ADM – 101 Administration basics for new Salesforce Admins Sergio Valle Shilpa Verma Shawna Wolverton Annie Casais
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Administration 101 Sergio Valle Principal PSAS salesforce.com
Shilpa Verma Getting Started with Salesforce Shawna Wolverton Make it your own! Annie Casais My Personal Admin Experience
Getting Started with Salesforce Shilpa Verma Senior Technical Support Analyst salesforce.com
Getting started with Salesforce Where do I start?
Business Case: Acme Widgets Joe Sales Operations
New Salesforce Admin
Using SFA to manage sales
First priority: set up the security, users and import data
Next step: make it his own to make sales team successful
Saleforce.com fundamentals training
Salesforce.com CRM getting started workbook
“Getting Started” topics in online help
Setup org wide sharing defaults Setup sales reps Create a role Create a profile Create users Import data Customize page layouts Joe’s task list Did you know? If an admin needs to test functionality logged in as another user, users can grant login access from Name > My Personal Information> Grant Login Access.
Custom profiles available in EE & UE only “How can I control what users see and do in Salesforce?” Did you know? Criteria based sharing (coming soon…) will allow you to share records based on many different filter criteria
Enhanced Profile User InterfaceMaking the Administrator’s User Experience Better Pilot
User Setup How can I get the users logged into Salesforce? User Setup Create a new user with a role and profile Send password Did you know? You can mass create or deactivate users using Data Loader.
Importing data Data Loader available in EE & UE only How can I get my existing data into Salesforce? Import Wizards Data Loader Accounts, contacts, leads, opportunities and more…. Data file in CSV format Columns mapping to fields in Salesforce Did you know? Salesforce has plugins for both Outlook and Lotus Notes to allow you to sync contacts, attach emails, etc directly from your email client.
Page layouts Where can I control what is seen on each page? Display only relevant information Facilitate the flow of data entry by controlling the placement and positions of fields, related lists etc Add efficiency tools with custom buttons and links Did you know? Search layouts for an object allow you to control which field appear on the tab, search results, lookup dialogs, etc.
Make It Your Own Shawna Wolverton Director, Product Management salesforce.com
Make it Your Own: Your Fields “How many accounts are we targeting this month?” Did you know? Force.com supports 19 field types, including lookup fields for connecting related records. These lookup fields support dynamically filtered results, which can be defined by the admin or the end user.
Make it Your Own: Your Alerts Workflow and Approvals available in EE & UE only “Why didn’t I know about that big deal last month?” Did you know? Workflow Rules support 4 types of actions: Email Alerts, Tasks, Field Updates and Outbound Messages.
Make it Your Own: Your Rules “Why didn’t our pipeline numbers last month include these 10 deals? Did you know? Validation Rules use the Force.com Formula language and include powerful functions including REGEX(), VLOOKUP(), ISNEW(), ISCHANGED() and conditional IF/else logic.
Make It Your Own: Your Connections “Why isn’t it easier to find my customers on LinkedIn?” Did you know? Did you know? Custom Buttons can be added to Lists as a way to let users take a mass action on a selected set of records. Also, Visualforce pages can be displayed inline on page layouts (e.g., map of Account location).
Make It Your Own: Your Data “Why are Sales Reps spending so much money? Did you know? Did you know? Rollup Summary Fields can summarize across Child, Parent, and Grandparent records in a Multi-Level Master-Detail relationship.
My Personal Admin Experience Annie CasaisAssurant Solutions
My Background and History Lucky Miami native and Hurricanes fan Lead Business Analyst and Salesforce admin New Homeowner MBA candidate The skill set and experience I find most valuable to help me be effective in my role include: Knowledge of the business Extensive customer support experience Management of cross business segment applications
About Assurant Solutions Assurant Solutions companies develop, underwrite, market and administer specialty insurance, extended service contracts and other risk management solutions through collaborative relationships with leading financial institutions, retailers, automobile dealers, and utilities.
Before After Almost no executive promotion Bad data quality Low user adoption No activity usage Business units involved Executive promotion 100% Data Quality > 90% User Adoption > 90% Activity usage > 80% Business Units - 14
Key Takeaways Keep things simple and plan for maintenance Focus on data quality Use tools available to you Don’t forget the importance of training
Additional Resources Other Dreamforce Sessions Tools of the Trade , Hands-On: Have It Your Way: Customize Your Org to Fit Your Business, Let's Get It Started! Help & Training Portal Salesforce Learning Center Salesforce Community Salesforce Training
Conclusion Recap Outstanding Chatter questions will be answered on the session record Chatter We appreciate your feedback!
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