NYC Admin Zone: How to be a Successful Solo Admin

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Jennifer Wobser Salesforce Admin for Life! Email: [email protected] Twitter: @crmsalesgem

Transcript of NYC Admin Zone: How to be a Successful Solo Admin

Page 1: NYC Admin Zone: How to be a Successful Solo Admin

Jennifer Wobser

Salesforce Admin for Life!

Email: [email protected]

Twitter: @crmsalesgem

Page 2: NYC Admin Zone: How to be a Successful Solo Admin

Solo 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

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Don’t Be Up a Creek Without a Paddle…

Discover your Salesforce resources and USE them!

Dreamforce, Success Community, #askforce, my admin friends!

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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

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https://developer.salesforce.com/trailhead

Trailhead is a fun, free and interactive way for Admins and Developers to learn Salesforce

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Blogs Specifically for Salesforce Admins!

*For Non-Profit Admins*

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Channel Your Admin Strengths Into Your Salesforce Org!

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2 distributions sites, 3 sales divisions, 100k+ accounts, 100+ users…

Just one admin responsible for communication via Salesforce!

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SalesforceA – A Solo Admin’s Best Friend• Ever had a user locked out when you were out of the office?• Need to de-activate a user that resigned on Friday?

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You can also take a pic of your action in SalesforceA and email it for management verification!

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Five Minutes = Improved adoption!

• Loading screen color• Company logo• Brand color

Easy Salesforce1 Branding for Admins

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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!

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Customer service places S1 orders during a summer heat power outage!

Or…

If the Office Internet is down, S1 is open for business!

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Salesforce1 Deep Links – A Fav for Execs!Simply 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

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Create a Salesforce1 Deep Link field on a report!

• Use deep links in scheduled reports to open records in S1

• Send individual reports to users with an option to open in S1

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How to create a Salesforce1 Deep Link formula field

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Senior VP of Sales Supports Official Launch of Salesforce1 to all Sales Teams in Feb 2014 at our National Sales Meeting!

If the VP of Sales loves Salesforce1, then all sales users will adopt Salesforce1!

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Thank You!