7 Habits of a Highly Successful Admin

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Why are some Salesforce more successful than others? What do they possess? They practice the habits that make them successful. They don't just look for tips and tricks- these are some of the habits …

Why are some Salesforce more successful than others? What do they possess? They practice the habits that make them successful. They don't just look for tips and tricks- these are some of the habits they practice.

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  • 1. 7 Habits of Highly Successful Admins Administrator Track Mike Gerholdt , ACT, Inc. Jeff Grosse, CRMFYI Thom Martin, salesforce.com
  • 2. Safe HarborSafe 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 suchuncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differmaterially from the results expressed or implied by the forward-looking statements we make. All statements other thanstatements 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 ofmanagement for future operations, statements of belief, any statements concerning new, planned, or upgraded servicesor 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 anddelivering new functionality for our service, new products and services, our new business model, our past operatinglosses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breachof our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergersand 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 customerdeployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprisecustomers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is includedin our annual report on Form 10-Q for the most recent fiscal quarter ended July 31, 2011. This documents and otherscontaining important disclosures are available on the SEC Filings section of the Investor Information section of our Website.Any unreleased services or features referenced in this or other presentations, press releases or public statements are notcurrently available and may not be delivered on time or at all. Customers who purchase our services should make thepurchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation anddoes not intend to update these forward-looking statements.
  • 3. 7 Habits of Highly Successful Admins  Provide an approach that can be implemented immediately and allows you to quickly: – Demonstrate Personal ROI – Drive Productivity
  • 4. Mike Gerholdt ACT, Inc.@MikeGerholdt on
  • 5. Jeff Grosse CRMFYI@CRMFYI on
  • 6. 7 Habits1 2 3 4 5 6 7
  • 7. Hab·itnoun 1. 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
  • 8. Where Are You Today? Perspective Control
  • 9. 1 2 3 4 5 6 7
  • 10. Measure Up
  • 11. BuildyourROI 2 3 4 5 6 7
  • 12. Education
  • 13. BuildyourROI Never. Stop. Learning. 3 4 5 6 7
  • 14. Connect with a Salesforce User Group
  • 15. BuildyourROI Never. Stop. Learning. User Groups Rock! 4 5 6 7
  • 16. Reach out to the Community
  • 17. BuildyourROI Never. Stop. Learning. User Groups Rock! Be Social. 5 6 7
  • 18. BuildyourROI Never. Stop. Learning. User Groups Rock! Be Social. Start with an App. 6 7
  • 19. Know Your Tools
  • 20. BuildyourROI Never. Stop. Learning. User Groups Rock! Be Social. Start with an App. Know your Tools 7
  • 21. Team Communication
  • 22. Build Never. User Start Know Talk to Beyour Stop. Groups with an your your Social.ROI Learning. Rock! App. Tools Users
  • 23. Questions & Answers Mike Gerholdt ACT, Inc. @mikegerholdt Jeff Grosse CRMFYI Thom Martin salesforce.com
  • 24. APPENDIX
  • 25. Habit 1: Build Your ROIDashboards:https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_def.htm&language=enReports:https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_overview.htm&language=enCases:https://help.salesforce.com/apex/HTViewHelpDoc?id=cases_def.htm&language=enRecord Types:https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=enhttps://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdfOnline Training:https://help.salesforce.com/apex/HTTrainingCatalogAppExchange Apps:Go to the Project Management page on Appexchange @http://appexchange.salesforce.com/results?type=Apps&filter=a0L30000001Qp82EAC&sort=6
  • 26. Habit 2: Never. Stop. Learning.Browse Salesforce Training for sessions that pertain to your role, responsibilities andinterestsCertification 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
  • 27. Habit 3: User Groups Rock!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
  • 28. Habit 4: Be SocialLeverage and Engage with he online Community Salesforce.com: http://success.salesforce.com/ Twitter: @salesforce @Dreamforce Facebook: https://www.facebook.com/salesforce LinkedIn: Salesforce Power Users Group Salesforce Professionals Salesforce Solutions & Tips
  • 29. Habit 5: Start With An AppWhy Build when you can start with a Pre-Built app?Select “Add AppExchange Apps” from the drop-down menu in the top left corner of anystandard Salesforce page or go to the AppExchange directly at:http://appexchange.salesforce.com/home
  • 30. Habit 6: Know Your Tools 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 IDE Adobe Flash Builder for Force.com Force.com Migration Tool Apex Explorer Force.com Explorer Workbench Data Tools: Force.com Toolkit for Google Data APIs AppExchange: http://appexchange.salesforce.com/results?type=Apps&sort=8&keywords=activity&filter= a0L30000001Qp7QEAS
  • 31. Habit 7: Talk To Your UsersEngage with the entire team…your co-workers, users, stake holders, etc.. on a regularbasis. Use “Tried and True” as well as new approaches to bringing valuable, relevant information to your. Chatter Lunch & Learn Webinars Ideas Surveys Contests/Spiffs Power User Groups Newsletters Steering Committee Training Meetings (ie Sales Kick Off) Videos
  • 32. Managed vs. Unmanaged Packages: 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. Managed http://wiki.developerforce.com/index.php/How_to_Create_and_Register_a_Pa ckage#Unmanaged_vs._Managed
  • 33. How Could Dreamforce Be Even Better? Tell Us! Every session survey you submit is a chance to win an iPad 2! Watch your inbox at the end of each day for an email from our survey partner, Alliance Tech. Click on the personalized link to be directed to the survey page for the sessions you attended.