7 habits of a highly successful admin

7 Habits of Highly Successful Admins

Administrator Track

Mike Gerholdt , ACT, Inc.

Jeff Grosse, CRMFYI

Thom Martin, salesforce.com

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7 Habits of Highly Successful Admins

Provide an approach that can be implemented immediately and allows you to quickly:

– Demonstrate Personal ROI– Drive Productivity

Mike GerholdtACT, Inc.

@MikeGerholdt on

Jeff GrosseCRMFYI

@CRMFYI on

7 Habits

1 2 3 4 5 6 7

Hab·it

noun1. an acquired behavior pattern regularly followed until it has become almost involuntary: The habit of looking both ways before crossing the street. 2. customary practice or use

Per

spec

tive

Where Are You Today?P

ersp

ectiv

e

Control

1 2 3 4 5 6 7

Measure Up

2 3 4 5 6 7Build your ROI

Education

3 4 5 6 7Build your ROI

Never.Stop. Learning.

Connect with a Salesforce User Group

4 5 6 7Build your ROI

Never.Stop. Learning.

User Groups Rock!

Reach out to the Community

5 6 7Build your ROI

Never.Stop. Learning.

User Groups Rock!

Be Social.

6 7Build your ROI

Never.Stop. Learning.

User Groups Rock!

Be Social.

Start with an App.

Know Your Tools

7Know your Tools

Start with an App.

Be Social.

User Groups Rock!

Never.Stop. Learning.

Build your ROI

Team Communication

Build your ROI

Never.Stop. Learning.

User Groups Rock!

Be Social.

Start with an App.

Know your Tools

Talk to your Users

Mike Gerholdt

ACT, Inc. @mikegerholdt

Jeff Grosse

CRMFYI

Thom Martin

salesforce.com

Questions & Answers

APPENDIX

Dashboards: https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_def.htm&language=en

Reports:https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_overview.htm&language=en

Cases:https://help.salesforce.com/apex/HTViewHelpDoc?id=cases_def.htm&language=en

Record Types:https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=enhttps://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf

Online Training:https://help.salesforce.com/apex/HTTrainingCatalog

AppExchange Apps:Go to the Project Management page on Appexchange @ http://appexchange.salesforce.com/results?type=Apps&filter=a0L30000001Qp82EAC&sort=6

Habit 1: Build Your ROI

Browse Salesforce Training for sessions that pertain to your role, responsibilities and interests

Certification Sessions:http://www.salesforce.com/services-training/training_certification/certification/

Online Help & Training:https://help.salesforce.com/apex/hthome (Click “Take Training”)

Salesforce YouTube site:http://www.youtube.com/user/salesforce#grid/user/04D2AF6A87546729

Habit 2: Never. Stop. Learning.

Find a Salesforce User Group near you:

On Salesforce.com: http://success.salesforce.com/ideaList?c=09a30000000D9xy&sort=recent-Use the “Join Now” form at the bottom left side of the page

Habit 3: User Groups Rock!

Leverage and Engage with he online Community

Habit 4: Be Social

Salesforce.com:http://success.salesforce.com/

Twitter:@salesforce@Dreamforce

Facebook:https://www.facebook.com/salesforce

LinkedIn:Salesforce Power Users GroupSalesforce ProfessionalsSalesforce Solutions & Tips

Why Build when you can start with a Pre-Built app?

Habit 5: Start With An App

Select “Add AppExchange Apps” from the drop-down menu in the top left corner of any standard Salesforce page or go to the AppExchange directly at:http://appexchange.salesforce.com/home

Force.com Excel Connector

Force.com Data Loader

Evernote - http://www.evernote.com/

Developerforce provides detail on these tools and others. Go to this location to learn more: http://wiki.developerforce.com/index.php/Tools

Development Tools:Force.com IDEAdobe Flash Builder for Force.comForce.com Migration ToolApex ExplorerForce.com ExplorerWorkbench

Data Tools:Force.com Toolkit for Google Data APIs

AppExchange:http://appexchange.salesforce.com/results?type=Apps&sort=8&keywords=activity&filter=a0L30000001Qp7QEAS

Habit 6: Know Your Tools

Engage with the entire team…your co-workers, users, stake holders, etc.. on a regular basis.

Habit 7: Talk To Your Users

Use “Tried and True” as well as new approaches to bringing valuable, relevant information to your.

Chatter Lunch & LearnWebinars IdeasSurveys Contests/Spiffs

Power User Groups NewslettersSteering Committee Training

Meetings (ie Sales Kick Off) Videos

From Help and Training:

What is a Managed Package and how do I change a Managed Package back to Unmanaged? https://help.salesforce.com/apex/HTViewSolution?id=104785&language=en

From Developerforce:Unmanaged vs. Managedhttp://wiki.developerforce.com/index.php/How_to_Create_and_Register_a_Package#Unmanaged_vs._Managed

Managed vs. Unmanaged Packages:

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