Essential Habits for New Admins
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Transcript of Essential Habits for New Admins
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Essential Habits for New Admins February 24, 2016
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Forward-Looking Statements
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, 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.
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Get Social with Us!
@salesforceadmns #awesomeadmin
Salesforce Admins
Salesforce Admins
Go to: bit.ly/adminhabits
Find these slides online!
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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 throughout our session.
bit.ly/AdminWebinarGroup
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Learn Salesforce with Trailhead
the fun way to learn Salesforce
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Trails and Badges Specifically For Admins Migrate to Lightning
Experience
Admin Beginner
Admin Intermediate
Get Started with Lightning Experience
Learn CRM Essentials
Migrate to Lightning Experience
Admin Beginner
Admin Intermediate
Get Started with Lightning Experience
Learn CRM Essentials
#AwesomeAdmin Badges
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The Goal of Developing Awesome Habits
• Keep you in touch with user needs
• Keep you aligned with organization policies
• Keep your organization informed with Salesforce
changes, improvements
• Keep you in touch with the community
• Keep your skills honed
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The Admin’s Role is in the Center of it All
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Successful Admins Have Salesforce ‘Habits’
Engage Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
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Daily Habit: Engage
Explore Communicate
Evaluate
Refresh Engage
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Engage
Be a Salesforce Ambassador & Leader
• Watch how users use Salesforce by
practicing SABWA (Salesforce
Administration by Walking Around)
• Take notes and post tips from Salesforce1
• Use SalesforceA to administer from
anywhere
“Watch your users, see what they use everyday. They won't always know what they can do with Salesforce, and you won’t always know what you can change to make it better for them.”
Natalie Regier, Salesforce Admin
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• Use Chatter Groups to house
key information, files, and
conversations around a topic
• Bulk-add contacts to a group
with Data Loader
• Gather User Feedback
Use the Power of Chatter Groups! Chatter Basics Badge
Engage
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`
Become Familiar with Lightning Experience Lightning Experience Basics Badge
• Do one thing in Lightning everyday
• Complete the Admin #LightningChallenge
• Complete the Lightning Experience Basic Badge
admin.salesforce.com/lightningchallenge
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Weekly Habit: Explore
Explore Communicate
Evaluate
Refresh Engage
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Explore more possibilities with the AppExchange AppExchange Basics Badge
Demo, Download and Test Drive!
Over 2,900 apps 3 million installs
Subscribe to the AppExchange Newsletter for app recommendations, insights & tips
Explore
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Join the Salesforce Success Community
• Engage with a vibrant community
of 2.6M+ Admins
• Ask questions, get answers,
submit ideas
• Post tips and tricks
• Connect with other users
• Go to: success.salesforce.com
Explore
“The Success Community has been a total game changer for me as a solo Salesforce Admin. If I'm ever stuck on something or need advice, I immediately turn to the community. Within minutes of making a post, people share their thoughts on how I might tackle the issue. I honestly don't know how Admins survived before it was around.”
Amanda Malloy, Salesforce Admin
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Connect with Other Admins on Social
#Askforce
#AwesomeAdmin
• YouTube
Explore
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Monthly Habit: Communicate
Explore Communicate
Evaluate
Refresh Engage
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Communicate with Stakeholders
Schedule a standing meeting on their calendar to:
• Share feedback from users
• Demo AppExchange apps
• Communicate changes to business processes
• Identify areas for improvement
Communicate
“The role of the Salesforce Administrator is a very pivotal role for driving organizational change.”
Brent Downey, Salesforce Admin
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Share Salesforce Successes
• Share tips, tricks, success stories
and top users in a chatter group
or newsletter
• There is no such thing as too
much communication!
Communicate
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• Use security Health Check
Identify & fix security vulnerabilities in
Password, Session Settings, and Network Access
Configuration. Locate in Setup.
• Stay informed on your company’s
security best practices
• Visit trust.salesforce.com
Build & Foster a Relationship with IT Security Basics Badge
Communicate
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Develop Salesforce Governance Change Management Badge
Communicate
• Host monthly governance meetings to help you prioritize requests and align Salesforce initiatives with business needs
• It will:
• Improve business/IT Alignment
• Improve processes & efficiency
• Increase Salesforce value
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Connect with a Local User Group
• Network with individuals who are learning, collaborating and sharing ideas, best practices and successes together
• Find yours: www.salesforceusergroups.com
Communicate
“User groups are a place that people can come together as a community, share successes, network and grow as a professional.”
Leyna Hoffer, CRM Manager
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Quarterly Habit: Evaluate
Explore Communicate
Evaluate
Refresh Engage
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Evaluate
Host an “eat & delete” luncheon with
different teams or departments
• In-person or virtual
• Review Reports, Dashboards &
Folders
• What is useful?
• What can be cleaned up?
Evaluate Your Reports & Dashboards Reports and Dashboards
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Review Salesforce Releases
Evaluate
Plan for Change
• Read the Release Notes
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes you need
to refresh
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Communicate Org Health and Enhancements
Meet with leadership and:
• Discuss new features
• Understand how new features enhance
your processes
• Prepare your user communication plan
• Run an org Health Check
Evaluate
Nyla Shani, Salesforce Admin
“Providing leadership the ability to visualize what’s possible will help get the buy-in needed to deliver enhancements to your org! Show off a dashboard while explaining how you can deliver powerful team metrics, pull up a Chatter group when explaining the importance of collaboration.”
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Yearly Habit: Refresh
Explore Communicate
Evaluate
Refresh Engage
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Refresh
Refresh Your Skills
Set a goal for training & certifications:
• Administrator
• Advanced Administrator
• Platform App Builder
• Sales/Service Cloud Consultant
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Level Up with Superbadges
Refresh
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Review Salesforce Help Text
• Hover to discover
• Are terms still relevant?
Run refresher training for your users
• Your users are your customers
• Teach & demo mobile
Review Training & Documentation
Refresh
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Make a Plan to Attend Dreamforce! From theaters, to sessions, to hands-on areas
Dreamforce has something for everyone
• Build your ROI letter
• Join the Admins @ Dreamforce Success
Community
• Catch up sessions via
• Or find all our sessions
→ bit.ly/DF16AdminSessions
Refresh
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Successful Admins Have Salesforce ‘Habits’
Engage Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
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Your Habits Checklist Your action items to get started: Make a list of users to visit with for SABWA
Put a 30 minute time block on your calendar to explore
the AppExchange, the Success Community, etc.
Set a recurring meeting with your stakeholders
Look up your local user group
Get started with Trailhead
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Visit Admin Website
@SalesforceAdmns
Join Webinars
Get started with Trailhead
Stay connected
admin.salesforce.com trailhead.salesforce.com admin.salesforce.com/all-events
admin.salesforce.com trailhead.salesforce.com admin.salesforce.com/events @SalesforceAdmns
Resources for Admins
Visit Admin Website Join Webinars Get started with Trailhead Stay Connected
admin.salesforce.com
Visit Admin Website
trailhead.salesforce.com
Get Started with Trailhead
admin.salesforce.com/all-events
Join Webinars
@SalesforceAdmns
Stay Connected
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Join the Admin Webinar Group for Q&A!
bit.ly/AdminWebinarGroup
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