Common Mistakes Salesforce Admins Make - #DF13

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  • Common Mistakes Salesforce Admins MakeMike Gerholdt, Red Argyle, Dir. Client [email protected]

    Garry Polmateer, Red Argyle, [email protected]

    Jared Miller, Configero, Sr. Project [email protected]

  • Safe harborSafe 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, 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 products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, 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., inc. assumes no obligation and does not intend to update these forward-looking statements.

  • Mike GerholdtDirector of Client Engagement, @MikeGerholdt

  • Garry PolmateerManaging Partner, Red [email protected]

    All about

    Red ArgyleRed Argyle is a Salesforce consulting and ISV partner that focuses on bringing Tailored Goodness to the Salesforce PlatformCustom Development Enhance Salesforce or build productsConsulting New Salesforce implementationsOn Demand Administration Small business scalable supportProducts Several free and paid offerings on the AppExchange

  • Jared MillerSenior Project [email protected]

  • Configero At-A-Glance

    400+ CRM Projects250 Custom Apps7 AppsConfigero is a leading provider of Salesforce and cloud computing solutions and servicesProven ExpertsClients/Expertise

    Out of nearly 5,000 partners worldwide we are in the Gold level only about 30 companies have this distinction*

  • Mike*

  • We were all in your shoes

  • QuestionWhat is the worst Salesforce mistake youve ever made?

    Post your answer to Chatter with the hashtag #WorstMistake

  • Hearing vs. Listening Image from - Public Speaking: Practice and Ethics


  • How to Listen EffectivelyAsk, Why? And dont be afraid to dig deeper

    Why are you asking me for this?Why is what we already have not working?Deliver mock-ups to the user

    Excel, LucidCharts, Balsamiq, Bar napkin just do it!Help them understand what you are hearingMore importantly help them understand what they are asking for

    Jared Bring up GK talking in scenarios *

  • Understanding Input and Output in a Solution


  • What do I mean by Data InputClicks and Scrolls and Fields, oh my!

    Sometimes creating a solution will be more work than the manual waySometimes creating a solution delivers so much data that your users are scrollingSometimes creating a solution requires the creation of too many fieldsSometimes simple is the best answer!


  • How do we stay simple with our Data Output?Understand how the data will be used

    What is the expected result of the data input?I want to calculate the viability of a deal.I would love to tell if I have a good customer or not.Sounds like a formula field to me! A picture is worth a thousand words


  • How do we stay simple?What is the expected action of the data input?

    I want to see the grade of everyones accounts.It would be great to see how much our customer spends.Sounds like a report to me!Or, embedded analytics!(shout out to Winter 14)


  • Want more Simple from Winter 14?Publisher Actions

    Available in PE!Chatter Groups

    @mentionsPublisher actionsHistorical Trending


  • Data ImportsDont Dump it in SalesforceHave a Plan

    Why are you importing said data?Who can import data?What are your standards for importing data?


  • Data Import SHUT OFF WORKFLOW, YO!


  • Data Import Dupes HappenDefine duplicate risk/mitigation

    Pre-clean dataPost-clean dataDont ignore the reality of duplicatesDont deal with it laterTest in a Sandbox! (EE +)


  • Field Level Security No Cruise Control!


  • Field Level Security Wizard ReduxThankfully this button exists: Which gives us this:


  • Field Level Security Fields RequiredRequired at Field LevelRequired via Validation RuleRequired on Page Layout

    Red = Tread Softly!


  • Field Level Security Read OnlyRead Only Page LayoutRead Only Profile Level

    Dont forget to uncheck Read Only Validation Rule


  • Too Many Profiles!


  • Reduce Profile SprawlClearly define roles or buckets of usersUtilize Permission Sets

    User B is like User A but can modify AccountsGrant granular CRED when neededPerfect for Temporary Assignments


  • Mike*

  • Managing ChangeSymptoms

    Poor CommunicationLack of planningSolutions

    Planned releasesConstant communicationEmailsNewslettersChatter


  • SummaryDont take user requests at face value. Dive deeper.Understand how your users will consume data.Determine how a request meets a business goal.Dont always look for the shortcut.Find a common denominator.COMMUNICATE!

  • Mike GerholdtRed Argyle,@MikeGerholdtGarry PolmateerJared MillerRed Argyle,@DarthGarryConfigero,@JaredeMiller

  • Out of nearly 5,000 partners worldwide we are in the Gold level only about 30 companies have this distinction*Mike*Jared*Jared Bring up GK talking in scenarios *Jared*Jared*Jared*Jared*Jared*Jared*Jared*Jared*Jared*Mike*Jared*Jared*Mike*Mike*Mike*Mike*