1. Salesforce Admin Habits & Hacks Mike Gerholdt Salesforce Admin Evangelist @mikegerholdt Gillian Madill Salesforce Admin Marketing @gmadill 2. bit.ly/DCadmin Before we get startedone quick question for you! Please go to: 3. Thank you 4. Salesforce Admin Habits & Hacks Mike Gerholdt Salesforce Admin Evangelist @mikegerholdt Gillian Madill Salesforce Admin Marketing @gmadill 5. 2015 is the Year of the Salesforce Admin! 6. 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 Harbor 7. The Technology World has Changed Mainframe Client/Server Today1960s 1980s Enterprise Cloud Computing No Hardware/Software Subscription Model Automatic Upgrades Constant Innovation 8. 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 9. Thank you. Our community of Salesforce Admins are making incredible things. 10. Admin Stories Video 11. Thank you. Our community of Salesforce Admins are making incredible things. 12. Mike Gerholdt Salesforce Admin Evangelist 13. Successful Admins Have Salesforce Habits Engage Explore Communicate Evaluate Refresh Daily -- Weekly -- Monthly -- Quarterly --- Yearly 14. Daily Habit: Engage Engage 15. Engage Be a Salesforce Ambassador & Social Leader Engage with your users SABWA: Salesforce Administer by Walking Around Watch how users use Salesforce Take notes and post tips from Salesforce1 Use SalesforceA to administer from anywhere Make Salesforce theirs: personalized & customized 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 TalentPlus 16. 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! 17. Hack: Use Quick Actions to Allow Users to Submit Feedback & Log Cases 18. Weekly Habit: Explore Explore 19. Stay on Top of the Latest Admin News Explore SalesforceAdminDigest Tips&TrickswithaNoFluffGuarantee Welcometoournewdigest,packedfullofusefultips,tricksandtutorialsto helpyoubearockstaradminandaherotoyourcompany PutSalesforce1toworkforyou. Tip1:ReduceTimetoUpdateOpportunities Usequickactionstoreducetheamountoffieldsrequiredfor frequentbusinesseventssuchaswinningadealorqualifyingan opportunity. ContributedbyMaryScotton Tip2:DirectlyLinktoSalesforce1inYour Emails Customizeyouremailtemplatessothatyourusersaresent straightintotheSalesforce1mobileapp.Theywilllovehoweasy thisistouse! ContributedbyEannaCunnane Tip3:EliminateEmailsandPaperforRoad Warriors View,print,email,andevenstorefilesofflinewithFiles&Groups inSalesforce1.Yourtravelingsalesrepsandexecswhouse externalfileswillthankyou! ContributedbyJenniferWobser Salesforce1forAdmins Webinar Haven'tstartedusingtheSalesforce1 MobileApp?Learntipsandtricksfrom awesomeadminsShannonGrimm, AmandaReam,andJenniferWobser. HostedbyMaryScotton,thishourwill kickstartyourSalesforce1MobileApp success! Date:04/23/2014 Time:10:00AMPT RegisterfortheWebinar WorkshopsNewsletters Website, Blog & Podcasts Join us at: admin.salesforce.com 20. Join the Salesforce Success Community Explore Engage with a vibrant community of 1.6M+ Admins. Ask questions, get answers. Post tips and tricks. Connect with other users. success.salesforce.com 21. Connect with a Local User Group Explore 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 Edmentum www.salesforceusergroups.com A network of individuals learning, collaborating, sharing ideas, best practices and successes together 22. Connect on Social Explore Twitter #Askforce #AwesomeAdmin LinkedIn Facebook YouTube Google+ 23. Explore Demo, Download & Test Drive! 2,500+ apps 2.6+ million installs 44,000+ peer reviews 300+ Salesforce1 mobile ready apps Subscribe to the AppExchange Newsletter for app recommendations, insights & tips Extend Salesforce with the AppExchange 24. Hack: Download AppExchange Dashboard Pack 25. Monthly Habit: Communicate Communicate 26. 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 The role of the Salesforce Administrator is a very pivotal role for driving organizational change. Brent Downey Salesforce Admin ReadyTalk 27. Share Salesforce Successes Communicate Share tips, tricks, success stories and top users in Chatter Group or newsletter There is no such thing as too much communication! 28. Onboard New Users Communicate Welcome them with emails & Chatter posts to help get them started and logged in Share training materials Show them where to get help - Chatter Group! 29. Hack: Use Process Builder to Automate User On-Boarding Communications 30. Quarterly Habit: Evaluate Evaluate 31. 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 32. Meet with leadership Discuss new features Understand how new features enhance your processes Prepare your user communication plan Manage & Communicate Change Evaluate Providing leadership the ability to visualize whats 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 LegalZoom 33. Yearly Habit: Refresh Refresh 34. Refresh Set a goal for training & certifications Administrator Advanced Administrator Developer Sales/Service Cloud Consultant Make a plan to go to Dreamforce! Refresh Your Skills 35. Refresh 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 36. Hack: Show mobile use cases with one.app and Salesforce1 Chrome extension 37. Successful Admins Have Salesforce Habits Engage Explore Communicate Evaluate Refresh Daily -- Weekly -- Monthly -- Quarterly --- Yearly 38. More Resources to Learn & Connect Learn with Trailhead NEW Admin Focused Content! admin.salesforce.com Website, blog & newsletters Connect with us Join the Admin community! 39. GO FORTH AND BE AN AWESOME ADMIN! 40. Thank you