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
Webinar Series

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!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins

4. 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

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

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

7. Daily Habit: Engage
Engage
Explore
Communicate Evaluate
Refresh

8. Engage
SABWA: Salesforce Administration by Walking Around
• Watch how users use Salesforce
• Take notes and post tips from Salesforce1
• Use SalesforceA to administer from anywhere
• Make Salesforce theirs: personalised &
customised for how they work
Engage with your users
Be a Salesforce Ambassador & Social 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

9. Engage
• Use security Health Check
• Identify & fix security vulnerabilities in
• Passwords
• Session Settings
• Network Access Configuration
• Stay informed on your company’s
security best practices
• Visit Trust.Salesforce.com
Build & Foster a Relationship with IT

10. Engage
• 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
Use the Power of Chatter Groups!

11. Weekly Habit: Explore
Engage
Explore
Communicate Evaluate
Refresh

12. Stay on Top of the Latest Admin News
Explore
PodcastWebinars Blog
Join us at: admin.salesforce.com

13. Join the Salesforce Success Community
Explore
Engage with a vibrant
community of 2.2 M+
Admins.
Ask questions, get answers.
Post tips and tricks.
Connect
with other users.
success.salesforce.com

14. Connect with a Local User Group
Explore
“There is a wealth of knowledge
in the community from people
who want to help you work out
how to configure a tricky
business process.”
Marcelle Braithwaite
Global Salesforce
Products Manager
www.salesforceusergroups.com
A network of individuals learning, collaborating, sharing
ideas, best practices and successes together

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

16. Extend Salesforce with the AppExchange
​ An ecosystem of proven business apps
Demo, Download and Test Drive!
Over 2,900 apps 3 million installs
Subscribe to the AppExchange
Newsletter for app
recommendations, insights & tips
Explore

17. Explore
Learn Salesforce with Trailhead
Have fun while learning by collecting points & badges. Plus, get real-time
validation that your work is correct!

18. Trails and Badges Specifically For Admins
Explore

19. Monthly Habit: Communicate
Engage
Explore
Communicate Evaluate
Refresh

20. Connect with Stakeholders
Communicate
• Share feedback from users
• Demos of AppExchange apps
• Upcoming changes to business processes
• Identify areas for improvement
• Host internal “user group”
“A solid understanding of your
business stakeholders direction,
strategy and processes is really
important. Regular interactions
and a solid cadence are also
critical.”
Brett Ashworth
Business Systems
Manager

21. Salesforce Governance
Communicate
• Monthly governance meetings can help you
prioritise requests and align Salesforce
initiatives with business needs.
• What it can do
• Improve business/IT Alignment
• Improve processes & efficiency
• Increase Salesforce value

22. Share Salesforce Successes
• Share tips, tricks, success stories
and top users in Chatter Group or
newsletter
• There is no such thing as too
much communication!
Communicate

23. Quarterly Habit: Evaluate
Engage
Explore
Communicate Evaluate
Refresh

24. Plan for Salesforce releases
• Read the Release Notes
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes you need to
refresh
Plan for Changes
Evaluate

25. Meet with leadership
• Discuss new features
• Understand how new features enhance
your processes
• Prepare your user communication plan
• Run an org Health Check
Manage & Communicate Change
“Providing leadership the ability to visualize
what’s possible will help get the buy-in
needed to deliver enhancements to your
org! Showcase your work and examples…
Show off a dashboard while explaining how
you can deliver powerful team metrics, pull
up a Chatter group when explaining the
importance of collaboration.”
Nyla Shani
Salesforce Admin
Evaluate

26. Review Reports & Dashboards with Departments
• In-person or virtual
• Review Reports, Dashboards & Folders
• What is useful?
• What can be cleaned up?
Host an Eat & Delete Luncheon
Evaluate

27. Yearly Habit: Refresh
Engage
Explore
Communicate Evaluate
Refresh

28. Refresh
Set a goal for training & certifications
• Administrator
• Advanced Administrator
• Developer
• Sales/Service Cloud Consultant
Refresh Your Skills

29. 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
Review Training & Documentation
Refresh

30. From theaters, to sessions, to hands-on areas
Dreamforce has something for every Salesforce
Admin
• Build your ROI letter
• Connect at Admins @ Dreamforce
• Catch up sessions via
Make a Plan to Attend Dreamforce!
Refresh

31. ​ Discounted registration for attendees
from the Asia Pacific region
Individuals - USD999
Enter code D16APACF during registration
Teams of 5 or more - USD799
Enter code D16APACGF during registration
Visit www.dreamforce.com to register

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

33. MoreToolstoHelpyouBecomean#AwesomeAdmin
Join More Webinars
Visit
Admin.salesforce.com/all-events
Sign up for Trailhead
Learn Salesforce the fun way
Trailhead.salesforce.com
Visit the Admin Website
Visit
Admin.salesforce.com/blog

34. Share your #AdminTip and WIN!
bit.ly/AdminWebinarGroup

35. thank y u