Team

The Team is the foundation of any project. It, of course, includes you and your consulting partners, but we also encourage you to think of your team as including (maybe by proxy) any other direct or indirect users of Salesforce. People like your fundraising and/or program management teams, your executive team, your donors or program beneficiaries, even other systems (e.g. email marketing, financial, website) that might interact with Salesforce. You may serve as proxy for some members of your team (especially those external to your organization), but by thinking broadly, you make sure everyone’s needs are considered.