Play by Play is a series in which top technologists work through a problem in real-time, unrehearsed, and unscripted. In this course, we’ll explore how the Salesforce ecosystem is fast-moving with lots of things that need to get done. Most professionals in this space are buried with work, projects, tasks, emails, and meetings. They suffer from too much to do, but not knowing what they should do, and not wanting to let things slip through the cracks. We’ll walk through four main tools to help get out from under the weight of so much work, to be more productive and get more things done. We’ll walk through each of the core concepts of Getting Things Done (GTD) while building out a new trusted system using Salesforce as the platform.
Co-Founder & COO of Arkus, Inc. a Salesforce Gold & Premier Partner since 2010. Jason is a Salesforce MVP and overly certified consultant who has been practicing Getting Things Done (GTD) for 15 years. A student of productivity, proficiency and organization Jason holds a BA in Business from Skidmore College. He is also a long time blogger and co-host of CloudFocus Weekly* podcast for ten glorious years.
Don Robins is a well known Salesforce MVP, instructor, author, and speaker.
A custom business application developer for more decades than he cares to
admit, he focuses on Salesforce technical instruction and knowledge
Course Overview Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects, to discuss common challenges faced everyday by Salesforce customers. In this course, we challenge Jason Atwood, co‑founder and CEO of Arkus Incorporated, to provide some guidance to Salesforce practitioners and anyone else constantly challenged with an overload of information, tasks, and commitments around how to apply a productivity methodology such as GTD, or Getting Things Done, to help make them more productive. First, Jason explains just what GTD is and why adopting such a methodology to enhance personal productivity can be so important in today's world. He explains the importance of getting action items, tasks, and project details out of our heads by capturing them in a trusted system. Next, he demonstrates the core parts of a GTD system by building out a custom Salesforce app using tasks, notes, and projects to create lists of daily and weekly action tasks. Along the way, he explains the core concepts, such as using context rather than prioritization, mastering daily and weekly reviews, and determining next actions. And, we discuss clarifying captured items, connecting tasks and projects, managing associated reference material, and using notes for non‑actionable lists. By the time we're done, you'll have a clear understanding of the core concepts of getting things done and how GTD can help you to be more productive and get more things done. So if you're struggling to find ways to increase the level of your productivity, please join us for Getting Things Done with Salesforce. We hope you enjoy it!