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Salesforce Admin Habits & Stats


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Take a peak inside the minds of Salesforce admins, their habits, and their data. We discovered the biggest struggles admin face, the most critical issues, and best practices.

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Salesforce Admin Habits & Stats

  1. 1. salesforce admin inside the minds of admins created by
  2. 2. For the fourth year in a row, we invited Salesforce admins, consultants, and users from across the world to participate in our admin survey. The responses were not only overwhelming, but shed light on the habits of admins and their data. responses
  3. 3. Our sales were suffering, reports were inaccurate, and our professional image was tainted due to unintentional redundant client communications. All our efforts to gather useful data were falling to the wayside. Upon in-depth analysis we uncovered the problem: our data was polluted with duplicate, incomplete, and incorrectrecords. Our quest to conquer bad data led us to create the popular Salesforce cleansing and maintenance tools DupeCatcher, Cloudingo, and Cloudingo Studio. Thousands of companies world-widehave used our tools to prevent and eliminate duplicates, enhance data, and work more efficiently. After years of battling bad data, our
  4. 4. and #sfadminstats
  5. 5. #sfadminstats working with salesforce
  6. 6. number of #sfadminstats
  7. 7. choose a side…
  8. 8. number of #sfadminstats
  9. 9. & 6. Workflows 7. Gathering documentation & requirements 8. Managing profiles & roles 9. Formulas 10. Storage space 11. Data enrichment 12. Testing 13. Security 14. Regulatory compliance & auditing #sfadminstats
  10. 10. how frequently Hey, I told you not to ask! Once a month Every two weeks Once a week Well, how often do you (and don’t ask me how often I clean my sheets) #sfadminstats
  11. 11. would you rather…
  12. 12. facing admins #sfadminstats
  13. 13. amount of … Keeping data clean and dupe free Training users and keeping them informed of new updates Compiling data and generating reports Providing tech support and resolving system problems Managing and designing ongoing development of the org #sfadminstats
  14. 14. Other leading cause of #sfadminstats
  15. 15. which picture is correct?
  16. 16. how #sfadminstats
  17. 17. how salesforce is #sfadminstats
  18. 18. participation in salesforce #sfadminstats
  19. 19. you are…
  20. 20. where admins 6. Israel 7. Germany 8. France 9. Brazil 10. Argentina #sfadminstats
  21. 21. Make your Salesforce instance the best it can be with  Find duplicate records in your existing database and easily dedupe from a simple dashboard  Auto-merge, mass merge, or manually merge duplicates without data loss  Choose from prebuilt filters or create your own  Cleanse import files before the data reaches Salesforce  Maintain data with features such as mass update, mass delete, geocoding, address validation and standardization How many dupes are Find out with a free 10-day trial! lurking in your data? makers of
  22. 22. Copyright & Permissions You are welcome to print a copy of this document for your personal use. Other than that, no part of this publication may be reproduced, stored, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the author. Requests to the author and publisher for permission should be addressed to the following email: Limitation of liability/disclaimer of warranty: While the publisher and author have used their best efforts in preparing this guide and workbook, they make no representations or warranties with respect to the accuracy or completeness of the contents of this document and specifically disclaim any implied warranties of merchantability or fitness for particular purpose. No warranty may be created or extended by sales representatives, promoters, or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. Graphics designed by Salesforce® is a registered trademark of and is not affiliated with Symphonic Source Inc. Produced and copyrighted by Symphonic Source Inc., makers of DupeCatcher, Cloudingo, and Cloudingo Studio with other admins
  23. 23. bonus Find out what admins told us is the most important piece of info every Salesforce admin should know. Get your copy: