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1. 7 Habits of a Highly Successful
Admin
Now with even more successes!
Mike Gerholdt, ACT, Inc, Manager of Social Enterprise
@MikeGerholdt
James Hemsley, Mavens, Solution Architect
@JMHemsley

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 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 intellectual property and other
litigation, risks associated with 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-
Q for the most recent fiscal quarter ended July 31, 2012. This 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.

3. Kevin Richardson
Principal Customer Success
Manager
@klrichardson
/in/klrichardson

4. Mike Gerholdt
Manager of Social Enterprise
@MikeGerholdt

5. All about ACT,Inc.
ACT is an independent, not-for-profit organization that
provides a broad array of assessment, research,
information, and program management solutions in the
areas of education and workforce development
§ Enterprise Edition.
§ Used Salesforce for over 7 years
§ Over 500 users

6. James Hemsley
Solution Architect
@jmhemsley

7. All about Mavens Consulting
Mavens is a Salesforce.com Select Consulting Partner that
specializes in building custom applications and integrations
for Salesforce.com customers in Life Sciences.
§ Used Salesforce for over 5 years
§ Over 30 users
§ Active Chatter Org

8. 7 Habits (plus) - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

9. Hab·it
noun
1. an acquired behavior pattern regularly followed until it has
become almost involuntary: The habit of looking both ways
before crossing the street.
2. customary practice or use

10. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

11. Education

12. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

13. Whatwäre, happen if I
Was would
started speaking
wenn ich angefangen
German? sprechen?
Deutsch zu

14. Common Language

15. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

16. Connect with a Salesforce User Group
Photo Credit: CarbonNYC via Flickr

17. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

18. Create a Sandbox

19. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

21. ew it up. Try. Explore. Screw it up
y. Explore. Screw it up. Try. Explor
ew it up. Try. Explore. Screw it up
y. Explore. Screw it up. Try. Explor
ew it up. Try. Explore. Screw it up
y. Explore. Screw it up. Try. Explor
ew it up. Try. Explore. Screw it up
y. Explore. Screw it up. Try. Explor
ew it up. Try. Explore. Screw it up

22. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

23. Reach out to the Community

24. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

25. Know your Data Tools
Photo Credit:
LondonCyclist via Flickr

26. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

27. Build Trust
Photo Credit: Scott Schram via Flickr

28. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

29. Build Great Analytics

30. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

31. Consistently Read the Release Notes

32. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

33. What we’ve got Is a failure to
here… Communicate.

34. Webinars Newsletters
Chatter

35. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

36. Attend Dreamforce- Every Year!

37. 7 Habits - Roadmap
1 2 3 4 5 6
7 8 9 10 11 12

38. Mike Gerholdt James Hemsley Kevin Richardson
Manager of Social Solution Architect, Customer Success Manager,
Enterprise, @jmhemsley @klrichardson
@MikeGerholdt

41. Habit 1 – Never. Stop. Learning
Browse Salesforce Training for sessions that pertain to your role, responsibilities and interests
Find a local Salesforce Admin or Developer class:
http://www.salesforce.com/services-training/training_certification/find-a-class.jsp?
d=70130000000EzNV&internal=true
Online Help & Training:
https://help.salesforce.com/apex/hthome (Click “Take Training”)
Salesforce YouTube site:
http://www.youtube.com/user/salesforce

42. Habit 2 – Get Certified
Certification Sessions:
http://certification.salesforce.com/
Certification options for Admins:
http://certification.salesforce.com/Administrators
Certification options for Developers:
http://certification.salesforce.com/Developers

43. Habit 3 – User Groups Rock!
Find a user group near you:
http://success.salesforce.com/ideaHome?c=09a30000000D9xyAAC
Many user groups have a LinkedIn group, as well. Either Search Google or LinkedIn for your local group.
As an example, Chicago’s LinkedIn Salesforce User Group is here:
http://www.linkedin.com/in/chicagosalesforceusers

44. Habit 4 – Create a Sandbox
Sandbox Overview:
https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_US
Sandbox Creation Tips and Tricks:
https://help.salesforce.com/HTViewHelpDoc?id=data_sandbox_implementation_tips.htm&language=en_US

45. Habit 5 – AppExchange!!
http://appexchange.salesforce.com/
Some great starters:
Field Trip
DemandTools
Draggin’ Role
MilestonesPM
Adoption Dashboard/Analytics
Chatter Combo Pack
Hoopla Countdown Clock

46. Habit 6 – Be Social/Engage with the Community
Salesforce.com:
http://success.salesforce.com/
Twitter:
@salesforce
@Dreamforce
Remember to use the #askforce tag on your tweet to engage with people who will help you
Facebook:
https://www.facebook.com/salesforce
LinkedIn:
Salesforce Power Users Group
Salesforce Professionals
Salesforce Solutions & Tips

47. Habit 7 – Know your Data Tools
Admin 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: Data Tools:
Force.com IDE Force.com Toolkit for Google Data APIs
Adobe Flash Builder for Force.com
Force.com Migration Tool Third Party Apps
Apex Explorer Field Trip
Force.com Explorer DemandTools
Workbench Informatica Cloud

48. Habit 9 – Build Good Analytics
Start with the AppExchange for great ideas:
http://appexchange.salesforce.com/results?keywords=Reports
Reports and Dashboards quick start (already available to you):
https://help.salesforce.com/HTViewQuickStarts?id=000113375&language=en_US

49. Habit 10 – Read the Release Notes
URL is here:
https://na1.salesforce.com/help/doc/en/salesforce_summer12_release_notes.pdf
Standard naming convention can be used to find any set of notes. Just replace the season and year in
the URL.

50. Habit 11 – Communicate, Communicate, Communicate
Use “Tried and True” as well as new approaches to bringing valuable, relevant information to your users.
Chatter Lunch and Learn
Webinars Ideas
Surveys Contests/Spiffs
Power User Groups Newsletters
Steering Committee Training
Meetings (ie Sales Kick Off) Videos

51. Habit 12 – Attend Dreamforce Regularly
Bam! You’re here!!