Change Management Skills for Salesforce Admins

Learn how to harness your role as a Salesforce Admin to drive change throughout the entire organization.


Change management is a structured approach for ensuring that changes are thoroughly and smoothly implemented, and that the lasting benefits of change are achieved.

When an organization or business undertakes Salesforce-related projects to improve performance, seize opportunities or address key issues, they typically require changes.

This includes:

  • changes to processes,
  • changes to job roles,
  • changes to organizational structure and
  • changes to operational procedures.

These changes can dramatically reshape an organization. When not handled properly, people who are resistant to change can disrupt and even hijack transformative, critical company project.

This course gives you the insights into change management and explores the approaches, techniques, and pitfalls that you might face while driving organizational change.

We'll start this course by examining how to scale and deploy change management techniques to different levels of an organization, ranging from a project, business area, or an entire corporation. Next, we'll describe the stages of managing change within a project or as part of a separate change initiative.

We'll then explore the various components of change. Finally, we'll discuss the different stages of change for individuals. In an increasingly volatile business world, it's vital to have the right tools and techniques to maximize your ability to change and enhance your career.

Change Management Levels

  • Overview of Change Management
  • Personal Change Management
  • Change Management in Projects
  • Organizational Chance Management

Phases of Change Management

  • Change formulation
  • Creating a change plan
  • Change examples
  • Change implementation and support
  • Reinforce and adjust your change

Skills to Succeed as a Change Agent for your Organization

  • Business process management
  • Communicate your change
  • Stakeholder engagement
  • Knowledge transfer
  • Training and support for change
  • Manage change risks and issues
  • Managing role changes
  • Business benefits realization

The Individual's Change Journey

  • Creating urgency around the need for change
  • Future vision
  • Determine your change resources
  • Implement early change
  • Evaluate and demonstrate changes

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 27, 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 27, 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!