essential habits for new admins 2017
TRANSCRIPT
Essential Habits for New Admins
Forward-Looking Statements
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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
#Askforce
#AwesomeAdmin
• 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
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Your action items to get started:
admin.salesforce.comtrailhead.salesforce.comadmin.salesforce.com/events @SalesforceAdmns
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