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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