7 Habits of a Highly Successful Admin

Mike Gerholdt, ACT, Inc, Manager of Social Enterprise @MikeGerholdt James Hemsley, Mavens, Solution Architect @JMHemsley

Now with even more successes!

Safe harbor 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 intellectual property and other litigation, risks associated with 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-Q for the most recent fiscal quarter ended July 31, 2012. This 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.

Kevin Richardson Principal Customer Success Manager

@klrichardson

/in/klrichardson

Mike Gerholdt Manager of Social Enterprise @MikeGerholdt

All about ACT,Inc.

ACT is an independent, not-for-profit organization that provides a broad array of assessment, research, information, and program management solutions in the areas of education and workforce development §  Enterprise Edition.

§  Used Salesforce for over 7 years

§  Over 500 users

James Hemsley Solution Architect @jmhemsley

All about Mavens Consulting

Mavens is a Salesforce.com Select Consulting Partner that specializes in building custom applications and integrations for Salesforce.com customers in Life Sciences.

§  Used Salesforce for over 5 years

§  Over 30 users

§  Active Chatter Org

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Hab·it

noun 1. an acquired behavior pattern regularly followed until it has become almost involuntary: The habit of looking both ways before crossing the street. 2. customary practice or use

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Education

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Was wäre, wenn ich angefangen Deutsch zu sprechen?

What would happen if I started speaking German?

Common Language

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Connect with a Salesforce User Group

Photo Credit: CarbonNYC via Flickr

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Create a Sandbox

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Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up. Try. Explore. Screw it up.

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Reach out to the Community

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Know your Data Tools

Photo Credit: LondonCyclist via Flickr Photo Credit: LondonCyclist via Flickr

Photo Credit: LondonCyclist via Flickr

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Build Trust

Photo Credit: Scott Schram via Flickr

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Build Great Analytics

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Consistently Read the Release Notes

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What we’ve got here…

Is a failure to Communicate.

Webinars

Chatter

Newsletters

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Attend Dreamforce- Every Year!

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Mike Gerholdt

Manager of Social Enterprise,

@MikeGerholdt

James Hemsley Solution Architect,

@jmhemsley

Kevin Richardson

Customer Success Manager, @klrichardson

Habit 1 – Never. Stop. Learning Browse Salesforce Training for sessions that pertain to your role, responsibilities and interests Find a local Salesforce Admin or Developer class: http://www.salesforce.com/services-training/training_certification/find-a-class.jsp?d=70130000000EzNV&internal=true Online Help & Training: https://help.salesforce.com/apex/hthome (Click “Take Training”) Salesforce YouTube site: http://www.youtube.com/user/salesforce

Habit 2 – Get Certified Certification Sessions: http://certification.salesforce.com/ Certification options for Admins: http://certification.salesforce.com/Administrators Certification options for Developers: http://certification.salesforce.com/Developers

Habit 3 – User Groups Rock! Find a user group near you: http://success.salesforce.com/ideaHome?c=09a30000000D9xyAAC Many user groups have a LinkedIn group, as well. Either Search Google or LinkedIn for your local group. As an example, Chicago’s LinkedIn Salesforce User Group is here: http://www.linkedin.com/in/chicagosalesforceusers

Habit 4 – Create a Sandbox Sandbox Overview: https://help.salesforce.com/HTViewHelpDoc?id=create_test_instance.htm&language=en_US Sandbox Creation Tips and Tricks: https://help.salesforce.com/HTViewHelpDoc?id=data_sandbox_implementation_tips.htm&language=en_US

Habit 5 – AppExchange!! http://appexchange.salesforce.com/ Some great starters: Field Trip DemandTools Draggin’ Role MilestonesPM Adoption Dashboard/Analytics Chatter Combo Pack Hoopla Countdown Clock

Habit 6 – Be Social/Engage with the Community Salesforce.com: http://success.salesforce.com/ Twitter: @salesforce @Dreamforce Remember to use the #askforce tag on your tweet to engage with people who will help you Facebook: https://www.facebook.com/salesforce LinkedIn: Salesforce Power Users Group Salesforce Professionals Salesforce Solutions & Tips

Habit 7 – Know your Data Tools Admin Tools: Force.com Excel Connector Force.com Data Loader Evernote - http://www.evernote.com/ Developerforce provides detail on these tools and others. Go to this location to learn more: http://wiki.developerforce.com/index.php/Tools

Development Tools: Force.com IDE Adobe Flash Builder for Force.com Force.com Migration Tool Apex Explorer Force.com Explorer Workbench

Data Tools: Force.com Toolkit for Google Data APIs Third Party Apps Field Trip DemandTools Informatica Cloud

Habit 9 – Build Good Analytics Start with the AppExchange for great ideas: http://appexchange.salesforce.com/results?keywords=Reports Reports and Dashboards quick start (already available to you): https://help.salesforce.com/HTViewQuickStarts?id=000113375&language=en_US

Habit 10 – Read the Release Notes URL is here: https://na1.salesforce.com/help/doc/en/salesforce_summer12_release_notes.pdf Standard naming convention can be used to find any set of notes. Just replace the season and year in the URL.

Habit 11 – Communicate, Communicate, Communicate Use “Tried and True” as well as new approaches to bringing valuable, relevant information to your users.

Chatter Webinars Surveys Power User Groups Steering Committee Meetings (ie Sales Kick Off)

Lunch and Learn Ideas Contests/Spiffs Newsletters Training Videos

Habit 12 – Attend Dreamforce Regularly

Bam! You’re here!!