Deploying Leads

Being a Salesforce Administrator means wearing a lot of hats—and one of the biggest is that of a Business Analyst. When it comes to rolling out a lead process, asking smart, detailed questions is key to truly understanding the business requirements and making sure the rollout hits its mark.

In my first year as a Salesforce Admin at a large company, I learned this the hard way. I was so focused on mastering every detail of the Lead object, with the Salesforce Sales Cloud manual as my constant guide, that I forgot to ask enough of the right questions. I’d keep circling back to the business for clarifications, missing a chance to get a solid, thorough scope from the get-go. Talk about a lesson learned!? Don’t be me—come in prepared and confident!

After some journaling and self-reflection, I developed a list of questions that could have saved me time and built a stronger foundation for that lead process rollout. So, to help you hit the ground running, I’ve shared my list below—perfect for sparking those important discussions with stakeholders and covering all your bases.

You can download the full list at the link below. I even send it out to stakeholders before meetings, so they come in ready with the answers we need to make real progress.