Practical Salesforce and product ownership workshops

Explore focused sessions that connect concepts to realistic business situations. Each proposed workshop combines explanation, discussion, and an exercise participants can apply to their work. Contact me to discuss scope, audience, and scheduling.

From Business Request to Prioritized Backlog

Audience: product owners, business analysts, Salesforce leads, and delivery teams.

Suggested format: two-hour interactive workshop.

Practice: clarify a business problem, distinguish a request from a requirement, compare competing priorities, and write testable acceptance criteria.

Takeaway: a problem statement, a sample user story, and a prioritization worksheet.

Service Cloud Decisions in Practice

Audience: service leaders, product owners, business analysts, and Salesforce teams.

Suggested format: half-day working session.

Practice: map a service scenario, examine case ownership and routing, identify knowledge needs, and define release-readiness checks.

Takeaway: a service workflow map, a decision log, and a readiness checklist.

Salesforce Solution Thinking for Business Teams

Audience: business stakeholders, project leads, and professionals working with Salesforce delivery teams.

Suggested format: 90-minute workshop.

Practice: connect requirements to platform options, discuss configuration versus customization, and identify data and integration dependencies.

Takeaway: an options-comparison worksheet and questions for a solution review.

How sessions are shaped

Start with the audience and the decisions they need to make. Select a relevant scenario, work through it together, and close with an artifact participants can use after the session. Format and depth are agreed around the team's needs.

Discuss a workshop for your team

Tell me who will attend, what they need to learn, and where they need more confidence.