You’re Essential. But Are You Strategic? : 11

Accidental Salesforce Admins

You look up. It’s midnight. You haven’t eaten. Slack’s clear, backlog’s cleared, and you’ve helped twelve people, but somehow, nothing actually moved forward. In this episode of Accidental Salesforce Admins, Robert Sur, CEO at Delegate, breaks down a familiar cycle for many Salesforce admins: you’re the go-to operator, always solving, always fixing—but never shaping what gets done and what you can do to break the vicious cycle.

Being essential isn’t the same as being strategic. And working harder won’t get you there. The key shift? Changing the altitude of your work. Robert introduces real, practical tools that have helped Salesforce operators across dozens of orgs step out of reactive chaos and into intentional leadership. This episode explores why strategic rhythms matter more than fancy titles, how simple frameworks can shift momentum, and how credibility starts with better questions—not more output.

📌 What We Cover

• The hidden cost of being the go-to person for everything
• Why essential ≠ strategic—and what separates the two
• The altitude problem faced by sharp, trusted operators
• What the “Deep5ive” lens really helps unlock for ops leaders
• Using the Five Whys technique to reframe unclear requests
• A 3-question scoring model to prioritize work with clarity
• Rhythms like “One In, One Out” that force leadership trade-offs
• Why pushing back—done right—actually builds credibility
• Three specific actions to start working more strategically this week

🔗 Frameworks Mentioned

• Deep5ive
• Five Whys (root cause analysis method)
• “One In, One Out” planning rule (team-level decision tactic)