003/2426/contents/made

Malala Fund grows a clean donor database with AddressTools

**Winner of the Salesforce 2021 Nonprofit Partner Innovation Award!**

AddressTools is the greatest gift for a database manager.

Sarah Albright, Development Associate at Malala Fund

Scaling with a clean donor database means that Malala Fund can focus on advocating for girls’ education

Malala Fund is working for a world where all girls can learn and lead. Malala Fund advocates for resources and policy changes needed to give all girls a secondary education, investing in local education leaders and amplifying the voices of girls fighting for change.

As an international not-for-profit, Malala Fund receives donations from around the world in lots of different ways. This success has brought its own huge challenge around data quality. Address data is vital for Malala Fund to connect with these supporters and the address data coming into their system was incomplete, inaccurate and inconsistent.

A growing donor database brings its own challenges

Malala Fund has experienced significant growth in their supporter base in recent years. Their global presence means they receive donations from a huge number of sources including social media, online fundraising platforms, website, physical mail and correspondence with individual high-level donors.

“Data cleaning became a full-time job in itself!” Sarah Albright, Development Associate

Malala Fund relies on the information from these sources to help them reach out to their supporters but Malala Fund had no way to ensure that the imported addresses were clean. Each platform and funding source handed over address data differently, with different abbreviations and sometimes just missing data.

This forced Malala Fund to spend hours each week of their dedicated manual administrative time to clean up their donor address data and track down their donors to ensure that correspondence, fundraising campaigns and ‘thank yous’ would reach the people supporting them.

“As a young, growing organization, you don’t realise how important clean data is.” Kanika Mannan, Corporate and Foundation Relations Officer

Future proofing Malala Fund’s data with AddressTools

“A seamless onboarding process and super quick setup.” Sarah Albright, Development Associate at Malala Fund

To solve their challenges around address data, Malala Fund installed AddressTools from the AppExchange. They set up the solution’s validation and standardization rules on the state and country fields.

This means that all of the address data they collect from different sources is clean and consistent when imported into Salesforce.

Standardizing and validating state and country data for at least 153 countries, and that list is growing…

– Saving administrative time

Malala Fund has over 240,000 addresses in its system! On a weekly and even daily basis, Malala Fund saves hours previously spent on manually cleaning up their address data. The team can put their time to much better use, leaving AddressTools to take care of their addresses.

– Peace of mind

Longer term, Malala Fund has peace of mind that all their donor address data coming into Salesforce is valid and clean when it hits the org. As a growing organization, they have a solution in place that is scalable as their donor database grows.

– Clean reporting

Malala Fund can confidently run reporting, measuring and better optimize its fundraising efforts thanks to clean and standardized donor address data.

– Better targeted campaigns

Having clean donor address data empowers Malala Fund to create targeted and strategic campaigns to drive their fundraising, like their annual year end campaign.

Why Malala Fund recommends ProvenWorks

“AddressTools will continue to save us time as our donor database grows. People don’t realise the importance of clean data in a young organization. When you get it right early, it can save you so much time and money down the road. ProvenWorks have been great to work with from onboarding through to making sure we got set up and implemented.”

Sarah Albright, Development Associate

Feeling inspired?

Get in contact with us to explore cleaning up your own address data with AddressTools. It’s that simple.

Help Malala Fund create a world where all girls can learn

Find out more about Malala Fund and support the work of educators and advocates who are helping bolster girls’ secondary education around the world.

5 things you need to know about the UK Telephone Preference Service (TPS)

If you’re a UK entity that makes cold calls to UK numbers, you cannot afford NOT to know about the Telephone Preference Service. Let’s dive in.

1. TPS is the UK Telephone Preference Service – the UK’s only official ‘Do Not Call’ register

The Telephone Preference Service (TPS) is the UK’s only official ‘Do Not Call’ register for landline and mobile numbers. It allows people and businesses to opt out of unsolicited live sales and marketing calls. TPS is a free service that currently contains millions of UK phone numbers – at the time of posting it was 17,771,026 numbers!

There is also a register for businesses called the Corporate Telephone Preference Service (CTPS).

2. You cannot call any number registered with the TPS or CTPS even if they are an existing customer

That’s right. It’s illegal to call any number on the TPS or CTPS unless:

  • the person has specifically consented to your calls
  • the call is in relation to pension schemes and you meet a strict criteria

If you’re not sure about whether a number is on the TPS, it’s not worth risking it… as you’re about to see.

3. You can be fined up to £500,000 for calling numbers on the TPS

The Information Commissioner Office (ICO) is responsible for enforcing the regulations and will determine what action should be taken for breaching the regulations. They can issue fines of up to £500,000.

This isn’t an empty threat. You can read about recent action the ICO have taken here.

4. You must screen against TPS/CTPS once every 28 days

If you are making unsolicited sales calls, you are legally required to screen against TPS/CTPS. You must do this at a minimum, every 28 days – it’s the law. If you want to find out more, read the Privacy and Electronic (EC Directive) Regulations 2003 (known as PECR).

It’s a common misconception that buying data that has already been TPS screened does not require ongoing screening. This is wrong. This also means that if you register your number on the TPS, you should allow 28 days for it to become effective.

5. TPS screening is a legal requirement for companies, voluntary organisations and charities

Don’t think this is just for private companies. The TPS list means no organisation for profit or non-profit – including companies, charities, voluntary organisations and political parties – can call that number.

Screen your numbers against TPS and CTPS within Salesforce

✔️ no code ✔️ screen within Salesforce ✔️ manual and automated screening

Hop on a call with us to check out PhoneTools, our app for Salesforce that keeps you compliant!


Learn more

If you want to find out more information about the Telephone Preference Service, check out these resources:

https://www.tpsonline.org.uk/

https://ico.org.uk/

https://www.legislation.gov.uk/uksi/2003/2426/contents/made

5 things I learned from my first month working for a Salesforce ISV Partner

Ruth Cawdron, Marketing Manager at ProvenWorks shares her experience.

“I’m good at what I do.” “I’m good at what I do.” “I’m good at what I do.”

It became a mantra in the weeks leading up to the first day in my new role. I was leaving behind a sector I’d been in since graduation and moving into technology. As a humanities and arts student at university, I’d barely heard of the concept of ‘SaaS’ before I got the job of Marketing Manager at ProvenWorks, a small but mighty UK Salesforce ISV partner whose products have been hitting top of the AppExchange since 2008.

When I started, I didn’t know about Salesforce, I didn’t know about ISV partners and I didn’t know about the AppExchange. Maybe that’s you right now. It all feels alien and overwhelming. So as someone who is one month into the biggest professional change of their life so far, what have I learned so far? And how might it help you?

1. Don’t panic

I know, I know. I can hear you rolling your eyes… but it’s true. It has to come first. There will be plenty of moments where you don’t understand what’s going on, and you certainly won’t understand what people are saying.

They’ll use acronyms. They’ll type weird abbreviations. They’ll have meetings where whole conversations will go over your head. It’s okay.

You won’t become an expert in a day but you’ve signed up to something, and if you put the time in you’ll get there. I haven’t reached the finish line; I don’t think anyone ever does. But this is a place that celebrates learning (more on that next!).

In short: If you’re just joining the Salesforce ecosystem, take it from someone who is one tiny step further along – do not panic. Take it hour by hour, day by day. You’ve got this.

2. Make Salesforce Trailhead your best friend

I work for an Independent Software Vendor called ProvenWorks. We’ve been a partner of Salesforce since 2009 and we make apps, like AddressTools, that empower you to be a data hero. We’re all about simplifying, improving and enhancing your data management. So you might be wondering why I’m bringing up Trailhead – the Salesforce learning platform… It’s because it’s incredible. No seriously. There are badges and trails on everything, and they’re interesting, interactive and incredibly helpful. We have wonderfully smart developers in our team who will still hop on Trailhead to learn about something they’re not sure on. There is no better way to understand Salesforce, the space in which it operates and the whole ecosystem it has created.

In short: Dedicate time to work through trails. Then come back to it whenever you need a refresher. This was a great first trail for starting to understand Salesforce.

3. Get to know your customers

If your team doesn’t already have them, create user personas. User personas represent large segments of your customers based on shared behaviour, motivations, goals, pain points and other characteristics. (There’s a great Trailhead on it!) Do it early on because it will help focus every customer-facing interaction from that moment on.

I spent a long time curating questions to prompt the information I wanted to find out and then created a Google Form (ask me if you want it!). I set up a meeting with the team and we worked through the form several times to create our different personas. Then I presented the information in a more meaningful way using one-page profile sheets, and there we go. We all understand more deeply our potential users so we can better meet their needs. Not to mention, sitting down with the team and chatting through our user personas was a lot of fun and a great way to get to know my colleagues!

In short: Organize a session to learn who your customers are and how to meaningfully interact with them. It’ll be useful for your colleagues too, I promise!

4. Get to know your Salesforce Account Manager

Every Salesforce Partner has an Account Manager. They have access to loads of connections and data and they’re literally there to help! We set up a meeting very early on so I could meet our Account Manager and find out more about what kind of things we could get involved with as Salesforce Partners.

In short: Meet up with your Account Manager and spend some time learning how best to make the most of the relationship.

5. Get stuck into the Salesforce community

The Salesforce ecosystem is vast but it’s friendly! There are plenty of ways to get involved and find valuable connections. Some of my favourites are:

  • the Trailblazer community (#trailblazers)
  • the Partner community
  • LinkedIn
  • Slack
  • Twitter
  • Reddit
  • Salesforce and User Group events

Start with one platform and get to know it. Introduce yourself, ask for help, look for partnerships, establish your brand and share your learning. I was blown away by the warm welcome I felt online and I love the encouragement that is so easy to find along the way.

In short: Dedicate time to building relationships across the Salesforce ecosystem. You never know what opportunities might be hiding around the corner.

New to working in the Salesforce ecosystem?

In <10 words: don’t panic, keep learning, ask questions and get connected.

If you’re reading this and you’re at the start of your own Salesforce journey, welcome! I know what it feels like to look up at the huge learning curve in front of you.

So what do you need to do next?

Put one foot forward and start climbing, one tiny step at a time.

Where to go next?

Here are some Trailhead resources I found helpful when I started:

Admin beginner – Start your #AwesomeAdmin journey

Partner community – Learn how to partner with Salesforce

Marketing best practices – Listen to your social community, publish compelling content, and engage online


Find out more about ProvenWorks here.