How to get started and hit the ground running as a new Salesforce Admin. #AwesomeAdmin

1. Tips for New Admins
How to get started and hit the ground running as a new Salesforce Admin
Gillian Madill Mike Gerholdt
Admin Relations Salesforce Admin Evangelist
@gmadill @mikegerholdt

2. • You’ve gotten started – but what’s next?
• You tried to get started, but you’ve hit a wall
• The business is hitting you with demands – you want to
wow them
• And just as importantly, you want to build your career
So now you’re a Salesforce Admin

3. Being an Admin seems like…

4. But it can really be like…

5. What type of Admin are you?
Business Guru Spreadsheet Expert IT Manager Sales Person

6. Does this look familiar?
You wanted this So you bought one of these And now it seems
like you need to
understand this

7. Tip #1: Start with the problem you are trying to solve
How does your business
handle the customer journey?
Sell
Service
Grow
MarketTarget

8. Tip #2: Find where you can have the biggest impact
Ease of cultural adoption
Low-hanging fruit
To keep you going
Fool’s gold
Avoid!
Quick wins
To get you going
Transformation
Your long-term goals
BusinessImpact

9. Tip #3: Share your successes
• Chatter!
• Reports & Dashboards
• Town Halls
• Feedback

10. Habits
Daily Weekly Monthly Release Yearly
Engage Explore Communicate Evaluate Refresh
SABWA
Chatter
admin.salesforce.com
User Group
#AskForce #AwesomeAdmin
Meet with stakeholders
Share success
On-board users
Release Notes
Sandbox refresh
Certification
Dreamforce!
Train & document
Tip #4: Cultivate great habits

11. Tip #5: Get involved in the community
• admin.salesforce.com
• Success Community
• #AskForce

12. Go forth and be a
salesforce superhero