Place

Customer or

Partner logo in

white area of

slide, centered

Jennifer Wobser

Salesforce Administrator/Analyst

Email: jwobser@drawloop.com

Twitter: @crmsalesgem

Admins, pat yourself on the back!

• There’s only 1 of us…and several of them!

• No matter where your org falls in this chart, you play a powerful role in the

success of your company!

My Org with

One Admin

Solo Salesforce Admin? Which Type Are You?

The business guru The spreadsheet expert The salesperson who’s now

juggling Salesforce The IT guy

Discover Your Admin Strengths

Jennifer’s Natural Strengths:

• Sales Background

• Training/Teaching

• Relationship Building

• Compassionate Communication

• Problem Solving

Jennifer’s Tech Strengths:

• Data Analysis

• Salesforce1/Mobile

• Sales Automation

Jennifer talks admins into launching S1!

Channel Your Admin Strengths Into Your Salesforce Org!

Jennifer’s Admin job at FFF was to ensure that Salesforce allows users to stay in

touch with two Headquarters and over 80,000 Active Buying Accounts…wow!

=

Never Be Up a Creek Without a Paddle Again!

Discover your Salesforce resources and USE them!

Dreamforce, Success

Community, #askforce,

my admin friends!

Meet Others Anytime on the salesforce.com Community

No User Group Close to you?

That’s Ok!

The Salesforce.com Online

Community Offers Answers,

Themed Groups, Discussions,

and More!

https://success.salesforce.com/

Twitter Groups:

#Askforce

@Salesforce

@Dreamforce

@SalesforceJobs

@SalesforceDocs

@SalesforceUX

https://developer.salesforce.com/trailhead

Trailhead is a fun, free and interactive way for Admins and

Developers to learn Salesforce

Blogs Specifically for Admins!

For Non-Profit Admins

SalesforceA – A Solo Admin’s Best FriendEver had a user locked out when you were out of the office?

Need to de-activate a user that resigned on Friday?

=

SalesforceA – So What Can an Admin Do with SalesforceA?

=

• Activate users

• Deactivate users

• Unlock users

• Reset passwords

• Adjust Permission Sets

• View Login History

• Access Success Community

• View Scheduled Maintenance

& More with the Summer 2015 Release!!!

Easy Salesforce1 Branding – Make Salesforce1 Your Own!Improve Adoption!

• Customize your app header/actions color

• App Loading Page Color

• Company logo for Loading Page

• Replace Action Symbol (+) with icon

Install Salesforce1 for All Users…Just in Case!

It is always a possibility for the power to go down, Internet Service may

be out, or IT may be fixing a user’s computer with technical issues!

Can I

borrow the

Verizon

Hub spot

again? Your

motherboard is

fried and it will

be 2 weeks for

us to order you

a new laptop!

Or…

Internal Users Access

Dashboards & Report Files On

Salesforce1 During a July 2014

Power Outage in SoCal

Report Notifications – Automatically Send Actionable Data

S1 Report Notifications – Example for Sales Teams

S1 Report Notifications – Example for Non-Profit Admins

Salesforce1 Deep Links – A Solo Admin’s Best FriendSimply send an email with a link to a Dashboard (or any record)

Even the most tech-challenged exec can open it!

• Deep Link URL Using Your Object/Dashboard ID:

com.salesforce.salesforce1://entity/view?entityId=yourRecordID

=

Salesforce1 Resources

Essential follow ups from today’s session

1. Download the Salesforce1 app for iOS or for Android.

2. Watch the Salesforce1 Admin Stories on YouTube

3. Check out the Salesforce1 App Admin Guide and Rollout Guide

4. Send your users the link to the Salesforce1 App Getting Started Guide, and to the

mobile-ready Salesforce1 Help & Training

Background reading, viewing and doing

• Join the Salesforce1 Group on the Success Community

• View the real-life use cases collected in 100 Ways to Run Your Business from Your

Phone

• View this video on Salesforce1 Mobile Tips & Tricks for Admins

And don’t forget!

• Bookmark the Salesforce1 Mobile Resource Center

• Check out the ever-growing list of Salesforce1-ready mobile apps

Additional Salesforce1 Admin Resources

Salesforce1 Rollout Guide – Link Salesforce1 Mobile Resources – Link

Essential Resources For The Solo AdminEssential follow ups from today’s session

1. View these quick videos to learn how to create custom fields, schedule reports,

create workflow rules and build a simple flow.

2. Browse the documentation for creating custom objects.

3. Download the cheatsheets for workflow rules and approval processes.

4. Then check out our suggestions for useful workflow rules and approval

processes to implement

Background reading, viewing and doing

• Consult our Lead Management Implementation Guide.

• Read the Visual Workflow Implementation Guide.

• View the Cloud Flow Designer Workbook, and download the Visual Workflow

Getting Started Pack from the AppExchange.

And don’t forget!

• Join the Salesforce Workflow Automation community group.

• Learn How to Use Visual Workflow To Drive Productivity.

• View this Hands-On Training session on Extending Salesforce With Custom Objects

& Apps

Thank You!