The webinar discusses how Salesforce administrators solve business challenges using AppExchange applications, featuring speakers from various organizations. It highlights the importance of leveraging AppExchange for quick solutions and strategic initiatives, showcasing case studies from Finemark Bank and Monumental Sports. The session also provides resources for administrators and emphasizes user empowerment through customizable solutions.

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

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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
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