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Habits and hacks for salesforce admins

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Habits and hacks for salesforce admins

  1. 1. Salesforce Admin Habits & Hacks Mike Gerholdt Salesforce Admin Evangelist @mikegerholdt Kris Lande Salesforce Admin Marketing @krislande
  2. 2. Before we get started…one quick question for you! Please go to:
  3. 3. Thank you
  4. 4. Salesforce Admin Habits & Hacks Mike Gerholdt Salesforce Admin Evangelist @mikegerholdt Kris Lande Salesforce Admin Marketing @krislande
  5. 5. 2015 is the Year of the Salesforce Admin!
  6. 6. Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available., inc. assumes no obligation and does not intend to update these forward-looking statements. Safe Harbor
  7. 7. The Technology World has Changed Mainframe Client/Server Today1960s 1980s Enterprise Cloud Computing No Hardware/Software Subscription Model Automatic Upgrades Constant Innovation
  8. 8. 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
  9. 9. Thank you. Our community of Salesforce Admins are making incredible things.
  10. 10. Admin Stories Video
  11. 11. Thank you. Our community of Salesforce Admins are making incredible things.
  12. 12. Mike Gerholdt Salesforce Admin Evangelist
  13. 13. Successful Admins Have Salesforce ‘Habits’ Engage Explore Communicate Evaluate Refresh Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
  14. 14. Daily Habit: Engage Engage
  15. 15. 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
  16. 16. 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!
  17. 17. Hack: Use Quick Actions to Allow Users to Submit Feedback & Log Cases
  18. 18. Weekly Habit: Explore Explore
  19. 19. 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 to help you be a rockstar admin and a hero to your company Put Salesforce1 to work for you. Tip 1: Reduce Time to Update Opportunities Use quick actions to reduce the amount of fields required for frequent business events such as winning a deal or qualifying an opportunity. Contributed by Mary Scotton Tip 2: Directly Link to Salesforce1 in Your Emails Customize your email templates so that your users are sent straight into the Salesforce1 mobile app. They will love how easy this is to use! Contributed by Eanna Cunnane Tip 3: Eliminate Emails and Paper for Road Warriors View, print, email, and even store files offline with Files & Groups in Salesforce1. Your traveling sales reps and execs who use external files will thank you! Contributed by Jennifer Wobser Salesforce1 for Admins Webinar Haven't started using the Salesforce1 Mobile App? Learn tips and tricks from awesome admins Shannon Grimm, Amanda Ream, and Jennifer Wobser. Hosted by Mary Scotton, this hour will kickstart your Salesforce1 Mobile App success! Date: 04/23/2014 Time: 10:00AM PT  Register for the Webinar WorkshopsNewsletters Website, Blog & Podcasts Join us at:
  20. 20. 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.
  21. 21. 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 A network of individuals learning, collaborating, sharing ideas, best practices and successes together
  22. 22. Connect on Social Explore • Twitter #Askforce #AwesomeAdmin • LinkedIn • Facebook • YouTube • Google+
  23. 23. 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
  24. 24. Hack: Download AppExchange Dashboard Pack
  25. 25. Monthly Habit: Communicate Communicate
  26. 26. 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
  27. 27. 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!
  28. 28. 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!
  29. 29. Hack: Use Process Builder to Automate User On-Boarding Communications
  30. 30. Quarterly Habit: Evaluate Evaluate
  31. 31. 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
  32. 32. 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
  33. 33. Yearly Habit: Refresh Refresh
  34. 34. 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
  35. 35. 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
  36. 36. Hack: Show mobile use cases with and Salesforce1 Chrome extension
  37. 37. Successful Admins Have Salesforce ‘Habits’ Engage Explore Communicate Evaluate Refresh Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly
  38. 38. Join us Today in theAdmin Zone in the Expo! Admin Theatre 14 Sessions for Admins by Admins! Customer-Led Demos Learn tips & best practices Photo booth Say cheese!
  40. 40. Thank you
  41. 41. Appendix
  42. 42. 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