Learn the Four A's to Admin Success
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The document discusses the four A's of Salesforce administration: Accessibility, Activity, Adoption, and Audit, providing actionable insights for successful administration. It emphasizes the importance of monitoring user activities, ensuring compliance, and utilizing reports for data-driven decisions. Additionally, it highlights the need for ongoing audits and user surveys to adapt to role changes within organizations.
Learn the Four A's to Admin Success
- 1. Learn the Four A’s to Admin Success Adam Torman Director, Product Management @atorman Mike Gerholdt Salesforce Admin Evangelist @MikeGerholdt
- 2. Adam Torman Director, Product Management
- 3. Mike Gerholdt Salesforce Admin Evangelist
- 4. Safe Harbor Safe harbor 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.
- 5. Safe Harbor
- 6. 3R’s < 4A’s
- 7. Admin to Awesome Admin in 4 Days!
- 8. What are the four A’s? •Accessibility •Activity •Adoption •Audit
- 10. Keys to Accessibility • Browser vs. Mobile • Network Access • Company Compliance – Password complexity settings – Session settings • I <3 Permission Sets! • Delegated Administration
- 12. Activity
- 13. Keys to Activity • SBWA – What are users doing once they login? • What reports are being run? • What reports are NOT being run? • Admins can Provide Intelligence – Data + Context = Intelligence
- 14. DEMO Reporting on Reports
- 15. Adoption
- 16. Keys to Adoption • Adoption is more than logins • Adoption is more than record edits & creates • Adoption Dashboard – Adoption Reporting • Chatter posts by Group • Record Creates by Role • Logins • Event Log Files and Salesforce Analytics Cloud = Application Monitoring
- 17. DEMO Adoption Dashboards from the AppExchange
- 18. DEMO Event Log Files and Salesforce Analytics Cloud = AdminEdge
- 19. Audit
- 20. Keys to Audit • Setup Audit Trail • Login History • Accessibility Audit –Survey users every 6 mos to see if their role has changed –Develop a relationship with HR to get notifications of employee moves • Blank fields • Perm Comparator
- 21. Field Trip Slide xxxxx
- 23. Access – Activity – Adoption – Audit
- 25. Build apps fast. Build Business Faster. Don’t miss the Salesforce1 Platform Keynote with Wednesday, October 15, 2 p.m. Moscone South, Main Keynote Hall Mike Rosenbaum EVP, Salesforce1 Platform Tod Nielsen CEO, Heroku Toby Lester VP, Technology Architecture And Innovation, Brown-Forman Mike Meadows VP, Chief Technology Officer Eli Lilly and Company