essential habits for new admins
TRANSCRIPT
Essential Habits for New Admins February 24, 2016
Forward-Looking Statements
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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.
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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
The Admin’s Role is in the Center of it All
Successful Admins Have Salesforce ‘Habits’
Engage Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
Daily Habit: Engage
Explore Communicate
Evaluate
Refresh Engage
Engage
Be a Salesforce Ambassador & Leader
• 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
“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
• 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
Use the Power of Chatter Groups! Chatter Basics Badge
Engage
`
Become Familiar with Lightning Experience Lightning Experience Basics Badge
• Do one thing in Lightning everyday
• Complete the Admin #LightningChallenge
• Complete the Lightning Experience Basic Badge
admin.salesforce.com/lightningchallenge
Weekly Habit: Explore
Explore Communicate
Evaluate
Refresh Engage
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
Join the Salesforce 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: success.salesforce.com
Explore
“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
Connect with Other Admins on Social
#Askforce
#AwesomeAdmin
• YouTube
Explore
Monthly Habit: Communicate
Explore Communicate
Evaluate
Refresh Engage
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
Share Salesforce Successes
• Share tips, tricks, success stories
and top users in a chatter group
or newsletter
• There is no such thing as too
much communication!
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
Build & Foster a Relationship with IT Security Basics Badge
Communicate
Develop Salesforce Governance Change Management Badge
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
Connect with a Local User Group
• Network with individuals who are learning, collaborating and sharing ideas, best practices and successes together
• Find yours: www.salesforceusergroups.com
Communicate
“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
Quarterly Habit: Evaluate
Explore Communicate
Evaluate
Refresh Engage
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?
Evaluate Your Reports & Dashboards Reports and Dashboards
Review Salesforce Releases
Evaluate
Plan for Change
• Read the Release Notes
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes you need
to refresh
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.”
Yearly Habit: Refresh
Explore Communicate
Evaluate
Refresh Engage
Refresh
Refresh Your Skills
Set a goal for training & certifications:
• Administrator
• Advanced Administrator
• Platform App Builder
• Sales/Service Cloud Consultant
Level Up with Superbadges
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
Review Training & Documentation
Refresh
Make a Plan to Attend Dreamforce! From theaters, to sessions, to hands-on areas
Dreamforce has something for everyone
• Build your ROI letter
• Join the Admins @ Dreamforce Success
Community
• Catch up sessions via
• Or find all our sessions
→ bit.ly/DF16AdminSessions
Refresh
Successful Admins Have Salesforce ‘Habits’
Engage Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
Your Habits Checklist Your action items to get started: Make a list of users to visit with for SABWA
Put a 30 minute time block on your calendar to explore
the AppExchange, the Success Community, etc.
Set a recurring meeting with your stakeholders
Look up your local user group
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Stay connected
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Resources for Admins
Visit Admin Website Join Webinars Get started with Trailhead Stay Connected
admin.salesforce.com
Visit Admin Website
trailhead.salesforce.com
Get Started with Trailhead
admin.salesforce.com/all-events
Join Webinars
@SalesforceAdmns
Stay Connected
Join the Admin Webinar Group for Q&A!
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