Data Management for Salesforce Admins at Dreamforce 2016
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To help maximize your experience at Dreamforce we're providing you with some of the Data management sessions for Admins at the biggest Dreamforce EVER! Check out the hottest sessions handpicked just for you, to help you learn more about moving business forward faster with the Salesforce Platform. Start building your Admin journey now.
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For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: User Management
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Admin Best Practices: Explore the Power of Data with Tableau
This document discusses using Tableau to analyze and visualize data for Salesforce administrators. It begins with an example problem of wanting to see a report of tasks and events related to accounts and opportunities. It then discusses how Tableau allows drag-and-drop creation of visualizations using its visual query language. The rest of the document previews a Tableau demo, discusses key benefits for admins like exploring different data sources, and shares resources for learning more about Tableau.
Essential Habits for New Admins
1) The document outlines essential habits for new admins, including calendars of habits for core admin responsibilities like user management, data management, security, and actionable analytics.
2) It emphasizes the importance of habits for excellence and success, and provides examples of weekly, monthly, quarterly, and annual habits for each responsibility.
3) The habits include things like reviewing login history, meeting with IT, running health checks, updating reports and dashboards, and ensuring analytics are aligned to business needs.
Admin trailhead Live: Leverage Einstein Search to Increase Productivity
This document provides an overview of Einstein Search and how administrators can leverage it to increase productivity for users. It discusses what Einstein Search is, how to turn it on by enabling it in Search Settings and permission sets, and how admins can customize the experience by defining synonyms, configuring search layouts at the object level, and other options. Resources for learning more are also provided, including the Einstein Platform product page, Admin Trailblazers group, and an upcoming Einstein Search module on Trailhead.
Admin Best Practices: Reports & Dashboards
The document provides guidance on best practices for reports and dashboards in Salesforce. It contains forward-looking statements and discusses risks related to the company's financial and operating results. These risks include general economic conditions, the COVID-19 pandemic, foreign currency exchange rates, the company's business strategy, international expansion, and evolving government regulations. The document directs readers to SEC filings for additional information on factors that could affect the company's financial results.
Trailhead Live: Essential Habits & Core Admin Responsibilities
- Admins are responsible for core responsibilities like user management, data management, security, and actionable analytics.
- Each responsibility area involves various specific tasks that need to be completed on a regular basis, such as reviewing login history, purging duplicate data, running health checks, and ensuring analytics align with business goals.
- It is important for admins to continuously learn and develop personally through activities like attending community meetings, staying up-to-date on releases, and dedicating time to Trailhead.
Build AI-Powered Predictions with Einstein Prediction Builder
This document provides an overview of Einstein Prediction Builder and how to use it to build machine learning predictions. It discusses defining a use case by identifying a business problem that could be solved with a prediction. It then covers planning a prediction by determining what type of prediction (binary or numeric), defining the dataset, and identifying positive and negative examples. The document demonstrates this process using an example of predicting late invoices. It also provides resources for learning more about Einstein and machine learning.
Trailhead Live: Build an Awesome Team of Admins
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
Semper Salesforce: Become a Salesforce Military Champion
The document promotes becoming a Salesforce Military Champion by supporting veterans through the Vetforce program. It outlines that Vetforce provides free training, classes, and career opportunities for military, veterans, and spouses within the Salesforce ecosystem. It encourages employers to hire veterans to fill their talent needs and notes resources like the Merivis Foundation that provide training and job placement assistance to veterans. The presentation promotes individuals and companies becoming champions by completing Trailhead trails on veterans, sharing opportunities, and creating internships or hiring veterans.
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Data Management for Salesforce Admins at Dreamforce 2016
- 1. Managing Data in Salesforce Admin Track Dreamforce 2016 Oct 4-7, 2016 @SalesforceAdmns
- 2. Moscone West 2007 Level: Intermediate Data Migrations Made Easy: Tools & Best Practices Thursday, 9:00 a.m. - 9:40 a.m.
- 3. Moscone West 2007 Level: Advanced Don't Go At It Alone: Developing a Database Governance Board Wednesday, 11:00 a.m. - 11:40 a.m.
- 4. Hilton San Francisco Union Square Hotel Grand Ballroom B Level: Intermediate If You Build It, They Will Use It: Creating Effective Dashboards Friday, 9:00 a.m. - 9:40 a.m.
- 5. Moscone West 2007 Level: Beginner It's Alive! Keep Your Data Happy & Healthy Wednesday, 5:00 p.m. - 5:40 p.m.
- 6. Moscone West 2007 Level: Intermediate No Secret Decoder Required - Maintaining Your Org's Setup for Optimal Efficiency Tuesday, 3:00 p.m. - 3:40 p.m.
- 7. Moscone West 2007 Level: Intermediate Writing Effective and Maintainable Validation Rules Tuesday, 9:00 a.m. - 9:40 a.m.
- 8. Don’t Miss the Admin Keynote! Date: Thursday, October 6th Time: 5 pm – 6 pm Location: Moscone West, 3rd Floor Mike Rosenbaum Kris Lande Mike Gerholdt
- 9. Thank Y u