SlideShare a Scribd company logo
…Even from a Chinook Helicopter
VetCloudConsultants@gmail.com
@VetCloudCRM
Donald Bohrisch & Justin Raines
VetCloud CRM
Administer on the Go SalesforceAwith
Forward-Looking Statements
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 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 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-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.
Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Donald Bohrisch
Certified Salesforce Admin & Force.com Developer
– VetCloud CRM
VetCloudConsultants@gmail.com
@DBohrisch / @VetCloudCRM
Justin Raines
Certified Salesforce Administrator
– VetCloud CRM
JustinRaines88@yahoo.com
@SFshrek
Manage Users Modify Users Contact Users
1. Assign Permission Sets
2. Edit Fields on User
Records
1. Call Users
2. eMail Users
1. View Login History
2. Freeze possible threats
3. UnFreeze valid Users
4. Reset Users Passwords
5. DeActivate retired Users
SalesforceA for Administrators
Salesforce provides a personal experience for us Admins… our Org’s on the go!
View Login History
Freeze possibly
compromised Users and
UnFreeze them when
they are confirmed as
authorized.
Reset your Users
passwords when they
need it most, regardless
of if you are cruising
map of the earth in a
Chinook or passed out
at 0230 on a
Wednesday night.
DeActivate Users such
as when on leave in
Afghanistan and
Activate them when they
come back and are
ready to Close some
deals.
Un/Freeze Users Reset Passwords De/Activate Users
View the Date/Time,
Application, IP
Address(White Listed
IPs), and Status’s of
Users Login attempts.
Modify Users
Recently created a new
Permission Set and just got
an email that another team
needs it…
Just found out your favorite
Sales team member just got
married and need to change
the last name…
Fix these issues during this
session w/ SalesforceA!
Contact Users
Been utilizing the features
covered so far and noticed
something weird…
… Utilize SalesforceA to
either Call or eMail your Users
you need to investigate further
right now!
Monitor Salesforce Connect w/ Salesforce Improve SalesforceA
1. Log into Salesforce
Success Community
2. Log into Trailhead
1. Submit Feedback for
the Product Team!
1. Monitor your TRUST
Status
2. Get informed of
Scheduled Maintenance
including your Winter’17
release timeframe
3. Increase efficiency
through Org Multi-
Tasking
SalesforceA for Administrators
Salesforce provides a personal experience for us Admins… our Org’s on the go!
Monitor TRUST Status
Plan ahead with the
Maintenance Schedule.
You can even view the
Winter’17 release dates,
notes, and patches.
Utilizing all of these
great features is simple
regardless of how many
different Orgs you work
in. They had the multi-
tasking Partner in mind
with Org Multi-Tasking.
Scheduled Maintenance Org Multi-Tasking
Receiving eMails about
Users having issues
logging in but their Login
History is competent…
Monitor your Trust
Status.
SFshrek
Connect to Salesforce
Are you stumped on how to
create that bucket for your
new report or wanting to
connect with your local User
Group on your phone…
Excited to learn more about
SalesforceA or just want to
earn more Trailhead badges
than your co-worker…
Log into the Success
Community and Trailhead all
from SalesforceA!
Improve your SalesforceA!
Next time your racking out for the night and one of your Sales people in Germany needs their Password reset remember how easy it is to roll off your cot and utilize SalesforceA.
Then remember to provide Feedback within the App so that the great Salesforce team can continue to improve SalesforceA so it works for you.
Make SalesforceA
Work for You!
Learn #MOAR with Trailhead!
Earn your Salesforce Platform Basics badge
Donald Bohrisch
Salesforce Solutions Manager
https://trailhead.salesforce.com/force_com_admin_beginner/starting_force_com/starting_tour
Trailhead.Salesforce.com Platform Basics > Navigating Salesforce
Veteran’s get ahead with
Are you a Service Member / Spouse or know of one for our Community?
~ Veterans ~
• VetForce is a FREE Salesforce program that takes members of our military family and prepares them for a
career in our great eco-system… regardless of military rank/specialty.
• Get in on the Veterans.Force.com Learning Journeys to become a certified and exceptional Salesforce
Administrator, Developer, Business Analyst, or Sales Rep
~ Employers ~
• Find exceptional Salesforce talent AND support our country’s Veterans… hire a VetForce Graduate!
Transition the Salesforce way
Thank Y u
Thank Y u
Administer on the Go with SalesforceA, Even from a Chinook Helicopter by Donald Bohrisch & Justin Raines

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Administer on the Go with SalesforceA, Even from a Chinook Helicopter by Donald Bohrisch & Justin Raines

  • 1. …Even from a Chinook Helicopter VetCloudConsultants@gmail.com @VetCloudCRM Donald Bohrisch & Justin Raines VetCloud CRM Administer on the Go SalesforceAwith
  • 2. Forward-Looking Statements 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 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 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-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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Donald Bohrisch Certified Salesforce Admin & Force.com Developer – VetCloud CRM VetCloudConsultants@gmail.com @DBohrisch / @VetCloudCRM
  • 4. Justin Raines Certified Salesforce Administrator – VetCloud CRM JustinRaines88@yahoo.com @SFshrek
  • 5. Manage Users Modify Users Contact Users 1. Assign Permission Sets 2. Edit Fields on User Records 1. Call Users 2. eMail Users 1. View Login History 2. Freeze possible threats 3. UnFreeze valid Users 4. Reset Users Passwords 5. DeActivate retired Users SalesforceA for Administrators Salesforce provides a personal experience for us Admins… our Org’s on the go!
  • 6. View Login History Freeze possibly compromised Users and UnFreeze them when they are confirmed as authorized. Reset your Users passwords when they need it most, regardless of if you are cruising map of the earth in a Chinook or passed out at 0230 on a Wednesday night. DeActivate Users such as when on leave in Afghanistan and Activate them when they come back and are ready to Close some deals. Un/Freeze Users Reset Passwords De/Activate Users View the Date/Time, Application, IP Address(White Listed IPs), and Status’s of Users Login attempts.
  • 7. Modify Users Recently created a new Permission Set and just got an email that another team needs it… Just found out your favorite Sales team member just got married and need to change the last name… Fix these issues during this session w/ SalesforceA!
  • 8. Contact Users Been utilizing the features covered so far and noticed something weird… … Utilize SalesforceA to either Call or eMail your Users you need to investigate further right now!
  • 9. Monitor Salesforce Connect w/ Salesforce Improve SalesforceA 1. Log into Salesforce Success Community 2. Log into Trailhead 1. Submit Feedback for the Product Team! 1. Monitor your TRUST Status 2. Get informed of Scheduled Maintenance including your Winter’17 release timeframe 3. Increase efficiency through Org Multi- Tasking SalesforceA for Administrators Salesforce provides a personal experience for us Admins… our Org’s on the go!
  • 10. Monitor TRUST Status Plan ahead with the Maintenance Schedule. You can even view the Winter’17 release dates, notes, and patches. Utilizing all of these great features is simple regardless of how many different Orgs you work in. They had the multi- tasking Partner in mind with Org Multi-Tasking. Scheduled Maintenance Org Multi-Tasking Receiving eMails about Users having issues logging in but their Login History is competent… Monitor your Trust Status. SFshrek
  • 11. Connect to Salesforce Are you stumped on how to create that bucket for your new report or wanting to connect with your local User Group on your phone… Excited to learn more about SalesforceA or just want to earn more Trailhead badges than your co-worker… Log into the Success Community and Trailhead all from SalesforceA!
  • 12. Improve your SalesforceA! Next time your racking out for the night and one of your Sales people in Germany needs their Password reset remember how easy it is to roll off your cot and utilize SalesforceA. Then remember to provide Feedback within the App so that the great Salesforce team can continue to improve SalesforceA so it works for you. Make SalesforceA Work for You!
  • 13. Learn #MOAR with Trailhead! Earn your Salesforce Platform Basics badge Donald Bohrisch Salesforce Solutions Manager https://trailhead.salesforce.com/force_com_admin_beginner/starting_force_com/starting_tour Trailhead.Salesforce.com Platform Basics > Navigating Salesforce
  • 14. Veteran’s get ahead with Are you a Service Member / Spouse or know of one for our Community? ~ Veterans ~ • VetForce is a FREE Salesforce program that takes members of our military family and prepares them for a career in our great eco-system… regardless of military rank/specialty. • Get in on the Veterans.Force.com Learning Journeys to become a certified and exceptional Salesforce Administrator, Developer, Business Analyst, or Sales Rep ~ Employers ~ • Find exceptional Salesforce talent AND support our country’s Veterans… hire a VetForce Graduate! Transition the Salesforce way

Editor's Notes

  1. Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
  2. When we started the company 17 years ago, we had a vision. And the vision was for you to be the best that you could be, leveraging the incredible technology that was being created. make you successful, where anyone in your company could be an innovator. You can transform sales, service, marketing at any size company can succeed in the cloud. Together as a community we can be our best. TJ McElroy Let me tell you a story of TJ McElroy, he was in the marines for 12 years. He lost his eyesight, when he was discharged he had to find a career to support his family. He learnt to use a computer, became certified on salesforce, today he is teaching hundred of other disabled veterans on how to become salesforce certified. So that they can change their lives, make an impact and be their best. He is an amazing trailblazer that did things that nobody ever expect that he could do. It is amazing story of a trailblazer, but we have millions of them.