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The New Habits of a Successful Salesforce Admin


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This year for Dreamforce I wanted to rethink what it means to be a successful Salesforce Admin and what habits Admins should be following. Our approach was a bit different than in previous years, rather than just adding more habits we took a look at the habits I had proposed in previous years and tried to put them into context. In addition, we took at look at the timeliness of each habit- because let’s be honest, we can’t do everything everyday. And we don’t need to tackle that much on a daily basis.
Our approach this year was to make the habits consumable and easy to follow. Believe me, I’ve been in your shoes and being a Salesforce Admin can be a tough job because there really isn’t a user manual to success. To help we broke the habits into daily, weekly, monthly, quarterly, and yearly activities that will help you stay informed, keep your users up to date, and ensure that you completing what you need to get done to keep your org healthy.

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The New Habits of a Successful Salesforce Admin

  1. 1. The New Habits of a Successful Salesforce Admin Mike Gerholdt, Red Argyle @MikeGerholdt Jared Miller, Configero @JaredeMiller
  2. 2. Safe harbor Safe harbor statement under the Private Securities Litigation Reform Act 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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.
  3. 3. Mike Gerholdt Director of Client Engagement, Red Argyle @MikeGerholdt
  4. 4. All about Red Argyle Red Argyle is a Salesforce consulting and ISV partner that focuses on bringing Tailored Goodness to the Salesforce Platform  Custom Development – Enhance Salesforce or build products  Consulting – New Salesforce implementations  On Demand Administration – Small business scalable support  Products – Several free and paid offerings on the AppExchange
  5. 5. Jared Miller Senior Project Manager @JaredeMiller
  6. 6. Configero At-A-Glance Top 30 Out of 4,200 Salesforce Alliance Partners Globally Proven Experts 400+ 250 7 CRM Projects Custom Apps Apps Clients/Expertise
  7. 7. A long time ago
  8. 8. In 2011… I presented The 7 Habits 1 2 3 4 5 6 7
  9. 9. 1 2 3 4 5 6 7 8 9 10 11 12 In 2012… I presented The 12 Habits
  10. 10. At this rate… 100 90 80 70 60 50 40 30 20 10 0 2011 2012 2013 2014 2015 2016
  11. 11. Photo Credit: Evil Erin via Flickr
  12. 12. What is a habit hab·it 1 noun ˈha-bət : a usual way of behaving : something that a person does often in a regular and repeated way. Hacks Tips & Tricks
  13. 13. Engage • Be a Social Leader • Engage with your users • Use Chatter Groups to answer questions • SABWA • Salesforce Administration by walking around
  14. 14. Explore • Visit the AppExchange • Subscribe to the Newsletter • Download • Check your documentation • Got a Data Dictionary? • Does it need updating? • Create User Tips to Drive adoption • Post to Chatter- youtube
  15. 15. Explore • The Community • Check blogs for resources • Utilize Answers & Ideas • SteveMo • Matthew Lamb • Salesforce Community Groups • Social Channels • #Askforce • LinkedIn
  16. 16. Communicate • Connect with stakeholders • Stakeholders • Buy2 v. Build • Governance • Identify areas for improvement • New user on-boarding • Checking your documentation
  17. 17. Evaluate • How fresh is your Sandbox? • Manage refreshes • Manage Change • Plan for Salesforce releases – i.e. Read the release notes! • Plan for your releases • Communicate change • Meet with leadership
  18. 18. Evaluate • Attend a Salesforce User Group • Evaluate your org’s progress with others • Connect • Learn Best Practices • Knowledge Check • Present once a quarter • Evaluate Reports & Dashboards • Eat & Delete • Report Templates
  19. 19. 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?
  20. 20. Refresh • 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
  21. 21. Mike Gerholdt Jared Miller Red Argyle, @MikeGerholdt Configero, @JaredeMiller