7 Habits of a Highly Successful Admin
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Transcript of 7 Habits of a Highly Successful Admin
7 Habits of Highly Successful Admins
Administrator Track
Mike Gerholdt , ACT, Inc.
Jeff Grosse, CRMFYI
Thom Martin, salesforce.com
Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995:
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, breachof our security measures, the outcome of intellectual property and other litigation, risks associated with 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-Q for the most recent fiscal quarter ended July 31, 2011. This documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
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7 Habits of Highly Successful Admins
Provide an approach that can be implemented immediately and allows you to quickly:
– Demonstrate Personal ROI– Drive Productivity
Mike GerholdtACT, Inc.
@MikeGerholdt on
Jeff GrosseCRMFYI
@CRMFYI on
7 Habits
1 2 3 4 5 6 7
Hab·it
noun1. an acquired behavior pattern regularly followed until it has become almost involuntary: The habit of looking both ways before crossing the street. 2. customary practice or use
Per
spec
tive
Where Are You Today?P
ersp
ectiv
e
Control
1 2 3 4 5 6 7
Measure Up
2 3 4 5 6 7Build your ROI
Education
3 4 5 6 7Build your ROI
Never.Stop. Learning.
Connect with a Salesforce User Group
4 5 6 7Build your ROI
Never.Stop. Learning.
User Groups Rock!
Reach out to the Community
5 6 7Build your ROI
Never.Stop. Learning.
User Groups Rock!
Be Social.
6 7Build your ROI
Never.Stop. Learning.
User Groups Rock!
Be Social.
Start with an App.
Know Your Tools
7Know your Tools
Start with an App.
Be Social.
User Groups Rock!
Never.Stop. Learning.
Build your ROI
Team Communication
Build your ROI
Never.Stop. Learning.
User Groups Rock!
Be Social.
Start with an App.
Know your Tools
Talk to your Users
Mike Gerholdt
ACT, Inc. @mikegerholdt
Jeff Grosse
CRMFYI
Thom Martin
salesforce.com
Questions & Answers
APPENDIX
Dashboards: https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_def.htm&language=en
Reports:https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_overview.htm&language=en
Cases:https://help.salesforce.com/apex/HTViewHelpDoc?id=cases_def.htm&language=en
Record Types:https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=enhttps://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf
Online Training:https://help.salesforce.com/apex/HTTrainingCatalog
AppExchange Apps:Go to the Project Management page on Appexchange @ http://appexchange.salesforce.com/results?type=Apps&filter=a0L30000001Qp82EAC&sort=6
Habit 1: Build Your ROI
Browse Salesforce Training for sessions that pertain to your role, responsibilities and interests
Certification Sessions:http://www.salesforce.com/services-training/training_certification/certification/
Online Help & Training:https://help.salesforce.com/apex/hthome (Click “Take Training”)
Salesforce YouTube site:http://www.youtube.com/user/salesforce#grid/user/04D2AF6A87546729
Habit 2: Never. Stop. Learning.
Find a Salesforce User Group near you:
On Salesforce.com: http://success.salesforce.com/ideaList?c=09a30000000D9xy&sort=recent-Use the “Join Now” form at the bottom left side of the page
Habit 3: User Groups Rock!
Leverage and Engage with he online Community
Habit 4: Be Social
Salesforce.com:http://success.salesforce.com/
Twitter:@salesforce@Dreamforce
Facebook:https://www.facebook.com/salesforce
LinkedIn:Salesforce Power Users GroupSalesforce ProfessionalsSalesforce Solutions & Tips
Why Build when you can start with a Pre-Built app?
Habit 5: Start With An App
Select “Add AppExchange Apps” from the drop-down menu in the top left corner of any standard Salesforce page or go to the AppExchange directly at:http://appexchange.salesforce.com/home
Force.com Excel Connector
Force.com Data Loader
Evernote - http://www.evernote.com/
Developerforce provides detail on these tools and others. Go to this location to learn more: http://wiki.developerforce.com/index.php/Tools
Development Tools:Force.com IDEAdobe Flash Builder for Force.comForce.com Migration ToolApex ExplorerForce.com ExplorerWorkbench
Data Tools:Force.com Toolkit for Google Data APIs
AppExchange:http://appexchange.salesforce.com/results?type=Apps&sort=8&keywords=activity&filter=a0L30000001Qp7QEAS
Habit 6: Know Your Tools
Engage with the entire team…your co-workers, users, stake holders, etc.. on a regular basis.
Habit 7: Talk To Your Users
Use “Tried and True” as well as new approaches to bringing valuable, relevant information to your.
Chatter Lunch & LearnWebinars IdeasSurveys Contests/Spiffs
Power User Groups NewslettersSteering Committee Training
Meetings (ie Sales Kick Off) Videos
From Help and Training:
What is a Managed Package and how do I change a Managed Package back to Unmanaged? https://help.salesforce.com/apex/HTViewSolution?id=104785&language=en
From Developerforce:Unmanaged vs. Managedhttp://wiki.developerforce.com/index.php/How_to_Create_and_Register_a_Package#Unmanaged_vs._Managed
Managed vs. Unmanaged Packages:
Watch your inbox at the end of each day for an email from our survey partner, Alliance Tech.
Click on the personalized link to be directed to the survey page for the sessions you attended.
How Could Dreamforce Be Even Better? Tell Us!
Every session survey you submit is a chance to win
an iPad 2!