Whether you need a quick solve to an unexpected problem, or are leading a large strategic initiative, the AppExchange is here to help. Two #AppyAdmins share their favorite apps and best practices for using AppExchange in all kinds of situations.

1. How Admins Solve Problems
with AppExchange Apps

2. Kimberly Wargo
Associate Vice President,
Salesforce Administrator
FineMark Bank
@KimWargo
Today’s Speakers
Mike Gerholdt
Director, Admin Evangelism
Salesforce
@MikeGerholdt
Jim Minichiello
Director, CRM
Monumental Sports
@JMinDCSports
Josie Chiles
Senior Director, AppExchange
Product Marketing
Salesforce
@josiec211

3. 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.
Forward-Looking Statement
Statement under the Private Securities Litigation Reform Act of 1995

4. Connect with Us!
Salesforce Admins
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins

5. Watch the Recording
The video will be posted to
YouTube & the webinar recap
page: bit.ly/2JrKyvc
This webinar is being recorded!

6. 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.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

7. Today’s Agenda
• Leverage the AppExchange
• Use AppExchange for Quick Business Solutions
• Use AppExchange for Strategic Initiatives
• Resources
• Q&A

8. Leverage the AppExchange

9. Maria Belli
Radio Frequency Systems
Ready-to-Install Solutions: Discover apps,
components, consultants, Lightning Data and
Bolt Solutions
Industry Expertise: Extend Salesforce with
solutions for your industry
Personalized Discovery: Explore solutions with
personalized recommendations and intelligent
search
Trailhead Learning: Learn best practices with
integrated content and Trailhead
Introducing AppExchange, the Salesforce Store
A faster and smarter way to find the right solution to extend the world’s #1 CRM
4K+
solutions
5M+
Installs
70K
Peer reviews

10. AppExchange Demo
Josie Chiles
Sr. Director, AppExchange Product Marketing

11. Using AppExchange for Quick
Business Solutions

12. Kimberly Wargo
Associate Vice President,
Salesforce Administrator
FineMark National Bank & Trust
@KimWargo

13. Contract Management Document Generation Analytics
Conga Composer
DocuSign Rollup Helper MapAnything
Kim’s App Stack Solves Every-day Business Needs

14. FineMark National Bank & Trust needed a solution by end
of day to visually showcase geographical locations of
clients.
Problem: Need a Business Solution Within 24 Hours

15. Solution: Use App from the AppExchange
Keyword Searches
Read Reviews
Install

16. Results
• Full, accurate view of customers geographically
• Built out maps and visuals to show client locations
• Results = Happy Board Members

17. Using AppExchange for
Strategic Initiatives

18. Jim Minichiello
Director, CRM
Monumental Sports
@JMinDCSports

19. IT & Administration
Rollup Helper
Lookup Helper
Storage Helper
Dashboard Pal
Jim’s App Stack Helps Drive Strategic Initiatives

20. Monumental Sports needed a solution to give users in different departments
the power to customize their homepage showcasing the data they cared
about.
Problem: Need a Solution to Drive Organizational Impact

21. 300+ solutions: free, customizable, built by Salesforce Employees
Solution: Salesforce Labs Apps

22. Lets users take control of their dashboard
Dashboard Pal
Personalized homepages in
Lightning with important
and relevant data to each
user
Time Saver: Do it all in
Dashboard Pal, not individually
Empower the user

23. Results
• Drove Salesforce user adoption
• Time Saver: End users no longer needed permission from Admins
• Dashboard Pal gave everyone an easy and efficient way to see the metrics important to
their job

24. Resources

25. Resources
Back Office App Guide
Creating an
AppExchange Strategy
Podcast & Webinar
Sales App Guide
AppExchange Basics
Trail Module

27. Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/2JrKyvc
Wrapping Up
Survey
Please complete
GoToWebinar survey