Want to upgrade yourself & become an #AwesomeAdmin in Salesforce? In this slideshare, we are sharing some tips & best practices that will help you become one of the best at data management in Salesforce.
3. Let’s have a look at some
of the Best Practices
that will make any
Salesforce admin an
#AwesomeAdmin
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4. Stay Abreast with New Salesforce
Functionalities
With functionalities in Salesforce always evolving,
it’s important to keep yourself updated with the
features introduced in each Salesforce release.
Monitor these releases (three times a year) & plan
accordingly!
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5. Get Involved with the Salesforce Trailblazer
Community
Joining the online Salesforce Trailblazer
Community will prove to be extremely beneficial.
Connect with like-minded Salesforce admins to
get new ideas, ask questions, & learn about the
latest trends in Salesforce usage.
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6. Use Trailhead to Your Advantage
Salesforce Trailhead is a great place to expand
your knowledge about the Salesforce platform
whenever you can. With new classes being added
all the time, learn at your own pace & keep
upskilling yourself with all things Salesforce!
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7. Make AppExchange Your Go-to Place
The AppExchange has thousands of applications
that can be installed in just a few clicks to meet
different business challenges. Find solutions to just
about all problems & ‘extend’ your Salesforce
system’s functionality.
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8. Learn to Use Sandbox for Everything
As a general thumb rule, before making any change
in the live production level, always test it in your
org’s sandbox first. Build applications & test them in
the sandbox to rule out any possibility of
encountering any negative consequences.
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9. Give Proper Attention to Data Protection
In order to mitigate the risk of data loss in
Salesforce, always put proper focus of your data
protection strategies; specifically backing up the
data. No matter what way you backup the data,
always have a secure copy to fall back on in case the
original data is lost.
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10. Implement Proper Data Archival Techniques in
your Org
For long-term storage of legacy data in Salesforce,
implementing robust data archival techniques goes
a long way. Not only will it optimize the data storage
& reduce the storage costs, but it will also help in
efficient data management & give a better ROI.
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11. Using our enterprise-grade data archival platform, you can:
▸ either archive data at a native-level into Salesforce Big
Objects
▸ or archive data into external databases (Postgres, MySQL,
Redshift, MSSQL, Oracle) by leveraging external platforms
(AWS, Azure, Heroku, GCP, on-premise)
Either way you’ll save over 80%-90% data storage costs,
improve the system performance by 10X, simplify data
management, & unlock nearly 10X+ ROI.
Have a Look at our Data
Archival Platform
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