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Essential Habits for New Admins - Dec 2019
The document discusses essential habits for Salesforce administrators, emphasizing the importance of lifelong learning, connection with users, and effective leadership within organizations. It highlights the need for administrators to stay updated on new features and best practices while engaging in community networking. The presentation also includes a variety of resources and action steps for admins to enhance their skills and lead their companies forward.
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Essential Habits for New Admins - Dec 2019
- 1. Essential Habits forNew Admins Trailhead Live Marc Baizman
- 2. Statement under thePrivate Securities Litigation Reform Act of 1995: Forward Looking Statement This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
- 3. Connect with Us! @SalesforceAdmns #AwesomeAdmin admin.salesforce.com SalesforceAdmins Salesforce Admins Salesforce Admins
- 4. Watch the Recording Thevideo will be posted to the Trailhead Live page: bit.ly/XXX This webinar is being recorded!
- 5. Join the AdminWebinar 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 aSalesforce Admin in One Word? Twitter @SalesforceAdmns
- 7. Admins Prioritize CareerGrowth and Learning Start with a beginner’s mindset Approach problems with fresh perspective Embrace change Be open to new ideas, experiences and technologies Constant Learning Consistently add new skills to your tool belt Jesse Grothaus Salesforce Admin
- 8. How to BeAn #AwesomeAdmin Every Day L E A R N L e a dC o n n e c t
- 9. How to BeAn #AwesomeAdmin Every Day L E A R N L e a dC o n n e c t
- 10. Admins Commit toLifelong Learning Stay relevant Enhanced skill set Beginner’s mind L E A R N
- 11. Skill Up forthe Future with Trailhead Learn in-demand skills Business, tech & soft skills On-demand & in classroom Earn resume-worthy credentials 700+ badges 42 credentials Connect to opportunity Mentorship to employment Vibrant Community L E A R N
- 12. Learn About NewFeatures Three Times a Year Keep Up-to-Date with Salesforce Releases 1 2 3 4 Learn more: sforce.co/learnmoar L E A R N Read the Release Notes Watch Release Readiness Live Get a pre-release org Refresh your Sandboxes
- 13. Learn in DifferentMediums Bookmark and save these important resources at admin.salesforce.com L E A R N Listen to the Salesforce Admins Podcast Subscribe to the Admin Digest Newsletter Read the Salesforce Admins Blog Watch Salesforce Admins Videos & Recordings
- 14. Demo, download andtest drive apps L E A R N Subscribe to the AppExchange Newsletter Learn About New Apps AppExchange is the fast and easy way to extend Salesforce
- 15. ❑ Block afixed "learning" time every week on your calendar and a set a goal for # badges ❑ Subscribe to the Salesforce Admins podcast, and Admin digest ❑ Install an app from the AppExchange (eg: Adoption Dashboards or CRM Dashboards) Action Steps to Get You Learning!
- 16. DEMO TIME! Setup Adoption DashboardLabs App Release Readiness Resources
- 17. How to BeAn #AwesomeAdmin Every Day L E A R N L e a dC o n n e c t
- 18. Admins Connect withtheir Company and Community Meet the community C o n n e c t See how users work Get to know your stakeholders
- 19. Connect With YourUsers Online and In-Person “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. It’s called SABWA - Salesforce Administration by Walking Around” Mike Gerholdt Sr. Director, Admin Evangelism Use Chatter to house key information and gather User Feedback Meet with users in person to understand how they interact with Salesforce
- 20. Leadership Align Salesforce with companymission 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
- 21. Meet Trailblazers LikeYou 1000+ 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 Connect with the Trailblazer Community Let’s succeed together
- 22. ❑ Schedule a(virtual) coffee/tea date with a user for next week ❑ Create a group and post on Chatter! ❑ Join your local Trailblazer Community Group ❑ Join the Admin Trailblazers group in the Trailblazer Community Action Steps to Get You Connecting!
- 23. DEMO TIME! Prepare foryour first Community Group meeting by understanding your org details Join the Admin Trailblazer Chatter Group in the Trailblazer Community
- 24. How to BeAn #AwesomeAdmin Every Day L E A R N L e a dC o n n e c t
- 25. Admins Lead TheirCompany to the Future Influence change Enhance visibility Be a role model L e a d
- 26. Get prioritized insightsand 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
- 27. Lead by Examplewith 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 Meet with your users regularly to review and clear out unused: fields list views reports dashboards folders
- 28. Lead with Trust ShareSecurity 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 L e a d
- 29. Lead with aSalesforce Governance Process Prioritize requests and align Salesforce initiatives with business needs Improve business & IT alignment Improve processes & efficiency Increase Salesforce value “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 ShellBlack.com L e a d
- 30. ❑ Run HealthCheck and Optimizer (and create a quarterly time block to do this again!) ❑ Visit trust.salesforce.com to see your org status ❑ Schedule an "eat and delete" luncheon Action Steps to Get You Leading!
- 31. DEMO TIME! Run theSalesforce Optimizer Report Check out Security Health Check
- 32. How to BeAn #AwesomeAdmin Every Day L E A R N L e a dC o n n e c t
- 33. Summary - YourNext Steps Learn ❑ Run Health Check ❑ Run Optimizer ❑ Visit trust.salesforce.com ❑ Schedule an ‘eat and delete’ luncheon ❑ Schedule a time with a user for next week ❑ Join your local Community Group ❑ Collaborate in Chatter Groups in the Trailblazer Community ❑ Block a recurring, focused time to learn ❑ Subscribe to the Admins podcast ❑ Install an App from the AppExchange Connect Lead
- 34. Connect with Usand Keep Learning! @SalesforceAdmns #AwesomeAdmin Salesforce Admins bit.ly/essentialhabitstrailmix
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- 41. Illustrative Elements These aregreat slide additions, but can get distracting – please use sparingly.
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- 44. Devices are toscale in relationship to one another, use this slide as a reference iPad Pro Vertical iPad Pro Horizontal iPhone 7 iPhone X Apple watch Mobile Devices
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