if you can imagine it, an #awesomeadmin can do it

If you can imagine it, an AwesomeAdmin can do it.AwesomeAdmin is a way of life, not just a

titleOhad IdanSr. Cloud Solutions [email protected]@ohgodohad

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Who are you, Ohad Idan?


7 Years of Salesforce experience



Senior Cloud Solutions Architectat I.D. Systems Inc.



Senior Cloud Solutions Architectat I.D. Systems Inc.5x Salesforce Certified



Senior Cloud Solutions Architectat I.D. Systems Inc.5x Salesforce Certified

Co-Leader of NYC Developer User Group

What is an Awesome Admin?

A Salesforce Administrator is more than Just an AdministratorThe tools available to a Salesforce Admins allow them to facilitate change and drive rapid improvement

Automation of business processesApproval processes, email notifications, reminder, tasks, and more allow the AwesomeAdmin to streamline how the business works.

From paper to your screenCreating mechanisms to collect new types of information and develop processes behind them is so easy that pen-and-paper processes can quickly be modernized and streamlined.

Forgetting the question ‘Can it be done?’The only question you need to know is ‘How can it be done?’

How Salesforce has changed the meaning of the term

How did I get started with Salesforce?

Boss: Have you ever heard of Salesforce?




Me: No, what is it?



Boss: I have no clue, but it’s your problem now!

Me: No, what is it?


Inherited an Org with 30 usersOut of 110 employees in the company.

Sparsely used across the organizationUser only by the Sales team in one (out of two) divisions, and by customer service for this one division.

Low adoption levelsSales users logged in to record opportunities only when they were won, reports were generated manually and outside of Salesforce in MS Excel.

Zero knowledge of the platformBefore Trailheads, before I was aware of this amazing community

A long, long, time ago in an office far away…

Starting to fix things

Start with the obvious things

Work with Sales leaders to generate reports from Salesforce

If it’s not in Salesforce it doesn’t exist

Leader dashboard

Bringing the second division into Salesforce

a.k.a What did I get myself into?

Introducing Real Change

Pick a process, any processIdentify an area where the organization is having a hard time trackingor managing performance

Diagram, Plan, BuildFigure out the current process, decide what is needed, and get it done

Present and WowPresenting an almost finished solution gets people excited.

Repeat

When the real fun begins

Asking the right questions

Don’t ask “How?”, ask “What?Avoid asking your users how they want things done. Instead ask them what they are trying to achieve.

Who is involved in this process?Make sure you start by getting input from everyone that will use your new tools

What information is really needed?We have the tendency to think we need to collect more informationthan we actually do. Generalize where possible.

When do you need this?Prioritizing your projects will ensure you are able to deliver the importantthings first

Avoid repeating past mistakes

So what did we learn today?

As a Salesforce Administrator you have tons of tools You have the power to be a driver for change Let Salesforce thrust greatness upon you Look for places where you can make a difference Ask the right questions and take other’s demands

with a grain of salt (and a spoonful of sugar)

Summary, conclusions, and what have you.

Thank Y u

if you can imagine it, an #awesomeadmin can do it

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