New admins are encouraged to develop essential habits around learning, connecting, and leading. For learning, admins should continue skill development on Trailhead, stay up-to-date on releases, and explore apps on AppExchange. To connect, admins should observe users, participate in user groups and communities, and meet with stakeholders. For leadership, admins can run Health Check and Optimizer to improve efficiency, host "eat and delete" sessions, and establish a governance process. Taking these action steps around key habits will help admins continuously improve and have impact in their roles.

1. Essential Habits for New
Admins
February 23, 2018
Marc Baizman

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. Connect with Us!
Salesforce Admins
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins

4. Watch the Recording
The video will be posted
to YouTube & the webinar
recap page:
bit.ly/adminhabits
This webinar is being
recorded!

5. Join the Admin Webinar Group for Q&A!
​Don’t wait until the end to ask your
question!
• We have team members on hand
to answer questions in the webinar
group.
bit.ly/AdminWebinarGroup

6. • What’s an #AwesomeAdmin?
• Develop habits to learn, connect and lead
• Actionable next steps
• Q&A in the Trailblazer Community
Today’s Agenda

7. What is the Role of a Salesforce Admin?
Admins are leaders at their organization:
• You are the connection between the business
and the technology
• You enable different departments with seamless,
automated processes
• You make decisions data-driven
• You are an #AwesomeAdmin!

8. Be your best
Continue learning and trailblazing
Build an amazing network within the community
Help your users and your business succeed
Be aligned with organization policies
Keep your organization informed with Salesforce changes, improvements
The Goal of Developing Habits
Learn LeadConnect

9. Develop Learning Habits

10. Enhance your skill set
Get access to new
opportunities
Improve your quality of
life
Cultivate a "Beginner's
Mind"
Learn
The Importance of Continued Learning
Learn

11. Skill up with Trailhead
the fun way to learn Salesforce
Migrate to
Lightning
Experience
Admin Beginner
Admin
Intermediate
Learn CRM
Essentials
Now

12. Your Learning Journey with Trailhead
Learn online (self-paced, on-demand):
• Earn more than 334 badges (in 6 languages!) with hands-on challenges
• Collect a Superbadge to demonstrate knowledge in a specific area
Learn in-class (virtual, in-person, private, and custom):
• Attend over 59 expert-led classes
• Earn 25 Salesforce Certifications (proctored exams) to get industry expertise
Learn from each other:
• Join the Trailblazer community and share your expertise with others in the community

13. Keep Up-to-Date with Salesforce Releases
• New releases 3X per year: salesforce.com/releases
• Read the Release Notes:
releasenotes.docs.salesforce.com
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes need refreshing

14. Explore the AppExchange
Demo, download and test drive apps
that could benefit your business
!
Subscribe to the
AppExchange Newsletter
for recommendations,
insights & tips

15. Action Steps to Get You Learning!
q Block a fixed "learning" time every week on your
calendar and set a goal for # trails/badges
q Subscribe to the Salesforce Admins podcast
q Install an app from the AppExchange
(suggestion: Adoption Dashboards or CRM
Dashboards?)
Learn

16. Make Connecting a Habit

17. See how people really use
Salesforce
Meet the larger Salesforce
community
Get out of your bubble Find a Salesforce mentor
Connect
The Importance of Connecting
Connect

18. Connect With Your Users: “SABWA”
• Watch how users use Salesforce by practicing
SABWA (Salesforce Administration by Walking
Around)
• Schedule coffee/tea with a user to understand
how they interact with Salesforce
Natalie Regier,
Salesforce Admin
“Watch your users,
see what they use
everyday. They won't
always know what they
can do with Salesforce,
and you won’t always
know what you can
change to make it
better for them.”

19. Connect With Your Users: Chatter
• Use Chatter Groups to house key
information, files, and
conversations around a topic
• Bulk-add contacts to a group with
Data Loader
• Gather User Feedback

20. Connect Across the Company and with Leadership
Schedule a standing meeting with key stakeholders to:
• Share feedback from users
• Communicate changes to business processes
• Identify areas for improvement and demo apps
Meet with leadership to:
• Discuss new features and understand how they enhance
your business
• Share your communication plan and highlight user
successes
Nyla Shani,
Salesforce Admin
“Providing leadership
the ability to visualize what’s
possible will help get the
buy-in needed to deliver
enhancements to your org!
Show off a dashboard while
explaining how you can
deliver powerful team
metrics.”

21. Connect with a Local User Group
Network with individuals who are learning, collaborating and
sharing ideas, best practices and successes together
Go to: www.salesforceusergroups.com
“User groups are a
place that people can
come together as a
community, share
successes, network and
grow as a professional.”
Leyna Hoffer, CRM Manager

22. Connect with the Trailblazer Community
• Engage with a vibrant community of 2.6M+
Admins
• Ask questions, get answers, submit ideas
• Post tips and tricks
• Connect with other users
• Go to: trailblazer.salesforce.com
“The Trailblazer Community has
been a total game changer for me as
a solo Salesforce Admin. If I'm ever
stuck on something or need advice, I
immediately turn to the community.
Within minutes of posting, people
contribute possible solutions. I don't
know how Admins survived before it
was around.”
Amanda Malloy,
Salesforce Admin

23. Action Steps to Get You Connecting!
q Schedule a (virtual) coffee/tea date with a user
for next week!
q Join your local Community Community Group,
Salesforce Saturday or WIT group
q Join the Admin Trailblazers and Admin
Webinars group in the Trailblazer Community
Connect

24. Develop Leadership Habits

25. Influence change Enhance visibility
Grow Be a role model
Lead
The Importance of Leadership
Lead

26. Run Optimizer and Health Check to Spot Inefficiencies
Salesforce Optimizer:
• The fastest and most effective way to get prioritized
insights coupled with actionable recommendations and
best practices
Security Health Check:
• Determines how well your Salesforce
org meets Salesforce security
standards and helps you evaluate
and remediate security risks for your
entire Salesforce org

27. Host an “eat & delete” luncheon with different teams or departments
• In-person or virtual
• Use the output of Optimizer and Health Check as a starting place
• Review page layouts, list views, reports, dashboards & folders
• What is useful?
• What can be cleaned up?
Maintain a Clean Salesforce Org

28. Communicate with IT
Brent Downey,
Salesforce Admin
Meet with IT:
• Share Security Health Check recommendations
• Stay informed on your company’s security best practices
• Ensure that Salesforce is aligned with your company’s
security policy
• Go to: trust.salesforce.com “The role of the
Salesforce Administrator is
a very pivotal role for
driving organizational
change.”

29. Establish a Salesforce Governance Process
Host monthly governance meetings to help you prioritize requests and align Salesforce
initiatives with business needs
These meetings will:
• Improve business/IT Alignment
• Improve processes & efficiency
• Increase Salesforce value

30. Action Steps to Get You Leading!
q Run Health Check and Optimizer (and create a
quarterly time block to do this again!)
q Identify key stakeholders in your org and
schedule a "listening tour" to chat with them
q Schedule an "eat and delete" luncheon
Lead

31. Summary - Your Next Steps
Learn LeadConnect
q Run Health Check
q Run Optimizer
q Identify key stakeholders to
meet with
q Schedule an ‘eat and delete’
luncheon
q Schedule a time with a user for
next week
q Join your local Community Group
q Join the collaboration groups in
the Trailblazer Community
q Block a fixed "learning" time on
your calendar
q Subscribe to the Admins
podcast
q Install an App from the
AppExchange

32. Find All the Resources in the Trailmix
Find all the resources we covered in
this trailmix:
bit.ly/essentialhabitstrailmix

33. Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/adminhabits
Wrapping Up
Survey
bit.ly/essentialhabitssurvey