Klient Tips · 10 min read

Boost Your Salesforce Adoption Success with a Named ORG

Naming your Salesforce Org is a simple strategy to enhance communication, boost adoption, and foster team unity on your deployment projects.

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Klient Tips #21

FOR PROJECT MANAGERS

As a Project Manager consulting on Salesforce implementation solutions, you know user adoption can make or break a project. Are you looking for innovative ways to boost team buy-in? Try giving a name to your Salesforce Orgs! This exercise is more than just fun and unifying. It also provides clarity while improving employee adoption.

For context, an “Org” is a deployment of Salesforce with a defined set of licensed users. An organization is a digital workspace provided to a B2B customer of Salesforce. Moreover, an org acts as a container for the customer’s Salesforce data and is the basis for all business operations.

Here’s how to guide your clients through the naming process of their Orgs:

1- Start by understanding your client’s business and the purpose of their Salesforce Org.
2- Brainstorm possible names that resonate with teams. Suggested terms should be easy to remember and easy to pronounce too. In any language, stay away from offensive expressions or words.
3- Facilitate feedback sessions with your client’s team. Their input will ensure that the new name is acceptable to all by giving the group a sense of ownership over the co-designed brand.
4- Make sure the name decided is used and promoted consistently across all project communications and internal channels.
5- Track named Org usage and encourage your client to continue using it beyond the deployment project lifecycle.

As a consulting Project Manager, your mission often extends beyond system implementation, leading to the promotion of user adoption. By helping clients to name their Salesforce Org, you can create a shared identity that eases communication, boosts adoption, and ultimately contributes to the success of your project.

For our Org at Klient, we picked KORG, a contraction between the terms “Klient” and “ORG”. The name also refers to a lovely Marvel character you might be familiar with. Read the full story of how we set up KORG.

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YA
Yanick Abraham
What I do… I thrive on helping companies grow their business. I’m at my best when I connect with the executives, the management team and the employees to understand their business, their pains and their vision so I can guide them in this Cloud age. I enjoy sharing industry best practices, optimizing processes, planning technology roadmaps and structuring a business for growth. I feel successful when my customer reach their business objectives. In the past few years, I’ve had the opportunity to work with more than 400 companies which gave me great business insights, industry knowledge and technical expertise that I apply with my customers. When conducting efficient business process management, I don’t lose myself in methodology details, I prefer being straight to the point, agile, adaptive and achieve results efficiently. Technology evolves rapidly and it’s tough to keep on top, but I do. That’s why you can rely on me to find the best solutions for your business! I’m a highly effective solution architect, a business process specialist, a coach and a technology enthusiast who helps companies grow their business.

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