Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the top habits and best practices of successful Salesforce Admins. We’ll show you amazing hacks that will make you a more efficient Salesforce Admin, make your users more productive and drive success for you and your business.

1. Salesforce Admin Habits & Hacks
Mike Gerholdt
Salesforce Admin Evangelist
@mikegerholdt
Gillian Madill
Salesforce Admin Marketing
@gmadill

2. bit.ly/DCadmin
Before we get started…one quick question for you!
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3. Thank you

4. Salesforce Admin Habits & Hacks
Mike Gerholdt
Salesforce Admin Evangelist
@mikegerholdt
Gillian Madill
Salesforce Admin Marketing
@gmadill

5. 2015 is the Year
of the Salesforce Admin!

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 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.
Safe Harbor

7. The Technology World has Changed
Mainframe Client/Server
Today1960s 1980s
Enterprise
Cloud Computing
No Hardware/Software
Subscription Model
Automatic Upgrades
Constant Innovation

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. Thank you.
Our community of Salesforce
Admins are making incredible
things.

10. Admin Stories Video

11. Thank you.
Our community of Salesforce
Admins are making incredible
things.

12. Mike Gerholdt
Salesforce Admin Evangelist

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

14. Daily Habit: Engage
Engage

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: personalized & customized 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. 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. Hack:
Use Quick Actions to Allow Users to Submit
Feedback & Log Cases

18. Weekly Habit: Explore
Explore

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: admin.salesforce.com

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.
success.salesforce.com

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
www.salesforceusergroups.com
A network of individuals learning, collaborating, sharing ideas,
best practices and successes together

22. Connect on Social
Explore
• Twitter
#Askforce #AwesomeAdmin
• LinkedIn
• Facebook
• YouTube
• Google+

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. Hack:
Download AppExchange Dashboard Pack

25. Monthly Habit: Communicate
Communicate

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. 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. 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. Hack:
Use Process Builder to Automate
User On-Boarding Communications

30. Quarterly Habit: Evaluate
Evaluate

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. 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. Yearly Habit: Refresh
Refresh

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. 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. Hack:
Show mobile use cases with one.app
and Salesforce1 Chrome extension

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

38. More Resources to Learn & Connect
Learn with Trailhead
NEW Admin Focused Content!
admin.salesforce.com
Website, blog & newsletters
Connect with us
Join the Admin community!

40. GO FORTH AND BE AN
AWESOME ADMIN!

41. Thank you