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Finding Peace with Your Data: A Worksheet & Mindfulness Practice

It’s not always easy to find peace with your data. How many times have you run away screaming from your computer in agony over a report you needed to create or data that was incorrectly entered? I bet it’s quite a few. Finding peace with data isn’t always a straight path. Often, it’s a curvy path filled with potholes and knotty bushes. Along the way, I believe there can be compassionate pauses where we set intentions, reconnect with our hopes for the work, and engage our team mindfully. Whether you’re cleaning up data in your Salesforce instance or setting intentions for another database project, I hope this worksheet and mindfulness practice (both free downloads, below) will help you move into the work with more awareness and peace.

While working on this latest guide, I realized that the Household Migration Guide, while an excellent tool, lacked another resource to go alongside. Something that would Sherpa you through the challenging work ahead. A meditation practice needs to go alongside the guide.

My latest offering is a Peace with data guide that provides you support with a worksheet to align your work with an intention. The mindful practice recording helps you uncover the intention of the work to be done by focusing on your current emotions. I am hopeful that these two resources together can help guide you in finding peace with your data.

 

Download the worksheet (PDF) and have it with you for the 8-minute mindfulness practice below.

 

If you enjoy this resource, might I suggest you consider signing up for our monthly newsletter? We’d love to have you join our community. And, I hope you will let me know what you think about this new offering. Do you find it helpful? Would you like the practice to go deeper? Be longer? What else can I do to help you on this journey?

Sherpa

Dreamforce is a family reunion of sorts

Typically, when I return home from a conference I am so physically and mentally exhausted that I need at least a week to recover. This year, my return from Dreamforce, the annual Salesforce conference, left me with a different feeling. While I was still physically and mentally exhausted, I didn’t need a week to recover. In reality, I felt more alive and invigorated than ever, even after a full week of meetings, interactions and late nights.

Read more

Gabriel’s Database Sherpa and Salesforce.com Journey

When I first started my Salesforce.com journey, I knew next to nothing about databases. I grew up in the digital age, so I certainly know my way around a computer, but I’ve never been crazy about them. I prefer my social to be unmediated, whenever possible. Read more

Training & Workshops

Nonprofit Starter Pack Account Models – IT MATTERS!

Do you wonder about the Nonprofit Starter Pack Account Models? Do you wonder if it really matters? Well, Caroline Renard and I realized after the webinar we gave about the NPSP 3.0 Upgrade, that there was a need for folks to truly understand NPSP Account Models.

We decided to record a conversation we had about the three accounts models in the Nonprofit Starter Pack and explained WHY IT MATTERS. Hope you enjoy this video.

Salesforce DIY for nonprofits

I Inherited This Salesforce Instance — Now What?

As User Group leaders, Ashima and I are often talking to nonprofit staff who have “inherited” a Salesforce instance, and don’t really know what to do with it. That’s to say, they’ve started a new job at a nonprofit, most likely in fundraising, and because they have some experience or aptitude for technology, they’ve been also asked to “sort out Salesforce”. Maybe the organization had previously hired a consultant, or had benefitted from the help of a skilled volunteer, and now the staff who were part of the original implementation have moved on, there’s little documentation, and no-one’s quite sure what the next steps should be.

In some ways, it’s harder to help someone who is new to an existing Salesforce implementation than it is to help someone who has just signed up for a new trial. There are plenty of resources for the organization that is starting out with Salesforce: workbooks, videos, classes, and a supportive community ready to assist “newbies” online. And for those of us who do help out, it’s easier to answer questions about brand new instances – we are all familiar with how a trial looks before customization, and we know which features will be there with a fresh start.

Providing help for a new user inheriting an established Salesforce instance can be trickier, because the user probably doesn’t know how best to describe what customizations have been done or what packages are installed. So it can take more time, and a series of questions and answers, to diagnose problems or provide specific help.

With this in mind, Ashima and I are creating a workshop designed specifically for new staff members who find themselves in a Salesforce admin role with no-one to train them for it. We’ve called the workshop “I Inherited a Salesforce Instance, Now What?“, and we’ll be offering it for the first time on Thursday, December 11.

We’re still finalizing the “script”, but the aim of this session is to give a new admin a set of tools to discover what they have inherited, and how much attention they might need to give to it.

  • We’ll show how to figure out which versions of which packages are installed, what’s been custom-built, how many active users there are, how much data there is, and if that data is reasonably clean and tidy.
  • Then we’ll give advice on how to upgrade or update any features that need it, and on data clean up. (We’ll also help participants decide if they can do this themselves or bring in an expert!)
  • Finally we’ll discuss ways to improve user adoption, including a few simple customization tricks to amaze and delight!

There will be a long enough break in the middle of the session to allow each participant to use the “discovery checklist” with their own organization, and come back and share with the rest of the group what they have found out. The whole session will be recorded and resources will be shared with participants.

So if you’ve recently been landed with a Salesforce instance in your new job, and you’re not sure what to make of it, please consider joining us on December 11th. We can’t promise to teach you absolutely everything that we both know about Salesforce in three hours, but we will try and give you enough knowledge to see how much (or little) attention your Salesforce instance needs, and prepare you to ask the right questions and take the most effective next steps. Or if you have a friend or colleague who would value this kind of help, please tell them to sign up.

All the details, including cost, are on the registration page.