The document outlines the key habits of a successful Salesforce administrator, categorized into engaging, exploring, communicating, evaluating, and refreshing. It emphasizes the importance of user engagement, continuous learning, and effective change management. Additionally, it highlights resources such as community groups and training opportunities for ongoing professional development.

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