Salesforce Admin Habits & HacksMike Gerholdt

Salesforce Admin Evangelist

@mikegerholdt

Gillian Madill

Salesforce Admin Marketing

@gmadill

2015 is the Year of the Salesforce Admin!

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Safe Harbor

The Technology World has Changed

Mainframe Client/Server

Today1960s 1980s

EnterpriseCloud Computing

No Hardware/Software

Subscription Model

Automatic Upgrades

Constant Innovation

The Power has Shifted

Everyone can challenge the status quo

No idea is too BIG

Everyone is empowered to bring innovation to life

It’s a New Era of Business

Thank you.Our community of Salesforce

Admins are making incredible things.

Mike GerholdtSalesforce Admin Evangelist

Successful Admins Have Salesforce ‘Habits’

Engage

ExploreCommunicate Evaluate

Refresh

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

Daily Habit: Engage

Engage

ExploreCommunicate Evaluate

Refresh

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 won’t always know what you can change to make it better for them.”

Natalie Regier Salesforce Admin TalentPlus

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!

Hack:Use Topics to Collect User Feedback & Log Cases

Weekly Habit: Explore

Engage

ExploreCommunicate Evaluate

Refresh

Stay on Top of the Latest Admin News

Explore

Workshops Newsletters Website, Blog & Podcasts

Join us at: admin.salesforce.com

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

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 HofferCRM ManagerEdmentum

www.salesforceusergroups.com

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

Connect on Social

Explore

• Twitter

#Askforce #AwesomeAdmin

• LinkedIn

• Facebook

• YouTube

• Google+

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

Hack:Download AppExchange Dashboard Pack

Monthly Habit: Communicate

Engage

ExploreCommunicate 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”

“The role of the Salesforce Administrator is a very pivotal role for driving organizational change.”

Brent DowneySalesforce AdminReadyTalk

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!

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!

Hack:Use Process Builder to Automate User On-Boarding Communications

Quarterly Habit: Evaluate

Engage

ExploreCommunicate 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

Manage & Communicate Change

Evaluate

“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 ShaniSalesforce AdminLegalZoom

Yearly Habit: Refresh

Engage

ExploreCommunicate Evaluate

Refresh

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

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

Hack:Show mobile use cases with one.app and Salesforce1 Chrome extension

Successful Admins Have Salesforce ‘Habits’

Engage

ExploreCommunicate Evaluate

Refresh

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

Join us Today in the Admin Zone in the Expo!

Admin Theater

14 Sessions for Admins by Admins!

Customer-Led Demos

Learn tips & best practices

Photo booth

Say cheese!

Share your feedback with us!

Use the Connections mobile app

Visit the registration desk

GO FORTH AND BE AN AWESOME ADMIN!

Thank you