Admins are encouraged to develop essential habits of learning, connecting, and leading. For learning, admins should commit to lifelong learning through Trailhead, hands-on projects, and staying up-to-date on releases. For connecting, admins should get to know users through walking around, gather feedback, and engage with the Trailblazer community. For leading, admins should lead with knowledge by utilizing tools like Optimizer and Security Health Check, lead by example with a clean org, and establish a governance process. Specific next steps include running reports, meeting with stakeholders, scheduling clean-up sessions, and dedicating time each week for learning.

1. Essential Habits for New Admins
Oct 26, 2018
Marc Baizman
mbaizman@salesforce.com
@mbaizman

2. 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
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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.
Statement under the Private Securities Litigation Reform Act of 1995
Forward-Looking Statement

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.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. What is a Salesforce Admin in One Word?

7. What Makes Salesforce Admins Awesome?
Admins have superpowers that help them
Champion productivity
Deliver innovation
Connect experiences

8. Develop Habits to Learn, Connect and Lead
L E A R N L e a dC o n n e c t

9. Develop Learning Habits

10. Admins Commit to Lifelong Learning
Stay
relevant
Enhanced
skill set
New
opportunities
Beginner’s
mind
L E A R N

11. Learn all the skills you need
• Business, tech & soft skills
• On-demand & expert-led courses
Earn skill-based credentials
• 400+ badges
• 33 credentials
Connect with fellow Trailblazers
• 1 Million learners
• Trailblazer Community
The Fun Way to Learn
Learn with Trailhead
8M+
Badges Earned
L E A R N

12. Learn by Getting Hands-On
Think Outside of the (Sand)box
L E A R N
#BeaBuilder
• Get a Developer Org (DE) for yourself
• Solve a problem that you have
• Apply your learnings

13. Read the Release Notes
Watch Release Readiness Live
Get a pre-release org
Refresh your Sandboxes
Keep Up-to-Date with Salesforce Releases
Learn About New Features Three Times a Year
1
2
3
4
Find updates on:
salesforce.com/releases
L E A R N

14. Learn About New Apps
Demo, download and test drive
apps
L E A R N
AppExchange is the fast and easy way to extend Salesforce
Subscribe to the AppExchange
Newsletter

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

16. ü Setup
ü Adoption Dashboard Labs App
ü Release Readiness Resources
DEMO

17. Make Connecting a Habit

18. Admins Connect with their Company and Community
Meet the
community
Get out of
your bubble
Find a
mentor
C o n n e c t
See how
users work

19. • 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
Connect With Your Users: “SABWA”
C o n n e c t
“As a Salesforce Admin
you are the ambassador
and social leader for your
organization. So it’s very
important that you
engage with your users on
a daily basis.”
Mike Gerholdt
Director, Admin Evangelism

20. House key information, files, and
conversations
Bulk-add contacts to a group with Data
Loader
Gather User Feedback
Connect With Your Users: Chatter
C o n n e c t

21. Leadership
Align Salesforce
with company
mission and goals
Connect with Leadership and Across the Company
C o n n e c t
Stakeholders
Understand business process
changes and highlight user
successes Users
Gather feedback and
communicate business
changes

22. Meet Trailblazers Like You
800+ Community Groups
30+ Community Conferences
Engage in a Global Network
4000+ Questions & Answers per month
1000+ Active Chatter Groups
Learn from Each Other
1000+ Community Group Leaders
200+ Salesforce MVPs
Inspire the Next Generation
Trailhead for Students
Student Groups
Be a Multiplier
C o n n e c t
Connect with the Trailblazer Community
Let’s succeed together

23. 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
Action Steps to Get You Connecting!
C o n n e c t

24. ü Prepare for your first Community
Group meeting by understanding
your org details
ü Join the Admin Trailblazer Chatter
Group in the Trailblazer Community
DEMO TIME!

25. Develop Leadership Habits

26. Admins Lead Their Company to the Future
Influence
change
Enhance
visibility
Grow Be a role
model
L e a d

27. Get prioritized insights and actionable
recommendations with Salesforce Optimizer
Easily evaluate and remediate security risks for your
org with Security Health Check
Leverage Salesforce tools to know your org inside and out
Lead with Knowledge
L e a d

28. Meet with your users regularly
to review and clear out unused:
ü fields
ü list views
ü reports
ü dashboards
ü folders
Lead by Example with a Clean Salesforce Org
L e a d
“With new features
and functionality
released 3x/year,
keeping your data and
metadata clean is
essential so you can
take advantage and stay
innovative without
missing a beat.”
Nana Gregg
JLL

29. Lead with Trust
Share Security Health Check
recommendations with IT
Ensure that your org is aligned with your
company’s security policy
Stay up-to-date on your company’s
security best practices
Find updates on:
trust.salesforce.com

30. Prioritize requests and align Salesforce initiatives with business needs
Lead with a Salesforce Governance Process
“Establishing a good
governance program
ensures everyone is
operating from the same
standpoint, so more time
is spent innovating and
scaling. Governance is a
recipe for long term
Salesforce Success!
Jodi Wagner
Bluewolf L e a d
Improve business & IT alignment
Improve processes & efficiency
Increase Salesforce value

31. 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
L e a d

32. ü Run the Salesforce Optimizer
Report
ü Check out Security Health
Check
DEMO

33. Summary - Your Next Steps
Learn
q Run Health Check
q Run Optimizer
q Identify and meet with key
stakeholders
q Schedule an ‘eat and delete’
luncheon
q Schedule a time with a user for
next week
q Join your local Community Group
q Collaborate in Chatter Groups in
the Trailblazer Community
q Block a recurring, focused
time to learn
q Subscribe to the Admins
podcast
q Install an App from the
AppExchange
Connect Lead

34. Get the Presentation and Trailmix
admin.salesforce.com
Find all the resources we covered
in this trailmix:
bit.ly/essentialhabitstrailmix
Find the slides:
bit.ly/essentialhabitsdf8