Habits and hacks for salesforce admins

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Transcript of Habits and hacks for salesforce admins

Midwest Dreamin

Salesforce Admin Habits & HacksMike GerholdtSalesforce Admin Evangelist@mikegerholdtKris LandeSalesforce Admin Marketing@krislande1

bit.ly/londonadminBefore we get startedone quick question for you!

Please go to:

Thank you3Salesforce Admin Habits & HacksMike GerholdtSalesforce Admin Evangelist@mikegerholdtKris LandeSalesforce Admin Marketing@krislandeAlright, good morning everyone! Thanks everyone for joining us bright & early this morning at our Salesforce Tour here in Boston! My name is Kris Lande, I am on the Salesforce Admin Marketing team here at Salesforce - and I also have with me my colleagues, Mike Gerholdt and Sarah Franklin- and over the next 40 mins were really excited to talk to you being habits and also a few hacks to make you a successful Salesforce Admin.

For a little background about me Ive been at Salesforce for almost five years, and just recently joined the new Salesforce Admin Marketing team. Salesforce Admins are a group near and dear to my heart as I was also a Salesforce Admin at my previous company. I fell in love with Salesforce, so much so that now I work here.

42015 is the Year of the Salesforce Admin!

And 2015 is the year of the Salesforce Admin! We have so much in store for you all this year awesome advancements to the product, great events & lots to learn!

What Id like to do first, is bring up the results from the quick 1 question survey we asked you to answer. (Read stats). We want to give a big warm welcome to our salesforce admins on the newer side less than a year. We hope that you find lots of value in the event today. Now, it looks like over X% of you have been Salesforce Admins for more than 5 years can I have those people stand up??

For those of you standing, I want to not just recognize you, but I am officially appointing you as mentors to this community here. All of you who are new to Salesforce find one of these people during the day and introduce yourself.

Now we have so much awesome stuff to talk about with you today.

Safe 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, 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.Safe HarborBut of course, before we get started I have to show you our safe harbor statement that youll see another 5 times today. Our safe harbor statement states that we are a publicly traded company. Please make your buying decisions only on currently available features & products.

The Technology World has ChangedMainframe

Client/ServerToday1960s1980sEnterpriseCloud ComputingNo Hardware/SoftwareSubscription ModelAutomatic UpgradesConstant InnovationWhy are we all here?

Simple. The world of technology has changed, and it has changed FAST. We are living in the middle of a technology revolution that seems to move faster and faster each year and were really all a part of it.

Now heres whats fascinating. Everyone thinks that the technology is the revolution. But thats wrong. Ask yourself why is this happening now?

You need look no further than this simple picture to understand that answer. Its not about the technology. Think of what is behind all of this technology that makes it work.

With mainframes you had to write punch cards to make a computer do something for you in the 60s. This required you not only know how to do this, but to have access to a mainframe which the everyday person didnt have access to.

The advent of client server gave many more people access to technology, yes. But you had to know how to write code to make a useful program.

Now the cloud has completely disrupted our world because not only is the technology accessible, but its also attainable for everyone. You dont have to be a computer scientist to create world class applications.

The Power has Shifted

Everyone can challenge the status quo

No idea is too BIG

Everyone is empowered to bring innovation to life

Its a New Era of Business

And this change in technology, and really the accessibility of technology and caused the power to shift.

Its From big corporations, big teams (those one who previously in the 60s used mainframes) to individuals like you and me. Anyone can have the next BIG idea! And anyone can create it.

The people are the disruptors. And this change has ushered in a completely new era of business.

The power has shifted from the people who speak code to the people who speak business.

Anyone who sees the potential that technology and process change can bring innovation to their organization.

Creating a True Democratization of Technology!!!

This is an amazing time where dreamers can become makers.

You can use the cloud to bring your innovations to life building sophisticated processes on the platform, apps, mobile apps, if you can dream it you can make it. Technology, or access to technology is no longer a barrier.

Thank you.

Our community of Salesforce Admins are making incredible things.And this new era of business & technology is enabling Salesforce Admins to make incredible things if you have a vision, you can bring that vision to life.

Id like to play a quick video showcasing some of our amazing Salesforce Admins who are making some incredible things and in turn building their careers on Salesforce. Admin Stories Video

10Thank you.

Our community of Salesforce Admins are making incredible things.Great so next, we want to talk about what makes our successful Salesforce Admins successful people like Davina, Ben, Becky and the others who you saw in the video they all share a few traits and a few habits. Id like to bring up one of our most famous Salesforce Admins, Mike Gerholdt, to talk about these traits habits. Mike GerholdtSalesforce Admin EvangelistMike intro here.12

Successful Admins Have Salesforce Habits

EngageExplore

CommunicateEvaluate

RefreshDaily -- Weekly -- Monthly -- Quarterly --- Yearly

Daily Habit: Engage

EngageExplore

CommunicateEvaluate

Refresh

Engage

Be a Salesforce Ambassador & Social Leader Engage with your usersSABWA: Salesforce Administer by Walking AroundWatch how users use SalesforceTake notes and post tips from Salesforce1Use SalesforceA to administer from anywhereMake Salesforce theirs: personalised & customised for how they work

Watch your users, see what they use everyday. They won't always know what they can do with Salesforce, and you wont always know what you can change to make it better for them.

Natalie Regier Salesforce Admin TalentPlusMike15

Engage

Use Chatter Groups to house key information, files, and conversations around a topic Bulk-add contacts to a group with Data LoaderGather User Feedback

Use the Power of Chatter Groups!Mike16Hack:Use Quick Actions to Allow Users to Submit Feedback & Log Cases

17

Weekly Habit: Explore

EngageExplore

CommunicateEvaluate

Refresh

Stay on Top of the Latest Admin News

Explore

Workshops NewslettersWebsite, Blog & Podcasts

Join us at: admin.salesforce.com

Salesforce Success Community Utilize Answers & IdeasLook for topics youre interested in! ex. Success: Salesforce1, Success Release Read