Effective Project Management with David Giller

Salesforce Admins Podcast

Today on the Salesforce Admins Podcast, we talk to David Giller, CEO of Brainiate. Join us as we chat about project management and how to push back with positivity.

You should subscribe for the full episode, but here are a few takeaways from our conversation with David Giller.

Why admins need project management skills

It takes a lot of energy to keep up with everything going on in the Salesforce ecosystem. What David sees, however, is that learning how to do something isn’t the biggest challenge facing most Salesforce Admins. “The things people are struggling with the most,” he says, “involve all of the interactions that they have with end users and business leaders at the companies they work with.” In other words, admins need help with project management.

As David points out, admins love to solve problems. We want to show off our skills, make changes quickly, and—let’s be honest—play with some new toys. But we’re often so eager to jump in and implement a request that we don’t take the time to look at the business problem behind it that needs to be solved.

Project management is problem-solving

What David is pointing at is the difference between being an order taker and being a problem solver. And being the person who just does what they’re asked to do is limiting for your career. What happens when AI gets smart enough to troubleshoot user requests and generate custom reports?

Talking to David made me realize an important distinction: the difference between customization and personalization. When someone makes a request, is it a customization that will help with an entire business process, or is it a personalization that will help that user with their part of the process? How will it affect everything else? What I’m getting at here is that admins need to create customizations that will scale, rather than personalizations that will help only a few users and could create other issues in the org.

The power of pushback

Solving problems at scale means that sometimes it’s your job to push back. Your users might not understand why you’re asking so many questions about adding a simple checkbox, or even suspect that you don’t know how to fulfill the request at all. When he runs into this, David will explain that while the feature is easy to add, he needs to make sure that it actually solves the problem and doesn’t create other issues.

The key here is to push back in a way that positions you as an ally, not an adversary, who is coming together with stakeholders to fix a problem. You’re a coach, a business therapist, a problem solver—in short, you’re on their side.

In all of his consulting work, the most useful question David can ask a client is, “What is the problem we are trying to solve?” Focus on that, and you can position yourself as a problem solver and grow your career.

Podcast swag

• Salesforce Admins on the Trailhead Store

Resources

• Build Your Admin Skills: Project Management, Business Analysis, and Product Management

• Strengthen Your Project Management Skills as a Salesforce Admin

Social

• David: @DavidGiller

• Salesforce Admins: @SalesforceAdmns

• Mike on Threads: https://www.threads.net/@mikegerholdt/

• Mike on Tiktok: https://www.tiktok.com/@salesforce.mike

• Mike on X: @MikeGerholdt

Gillian on X: @GillianKBruce