Essential Habits for New Admins Webinar Series

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 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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Salesforce Admins

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question!

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The Admin’s Role is in the Center of it All

Successful Admins Have Salesforce ‘Habits’

Engage

Explore Communicate

Evaluate Refresh

Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly

Daily Habit: Engage

Engage

Explore Communicate Evaluate

Refresh

Engage

SABWA: Salesforce Administration by Walking Around

•  Watch how users use Salesforce

•  Take notes and post tips from Salesforce1

•  Use SalesforceA to administer from anywhere

•  Make Salesforce theirs: personalised &

customised for how they work

Engage with your users

Be a Salesforce Ambassador & Social Leader

“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

Engage

•  Use security Health Check

•  Identify & fix security vulnerabilities in

•  Passwords

•  Session Settings

•  Network Access Configuration

•  Stay informed on your company’s

security best practices

•  Visit Trust.Salesforce.com

Build & Foster a Relationship with IT

Engage

•  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!

Weekly Habit: Explore

Engage

Explore Communicate Evaluate

Refresh

Stay on Top of the Latest Admin News

Explore

Podcast Webinars Blog

Join us at: admin.salesforce.com

Join the Salesforce Success Community

Explore

Engage with a vibrant community of 2.2 M+

Admins.

Ask questions, get answers. Post tips and tricks.

Connect with other users.

success.salesforce.com

Connect with a Local User Group

Explore

“There is a wealth of knowledge in the community from people who want to help you work out how to configure a tricky business process.”

Marcelle Braithwaite Global Salesforce Products Manager

www.salesforceusergroups.com

A network of individuals learning, collaborating, sharing ideas, best practices and successes together

Connect with Other Admins on Social

Explore

•  Twitter

#Askforce

#AwesomeAdmin

•  LinkedIn

•  Facebook

•  YouTube

Extend Salesforce with the AppExchange  An ecosystem of proven business apps

Demo, Download and Test Drive!

Over 2,900 apps 3 million installs

Subscribe to the AppExchange Newsletter for app recommendations, insights & tips

Explore

Explore

Learn Salesforce with Trailhead

Have fun while learning by collecting points & badges. Plus, get real-time validation that your work is correct!

Trails and Badges Specifically For Admins

Explore

Monthly Habit: Communicate

Engage

Explore Communicate Evaluate

Refresh

Connect with Stakeholders

Communicate

•  Share feedback from users

•  Demos of AppExchange apps

•  Upcoming changes to business processes

•  Identify areas for improvement

•  Host internal “user group”

“A solid understanding of your business stakeholders direction, strategy and processes is really important. Regular interactions and a solid cadence are also critical.”

Brett Ashworth Business Systems Manager

Salesforce Governance

Communicate

•  Monthly governance meetings can help you

prioritise requests and align Salesforce

initiatives with business needs.

•  What it can do

•  Improve business/IT Alignment

•  Improve processes & efficiency

•  Increase Salesforce value

Share Salesforce Successes

•  Share tips, tricks, success stories

and top users in Chatter Group or

newsletter

•  There is no such thing as too

much communication!

Communicate

Quarterly Habit: Evaluate

Engage

Explore Communicate Evaluate

Refresh

Plan for Salesforce releases

•  Read the Release Notes

•  Watch Release Readiness Live

•  Get a pre-release org

•  Review what Sandboxes you need to

refresh

Plan for Changes

Evaluate

Meet with leadership

•  Discuss new features

•  Understand how new features enhance

your processes

•  Prepare your user communication plan

•  Run an org Health Check

Manage & Communicate Change

“Providing leadership the ability to visualize what’s possible will help get the buy-in needed to deliver enhancements to your org! Showcase your work and examples… Show off a dashboard while explaining how you can deliver powerful team metrics, pull up a Chatter group when explaining the importance of collaboration.”

Nyla Shani Salesforce Admin

Evaluate

Review Reports & Dashboards with Departments

•  In-person or virtual

•  Review Reports, Dashboards & Folders

•  What is useful?

•  What can be cleaned up?

Host an Eat & Delete Luncheon

Evaluate

Yearly Habit: Refresh

Engage

Explore Communicate Evaluate

Refresh

Refresh

Set a goal for training & certifications

•  Administrator

•  Advanced Administrator

•  Developer

•  Sales/Service Cloud Consultant

Refresh Your Skills

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

From theaters, to sessions, to hands-on areas

Dreamforce has something for every Salesforce

Admin

•  Build your ROI letter

•  Connect at Admins @ Dreamforce

•  Catch up sessions via

Make a Plan to Attend Dreamforce!

Refresh

 Discounted registration for attendees from the Asia Pacific region

Individuals - USD999 Enter code D16APACF during registration

Teams of 5 or more - USD799 Enter code D16APACGF during registration

Visit www.dreamforce.com to register

Successful Admins Have Salesforce ‘Habits’

Engage

Explore Communicate Evaluate

Refresh

Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly

More Tools to Help you Become an #AwesomeAdmin

Join More Webinars Visit

Admin.salesforce.com/all-events

Sign up for Trailhead Learn Salesforce the fun way

Trailhead.salesforce.com

Visit the Admin Website Visit

Admin.salesforce.com/blog

Share your #AdminTip and WIN!

bit.ly/AdminWebinarGroup

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