This year for Dreamforce I wanted to rethink what it means to be a successful Salesforce Admin and what habits Admins should be following. Our approach was a bit different than in previous years, rather than just adding more habits we took a look at the habits I had proposed in previous years and tried to put them into context. In addition, we took at look at the timeliness of each habit- because let’s be honest, we can’t do everything everyday. And we don’t need to tackle that much on a daily basis. Our approach this year was to make the habits consumable and easy to follow. Believe me, I’ve been in your shoes and being a Salesforce Admin can be a tough job because there really isn’t a user manual to success. To help we broke the habits into daily, weekly, monthly, quarterly, and yearly activities that will help you stay informed, keep your users up to date, and ensure that you completing what you need to get done to keep your org healthy.

1. The New Habits of a Successful
Salesforce Admin
Mike Gerholdt, Red Argyle
@MikeGerholdt
Jared Miller, Configero
@JaredeMiller

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3. Mike Gerholdt
Director of Client Engagement,
Red Argyle
@MikeGerholdt

4. All about Red Argyle
Red Argyle is a Salesforce consulting and ISV partner that
focuses on bringing Tailored Goodness to the Salesforce
Platform
 Custom Development – Enhance Salesforce or build products
 Consulting – New Salesforce implementations
 On Demand Administration – Small business scalable support
 Products – Several free and paid offerings on the AppExchange

5. Jared Miller
Senior Project Manager
@JaredeMiller

6. Configero At-A-Glance
Top 30 Out of 4,200 Salesforce Alliance Partners Globally
Proven Experts
400+
250
7
CRM Projects
Custom Apps
Force.com Apps
Clients/Expertise

7. A long time ago

8. In 2011… I presented The 7 Habits
1 2 3 4 5 6 7

9. 1 2 3 4 5 6
7 8 9 10 11 12
In 2012… I presented The 12 Habits

10. At this rate…
100
90
80
70
60
50
40
30
20
10
0
2011
2012
2013
2014
2015
2016

11. Photo Credit: Evil Erin via Flickr

12. What is a habit
hab·it
1
noun ˈha-bət
: a usual way of behaving : something that a person
does often in a regular and repeated way.
Hacks
Tips
&
Tricks

14. Engage
• Be a Social Leader
• Engage with your users
• Use Chatter Groups to answer questions
• SABWA
•
Salesforce Administration by walking around

16. Explore
• Visit the AppExchange
• Subscribe to the Newsletter
• Download
• Check your documentation
• Got a Data Dictionary?
•
Does it need updating?
• Create User Tips to Drive adoption
•
Post to Chatter- youtube

17. Explore
• The Community
• Check blogs for resources
• Utilize Answers & Ideas
•
SteveMo
•
Matthew Lamb
• Salesforce Community Groups
• Social Channels
•
#Askforce
•
LinkedIn

19. Communicate
• Connect with stakeholders
• Stakeholders
• Buy2 v. Build
• Governance
• Identify areas for improvement
• New user on-boarding
•
Checking your documentation

21. Evaluate
• How fresh is your Sandbox?
• Manage refreshes
• Manage Change
• Plan for Salesforce releases – i.e. Read the release
notes!
• Plan for your releases
• Communicate change
• Meet with leadership

22. Evaluate
• Attend a Salesforce User Group
• Evaluate your org’s progress with others
• Connect
• Learn Best Practices
• Knowledge Check
• Present once a quarter
• Evaluate Reports & Dashboards
• Eat & Delete
• Report Templates

24. Refresh
• Run refresher training for your users
• Your users are your customers
• “It’s so easy, I don’t get why they won’t do it.”
• Create an app to track user training
• Review Salesforce Help Text
• Hover to Discover
• Are terms still relevant?

25. Refresh
• Keep yourself up to date
• Make a plan to return to Dreamforce
• Continue with your Training & Certifications
• Administrator
• Adv. Administrator
• Developer
• Sales/Service Cloud Consultant

28. Mike Gerholdt
Jared Miller
Red Argyle,
@MikeGerholdt
Configero,
@JaredeMiller