Salesforce Admin Habits
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The document outlines the key habits of a successful Salesforce administrator, categorized into engaging, exploring, communicating, evaluating, and refreshing. It emphasizes the importance of user engagement, continuous learning, and effective change management. Additionally, it highlights resources such as community groups and training opportunities for ongoing professional development.
Salesforce Admin Habits
- 1. Habits of a Successful Salesforce Admin #MWD14
- 2. Everyone of YOU is a Salesforce Superhero
- 3. Deliver Real Business Value Daily Habits Weekly Habits Monthly Habits Quarterly Habits Yearly Habits
- 4. Engage • Be a Social Leader • Engage with your users • Use Chatter Groups to answer questions • SABWA • Salesforce Administration by walking around • Take notes and post tips from Salesforce1
- 5. Explore • Visit the AppExchange • Subscribe to the Newsletter • Download • Check your documentation • Got a Data Dictionary? • Create User Tips to Drive adoption • The Community • Check blogs for resources • Utilize Answers & Ideas • SteveMo • Matthew Lamb • Salesforce Community Groups • Social Channels • #Askforce • LinkedIn
- 6. Communicate • Connect with stakeholders • Stakeholders • Buy2 v. Build • Governance • Identify areas for improvement • New user on-boarding • Checking your documentation
- 7. Evaluate • How fresh is your Sandbox? • Manage Change • Plan for Salesforce releases – Read the release notes! • Plan for your releases • Communicate change • Meet with leadership • Attend a Salesforce User Group • Evaluate Reports & Dashboards • Eat & Delete
- 8. Refresh • Run refresher training for your users • Your users are your customers • “It’s so easy, I don’t get why they won’t do it.” • Create an app to track user training • Review Salesforce Help Text • Hover to Discover • Are terms still relevant? • Keep yourself up to date • Make a plan to return to Dreamforce • Continue with your Training & Certifications • Administrator • Adv. Administrator • Developer • Sales/Service Cloud Consultant
- 9. Thank you
Editor's Notes
- #3: Everyone knows that salesforce admins are the superheros of their office. Fighting inefficiency, spreading innovation, andchampioning productivity wherever they can. Salesforce admins are the guardians of their peers and companies There 8s a superhero in evert admin
- #4: Increase Productivity & Efficiency Take Business Mobile Data Driven Decisions Solve Business Problems with Custom Apps Give Back to the Community
- #5: Mike
- #6: Jared: If you are downloading at least 1 app a week you have 4 apps to show every month, Mike. Reference podcast on the reviews- Blakely Graham.
- #7: Mike define stakeholders v. Leadership
- #8: Jared Question- Workflow rule
- #9: Jared