There are a lot of slow, ineffective ways to get your kid skiing well enough to join you, but the fastest way involves a very designed, intentional start that absolutely anyone can teach.
I’m prepping to teach my three year old (her first ski trip!) and this post is me documenting my game plan so my wife can help me. I’m writing this targeted towards teaching kids, but it mostly applies to adults too.
I’m a PSIAA-certified former ski instructor and have taught hundreds of kids and adults to ski from scratch, both in groups and 1:1. …
A pretty common occurrence happens as you are setting up your Salesforce. You’ve got multiple teams/workflows using the same object, and their needs begin to step on each other’s toes. Maybe you have Account Managers and Sellers using opportunities, but you’ve got different stages, requirements, even page layout needs. Record Types to the rescue!
Implementing Record Types is easy to do, and also easy to get wrong.
Three quick pieces of advice:
Record Types are designed for independent behavior. But make sure there is someone (an admin in common, or at least a cross-functional team) who knows the needs of both teams, and make sure that that shared resource is consulted in any design choices and operational changes for either team. You should let the individual team leaders have unique and disparate processes and goals, but don’t fall into the trap of having tons of duplicated checkboxes that could be serviced by a shared picklist that could be dynamically customized for each record type / team. It’s incredibly easy to clutter pages with design by committee, and Salesforce by default suggests that new fields get added to both page layouts, so you’ll probably get cross-Record-Type-pollution if your admin isn’t accountable to both teams. …
How do you become one? Should you want to?
Often, this track is pursued by default. Management = career progress.
As someone who’s had broad range of manager types, I believe it is tragic when the wrong people reluctantly become managers because it’s the only track to money, esteem, or influence. Like driving after a few beers, this mistake is not just to their own detriment. Others stand to suffer.
Leveling is an increasingly-used strategy to create a non-management, independent contributor (IC) track that can be just as lucrative or rewarding. …