A Declarative-First Approach with Madeleine Coutanceau This week on the Salesforce Admins Podcast, we’re talking to Madeleine Coutanceau, Global Head of Systems &amp; Processes and Salesforce Administrator at simPRO Software. We learn how her company has taken a declarative-first approach to implementing Salesforce wall-to-wall. Join us as we talk about all the different roles admins have in a business, the importance of having key champions in your organization, and why it’s so important to align what you do in Salesforce with your organizational goals. You should  for the full episode, but here are a few takeaways from our conversation with Madeleine Coutanceau. Why it’s so important to be fully involved with your implementation. “I’ve always worked with the business on the side of processes and moved through to the systems side,” Madeleine says, “so naturally, I fell into the system administrator role with our implementation.” At simPRO, that means she’s in charge of every piece of software that isn’t the product they develop. That means they’re running systems like CPQ, Chat, Pardot, Engage, Knowledge, Adobe Sign, Zinc, Exactly, JIRA, and more. The secret behind managing so many different Salesforce systems is a great implementation. “We were told to drop everything and be part of this implementation, 24/7,” Madeleine says, so they were involved with everything from training to putting together procedure documents. That really gave them the expertise they needed to lead and train teams across the world. How to automate without a developer. When Madeleine’s company decided to adopt Salesforce, she was told from the start that she wouldn’t have a developer to work with. “We develop systems for our own clients,” they said, “we’re putting you on Salesforce so that we can manage this internally, not have developer resources that take up a lot of time.” That meant they needed to build everything with minimal code so they wouldn’t need extra help, so they leaned on Flows. “I feel like my life changed at work once my Flows clicked into place for me in Salesforce,” Madeleine says, “suddenly, I realized I had all these processes I could just automate—I got a little bit Flow crazy.” This process didn’t happen overnight, however, as it involved a lot of trial and error and really digging into the nitty-gritty to understand Flows from the ground-up. The magic of Flows. When you get Flows working for you, it can seem like magic. For Madeleine, a big challenge was removing users from the org for a company with offices not only in Australia, but also in New Zealand, the UK, and the USA. This process used to involve setting alarms for the middle of the night, but she was able to make it happen automatically without writing a single line of code. Communicating process changes can always be tricky, especially in a large organization with a multinational presence. Madeleine and her team solved this problem by setting up private Chatter groups for each country that are used just for communicating process changes. Whenever they create a new user, they simply log in and subscribe them to the appropriate channels to make sure they get the notifications they need to see. Social:  Madeleine:  Salesforce Admins:  Gillian:  Mike:   Love our podcasts? Subscribe today or  Full Show Transcript Mike: Welcome to the Salesforce Admin's podcast, where we talk about product, community and career to help you become an awesome admin. This week I am talking with Madeleine Coutanceau, global head of Systems and Processes and Salesforce administrator, about how her company has taken a declared first approach to implementing salesforce wall to wall. In this episode, you will hear from Madelyn about how she manages so many systems, how she uses flow to make her admin life easier, and lessons that she has learned after being an admin for four years. So let's get Madelyn on the pod. So Madelyn, welcome to the...

A Declarative-First Approach with Madeleine Coutanceau

The Salesforce Admins Podcast