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Request an Accelerator and Get Tips for Working with a Specialist

Learning Objectives

After completing this unit, you’ll be able to:

  • Create Accelerator Requests in the Help Portal.
  • Explain your role in the Accelerator Delivery process.

How to Request an Accelerator

Now that you’re familiar with the Accelerator Library and know how to find the perfect Accelerators for your organization, it’s time to actually submit the request in Salesforce Help. Only Designated Contacts with the right permissions can do this.

If you need a refresher on navigating Salesforce Help, see the Salesforce Success Cloud Basics module, and for more on Designated Contacts, check out Premier Success Plans.

If you’ve got the required permissions, there’s a Request an Accelerator link waiting for you right on the Salesforce Help home page. Let’s walk through the request process.

Screenshot of Accelerator request link on Salesforce Help home page

  1. Click Request an Accelerator.
  2. Browse through the Accelerator catalog. You can filter by catalog and product to narrow your selections.
  3. When you find one you’re interested in, click Request to get started.
  4. Fill out a few key details on the request form. Take the time to provide accurate information as it will set the stage for a great delivery.

Note

Note

Use the Catalog filter to view only the Accelerators in your Success Plan. Remember that Marketing Cloud and Pardot each have their own Success Plans and Accelerator catalogs too.

A Note About Start Date 

Requested Start Date is one of the fields on the request form. This is the date that you want the engagement to begin, but please don’t enter today’s date even if you’re ready to get started now. Remember, Accelerators can involve multiple work sessions with multiple people from your organization, and you need to ensure they are available.

Did we mention that Accelerators are wildly popular? We’ve got an army of incredible specialists delivering Accelerators every day, and they are in hot demand. Plan to get started a week or two after submitting your request, at the earliest.

How to Work with Your Specialist for Maximum Benefit

Once your Accelerator request has been entered, it goes to our specialist teams for assignment. The specialist leading your engagement will contact you to schedule the kickoff call.

As we mentioned, the complexity and duration of Accelerators varies quite a bit, but here’s a typical progression:

  1. An initial 30-minute kickoff call, where the specialist reviews the prerequisites, timeline, expectations, and deliverables with your team
  2. One to two discovery sessions, where the specialist spends time getting to know your business challenges
  3. A design or build phase, where the specialist documents findings and prepares deliverables
  4. A readout session, where the specialist reviews findings and recommendations with your team

The specialist leans heavily on the primary contact (typically the person who created the Accelerator request) to schedule those sessions with your organization. Identifying the right stakeholders and helping with scheduling are two of the best things you can do to to keep your Accelerator moving forward. We’ve all struggled with this in our own working lives—booking meetings is challenging. It’s even harder for the specialist, who can’t see your team’s availability. To paraphrase a classic movie quote, “Help us help you!”

And… Kickoff!

It’s especially important for all stakeholders, including your executive sponsor, to attend the kickoff call. During this call, your team and the specialist will really dive into what the Accelerator is all about: the timeframe, what’s expected from everyone participating, and the expected outcomes. At the end of this call everyone agrees on a go/no-go for the Accelerator.

If you’ve done your homework and picked an Accelerator that suits your goals, then this call should really get your team fired up to get started. It’s also perfectly OK at this point to acknowledge if the Accelerator is not a good fit for you right now, or even to pivot to a different one. Your specialist will be more than happy to work with your team to select an alternate if that’s the best path forward.

Once everyone has agreed to proceed, make sure to respond to any requests from the specialist. These might be questionnaires or other assignments that will help with the discovery phase of the engagement. Don’t be the kid in the back row who never turns in their homework on time. Accelerators are not passive engagements. They require commitment and work, from both your team and the specialist. Do your best to keep the momentum going and the outcome will be worth the effort.

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