salesforce awesome admin session - ledgeview...
TRANSCRIPT
Salesforce Awesome Admin Session
“Go Full Throttle with Salesforce”
What Are We Covering?
What is a Salesforce Admin?
How do I stay informed about Salesforce?
Chrome Browser Extensions
Partner Tools
Built-in Salesforce Tools
Ten Other Random Tips
Q&A
What is a Salesforce Admin?
What is a Salesforce Admin?
• Business Reviews & Recommendations
• Research & Vetting New Tools
• Manage the Salesforce Platform
• Configuration and Integration
• Documentation & Training
Day to day activities of a typical Admin
What is a Salesforce Admin?
• Data Quality
• User Adoption
• Duplicate Records
What Common Challenges do Admins Face?
Long Term Vision Setting
How do I stay informed about Salesforce?
How do I stay informed about Salesforce?
https://trailhead.salesforce.com/
• Create a login and start learning
Watch for previews and learn from success stories
Keep up to date on new releases and any outages
Do trainings on new features in Trailhead
https://admin.salesforce.com/admin-digest
http://status.salesforce.com/status• Click on My Domain if customized to determine instance you are on
Chrome Browser
Extensions
Chrome Browser Extensions
How to Add an extension
1. Open the Chrome Web Store.
2. Find and select the extension
you want.
3. Click Add to Chrome.
4. For some extensions, you’ll
see a box that lists the data
that the extension will be able
to access.
5. Click Add to grant the
extension access to your data
and install the extension.
Chrome Browser Extensions
Salesforce Admin Check All (Classic Only)
Enhances the Salesforce Setup pages by adding "check all" checkboxes
Chrome Browser Extensions
Salesforce.com Enhanced Formula Editor (Classic Only)
Makes editing formulas much easier.
Chrome Browser Extensions
Quickly Login as Another User (Classic Only)
Much faster to investigate a user question and log in as them.
Chrome Browser Extensions
Grey Tab (Classic Only)
Allows you to see all field values for a record and other information
Chrome Browser Extensions
Salesforce Inspector (Lightning and Classic)
Shows all fields values, allows exporting of data and other tools.
DEMO: Chrome Browser Extensions
Partner Tools
Partner Tools
Declarative Lookup Rollup Summaries Tool
Allows you to create rollup fields with complex criteria.
Partner Tools
Mass Update And Mass Edit From List View
Mass Update and Edit from a view so you can quick make data updates
Partner Tools
Jitterbit Cloud Data Loader - Free Version
Import/Update/Delete files to Salesforce
Built-in Salesforce Tools
Built-in Salesforce Tools
Click
Force.com Quick Access Menu (Set on user profiled - Only works in classic)
Built-in Salesforce Admin Tools
Report Contents:• Fields
• Apex Code
• Hard Coded References
• Custom Layouts/Objects
• Validation Rules
• Sharing Rules
• Workflow Rules
• User Management
• Profiles & Permission Sets
Built-in Salesforce Admin Tools
1) Force.com Quick Access Menu 2) Optimizer
Built-in Salesforce Admin Tools
Great tool when you want to make lots of fields or see visually how objects relate to each other.
Schema Builder
Built-in Salesforce Admin Tools
Manage your users and monitor server statuses on the go with the Mobile Admin App.
SalesforceA
Built-in Salesforce Admin Tools
1) Schema Builder2) SalesforceA
Ten other Random Tips
Ten other Random Tips1. Turn on field history tracking for important fields on key objects.
2. Identify duplicates and implement Duplicate Rules.
Ten other Random Tips3. Use your sandbox. Sometimes even small changes can have
significant negative consequences.
4. Set Up the Weekly Data Export Service.
Ten other Random Tips
6. The Power of One will allow you to easily get a record count. Just create a formula field for every object that contains the number “1”. https://www.adminhero.com/power-of-one-the-most-brilliant-analytics-trick-of-all-time/
5. Learn to correctly use record types. Great way to not add lots of objects.
Ten other Random Tips7. Make reporting easier by creating your own report types.
8. Leverage the AppExchange. Nearly half of the apps listed are totally free! You’ll find apps of all types and may eliminate the need to build from scratch.
https://appexchange.salesforce.com
Ten other Random Tips
9. Don’t be afraid to say no. If you can’t figure it out, better to step back than to do it wrong and screw it up. Just take your time.
10. Attack Salesforce one task at a time. You will learn little tricks here and there, and then go back and revisit former tasks with that new knowledge – but be sure to maintain the one task at a time approach. There is a lot to learn!
Resources
Material/Tool URL
Salesforce Admin Digest https://admin.salesforce.com/admin-digest
Salesforce Server Status and Calendar http://status.salesforce.com/status
Trailhead Training https://trailhead.salesforce.com/
Declarative Lookup Rollup Summaries Tool https://github.com/afawcett/declarative-lookup-rollup-summaries
Mass Update And Mass Edit From List View https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ
Jitterbit http://info.jitterbit.com/Adwords-Jitterbit-Request-Free-Data-Loader.html