Essential Habits for New Admins

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@SalesforceAdmns#AwesomeAdmin

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The Goal of Developing Awesome Habits

• Keep you in touch with user needs

• Keep you aligned with organization policies

• Keep your organization informed with Salesforce changes,

improvements

• Keep you in touch with the community

• Keep your skills honed

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

Successful Admins Have Salesforce ‘Habits’

EngageExplore

Communicate

Evaluate

Refresh

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

Daily Habit: Engage

ExploreCommunicate

Evaluate

RefreshEngage

Engage

Be a Salesforce Ambassador & 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

• Watch how users use Salesforce by

practicing SABWA (Salesforce

Administration by Walking Around)

• Take notes and post tips from

Salesforce1

• Use SalesforceA to administer from

anywhere

• 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

Chatter Basics BadgeUse the Power of Chatter Groups!

Engage

`

Become Familiar with Lightning ExperienceLightning Experience Basics Badge

• Do one thing in Lightning everyday

• Present Lightning in a Box

• Complete the Lightning Experience Basic Badge

admin.salesforce.com/lightning

Weekly Habit: Explore

ExploreCommunicate

Evaluate

RefreshEngage

Explore more possibilities with the AppExchangeAppExchange Basics Badge

Demo, Download and Test Drive!

Over 2,900 apps 3 million installs

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

Explore

Join the Trailblazer Success Community

• Engage with a vibrant community of

2.6M+ Admins

• Ask questions, get answers, submit

ideas

• Post tips and tricks

• Connect with other users

• Go to: trailblazer.salesforce.com

“The Success Community has been a total game changer for me as a solo Salesforce Admin. If I'm ever stuck on something or need advice, I immediately turn to the community. Within minutes of making a post, people share their thoughts on how I might tackle the issue. I honestly don't know how Admins survived before it was around.”

Amanda Malloy,Salesforce Admin

Explore

Connect with Other Admins on Social

Explore

• Twitter

#Askforce

#AwesomeAdmin

• LinkedIn

• Facebook

• YouTube

Monthly Habit: Communicate

ExploreCommunicate

Evaluate

RefreshEngage

Communicate with Stakeholders

Schedule a standing meeting on their calendar to:

• Share feedback from users

• Demo AppExchange apps

• Communicate changes to business processes

• Identify areas for improvement

Communicate

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

Brent Downey, Salesforce Admin

Share Salesforce Successes

Communicate

• Share tips, tricks, success stories

and top users in a chatter group

or newsletter

• There is no such thing as too

much communication!

Build & Foster a Relationship with IT

Communicate

• Use security Health Check

• Identify & fix security vulnerabilities in Password, Session

Settings, and Network Access Configuration

• Locate in Setup

• Stay informed on your company’s security best practices

• Visit trust.salesforce.com

Security Basics Badge

Develop Salesforce Governance

Communicate

• Host monthly governance meetings to help you prioritize requests and align Salesforce initiatives with business needs

• It will:

• Improve business/IT Alignment

• Improve processes & efficiency

• Increase Salesforce value

Change Management Badge

Connect with a Local User Group

“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

Communicate

• Network with individuals who are learning, collaborating and sharing ideas, best practices and successes together

• Find yours: www.salesforceusergroups.com

Quarterly Habit: Evaluate

ExploreCommunicate

Evaluate

RefreshEngage

Evaluate

Salesforce Optimizer is the fastest and most effective way to get prioritized insights coupled with actionable recommendations and best practices:

• Efficiently maintain customizations

• Decrease business and technical debt

• Increase productivity of admins and end users

• Drive Salesforce usage

Evaluate Your Org with Optimizer

Evaluate

Host an “eat & delete” luncheon with

different teams or departments

• In-person or virtual

• Review Reports, Dashboards & Folders

• What is useful?

• What can be cleaned up?

Reports and DashboardsEvaluate Your Reports & Dashboards

Review Salesforce Releases

Evaluate

Plan for change:

• Read the Release Notes:

releasenotes.docs.salesforce.com

• Watch Release Readiness Live

• Get a pre-release org

• Review what Sandboxes you need to

refresh

Communicate Org Health and Enhancements

Meet with leadership and:

• Discuss new features

• Understand how new features enhance

your processes

• Prepare your user communication plan

• Run an org Health Check

Evaluate

Nyla Shani, Salesforce Admin

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

Yearly Habit: Refresh

ExploreCommunicate

Evaluate

RefreshEngage

Refresh Your Skills

Refresh

Set a goal for training & certifications:

• Administrator

• Advanced Administrator

• Platform App Builder

• Sales/Service Cloud Consultant

Level Up with Superbadges

Refresh

Review Training & Documentation

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

Refresh

From theaters, to sessions, to hands-on areas Dreamforce

has something for everyone

• Build your ROI letter

• Join the Admins @ Dreamforce Collaboration

Group

• Catch up sessions via

• Or find all our sessions

→ bit.ly/DF16AdminSessions

Make a Plan to Attend Dreamforce!

Successful Admins Have Salesforce ‘Habits’

EngageExplore

Communicate

Evaluate

Refresh

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

Your Habits Checklist

Make a list of users to visit with for SABWA

Put a 30 minute time block on your calendar to explore the

AppExchange, the Trailblazer Community, etc.

Set a recurring meeting with your stakeholders

Look up your local user group

Get started with Trailhead

Your action items to get started:

admin.salesforce.comtrailhead.salesforce.comadmin.salesforce.com/events @SalesforceAdmns

Resources for Admins

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