7 Habits of a Highly Successful Admin
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7 Habits of Highly Successful Admins Administrator Track Mike Gerholdt , ACT, Inc. Jeff Grosse, CRMFYI Thom Martin, salesforce.com
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Why are some Salesforce more successful than others? What do they possess? They practice the habits that make them successful. They don't just look for tips and tricks- these are some of the habits they practice.
Transcript of 7 Habits of a Highly Successful Admin
7 Habits of Highly Successful Admins
Administrator Track
Mike Gerholdt , ACT, Inc.
Jeff Grosse, CRMFYI
Thom Martin, salesforce.com
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7 Habits of Highly Successful Admins
Provide an approach that can be implemented immediately and allows you to quickly:
– Demonstrate Personal ROI– Drive Productivity
Mike GerholdtACT, Inc.
@MikeGerholdt on
Jeff GrosseCRMFYI
@CRMFYI on
7 Habits
1 2 3 4 5 6 7
Hab·it
noun1. an acquired behavior pattern regularly followed until it has become almost involuntary: The habit of looking both ways before crossing the street. 2. customary practice or use
Per
spec
tive
Where Are You Today?P
ersp
ectiv
e
Control
1 2 3 4 5 6 7
Measure Up
2 3 4 5 6 7Build your ROI
Education
3 4 5 6 7Build your ROI
Never.Stop. Learning.
Connect with a Salesforce User Group
4 5 6 7Build your ROI
Never.Stop. Learning.
User Groups Rock!
Reach out to the Community
5 6 7Build your ROI
Never.Stop. Learning.
User Groups Rock!
Be Social.
6 7Build your ROI
Never.Stop. Learning.
User Groups Rock!
Be Social.
Start with an App.
Know Your Tools
7Know your Tools
Start with an App.
Be Social.
User Groups Rock!
Never.Stop. Learning.
Build your ROI
Team Communication
Build your ROI
Never.Stop. Learning.
User Groups Rock!
Be Social.
Start with an App.
Know your Tools
Talk to your Users
Mike Gerholdt
ACT, Inc. @mikegerholdt
Jeff Grosse
CRMFYI
Thom Martin
salesforce.com
Questions & Answers
APPENDIX
Dashboards: https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_def.htm&language=en
Reports:https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_overview.htm&language=en
Cases:https://help.salesforce.com/apex/HTViewHelpDoc?id=cases_def.htm&language=en
Record Types:https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=enhttps://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf
Online Training:https://help.salesforce.com/apex/HTTrainingCatalog
AppExchange Apps:Go to the Project Management page on Appexchange @ http://appexchange.salesforce.com/results?type=Apps&filter=a0L30000001Qp82EAC&sort=6
Habit 1: Build Your ROI
Browse Salesforce Training for sessions that pertain to your role, responsibilities and interests
Certification Sessions:http://www.salesforce.com/services-training/training_certification/certification/
Online Help & Training:https://help.salesforce.com/apex/hthome (Click “Take Training”)
Salesforce YouTube site:http://www.youtube.com/user/salesforce#grid/user/04D2AF6A87546729
Habit 2: Never. Stop. Learning.
Find a Salesforce User Group near you:
On Salesforce.com: http://success.salesforce.com/ideaList?c=09a30000000D9xy&sort=recent-Use the “Join Now” form at the bottom left side of the page
Habit 3: User Groups Rock!
Leverage and Engage with he online Community
Habit 4: Be Social
Salesforce.com:http://success.salesforce.com/
Twitter:@salesforce@Dreamforce
Facebook:https://www.facebook.com/salesforce
LinkedIn:Salesforce Power Users GroupSalesforce ProfessionalsSalesforce Solutions & Tips
Why Build when you can start with a Pre-Built app?
Habit 5: Start With An App
Select “Add AppExchange Apps” from the drop-down menu in the top left corner of any standard Salesforce page or go to the AppExchange directly at:http://appexchange.salesforce.com/home
Force.com Excel Connector
Force.com Data Loader
Evernote - http://www.evernote.com/
Developerforce provides detail on these tools and others. Go to this location to learn more: http://wiki.developerforce.com/index.php/Tools
Development Tools:Force.com IDEAdobe Flash Builder for Force.comForce.com Migration ToolApex ExplorerForce.com ExplorerWorkbench
Data Tools:Force.com Toolkit for Google Data APIs
AppExchange:http://appexchange.salesforce.com/results?type=Apps&sort=8&keywords=activity&filter=a0L30000001Qp7QEAS
Habit 6: Know Your Tools
Engage with the entire team…your co-workers, users, stake holders, etc.. on a regular basis.
Habit 7: Talk To Your Users
Use “Tried and True” as well as new approaches to bringing valuable, relevant information to your.
Chatter Lunch & LearnWebinars IdeasSurveys Contests/Spiffs
Power User Groups NewslettersSteering Committee Training
Meetings (ie Sales Kick Off) Videos
From Help and Training:
What is a Managed Package and how do I change a Managed Package back to Unmanaged? https://help.salesforce.com/apex/HTViewSolution?id=104785&language=en
From Developerforce:Unmanaged vs. Managedhttp://wiki.developerforce.com/index.php/How_to_Create_and_Register_a_Package#Unmanaged_vs._Managed
Managed vs. Unmanaged Packages:
Watch your inbox at the end of each day for an email from our survey partner, Alliance Tech.
Click on the personalized link to be directed to the survey page for the sessions you attended.
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