Habits of a Successful Salesforce Admin

#MWD14

Everyone of YOU is a

Salesforce Superhero

Deliver Real Business Value

Daily

Habits

Weekly

Habits

Monthly

Habits

Quarterly

Habits

Yearly

Habits

Engage

• Be a Social Leader

• Engage with your users

• Use Chatter Groups to answer questions

• SABWA

• Salesforce Administration by walking around

• Take notes and post tips from Salesforce1

Explore

• Visit the AppExchange

• Subscribe to the Newsletter

• Download

• Check your documentation

• Got a Data Dictionary?

• Create User Tips to Drive adoption

• The Community

• Check blogs for resources

• Utilize Answers & Ideas

• SteveMo

• Matthew Lamb

• Salesforce Community Groups

• Social Channels

• #Askforce

• LinkedIn

Communicate

• Connect with stakeholders

• Stakeholders

• Buy2 v. Build

• Governance

• Identify areas for improvement

• New user on-boarding

• Checking your documentation

Evaluate

• How fresh is your Sandbox?

• Manage Change

• Plan for Salesforce releases – Read the release notes!

• Plan for your releases

• Communicate change

• Meet with leadership

• Attend a Salesforce User Group

• Evaluate Reports & Dashboards

• Eat & Delete

Refresh

• Run refresher training for your users

• Your users are your customers

• “It’s so easy, I don’t get why they won’t do it.”

• Create an app to track user training

• Review Salesforce Help Text

• Hover to Discover

• Are terms still relevant?

• Keep yourself up to date

• Make a plan to return to Dreamforce

• Continue with your Training & Certifications

• Administrator

• Adv. Administrator

• Developer

• Sales/Service Cloud Consultant

Thank you