habits and hacks for salesforce admins
TRANSCRIPT
Salesforce Admin Habits & HacksMike Gerholdt
Salesforce Admin Evangelist
@mikegerholdt
Kris Lande
Salesforce Admin Marketing
@krislande
bit.ly/londonadmin
Before we get started…one quick question for you!
Please go to:
Thank you
Salesforce Admin Habits & HacksMike Gerholdt
Salesforce Admin Evangelist
@mikegerholdt
Kris Lande
Salesforce Admin Marketing
@krislande
2015 is the Year
of the Salesforce Admin!
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The Technology World has Changed
Mainframe Client/Server
Today1960s 1980s
EnterpriseCloud Computing
No Hardware/Software
Subscription Model
Automatic Upgrades
Constant Innovation
The Power has Shifted
Everyone can challenge the status quo
No idea is too BIG
Everyone is empowered to bring
innovation to life
It’s a New Era of Business
Thank you.Our community of Salesforce
Admins are making incredible
things.
Admin Stories Video
Thank you.Our community of Salesforce
Admins are making incredible
things.
Mike GerholdtSalesforce Admin Evangelist
Successful Admins Have Salesforce ‘Habits’
Engage
ExploreCommunicate Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
Daily Habit: Engage
Engage
Engage
Be a Salesforce Ambassador & Social Leader
Engage with your users
• SABWA: Salesforce Administer by Walking Around
• Watch how users use Salesforce
• Take notes and post tips from Salesforce1
• Use SalesforceA to administer from anywhere
• Make Salesforce theirs: personalised & customised for
how they work
“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 TalentPlus
Engage
• 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
Use the Power of Chatter Groups!
Hack:
Use Quick Actions to Allow Users to Submit
Feedback & Log Cases
Weekly Habit: Explore
Explore
Stay on Top of the Latest Admin News
Explore
Salesforce Admin Digest
Tips & Tricks with a No Fluff Guarantee
Welcome to our new digest, packed full of useful tips, tricks and tutorials tohelp you be a rockstar admin and a hero to your company
Put Salesforce1 to work for you.
Tip 1: Reduce Time to Update OpportunitiesUse quick actions to reduce the amount of fields required forfrequent business events such as winning a deal or qualifying anopportunity.
Contributed by Mary Scotton
Tip 2: Directly Link to Salesforce1 in YourEmailsCustomize your email templates so that your users are sentstraight into the Salesforce1 mobile app. They will love how easythis is to use!
Contributed by Eanna Cunnane
Tip 3: Eliminate Emails and Paper for RoadWarriorsView, print, email, and even store files offline with Files & Groupsin Salesforce1. Your traveling sales reps and execs who useexternal files will thank you!
Contributed by Jennifer Wobser
Salesforce1 for AdminsWebinarHaven't started using the Salesforce1Mobile App? Learn tips and tricks fromawesome admins Shannon Grimm,Amanda Ream, and Jennifer Wobser.Hosted by Mary Scotton, this hour willkickstart your Salesforce1 Mobile Appsuccess!
Date: 04/23/2014Time: 10:00AM PT
Register for the Webinar
WorkshopsNewsletters Website, Blog & Podcasts
Join us at: admin.salesforce.com
Join the Salesforce Success Community
Explore
Engage with a vibrant
community of 1.6M+
Admins.
Ask questions, get answers.
Post tips and tricks. Connect
with other users.
success.salesforce.com
Connect with a Local User Group
Explore
“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
Edmentum
www.salesforceusergroups.com
A network of individuals learning, collaborating, sharing ideas,
best practices and successes together
Connect on Social
Explore
#Askforce #AwesomeAdmin
• YouTube
• Google+
Explore
Demo, Download & Test Drive!
• 2,500+ apps
• 2.6+ million installs
• 44,000+ peer reviews
• 300+ Salesforce1 mobile ready apps
Subscribe to the AppExchange Newsletter
for app recommendations, insights & tips
Extend Salesforce with the AppExchange
Hack:
Download AppExchange Dashboard Pack
Monthly Habit: Communicate
Communicate
Connect with Stakeholders
Communicate
• Share feedback from users
• Demos of AppExchange apps
• Upcoming changes to business processes
• Identify areas for improvement
• Host internal “user group”
“The role of the Salesforce
Administrator is a very pivotal
role for driving organizational
change.”
Brent Downey
Salesforce Admin
ReadyTalk
Share Salesforce Successes
Communicate
• Share tips, tricks, success stories and top users
in Chatter Group or newsletter
• There is no such thing as too much
communication!
Onboard New Users
Communicate
• Welcome them with emails & Chatter posts to help
get them started and logged in
• Share training materials
• Show them where to get help - Chatter Group!
Hack:
Use Process Builder to Automate
User On-Boarding Communications
Quarterly Habit: Evaluate
Evaluate
Plan for Salesforce releases
• Read the Release Notes
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes you need to refresh
Plan for Changes
Evaluate
Meet with leadership
• Discuss new features
• Understand how new features enhance
your processes
• Prepare your user communication plan
Manage & Communicate Change
Evaluate
“Providing leadership the ability to visualize
what’s possible will help get the buy-in
needed to deliver enhancements to your org!
Showcase your work and examples… Show
off a dashboard while explaining how you can
deliver powerful team metrics, pull up a
Chatter group when explaining the importance
of collaboration.”
Nyla Shani
Salesforce Admin
LegalZoom
Yearly Habit: Refresh
Refresh
Refresh
Set a goal for training & certifications
• Administrator
• Advanced Administrator
• Developer
• Sales/Service Cloud Consultant
Make a plan to go to Dreamforce!
Refresh Your Skills
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
Review Training & Documentation
Hack:
Show mobile use cases with one.app
and Salesforce1 Chrome extension
Successful Admins Have Salesforce ‘Habits’
Engage
ExploreCommunicate Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
Join us Today in the Admin Zone in the Expo!
Admin Theatre
14 Sessions for Admins by Admins!
Customer-Led Demos
Learn tips & best practices
Photo booth
Say cheese!
GO FORTH AND BE AN
AWESOME ADMIN!
Thank you
Appendix
Admin Habits & Hacks - 8:30am
Content Onscreen Speaker Duration
Late Start Survey / Title Slide - 2
Admin ‘Right now’ Video Video (in slides) - 1
Introduction Slides Kris 5
Admin Stories Video Video (embedded in slides) - 2
Intro to the Habits, Habit #1 Slides Mike 4
Demo: Hack #1 Demo Laptop Kris/Sarah 4
Habit #2 Slides Mike 3
Demo: Hack #2 Demo Laptop Kris/Sarah 3
Habit #3 Slides Mike 3
Demo: Hack #3 Demo Laptop Kris /Sarah 3
Habit #4 & #5 Slides Mike 5
Demo: Hack #4 Demo Laptop Kris/Sarah 3
Conclude & Thank You Slides Mike 2
Total 40