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Tips for New Admins
How to get started and hit the ground running as a new Salesforce Admin
Gillian Madill Mike Gerholdt
Admin Relations Salesforce Admin Evangelist
@gmadill @mikegerholdt
• You’ve gotten started – but what’s next?
• You tried to get started, but you’ve hit a wall
• The business is hitting you with demands – you want to
wow them
• And just as importantly, you want to build your career
So now you’re a Salesforce Admin
Being an Admin seems like…
But it can really be like…
What type of Admin are you?
Business Guru Spreadsheet Expert IT Manager Sales Person
Does this look familiar?
You wanted this So you bought one of these And now it seems
like you need to
understand this
Tip #1: Start with the problem you are trying to solve
How does your business
handle the customer journey?
Sell
Service
Grow
MarketTarget
Tip #2: Find where you can have the biggest impact
Ease of cultural adoption
Low-hanging fruit
To keep you going
Fool’s gold
Avoid!
Quick wins
To get you going
Transformation
Your long-term goals
BusinessImpact
Tip #3: Share your successes
• Chatter!
• Reports & Dashboards
• Town Halls
• Feedback
Habits
Daily Weekly Monthly Release Yearly
Engage Explore Communicate Evaluate Refresh
SABWA
Chatter
admin.salesforce.com
User Group
#AskForce #AwesomeAdmin
Meet with stakeholders
Share success
On-board users
Release Notes
Sandbox refresh
Certification
Dreamforce!
Train & document
Tip #4: Cultivate great habits
Tip #5: Get involved in the community
• admin.salesforce.com
• Success Community
• #AskForce
Go forth and be a
salesforce superhero

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Tips for New Admins - Salesforce World Tour Boston

  • 1. Tips for New Admins How to get started and hit the ground running as a new Salesforce Admin Gillian Madill Mike Gerholdt Admin Relations Salesforce Admin Evangelist @gmadill @mikegerholdt
  • 2. • You’ve gotten started – but what’s next? • You tried to get started, but you’ve hit a wall • The business is hitting you with demands – you want to wow them • And just as importantly, you want to build your career So now you’re a Salesforce Admin
  • 3. Being an Admin seems like…
  • 4. But it can really be like…
  • 5. What type of Admin are you? Business Guru Spreadsheet Expert IT Manager Sales Person
  • 6. Does this look familiar? You wanted this So you bought one of these And now it seems like you need to understand this
  • 7. Tip #1: Start with the problem you are trying to solve How does your business handle the customer journey? Sell Service Grow MarketTarget
  • 8. Tip #2: Find where you can have the biggest impact Ease of cultural adoption Low-hanging fruit To keep you going Fool’s gold Avoid! Quick wins To get you going Transformation Your long-term goals BusinessImpact
  • 9. Tip #3: Share your successes • Chatter! • Reports & Dashboards • Town Halls • Feedback
  • 10. Habits Daily Weekly Monthly Release Yearly Engage Explore Communicate Evaluate Refresh SABWA Chatter admin.salesforce.com User Group #AskForce #AwesomeAdmin Meet with stakeholders Share success On-board users Release Notes Sandbox refresh Certification Dreamforce! Train & document Tip #4: Cultivate great habits
  • 11. Tip #5: Get involved in the community • admin.salesforce.com • Success Community • #AskForce
  • 12. Go forth and be a salesforce superhero

Editor's Notes

  1. Gillian
  2. Gillian
  3. Gillian
  4. Gillian
  5. Mike
  6. Mike
  7. Mike & Gillian
  8. Mike & Gillian
  9. Mike
  10. Gillian
  11. Mike & Gillian