Learn the daily, weekly, monthly, quarterly, and yearly habits that a Successful Salesforce Administrator can do to ensure their implementation is successful. Daily Habits- Engage Weekly Habits- Explore Monthly Habits- Communicate Quarterly Habits- Evaluate Yearly Habits- Refresh

1. Habits of a Successful
Salesforce Admin
#MWD14

2. Everyone of YOU is a
Salesforce Superhero

3. Deliver Real Business Value
Daily
Habits
Weekly
Habits
Monthly
Habits
Quarterly
Habits
Yearly
Habits

4. Engage
• Be a Social Leader
• Engage with your users
• Use Chatter Groups to answer questions
• SABWA
• Salesforce Administration by walking around
• Take notes and post tips from Salesforce1

5. Explore
• Visit the AppExchange
• Subscribe to the Newsletter
• Download
• Check your documentation
• Got a Data Dictionary?
• Create User Tips to Drive adoption
• The Community
• Check blogs for resources
• Utilize Answers & Ideas
• SteveMo
• Matthew Lamb
• Salesforce Community Groups
• Social Channels
• #Askforce
• LinkedIn

6. Communicate
• Connect with stakeholders
• Stakeholders
• Buy2 v. Build
• Governance
• Identify areas for improvement
• New user on-boarding
• Checking your documentation

7. Evaluate
• How fresh is your Sandbox?
• Manage Change
• Plan for Salesforce releases – Read the release notes!
• Plan for your releases
• Communicate change
• Meet with leadership
• Attend a Salesforce User Group
• Evaluate Reports & Dashboards
• Eat & Delete

8. Refresh
• Run refresher training for your users
• Your users are your customers
• “It’s so easy, I don’t get why they won’t do it.”
• Create an app to track user training
• Review Salesforce Help Text
• Hover to Discover
• Are terms still relevant?
• Keep yourself up to date
• Make a plan to return to Dreamforce
• Continue with your Training & Certifications
• Administrator
• Adv. Administrator
• Developer
• Sales/Service Cloud Consultant

9. Thank you