Tips for New Admins - Salesforce World Tour Boston

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Tips for New Admins How to get started and hit the ground running as a new Salesforce Admin Gillian Madill Mike Gerholdt Admin Relations Salesforce Admin Evangelist @gmadill @mikegerholdt

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Tips for New AdminsHow to get started and hit the ground running as a new Salesforce AdminGillian MadillMike GerholdtAdmin RelationsSalesforce Admin Evangelist@gmadill@mikegerholdt

Youve gotten started but whats next?

You tried to get started, but youve hit a wall

The business is hitting you with demands you want to wow them

And just as importantly, you want to build your careerSo now youre a Salesforce AdminGillian2

Being an Admin seems like

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But it can really be like

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What type of Admin are you?

Business GuruSpreadsheet ExpertIT ManagerSales PersonGillian5

Does this look familiar?You wanted thisSo you bought one of theseAnd now it seems like you need to understand this

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Tip #1: Start with the problem you are trying to solveHow does your business handle the customer journey?

Sell

Service

Grow

Market

Target

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Tip #2: Find where you can have the biggest impactEase of cultural adoption Low-hanging fruitTo keep you goingFools goldAvoid!Quick winsTo get you goingTransformationYour long-term goalsBusiness Impact

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Tip #3: Share your successes

Chatter!Reports & DashboardsTown HallsFeedback

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DailyWeeklyMonthlyReleaseYearly

EngageExplore

Communicate

Evaluate

RefreshSABWAChatteradmin.salesforce.comUser Group#AskForce #AwesomeAdminMeet with stakeholdersShare successOn-board usersRelease NotesSandbox refreshCertificationDreamforce!Train & documentTip #4: Cultivate great habitsMike10

Tip #5: Get involved in the communityadmin.salesforce.comSuccess Community#AskForce

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Go forth and be a salesforce superheroMike & Gillian