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.
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
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
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
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
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
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
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
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
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
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