new salesforce admin · 2015. 4. 23. · salesforce admin inside the minds of admins created by ....
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salesforce admin
inside the minds of admins
created by
For the fourth year in a row, we invited Salesforce admins, consultants, and users from across the
world to participate in our admin survey. The responses were not only overwhelming, but shed light on the habits of admins and their data.
responses
Our sales were suffering, reports were inaccurate, and our professional image was tainted due to unintentional redundant client communications. All our efforts to gather useful data were falling to the wayside. Upon in-depth analysis we uncovered the problem: our data was polluted with duplicate, incomplete, and incorrect records.
Our quest to conquer bad data led us to create the popular Salesforce cleansing and maintenance tools DupeCatcher, Cloudingo, and Cloudingo Studio. Thousands of companies world-wide have used our tools to prevent and eliminate duplicates, enhance data, and work more efficiently.
After years of battling bad data,
our
and
#sfadminstats
number of #sfadminstats
&
6. Workflows 7. Gathering documentation & requirements 8. Managing profiles & roles 9. Formulas 10. Storage space 11. Data enrichment 12. Testing 13. Security 14. Regulatory compliance & auditing
#sfadminstats
how frequently
Hey, I told you not to ask!
Once a month
Every two weeks
Once a week
Well, how often do you
(and don’t ask me how often I clean my
sheets)
#sfadminstats
amount of …
Keeping data clean
and dupe free
Training users and
keeping them informed
of new updates
Compiling data and
generating reports
Providing tech support
and resolving system
problems
Managing and designing
ongoing development of
the org
#sfadminstats
you are…
where admins
6. Israel 7. Germany 8. France 9. Brazil 10. Argentina
#sfadminstats
Make your Salesforce instance the best it can be with
Find duplicate records in your existing database and easily dedupe from a simple dashboard
Auto-merge, mass merge, or manually merge duplicates without data loss
Choose from prebuilt filters or create your own
Cleanse import files before the data reaches Salesforce
Maintain data with features such as mass update, mass delete, geocoding, address validation and standardization
How many dupes are
Find out with a free 10-day trial!
lurking in your data? makers of
Copyright & Permissions
You are welcome to print a copy of this document for your personal use. Other than that, no part of this publication may be reproduced, stored, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without the prior written permission of the author. Requests to the author and
publisher for permission should be addressed to the following email: contact@symphonicsource.com.
Limitation of liability/disclaimer of warranty: While the publisher and author have used their best efforts in preparing this guide and workbook, they make no representations or warranties with respect to the accuracy or
completeness of the contents of this document and specifically disclaim any implied warranties of merchantability or fitness for particular purpose. No warranty may be created or extended by sales representatives, promoters, or written sales materials.
The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages.
Graphics designed by Freepik.com. Salesforce® is a registered trademark of salesforce.com and is not affiliated with Symphonic Source Inc.
Produced and copyrighted by Symphonic Source Inc., makers of DupeCatcher, Cloudingo, and Cloudingo Studio
with other admins
bonus
Find out what admins told us is the most important piece of info every Salesforce admin should know.
Get your copy:
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