Our mission is very important to us. In order for us to create change and make an impact in this cause we care deeply about, we need real time information to see how successful our initiatives are.

We understand that we are fully responsible and accountable for our org, and that junior admin will help us do the work (with the guidance of the TCC) that we need to achieve the aims of our charity.

When things go wrong, we will collectively work to create an action plan to move forward, and that we will also learn from the experience so that we can avoid similar mistakes in future.

We promise to

• Have strong leadership representation who will listen to technical advice.
• Make time to have thoughtful discussions, respond to queries and review documents where necessary
• Respect the time that our TCC is providing and consider options carefully. We will make decisions based on discussions and recommendations
• Show our appreciation to the TCC by providing personal written testimonials, recommendations and referrals.

We care deeply about implementing salesforce correctly in organisations, and we understand that Charities and NFPs sometimes do not have technical capability internally to leverage the platform and utilise the functionalities.

We aim to share our collective technical experience in order to guide the charities to shape their long term strategy around Salesforce and to build internal capabilities to support their mission.

In aid of this, we promise to utilise our collective skills and experience to

• Understand charity mission, current technical and business landscape, and run Discovery to help gain clarity on their long term goals.
• Use Salesforce Well-Architected framework to build solutions that provide long term value for the charity
• Provide strategic advice on technical implementation of Salesforce and related clouds/apps
• Advice on the technical and project governance to ensure the projects are successful
• Guide the charity on how to build their internal capability by reviewing the job descriptions for the admin job role and general advice on candidate recruitment process
• Be clear about the hours and timings that we can commit to the programme
• Be honest if we are no longer able to volunteer due to personal or professional circumstances.

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It is important for us to utilise our funding carefully, which means that we may not have the budget to hire a junior admin for now. If we are recruiting a volunteer to fill this role, we will need someone who cares about us and understands why the mission is so important to our charity.

We promise to

• Create an environment that supports the junior admin by allowing them flexibility in how they choose to engage with us
• Support the junior admin by making time to answer their questions and queries
• Provide access to the junior admin to the relevant org (for example)
• Be thoughtful in our requests by thinking about the outcome we want to achieve. We recognise the best way to help us think through our requirement would be to write them in the form of a User Story: As a I want so that I can get .
• Be reasonable with our requests and the deadlines, as we understand that the junior admin is volunteering and may have other demands on their time.
• Respect the junior admin’s hours of work and not make requests out of work hours
• Test requirements that has been built for us in a timely manner and report any issues that we find
• Show our appreciation to the junior admin by providing LinkedIn testimonials, personal written testimonials, recommendations and referrals.
• Apply for DBS for the volunteers (for both TCC and junior admin) if required
• Provide required training for the volunteers such as on policies and procedures, safeguarding, security, ethics, diversity and inclusion where necessary
• Manage any legal requirements (such as providing NDA if sensitive information is to be shared).

I am a certified admin, possibly pivoting into the Salesforce industry from a (potentially non-technical) career. I have done the relevant trailheads, and have my administrator cert. I have limited experience and am looking to get a foot in the door by working with a charity on a volunteer basis. I would be grateful for support from senior Salesforce coaches to help me build my skills and implement a good solution that will adhere to best practices.

I promise to

• Adhere to charity’s policies and procedures
• Be clear about the hours and timings that i can commit to the charity
• Be honest and provide as much notice as possible if I am no longer able to volunteer due to personal circumstances or if I have found a job.
• Be responsible for the tasks that are assigned to me and manage expectations appropriately in a timely manner
• Be accountable for the work I do and own up for any mistakes I make.
• Have a conscientious work ethic by treating the org as my own baby that I will teach good habits so that it will grow up into an adult who will look after me when I am old.
• Be curious to find out what other functionalities can be used to help the charity in their mission.
• Be reliable and do what I say I will do. If I cannot, I will notify the charity as soon as possible.
• Write detailed meeting notes from every encounter with a charity representative when discussing my work.
• Have initiative in problem solving by improving my googling skills and researching
• Document all requirements properly using user stories and acceptance criteria and process maps where necessary
• Document any decisions that require a change in the system and the reasons why.
• Write up test cases so that i can test the requirements before handing over to the charity for final testing and sign-off
• Have a growth mindset and be fully open to feedback so that i can grow and learn
• Document my processes so that I am able to handover easily to my replacement

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We want to help new talent break into the Salesforce ecosystem, and we understand how difficult it can be for junior admins to get their first job without experience.

This initiative will allow us to coach junior admins to perform tasks within charities to grow their skills and experience in a controlled manner which will safeguard the charity’s Salesforce org and deliver quality solutions.

To this end, we promise to

• Be clear with the junior admin as to our expectations of them with regards to a particular engagement with a specific charity
• Be transparent with the ‘why’ of the instruction so that they can understand the rationale behind the approach
• Provide detailed feedback in a way that is constructive and sensitive so that the junior admin can grow
• Support the junior admin when they have questions or doubts that need clarifying.
• Provide junior admin by writing LinkedIn testimonials, personal written testimonials, recommendations and referrals.

I understand that the TCC is also a volunteer who might be really busy with their day jobs and their lives, and I am deeply appreciative of their guidance and advice to help me upskill and learn.

And so, I promise to

• Be responsible, accountable and reliable.
• Be a proactive problem solver, using all the resources at my disposal
• Ask a TCC for advice when I am stuck, or if I am unsure how to implement a request and my research has not yielded the answers that I am looking for
• Quickly learn the ropes so that i can reduce reliance on the TCC
• Respect the TCC’s time by writing notes when discussing issues so that I can refer to them in future before asking the question again
• Never follow the advice “Ask for forgiveness instead of asking for permission”