This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!

1. Essential Habits
for New Admins

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. Get Social with Us!
Salesforce Admins
Salesforce Admins
Salesforce Admins
@SalesforceAdmns
#AwesomeAdmin

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. Learn Salesforce with Trailhead
the fun way to learn Salesforce

7. Trails and Badges Specifically For Admins
Migrate to Lightning
Experience
Admin
Beginner
Admin
Intermediate
Get Started with
Lightning Experience
Learn CRM
Essentials

8. The Goal of Developing Awesome Habits
• Keep you in touch with user needs
• Keep you aligned with organization policies
• Keep your organization informed with Salesforce changes,
improvements
• Keep you in touch with the community
• Keep your skills honed

9. The Admin’s Role is in the Center of it All

10. Successful Admins Have Salesforce ‘Habits’
Engage
Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly

11. Daily Habit: Engage
Explore
Communicate
Evaluate
RefreshEngage

12. Engage
Be a Salesforce Ambassador & Leader
“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.”
Natalie Regier,
Salesforce Admin
• Watch how users use Salesforce by
practicing SABWA (Salesforce
Administration by Walking Around)
• Take notes and post tips from
Salesforce1
• Use SalesforceA to administer from
anywhere

13. • 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
Chatter Basics Badge
Use the Power of Chatter Groups!
Engage

14. Become Familiar with Lightning Experience
Lightning Experience Basics Badge
• Do one thing in
Lightning everyday
• Present Lightning in a
Box
• Complete the Lightning
Experience Basic Badge
admin.salesforce.com/lightning

15. Weekly Habit: Explore
Explore
Communicate
Evaluate
RefreshEngage

16. Explore more possibilities with the AppExchange
​AppExchange Basics Badge
Demo, Download and Test Drive!
Over 2,900 apps 3 million installs
Subscribe to the AppExchange
Newsletter for app recommendations,
insights & tips
Explore

17. Join the Trailblazer Success 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 Success 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
making a post, people share their thoughts
on how I might tackle the issue. I honestly
don't know how Admins survived before it
was around.”
Amanda Malloy,
Salesforce Admin
Explore

18. Connect with Other Admins on Social
Explore
• Twitter
#Askforce
#AwesomeAdmin
• LinkedIn
• Facebook
• YouTube

19. Monthly Habit: Communicate
Explore
Communicate
Evaluate
RefreshEngage

20. Communicate with Stakeholders
Schedule a standing meeting on their calendar to:
• Share feedback from users
• Demo AppExchange apps
• Communicate changes to business processes
• Identify areas for improvement
Communicate
“The role of the
Salesforce Administrator is a
very pivotal role for driving
organizational change.”
Brent Downey,
Salesforce Admin

21. Share Salesforce Successes
Communicate
• Share tips, tricks, success stories
and top users in a chatter group
or newsletter
• There is no such thing as too
much communication!

22. Build & Foster a Relationship with IT
Communicate
• Use security Health Check
• Identify & fix security vulnerabilities in Password, Session
Settings, and Network Access Configuration
• Locate in Setup
• Stay informed on your company’s security best practices
• Visit trust.salesforce.com
​Security Basics Badge

23. Develop Salesforce Governance
Communicate
• Host monthly governance meetings to help you prioritize
requests and align Salesforce initiatives with business
needs
• It will:
• Improve business/IT Alignment
• Improve processes & efficiency
• Increase Salesforce value
​Change Management Badge

24. Connect with a Local User Group
“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
Communicate
• Network with individuals who are learning, collaborating and
sharing ideas, best practices and successes together
• Find yours:
www.salesforceusergroups.com

25. Quarterly Habit: Evaluate
Explore
Communicate
Evaluate
RefreshEngage

26. Evaluate
Salesforce Optimizer is the fastest and most effective way
to get prioritized insights coupled with actionable
recommendations and best practices:
• Efficiently maintain customizations
• Decrease business and technical debt
• Increase productivity of admins and end users
• Drive Salesforce usage
Evaluate Your Org with Optimizer

27. Evaluate
Host an “eat & delete” luncheon with
different teams or departments
• In-person or virtual
• Review Reports, Dashboards & Folders
• What is useful?
• What can be cleaned up?
​Reports and Dashboards
Evaluate Your Reports & Dashboards

28. Review Salesforce Releases
Evaluate
Plan for change:
• Read the Release Notes:
releasenotes.docs.salesforce.com
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes you need to
refresh

29. Communicate Org Health and Enhancements
Meet with leadership and:
• Discuss new features
• Understand how new features enhance
your processes
• Prepare your user communication plan
• Run an org Health Check
Evaluate
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, pull up a
Chatter group when explaining the
importance of collaboration.”

30. Yearly Habit: Refresh
Explore
Communicate
Evaluate
RefreshEngage

31. Refresh Your Skills
Refresh
Set a goal for training & certifications:
• Administrator
• Advanced Administrator
• Platform App Builder
• Sales/Service Cloud Consultant

32. Level Up with Superbadges
Refresh

33. Review Training & Documentation
Refresh
Review Salesforce Help Text
• Hover to discover
• Are terms still relevant?
Run refresher training for your users
• Your users are your customers
• Teach & demo mobile

34. Refresh
From theaters, to sessions, to hands-on areas Dreamforce
has something for everyone
• Build your ROI letter
• Join the Admins @ Dreamforce Collaboration
Group
• Catch up sessions via
• Or find all our sessions
→ bit.ly/DF16AdminSessions
Make a Plan to Attend Dreamforce!

35. Successful Admins Have Salesforce ‘Habits’
Engage
Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly

36. Your Habits Checklist
Make a list of users to visit with for SABWA
Put a 30 minute time block on your calendar to explore the
AppExchange, the Trailblazer Community, etc.
Set a recurring meeting with your stakeholders
Look up your local user group
Get started with Trailhead
​Your action items to get started:

37. admin.salesforce.comtrailhead.salesforce.comadmin.salesforce.com/events @SalesforceAdmns
Resources for Admins
​Visit Admin Website​Join Webinars ​Get started with Trailhead ​Stay Connected

38. Join the Admin Webinar Group for Q&A!
bit.ly/AdminWebinarGroup