Be More with Tom Bassett

In this episode of the Be More podcast, Tom Bassett and Gordon Lee delve into the role of a Solutions Architect within the Salesforce ecosystem, particularly in the nonprofit sector. They discuss the responsibilities, skills, and relationships that define the role, emphasizing the importance of trust, collaboration, and a learner's mindset. Gordon shares his journey from an accidental admin to a Solutions Architect, offering insights on how to navigate multiple roles, future-proof solutions, and the significance of soft skills in building effective relationships with stakeholders. The conversation also touches on common misconceptions about the role and the importance of specialization in the Salesforce ecosystem.

Mentioned Article; https://medium.com/@gordonlee.126/no-salesforce-work-experience-make-your-own-and-stop-volunteering-at-nonprofits-338c6bc9b2fe

In this episode of the Be More podcast, Tom Bassett and Allie Lawler discuss the Neurodivergent Trailblazers Community Group, exploring what it means to be neurodivergent and how the group supports individuals with diverse neurological conditions. They delve into the importance of inclusivity in the workplace, the benefits of using visual aids in Salesforce, and the significance of community engagement. Allie shares insights on resources available for neurodivergent individuals, the importance of advocacy, and how to overcome barriers to participation. The conversation also addresses common misconceptions about neurodivergence and encourages listeners to join the community, regardless of their background or diagnosis.

In this episode of the Be More podcast, Tom Bassett and Kristian Margaryan Jørgensen delve into the critical topic of user adoption within the Salesforce ecosystem. They explore the role of an 'adoption guru', the importance of understanding user pain points, and the necessity of dedicated roles for driving adoption. Kristian shares valuable tips for aspiring adoption gurus, discusses tools and features that can aid in user engagement, and emphasizes the significance of empathy and understanding in fostering a successful adoption culture. The conversation also addresses common misconceptions about user adoption and concludes with resources for further learning.

In this episode of the Be More podcast, Tom Bassett and Erick Mahle discuss the intricacies of lead scoring solutions, particularly in the mortgage industry. Erick shares insights on the importance of understanding lead scoring, the tools and technologies involved, and the iterative process of developing a scoring system. They emphasize the significance of feedback, data validation, and the qualities needed for success in lead scoring. The conversation also addresses common misconceptions about lead scoring and offers practical advice for those looking to implement their own systems.

In this episode of the Be More podcast, Tom Bassett and Sarah Metcalfe delve into the role of a Chief Happiness Officer within organizations, particularly in the Salesforce ecosystem. They explore the importance of employee well-being, the science of happiness, and how fostering a positive workplace culture can lead to better outcomes for both employees and organizations. The conversation also addresses the challenges of toxic positivity, the significance of psychological safety, and the essential skills required for someone in this role. Sarah shares her personal journey and insights on how to create a happier workplace, emphasizing that anyone can embody the principles of a Chief Happiness Officer, regardless of their title.

In this episode, Tom Bassett and Saman discuss what it means to be more hands-on in the Salesforce ecosystem. Saman shares his experience as a senior software engineer and delivery lead at Okta, as well as the founder of CampApex.org, a platform that provides interactive hands-on lessons and challenges for trailblazers. They emphasize the importance of being an active learner and participant in your work and personal life. They also discuss the misconceptions around being hands-on and provide tips for developing the skills and attributes needed to be more hands-on.

In this episode, Tom Bassett interviews Luke White about document generation (DocGen) and its role in the Salesforce ecosystem. Luke shares his experience as the Operations Director at PDF Butler, an ISV in Salesforce. They discuss the different roles and responsibilities involved in using and implementing DocGen, as well as the importance of having a strong data model and corporate identity. Luke also provides tips for selecting the right DocGen tool and emphasizes the need for continuous innovation and customer-vendor partnerships. They debunk the misconception that DocGen is too complicated and highlight its ability to handle complex documents and processes.

In this episode, Tom Bassett interviews Ankit Thakkar, a Slack chapter leader, about his role and experiences. Ankit shares his journey as a solution architect in the Salesforce ecosystem and his inspiration to become a Slack chapter leader. He discusses the responsibilities of a chapter leader, including organizing events, inviting speakers, and coordinating with sponsors. Ankit also talks about his exploration of Slack certifications and the benefits of being a chapter leader, such as networking opportunities and the ability to contribute to the Slack product roadmap. He offers advice for aspiring chapter leaders and emphasizes the importance of curiosity, patience, and networking skills.

In this episode, Tracy Keeling, a Marketing Cloud Consultant at Capgemini, discusses the importance of managing oneself and saying no in order to be more productive and effective in a Salesforce-based role.

She emphasizes the need to back up responses with information, data, and reasoning when saying no to different people at different levels. Tracy also highlights the importance of setting expectations, protecting one's time and projects, and having difficult conversations when necessary. She advises listeners to create a list, use tools to manage tasks, and seek support and resources to develop the skill of saying no.

The conversation explores the importance of saying no and setting boundaries in order to maintain a healthy work-life balance. It emphasizes the power and authority that comes with saying no and the need to prioritize and manage workload effectively.

Tom & Tracy discuss the importance of setting realistic expectations, padding out estimates, and communicating with stakeholders to manage workload and avoid overpromising. They also highlight the significance of trust, honesty, and open communication in building strong relationships with customers and colleagues. The conversation concludes with the importance of working for a company that values work-life balance and the need to prioritize personal well-being.