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Episode Info: Today on the Salesforce Admins Podcast, we’ve got the final live episode from the DC World Tour. We’re joined by Meghan McCoy, Senior Associate in CRM Applications at the Pew Charitable Trust. We’ll hear how she’s building innovative solutions for her nonprofit in Salesforce, and talk about the human side of technology. Join us as we talk about how she approaches technology from the human side of things with her experience in anthropology, how she uses Agile practices to help get things done at a large organization, and how she’s customizing her org to better serve her constituents. You should subscribe for the full episode, but here are a few takeaways from our conversation with Meghan McCoy.  Meghan’s unique perspective on technology. Growing up, Meghan studied modern creative dance from the age of five to fourteen. She performed at festivals and worked in a special system called global somatics, which focuses on highlighting the anatomy and physiology of the human body. Her creative background led her to Howard University in DC, trying to figure out what to study. She ended up focusing on anthropology. “It’s really human-facing and it’s something that can be applied to various industries,” Meghan says. The late 90s and early 2000s were an interesting time to be a college because of the explosion of technology: from Friendster to Black Planet to AOL Instant Messenger, college students were beginning to use the internet to connect in new ways. “There was a Computer and Sociology class,” Meghan says, “and once I took that I knew I was very interested in where humanity was headed, and so I took my anthropological skills and applied it to the IT realm. As soon as I graduated I started to work in the network equipment industry as an account rep.” Using Agile with Salesforce. Today, Meghan is happily employed as a Salesforce Administrator for the Pew Charitable Trust. “What I’m able to do in this role is operationalize a lot of customer delivery we’re providing as a Salesforce team,” she says, “I’m managing the day-to-day user permissions, onboardings, offboardings at an organization of about a thousand employees, which includes about seven hundred Salesforce-licensed users.” She doesn’t have to solo admin, and can instead focus on the relationship between her users and team members to make everyone’s job easier. They use Agile methodologies as a team to get everything done. They get requests through ServiceNow, then pipe them into Jira to organize and assign the work and sort it into two-week sprints. There are specialized team members for grants, Marketing Cloud, and general requests come to Meghan. The magic of the Salesforce community. Coming from the network equipment industry to Salesforce, Meghan was looking for a different environment. “I wanted something a lot more diverse, a lot more inclusive in terms of a professional network to participate in,” she says. She started looking into the pla...
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