Project Management Skills for Salesforce Admins

Learn the Project Management Skills Needed to Succeed as a Salesforce Admin


Salesforce Admins often find themselves thrown into a Project Management role. When mastered successfully, project management skills will allow you to help shape the success of the organization, implement new technology, change the business landscape and have influence over all areas of the organization.

In this course we will cover the basics of project management. In this fundamental course, we will explore the big picture of project management and the project management life cycle.

Upon completion of this course, you will have a solid understanding of project management, what your role and responsibilities should be as a project manager and how to grow your career as a project manager.

This course is designed for Salesforce Admins who are new to project management. You will learn the major components of the project management lifecycle including:

  • Initiating a Salesforce project
  • Planning a Salesforce project
  • Executing a Salesforce project
  • Monitoring and controlling a Salesforce project
  • Closing a Salesforce project

This course also includes multiple downloadable checklists, templates and other online resources to make your life easier, implement the skills you will learn in this course and take your learning even further.

Project Management Concepts

  • What is a project?
  • Project manager roles & responsibilities
  • Project management life cycle

Initiating a Salesforce Project

  • Why structure it as a project?
  • Business analysis of project management
  • Creating a project charter
  • Identifying the project stakeholders

Planning a Salesforce Project

  • Defining the project management plan
  • Writing the project scope statement
  • Creating the project schedule
  • Estimating the costs of a project
  • Planning for project quality
  • Planning to manage project risks

Executing a Salesforce Project

  • Doing the project work
  • Managing the project team
  • Hosting effective and valuable project team meetings
  • Communicating project status
  • Managing the project stakeholders

Monitoring and Controlling a Salesforce Project

  • Controlling the project work
  • Managing and controlling the project team
  • Controlling project communications
  • Keeping project stakeholders engaged

Closing a Salesforce Project

  • Closing a phase
  • Closing the project

Your Instructor

David Giller
David Giller
I am a Salesforce trainer, consultant, blogger, author, Salesforce User Group Leader and CEO at Brainiate.
On paper, I'm an attorney - although I'm currently retired from practicing law.
Today, I help organizations to "make Salesforce easy" by training employees, identifying areas to improve the existing Salesforce configuration, and sharing best practices to help organizations get the most out of the Salesforce platform.

Frequently Asked Questions

When does the course start and finish?
The course materials for will be uploaded starting the week of July 20, 2020. You will have ongoing access to the course materials (and all future revisions, additions, enhancements). It is a completely self-paced online course - you decide when you start (after July 20, 2020) and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund.

Get started now!