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Salesforce Awesome Admin Session - Ledgeview Partners€¦ · Salesforce Inspector (Lightning and Classic) Shows all fields values, allows exporting of ... Ten other Random Tips 9

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Salesforce Awesome Admin Session

“Go Full Throttle with Salesforce”

Keven SpreheSenior Business [email protected]

Tony ClemensSalesforce [email protected]

What Are We Covering?

What is a Salesforce Admin?

How do I stay informed about Salesforce?

Chrome Browser Extensions

Partner Tools

Built-in Salesforce Tools

Ten Other Random Tips

Q&A

What is a Salesforce Admin?

What is a Salesforce Admin?

• Business Reviews & Recommendations

• Research & Vetting New Tools

• Manage the Salesforce Platform

• Configuration and Integration

• Documentation & Training

Day to day activities of a typical Admin

What is a Salesforce Admin?

• Data Quality

• User Adoption

• Duplicate Records

What Common Challenges do Admins Face?

Long Term Vision Setting

How do I stay informed about Salesforce?

How do I stay informed about Salesforce?

https://trailhead.salesforce.com/

• Create a login and start learning

Watch for previews and learn from success stories

Keep up to date on new releases and any outages

Do trainings on new features in Trailhead

https://admin.salesforce.com/admin-digest

http://status.salesforce.com/status• Click on My Domain if customized to determine instance you are on

Chrome Browser

Extensions

Chrome Browser Extensions

How to Add an extension

1. Open the Chrome Web Store.

2. Find and select the extension

you want.

3. Click Add to Chrome.

4. For some extensions, you’ll

see a box that lists the data

that the extension will be able

to access.

5. Click Add to grant the

extension access to your data

and install the extension.

Chrome Browser Extensions

Salesforce Admin Check All (Classic Only)

Enhances the Salesforce Setup pages by adding "check all" checkboxes

Chrome Browser Extensions

Salesforce.com Enhanced Formula Editor (Classic Only)

Makes editing formulas much easier.

Chrome Browser Extensions

Quickly Login as Another User (Classic Only)

Much faster to investigate a user question and log in as them.

Chrome Browser Extensions

Grey Tab (Classic Only)

Allows you to see all field values for a record and other information

Chrome Browser Extensions

Salesforce Inspector (Lightning and Classic)

Shows all fields values, allows exporting of data and other tools.

Partner Tools

Partner Tools

Declarative Lookup Rollup Summaries Tool

Allows you to create rollup fields with complex criteria.

Partner Tools

Mass Update And Mass Edit From List View

Mass Update and Edit from a view so you can quick make data updates

Partner Tools

Jitterbit Cloud Data Loader - Free Version

Import/Update/Delete files to Salesforce

Built-in Salesforce Tools

Built-in Salesforce Tools

Click

Force.com Quick Access Menu (Set on user profiled - Only works in classic)

Built-in Salesforce Admin Tools

Report Contents:• Fields

• Apex Code

• Hard Coded References

• Custom Layouts/Objects

• Validation Rules

• Sharing Rules

• Workflow Rules

• User Management

• Profiles & Permission Sets

Built-in Salesforce Admin Tools

1) Force.com Quick Access Menu 2) Optimizer

Built-in Salesforce Admin Tools

Great tool when you want to make lots of fields or see visually how objects relate to each other.

Schema Builder

Built-in Salesforce Admin Tools

Manage your users and monitor server statuses on the go with the Mobile Admin App.

SalesforceA

Ten other Random Tips

Ten other Random Tips1. Turn on field history tracking for important fields on key objects.

2. Identify duplicates and implement Duplicate Rules.

Ten other Random Tips3. Use your sandbox. Sometimes even small changes can have

significant negative consequences.

4. Set Up the Weekly Data Export Service.

Ten other Random Tips

6. The Power of One will allow you to easily get a record count. Just create a formula field for every object that contains the number “1”. https://www.adminhero.com/power-of-one-the-most-brilliant-analytics-trick-of-all-time/

5. Learn to correctly use record types. Great way to not add lots of objects.

Ten other Random Tips7. Make reporting easier by creating your own report types.

8. Leverage the AppExchange. Nearly half of the apps listed are totally free! You’ll find apps of all types and may eliminate the need to build from scratch.

https://appexchange.salesforce.com

Ten other Random Tips

9. Don’t be afraid to say no. If you can’t figure it out, better to step back than to do it wrong and screw it up. Just take your time.

10. Attack Salesforce one task at a time. You will learn little tricks here and there, and then go back and revisit former tasks with that new knowledge – but be sure to maintain the one task at a time approach. There is a lot to learn!

Keven SpreheSenior Business [email protected]

Tony ClemensSalesforce [email protected]

Thanks!!

Resources

Material/Tool URL

Salesforce Admin Digest https://admin.salesforce.com/admin-digest

Salesforce Server Status and Calendar http://status.salesforce.com/status

Trailhead Training https://trailhead.salesforce.com/

Declarative Lookup Rollup Summaries Tool https://github.com/afawcett/declarative-lookup-rollup-summaries

Mass Update And Mass Edit From List View https://appexchange.salesforce.com/listingDetail?listingId=a0N300000018mbBEAQ

Jitterbit http://info.jitterbit.com/Adwords-Jitterbit-Request-Free-Data-Loader.html