Essential Habits for New Admins 2017
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The document outlines essential habits for Salesforce administrators to enhance their performance and engagement within their organizations. It emphasizes daily, weekly, monthly, quarterly, and yearly practices such as user engagement, exploring new functionalities, effective communication with stakeholders, and regular evaluations of org health and skills. The content includes resources for further learning and community involvement, reinforcing the role of admins in driving organizational change through consistent habits.
Essential Habits for New Admins 2017
- 1. Essential Habits for New Admins
- 2. Forward-Looking Statements Statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. Get Social with Us! Salesforce Admins Salesforce Admins Salesforce Admins @SalesforceAdmns #AwesomeAdmin
- 4. Watch the Recording The video will be posted to YouTube & the webinar recap page: bit.ly/adminhabits This webinar is being recorded!
- 5. Join the Admin Webinar Group for Q&A! Don’t wait until the end to ask your question! • We have team members on hand to answer questions in the webinar group. bit.ly/AdminWebinarGroup
- 6. Learn Salesforce with Trailhead the fun way to learn Salesforce
- 7. Trails and Badges Specifically For Admins Migrate to Lightning Experience Admin Beginner Admin Intermediate Get Started with Lightning Experience Learn CRM Essentials
- 8. The Goal of Developing Awesome Habits • Keep you in touch with user needs • Keep you aligned with organization policies • Keep your organization informed with Salesforce changes, improvements • Keep you in touch with the community • Keep your skills honed
- 9. The Admin’s Role is in the Center of it All
- 10. Successful Admins Have Salesforce ‘Habits’ Engage Explore Communicate Evaluate Refresh Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
- 12. Engage Be a Salesforce Ambassador & Leader “Watch your users, see what they use everyday. They won't always know what they can do with Salesforce, and you won’t always know what you can change to make it better for them.” Natalie Regier, Salesforce Admin • Watch how users use Salesforce by practicing SABWA (Salesforce Administration by Walking Around) • Take notes and post tips from Salesforce1 • Use SalesforceA to administer from anywhere
- 13. • Use Chatter Groups to house key information, files, and conversations around a topic • Bulk-add contacts to a group with Data Loader • Gather User Feedback Chatter Basics Badge Use the Power of Chatter Groups! Engage
- 14. Become Familiar with Lightning Experience Lightning Experience Basics Badge • Do one thing in Lightning everyday • Present Lightning in a Box • Complete the Lightning Experience Basic Badge admin.salesforce.com/lightning
- 16. Explore more possibilities with the AppExchange AppExchange Basics Badge Demo, Download and Test Drive! Over 2,900 apps 3 million installs Subscribe to the AppExchange Newsletter for app recommendations, insights & tips Explore
- 17. Join the Trailblazer Success Community • Engage with a vibrant community of 2.6M+ Admins • Ask questions, get answers, submit ideas • Post tips and tricks • Connect with other users • Go to: trailblazer.salesforce.com “The Success Community has been a total game changer for me as a solo Salesforce Admin. If I'm ever stuck on something or need advice, I immediately turn to the community. Within minutes of making a post, people share their thoughts on how I might tackle the issue. I honestly don't know how Admins survived before it was around.” Amanda Malloy, Salesforce Admin Explore
- 18. Connect with Other Admins on Social Explore • Twitter #Askforce #AwesomeAdmin • LinkedIn • Facebook • YouTube
- 20. Communicate with Stakeholders Schedule a standing meeting on their calendar to: • Share feedback from users • Demo AppExchange apps • Communicate changes to business processes • Identify areas for improvement Communicate “The role of the Salesforce Administrator is a very pivotal role for driving organizational change.” Brent Downey, Salesforce Admin
- 21. Share Salesforce Successes Communicate • Share tips, tricks, success stories and top users in a chatter group or newsletter • There is no such thing as too much communication!
- 22. Build & Foster a Relationship with IT Communicate • Use security Health Check • Identify & fix security vulnerabilities in Password, Session Settings, and Network Access Configuration • Locate in Setup • Stay informed on your company’s security best practices • Visit trust.salesforce.com Security Basics Badge
- 23. Develop Salesforce Governance Communicate • Host monthly governance meetings to help you prioritize requests and align Salesforce initiatives with business needs • It will: • Improve business/IT Alignment • Improve processes & efficiency • Increase Salesforce value Change Management Badge
- 24. Connect with a Local User Group “User groups are a place that people can come together as a community, share successes, network and grow as a professional.” Leyna Hoffer, CRM Manager Communicate • Network with individuals who are learning, collaborating and sharing ideas, best practices and successes together • Find yours: www.salesforceusergroups.com
- 26. Evaluate Salesforce Optimizer is the fastest and most effective way to get prioritized insights coupled with actionable recommendations and best practices: • Efficiently maintain customizations • Decrease business and technical debt • Increase productivity of admins and end users • Drive Salesforce usage Evaluate Your Org with Optimizer
- 27. Evaluate Host an “eat & delete” luncheon with different teams or departments • In-person or virtual • Review Reports, Dashboards & Folders • What is useful? • What can be cleaned up? Reports and Dashboards Evaluate Your Reports & Dashboards
- 28. Review Salesforce Releases Evaluate Plan for change: • Read the Release Notes: releasenotes.docs.salesforce.com • Watch Release Readiness Live • Get a pre-release org • Review what Sandboxes you need to refresh
- 29. Communicate Org Health and Enhancements Meet with leadership and: • Discuss new features • Understand how new features enhance your processes • Prepare your user communication plan • Run an org Health Check Evaluate Nyla Shani, Salesforce Admin “Providing leadership the ability to visualize what’s possible will help get the buy-in needed to deliver enhancements to your org! Show off a dashboard while explaining how you can deliver powerful team metrics, pull up a Chatter group when explaining the importance of collaboration.”
- 31. Refresh Your Skills Refresh Set a goal for training & certifications: • Administrator • Advanced Administrator • Platform App Builder • Sales/Service Cloud Consultant
- 32. Level Up with Superbadges Refresh
- 33. Review Training & Documentation Refresh Review Salesforce Help Text • Hover to discover • Are terms still relevant? Run refresher training for your users • Your users are your customers • Teach & demo mobile
- 34. Refresh From theaters, to sessions, to hands-on areas Dreamforce has something for everyone • Build your ROI letter • Join the Admins @ Dreamforce Collaboration Group • Catch up sessions via • Or find all our sessions → bit.ly/DF16AdminSessions Make a Plan to Attend Dreamforce!
- 35. Successful Admins Have Salesforce ‘Habits’ Engage Explore Communicate Evaluate Refresh Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
- 36. Your Habits Checklist Make a list of users to visit with for SABWA Put a 30 minute time block on your calendar to explore the AppExchange, the Trailblazer Community, etc. Set a recurring meeting with your stakeholders Look up your local user group Get started with Trailhead Your action items to get started:
- 37. admin.salesforce.comtrailhead.salesforce.comadmin.salesforce.com/events @SalesforceAdmns Resources for Admins Visit Admin WebsiteJoin Webinars Get started with Trailhead Stay Connected
- 38. Join the Admin Webinar Group for Q&A! bit.ly/AdminWebinarGroup