This webinar is designed for any new Admins looking for some getting started tips. Join our webinar & start your Admin career on the right foot by developing these essential habits!

1. Essential Habits
for New Admins
February 24, 2016

2. Forward-Looking Statements
​ 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 salesforce.com, 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 non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could
affect the financial results of salesforce.com, 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. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

3. Get Social with Us!
@salesforceadmns
#awesomeadmin
Salesforce Admins
Salesforce Admins
Go to: bit.ly/adminhabits
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4. Join the Admin Webinar Group for Q&A!
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5. Learn Salesforce with Trailhead
the fun way to learn Salesforce

6. Trails and Badges Specifically For Admins
Migrate to Lightning
Experience
Admin
Beginner
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Intermediate
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Lightning Experience
Learn CRM
Essentials

7. 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

8. The Admin’s Role is in the Center of it All

9. Successful Admins Have Salesforce ‘Habits’
Engage
Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly

10. Daily Habit: Engage
Explore
Communicate
Evaluate
RefreshEngage

11. Engage
Be a Salesforce Ambassador & Leader
• 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
“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

12. • 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!
​ Chatter Basics Badge
Engage

13. Become Familiar with Lightning Experience
Lightning Experience Basics Badge
• Do one thing in
Lightning everyday
• Complete the Admin
#LightningChallenge
• Complete the Lightning
Experience Basic Badge
admin.salesforce.com/lightningchallenge

14. Weekly Habit: Explore
Explore
Communicate
Evaluate
RefreshEngage

15. Explore more possibilities with the AppExchange
​ AppExchange 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

16. Join the Salesforce 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: success.salesforce.com
Explore
“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

17. Connect with Other Admins on Social
• Twitter
#Askforce
#AwesomeAdmin
• LinkedIn
• Facebook
• YouTube
Explore

18. Monthly Habit: Communicate
Explore
Communicate
Evaluate
RefreshEngage

19. 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

20. Share Salesforce Successes
• Share tips, tricks, success stories
and top users in a chatter group
or newsletter
• There is no such thing as too
much communication!
Communicate

21. • 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
Build & Foster a Relationship with IT
​ Security Basics Badge
Communicate

22. Develop Salesforce Governance
​ Change Management Badge
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

23. Connect with a Local User Group
• Network with individuals who are learning, collaborating
and sharing ideas, best practices and successes together
• Find yours:
www.salesforceusergroups.com
Communicate
“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

24. Quarterly Habit: Evaluate
Explore
Communicate
Evaluate
RefreshEngage

25. 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?
Evaluate Your Reports & Dashboards
​ Reports and Dashboards

26. Review Salesforce Releases
Evaluate
Plan for Change
• Read the Release Notes
• Watch Release Readiness Live
• Get a pre-release org
• Review what Sandboxes you need
to refresh

27. 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.”

28. Yearly Habit: Refresh
Explore
Communicate
Evaluate
RefreshEngage

29. Refresh
Refresh Your Skills
Set a goal for training & certifications:
• Administrator
• Advanced Administrator
• Platform App Builder
• Sales/Service Cloud Consultant

30. Level Up with Superbadges
Refresh

31. 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
Refresh

32. Make a Plan to Attend Dreamforce!
From theaters, to sessions, to hands-on areas
Dreamforce has something for everyone
• Build your ROI letter
• Join the Admins @ Dreamforce Success
Community
• Catch up sessions via
• Or find all our sessions
→ bit.ly/DF16AdminSessions
Refresh

33. Successful Admins Have Salesforce ‘Habits’
Engage
Explore
Communicate
Evaluate
Refresh
Daily –-- Weekly –-- Monthly –-- Quarterly --- Yearly

34. Your Habits Checklist
​ Your action items to get started:
Make a list of users to visit with for SABWA
Put a 30 minute time block on your calendar to explore
the AppExchange, the Success Community, etc.
Set a recurring meeting with your stakeholders
Look up your local user group
Get started with Trailhead

35. admin.salesforce.com trailhead.salesforce.com admin.salesforce.com/events @SalesforceAdmns
Resources for Admins
​ Visit Admin Website ​ Join Webinars​ Get started with Trailhead ​ Stay Connected

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