Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Top 5 Tips for Solo Admins

1,970 views

Published on

Salesforce World Tour London Admin Theater Presentation—Christine Marshall

Published in: Technology
  • Be the first to comment

Top 5 Tips for Solo Admins

  1. 1. Top 5 Tips For Solo Admins @chrisiemarshall @theeverydayadm1 Christine Marshall, Salesforce Administrator
  2. 2. 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. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and 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 customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements. Statement under the Private Securities Litigation Reform Act of 1995 Forward-Looking Statement
  3. 3. Christine Marshall Salesforce (Solo) Administrator @ChrisieMarshall @theeverydayadm1
  4. 4. Who am I?
  5. 5. Top 5 Tips For Solo Admins Simplify User Onboarding & Support Manage Your Workload In Salesforce Optimize Your User Experience Invest In Yourself The Only Mistake Is Not Asking For Help
  6. 6. Solo Admin: the reality
  7. 7. Use what’s there! Cases  Help desk  BAU  Roadmap Email to case Kanban
  8. 8. How will this help me? Keep everything in one place Easily view outstanding work and prioritize jobs Identify frequent issues Track time spent on different tasks
  9. 9. Top 5 Tips For Solo Admins Simplify User Onboarding & Support Manage Your Workload In Salesforce Optimize Your User Experience Invest In Yourself The Only Mistake Is Not Asking For Help
  10. 10. Simplify user onboarding and support Automate your welcome Keep users in the loop 1 click support
  11. 11. Automate your welcome Process builder + emailalert
  12. 12. Keep users in the loop with Chatter Groups 1 2 3 Chatter Group + Process builder
  13. 13. 1 click support ticket Jumbotron component
  14. 14. Happy users…happy Admin Make new users feel welcome Encourage self sufficiency Prepare users for change Fewer impromptu desk visits Take back control
  15. 15. Top 5 Tips For Solo Admins Simplify User Onboarding & Support Manage Your Workload In Salesforce Optimize Your User Experience Invest In Yourself The Only Mistake Is Not Asking For Help
  16. 16. Square wheels syndrome
  17. 17. Be proactive, not reactive Optimize page layouts: Remove unused fields Data quality Compact layout Landing tab Consistent layouts
  18. 18. Reap the benefits Intuitive layouts = increased user adoption Easier data entry = better quality data Better reports = happy managers Fewer support requests = more time to be proactive!
  19. 19. Top 5 Tips For Solo Admins Simplify User Onboarding & Support Manage Your Workload In Salesforce Optimize Your User Experience Invest In Yourself The Only Mistake Is Not Asking For Help
  20. 20. 3 things to do right now
  21. 21. Stay motivated & prevent boredom Stay relevant and up to date Increase confidence and self worth Links to the wider community What’s in it for me?
  22. 22. Top 5 Tips For Solo Admins Simplify User Onboarding & Support Manage Your Workload In Salesforce Optimize Your User Experience Invest In Yourself The Only Mistake Is Not Asking For Help
  23. 23. Confused? Don’t be afraid to ask for help
  24. 24. “Ohana” is not just Salesforce kool-aid A community of like minded individuals A culture of acceptance A safe space for questions and support There for you when you need help 24/7 Ohana means family
  25. 25. Answers community Trailblazer groups Community events & local meetups Twitter @asksalesforce Here for you whenever you need us
  26. 26. Resources
  27. 27. Trailhead Certifications Salesforce Admin Blog Salesforce Ben User Groups Salesforce Events Community Events Mentorship Central Salesforce Supermum’s Ladies Be Architects Resources

×