top 10 things an admin should know

1. Top 10 Things Every Admin Should
Know About their Salesforce Org
Jeff May
Independent Consultant
@JeffMTI

2. Safe Harbor
Safe harbor statement under the Private Securities Litigation ReformAct of 1995:
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
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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
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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

3. Jeff May
Independent Consultant

4. 8. Business Rules
9. Business Process Automation
10. Talk to your Users
The Top 10 Things to Know About Your Org
1. Subscription Info
2. Integrated Systems
3. System Overview
4. Permissions
5. Data Access Rules
6. Users
7. Data Usage
Systems User Access Business Processes

5. Systems
1. Subscription Info
2. Integrated Systems
3. System Overview

6. 1. Subscription Info
Edition & Company Information (Administer > Company Profile)
Edition Comparison PDF: http://www.salesforce.com/assets/pdf/datasheets/DS_SalesCloud_EdCompare.pdf
Company Profile Company Information

7. 1. Subscription Info
Licenses (Administer > Company Profile > Company Information)

8. 2. Integrated Systems
Installed Packages (Build > Installed Packages)

9. 2. Integrated Systems
Package Details (Click on an Installed Package name > View Components)

10. 2. Integrated Systems
Connected Apps (Administer > Manage Apps > Connected Apps)

11. 2. Integrated Systems
User Login History (Administer > Manage Users > Login History)

12. 3. System Overview
System Overview (Monitor > System Overview)

13. 3. System Overview
Data Storage (Administer > Data Management > Storage Usage)

14. User Access
4. Permissions
5. Data Access Rules
6. Users
7. Data Usage

15. 4. Permissions
Profiles (Administer > Manage Users > Profiles)
Permission Comparison: https://perm-comparator.herokuapp.com/

16. 4. Permissions
Permission Sets (Administer > Manage Users > Permission Sets)
Permission Comparison: https://perm-comparator.herokuapp.com/

17. 4. Permissions
Permission Set Assigned Users (Click on Permission Set Label > Manage Assignments)

18. 5. Data Access Rules
Role Hierarchy (Administer > Manage Users > Roles)

19. 5. Data Access Rules
Sharing Settings (Administer > Security Controls > Sharing Settings)

20. 6. Users
Users (Administer > Manage Users > Users)

21. 7. Data Usage
Report on Reports (Reports tab, Create New Report, “Reports”)

22. 7. Data Usage
Field Usage (Field Trip tab, Field Trip Analysis)
Field Trip: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HSXEEA4

23. Business Processes
8. Business Rules
9. Business Process Automation
10. Talk to your Users

24. 8. Business Rules
Page Layouts (Build > Customize > * > Page Layouts)

25. 8. Business Rules
Page Layout Assignments (Build > Customize > * > Page Layouts, Page Layout Assignment)

26. 8. Business Rules
Validation Rules (Build > Customize > * > Validation Rules)

27. 9. Business Process Automation
Workflow Rules (Build > Create > Workflows & Approvals > Workflow Rules)

28. 9. Business Process Automation
Process Builder (Build > Create > Workflows & Approvals > Process Builder)

29. 10. Talk to your Users
Learn What They Need

30. The Roadmap to Learning your Org
8. Business Rules
9. Business Process Automation
10. Talk to your Users
1. Subscription Info
2. Integrated Systems
3. System Overview
4. Permissions
5. Data Access Rules
6. Users
7. Data Usage
Systems User Access Business Processes

31. Resources for more information
Dreamforce Admin Lodge Located in Moscone West
Dreamforce Admin Sessions Attend or ‘Follow’ to get the slide decks
Salesforce Answers Community success.salesforce.com (Answers)
Salesforce Community Groups success.salesforce.com (Collaboration)
Salesforce User Groups 200+ local User Groups around the world

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33. Q & A