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salesforce admin
BEST PRACTICESfor salesforce admins. by salesforce admins.
114
#sfadmintips
“
“
To get the most out of Salesforce,
you first need to UNDERSTAND
YOUR SALES PROCESS inside and
out, REFINE IT, and then develop
Salesforce to DRIVE IT.
-nick, u.k.
“ARCHITECTURE FIRST.
The design needs to be
right from the start.
-andrew, u.s.
Make sure your users really
understand the terms and
language of Salesforce.
Otherwise, you’re going to
have problems.
-julia, U.S.
“
“
Take the time to LEARN THE INS AND OUTS
of Salesforce, and show your users so that
they see it as a VALUE, not a BURDEN.
-sarah, u.s.
You must be PASSIONATE
and a “LITTLE BIT CRAZY” to
follow your own ideas and
do things differently.
-amit, austria
“
Try to automate and
enforce whatever you can.
Trusting humans to follow
processes is risky and may
be error prone.
-Yair, Israel
“
“
Constant training and devoting
resources to learning
ARE CRITICAL TO THE SUCCESS
of a Salesforce instance.
-brian, u.s.
Reporting is only as good as
the data it is reporting on, so
PUT IN GOOD DATA.
-richard, u.s.
“
Give it a go.
You can’t break the system
by trying new ways to
manipulate and report data.
-robyn, australia
Pay attention to new
features delivered each
release. There’s some
GOOD STUFF IN THERE!
-josh, u.s.
“
“
Be careful what data is
IMPORTED, and make sure
to have DATA CLEANSING
VALIDATION RULES.
-mary, u.s.
“
Go to user group
meetings, get to know
people, use #askforce
on Twitter, and join the
success community.
-SHannon, u.s.
Keep your data
CLEAN AND HEALTHY.
-alan, u.s.
“
“
MAKE SALESFORCE WORK
FOR YOU... not the other
way around.
-bridget, u.s.
“
Invest in processes and
products to help keep
your data clean. It is
worth the time.
-jaffe, u.s.
BE PATIENT and don’t
force solutions.
-mitch, u.s.
“
“
Enter as much data
as you can.
Data is power.
-josh, u.s.
Just enjoy using Salesforce
and all the cloud
productiveness goodness
that it offers.
-JENNY, U.K.
“
cloudingo.com/adminstats
Download the full eBook at:
READ 100+ MORE
BEST PRACTICES

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114 Salesforce Admin Best Practices

  • 1. salesforce admin BEST PRACTICESfor salesforce admins. by salesforce admins. 114 #sfadmintips
  • 2. “ “ To get the most out of Salesforce, you first need to UNDERSTAND YOUR SALES PROCESS inside and out, REFINE IT, and then develop Salesforce to DRIVE IT. -nick, u.k.
  • 3. “ARCHITECTURE FIRST. The design needs to be right from the start. -andrew, u.s.
  • 4. Make sure your users really understand the terms and language of Salesforce. Otherwise, you’re going to have problems. -julia, U.S.
  • 5. “ “ Take the time to LEARN THE INS AND OUTS of Salesforce, and show your users so that they see it as a VALUE, not a BURDEN. -sarah, u.s.
  • 6. You must be PASSIONATE and a “LITTLE BIT CRAZY” to follow your own ideas and do things differently. -amit, austria “
  • 7. Try to automate and enforce whatever you can. Trusting humans to follow processes is risky and may be error prone. -Yair, Israel
  • 8. “ “ Constant training and devoting resources to learning ARE CRITICAL TO THE SUCCESS of a Salesforce instance. -brian, u.s.
  • 9. Reporting is only as good as the data it is reporting on, so PUT IN GOOD DATA. -richard, u.s. “
  • 10. Give it a go. You can’t break the system by trying new ways to manipulate and report data. -robyn, australia
  • 11. Pay attention to new features delivered each release. There’s some GOOD STUFF IN THERE! -josh, u.s. “ “
  • 12. Be careful what data is IMPORTED, and make sure to have DATA CLEANSING VALIDATION RULES. -mary, u.s. “
  • 13. Go to user group meetings, get to know people, use #askforce on Twitter, and join the success community. -SHannon, u.s.
  • 14. Keep your data CLEAN AND HEALTHY. -alan, u.s. “ “
  • 15. MAKE SALESFORCE WORK FOR YOU... not the other way around. -bridget, u.s. “
  • 16. Invest in processes and products to help keep your data clean. It is worth the time. -jaffe, u.s.
  • 17. BE PATIENT and don’t force solutions. -mitch, u.s. “ “
  • 18. Enter as much data as you can. Data is power. -josh, u.s.
  • 19. Just enjoy using Salesforce and all the cloud productiveness goodness that it offers. -JENNY, U.K. “
  • 20. cloudingo.com/adminstats Download the full eBook at: READ 100+ MORE BEST PRACTICES