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Habits of a Successful 
Salesforce Admin 
#MWD14
Everyone of YOU is a 
Salesforce Superhero
Deliver Real Business Value 
Daily 
Habits 
Weekly 
Habits 
Monthly 
Habits 
Quarterly 
Habits 
Yearly 
Habits
Engage 
• Be a Social Leader 
• Engage with your users 
• Use Chatter Groups to answer questions 
• SABWA 
• Salesforce Administration by walking around 
• Take notes and post tips from Salesforce1
Explore 
• Visit the AppExchange 
• Subscribe to the Newsletter 
• Download 
• Check your documentation 
• Got a Data Dictionary? 
• Create User Tips to Drive adoption 
• The Community 
• Check blogs for resources 
• Utilize Answers & Ideas 
• SteveMo 
• Matthew Lamb 
• Salesforce Community Groups 
• Social Channels 
• #Askforce 
• LinkedIn
Communicate 
• Connect with stakeholders 
• Stakeholders 
• Buy2 v. Build 
• Governance 
• Identify areas for improvement 
• New user on-boarding 
• Checking your documentation
Evaluate 
• How fresh is your Sandbox? 
• Manage Change 
• Plan for Salesforce releases – Read the release notes! 
• Plan for your releases 
• Communicate change 
• Meet with leadership 
• Attend a Salesforce User Group 
• Evaluate Reports & Dashboards 
• Eat & Delete
Refresh 
• Run refresher training for your users 
• Your users are your customers 
• “It’s so easy, I don’t get why they won’t do it.” 
• Create an app to track user training 
• Review Salesforce Help Text 
• Hover to Discover 
• Are terms still relevant? 
• Keep yourself up to date 
• Make a plan to return to Dreamforce 
• Continue with your Training & Certifications 
• Administrator 
• Adv. Administrator 
• Developer 
• Sales/Service Cloud Consultant
Thank you

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Salesforce Admin Habits

  • 1. Habits of a Successful Salesforce Admin #MWD14
  • 2. Everyone of YOU is a Salesforce Superhero
  • 3. Deliver Real Business Value Daily Habits Weekly Habits Monthly Habits Quarterly Habits Yearly Habits
  • 4. Engage • Be a Social Leader • Engage with your users • Use Chatter Groups to answer questions • SABWA • Salesforce Administration by walking around • Take notes and post tips from Salesforce1
  • 5. Explore • Visit the AppExchange • Subscribe to the Newsletter • Download • Check your documentation • Got a Data Dictionary? • Create User Tips to Drive adoption • The Community • Check blogs for resources • Utilize Answers & Ideas • SteveMo • Matthew Lamb • Salesforce Community Groups • Social Channels • #Askforce • LinkedIn
  • 6. Communicate • Connect with stakeholders • Stakeholders • Buy2 v. Build • Governance • Identify areas for improvement • New user on-boarding • Checking your documentation
  • 7. Evaluate • How fresh is your Sandbox? • Manage Change • Plan for Salesforce releases – Read the release notes! • Plan for your releases • Communicate change • Meet with leadership • Attend a Salesforce User Group • Evaluate Reports & Dashboards • Eat & Delete
  • 8. Refresh • Run refresher training for your users • Your users are your customers • “It’s so easy, I don’t get why they won’t do it.” • Create an app to track user training • Review Salesforce Help Text • Hover to Discover • Are terms still relevant? • Keep yourself up to date • Make a plan to return to Dreamforce • Continue with your Training & Certifications • Administrator • Adv. Administrator • Developer • Sales/Service Cloud Consultant

Editor's Notes

  1. Everyone knows that salesforce admins are the superheros of their office. Fighting inefficiency, spreading innovation, andchampioning productivity wherever they can. Salesforce admins are the guardians of their peers and companies There 8s a superhero in evert admin
  2. Increase Productivity & Efficiency Take Business Mobile Data Driven Decisions Solve Business Problems with Custom Apps Give Back to the Community
  3. Mike
  4. Jared: If you are downloading at least 1 app a week you have 4 apps to show every month, Mike. Reference podcast on the reviews- Blakely Graham.
  5. Mike define stakeholders v. Leadership
  6. Jared Question- Workflow rule
  7. Jared