Admins are the leaders who can guide their businesses to the future. Learn how to leverage the Lightning Experience and new features of Salesforce to drive innovation, tackle inefficiency and increase productivity.
Learn how to administer your Salesforce org from anywhere using the SalesforceA mobile app! Join us as we explore the newly redesigned SalesforceA and learn how to get system updates, reset password and/or edit users, freeze & unfreeze users, and even access the Answers community using this incredibly useful app created specifically for Salesforce Administrators.
Marketing Effectively to Drive Adoption and Compliance Using Flow - Jeremiah ...Salesforce Admins
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We actively market to our customers. How often do we think about marketing to our users? As Admins, it's important to keep the lines of communication open with internal customers. Join us as we show you how to use point-and-click development tools to foster internal relationships and drive adoption.
Authentic Connections in an Online World by Mary ScottonSalesforce Admins
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This document contains forward-looking statements and disclosures from Salesforce.com regarding potential risks and uncertainties. It notes that results could differ from forward-looking statements if uncertainties materialize or assumptions prove incorrect. It lists risks including those related to new products, subscriber growth, and financial projections. The document also states that customers should make purchase decisions based on currently available features as unreleased services may not be delivered on time or at all.
Weâre excited to share some new resources to help you become a security-minded Admin! We will show you a sneak peek of our new security homepage on trust.salesforce.com, tips on how to become a Trust Trailblazer with our new security badges and trail.
3 Ways to Increase Executive Adoption of SalesforceSalesforce Admins
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Companies with top-down acceptance of the Salesforce use case have great results. So, how do you get your Exec team to buy-in to Salesforce, adopt it, and even promote its use amongst the ranks of your organization? Learn immediately actionable tips and tricks to drive executive adoption at your organization.
Salesforce Files Connect allows users to integrate external files into Salesforce for improved productivity, collaboration, and mobility. It connects files stored in systems like Box and Google Drive to business processes in Salesforce. This provides a unified experience for accessing and sharing files while keeping them secure. The solution is available in Salesforce1 and Lightning Experience and will gain additional features over time like simplified setup and full document previews within Salesforce.
This document discusses Salesforce administrators and their role in helping organizations adopt the Salesforce Lightning platform. It highlights how admins can lead by communicating best practices, preparing for Lightning adoption through training and assessments, and engaging users throughout the migration process. It also provides an overview of new features in upcoming Lightning releases and resources available to help admins succeed in their role.
Five Steps to Effective, Efficient and Evolutionary Process FlowsSalesforce Admins
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The document discusses different automation tools in Salesforce: Triggers, Workflows, Validation Rules, Process Builder, and Flows. It provides brief definitions and comparisons of each tool. For example, it states that triggers allow logic to execute before and after record changes while workflows are used to automate actions like field updates or sending emails. The document encourages identifying the specific need or requirement before choosing a tool to avoid redundancy and ensure the best solution is provided. It emphasizes testing and refinement to verify the automated process works as intended.
Join us as we review the latest features in Reports and Dashboards and create âone report to rule them allâ. We will also dive into some tips and tricks for building dashboards in Lightning.
Webinar reviewing the latest features in Reports and Dashboards and learn how to build reports to power a full service dashboard! We cover topics like bucketing, cross filters, and conditional formatting.
In an ever-changing landscape of skills, it's easy to just copy what someone else did to be successful. But are someone else's achievements really what you want? Everyone is always looking for a "How to" approach to accomplish a goal. In this webinar, we'll focus on a "Why to" approach to reach your goals.
Solo Admins: Getting Your Work Noticed - Kerry Townsend & Jodi WagnerSalesforce Admins
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As a Solo #AwesomeAdmin, you are already technically gifted and detail-oriented, but maybe Sales and Marketing is not your thing (especially when it comes to yourself). Join us to learn how to get your work noticed as a Solo Admin. You will get practical tips on how to develop a personal marketing communication plan with examples of tactics which will both drive user adoption and boost your career prospects!
This document discusses improving account data quality in Salesforce Lightning. It outlines three steps: 1) Assess the data using a new data assessment tool to evaluate data health and identify issues. 2) Get rid of duplicate records using improved duplicate management features. 3) Enrich account details by automatically updating records with information from Data.com. The presentation provides demos of these tools and stresses the importance of clean, accurate account data for business processes.
Effectively Managing User Permissions with a Governance Strategy by Justice S...Salesforce Admins
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This document discusses effectively managing user permissions with a governance strategy. It emphasizes establishing a center of excellence, release management process, and design standards. Permissions play a key role by allowing delegated administration, where limited admin privileges can be assigned to non-admin users. This involves creating delegated administrator groups with customized permissions for assigning profiles, permission sets, login access, and managing custom objects. Delegated administration provides elevated privileges while mitigating security risks from "all-or-nothing" access.
Salesforce Admins live at the center of change within organizations. Whether automating processes or transitioning to Lightning Experience, change management skills will ensure smooth sailing when completing projects and create a better experience for your stakeholders, end users, and you.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Webinar: How Admins Solve Problems with AppExchange AppsSalesforce Admins
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Whether you need a quick solve to an unexpected problem, or are leading a large strategic initiative, the AppExchange is here to help. Two #AppyAdmins share their favorite apps and best practices for using AppExchange in all kinds of situations.
The document provides an overview of how to create effective documentation. It discusses the importance of documentation and planning the documentation process. It recommends documenting for users and colleagues. Several tools for documentation are mentioned, including Google Sites, Confluence, and ScreenSteps. Best practices for documentation include planning, writing, revising, and publishing documentation, then repeating the process. The presentation demonstrates setting up a wiki site for documentation. It emphasizes starting with existing resources and dedicating time for updates.
This presentation provides guidance on rolling out Sales Cloud Einstein, Salesforce's artificial intelligence product. It begins with an overview of Einstein and how it uses automated machine learning to deliver predictive insights within the CRM. The presentation then discusses using the Einstein Readiness Assessor to determine an organization's preparedness. It demonstrates the simple setup process for enabling Einstein's features. Resources like Trailhead trails and the readiness assessor are provided to help with the rollout. The presentation aims to outline best practices for integrating Einstein's artificial intelligence capabilities.
- Steve Molis, known as "SteveMo", is a self-taught Salesforce administrator and developer who was taught "The Power of One", a formula for counting records, at Dreamforce 2009 by Thomas Tobin.
- "The Power of One" is a simple formula that can be added to any object as a number field to count the number of records.
- The presentation discusses using custom summary formulas and functions like PREVGROUPVAL to calculate year-over-year variance in opportunity counts in a report.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Every organization, large and small, struggles with adoption. In this webinar, weâll talk about the three biggest barriers to adoption and how to overcome them.
Key Takeaways
-You are not alone! Getting other humans to do what you want is hard!
-The three biggest barriers to user adoption and how to overcome them.
-Where to get help, tips, and tricks.
This presentation provides an overview of how JLL migrated their Salesforce org to Lightning in 60 days using a fast-track approach. Key aspects included admins getting comfortable with Lightning first, engaging key user personas through focus groups to provide feedback, and going live once configurations and training were complete. JLL defined personas, conducted design sessions to get input, and monitored adoption using a Lightning tracker app. Their users appreciated the improved dashboards and ability to customize the experience through Lightning apps. Continued feedback and feature rollouts helped drive further Lightning adoption.
Webinar: Take Control of Your Org with Salesforce OptimizerSalesforce Admins
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The Salesforce Optimizer provides concise reports on over 25 metrics related to maintenance, productivity, and adoption in a Salesforce org. It analyzes sharing rules, workflow rules, user management, profiles and permission sets, fields, custom code, custom layouts, validation rules, and more. The reports identify prioritized insights and provide actionable recommendations and best practices to efficiently maintain customizations, reduce business and technical debt, increase admin and user productivity, and drive Salesforce usage. Additional resources are available in the Success Community and documentation to help admins utilize the reports for proactive maintenance, improving user experience, cleanup, and planning a transition to Lightning Experience.
The Lightning Process Builder and the Growing Role of the Salesforce AdminSalesforce Admins
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The document discusses the Lightning Process Builder and how it expands the role of the Salesforce admin. It provides an overview of the Lightning Process Builder, explaining that it allows admins to automate business processes through a user-friendly interface without code. The document demonstrates how an admin can use the Lightning Process Builder to automate an onboarding process based on opportunity criteria. It argues that the Lightning Process Builder gives admins more control over processes and brings them into strategic conversations about how the company operates.
Metrics Worth Measuring: Align Business Goals to Salesforce AdoptionSalesforce Admins
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Adoption can mean different things to different people. Aligning on the right measures is critical to success and will drive not only acceptance of Salesforce but the achievement of key business goals. By ensuring that adoption is defined by key business metrics, Admins become the keystone to a successful software rollout and a bridge to greater success for the company.
The document discusses new features for Salesforce admins, including:
- Lightning Experience, which provides a new unified user interface platform and experience. It includes features for sales, service, and the platform in its initial and upcoming releases.
- The role of admins in connecting different parts of an organization like sales, operations, executives, customers, and partners by knowing the technology, ensuring operational excellence, and guiding the business.
- How admins can learn about new features through Trailhead trails and badges, explore features in admin playgrounds, and engage with users for feedback.
Dreamforce 2015: Salesforce Admin KeynoteKris Lande
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Parker Harris, Co-Founder of Salesforce, gave the keynote address at Dreamforce. He discussed the importance of admins in driving Salesforce adoption and success. He highlighted new resources for admins, including Admin Day, the Admin Keynote, and the Admin Lodge at Dreamforce. Sarah Franklin discussed making this the "Year of the Admin" and new admin-focused resources like Trailhead trails. The keynote demoed the new Lightning Experience and its benefits. Speakers emphasized the role of admins in guiding businesses through the transition to Lightning and engaging users.
Five Steps to Effective, Efficient and Evolutionary Process FlowsSalesforce Admins
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The document discusses different automation tools in Salesforce: Triggers, Workflows, Validation Rules, Process Builder, and Flows. It provides brief definitions and comparisons of each tool. For example, it states that triggers allow logic to execute before and after record changes while workflows are used to automate actions like field updates or sending emails. The document encourages identifying the specific need or requirement before choosing a tool to avoid redundancy and ensure the best solution is provided. It emphasizes testing and refinement to verify the automated process works as intended.
Join us as we review the latest features in Reports and Dashboards and create âone report to rule them allâ. We will also dive into some tips and tricks for building dashboards in Lightning.
Webinar reviewing the latest features in Reports and Dashboards and learn how to build reports to power a full service dashboard! We cover topics like bucketing, cross filters, and conditional formatting.
In an ever-changing landscape of skills, it's easy to just copy what someone else did to be successful. But are someone else's achievements really what you want? Everyone is always looking for a "How to" approach to accomplish a goal. In this webinar, we'll focus on a "Why to" approach to reach your goals.
Solo Admins: Getting Your Work Noticed - Kerry Townsend & Jodi WagnerSalesforce Admins
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As a Solo #AwesomeAdmin, you are already technically gifted and detail-oriented, but maybe Sales and Marketing is not your thing (especially when it comes to yourself). Join us to learn how to get your work noticed as a Solo Admin. You will get practical tips on how to develop a personal marketing communication plan with examples of tactics which will both drive user adoption and boost your career prospects!
This document discusses improving account data quality in Salesforce Lightning. It outlines three steps: 1) Assess the data using a new data assessment tool to evaluate data health and identify issues. 2) Get rid of duplicate records using improved duplicate management features. 3) Enrich account details by automatically updating records with information from Data.com. The presentation provides demos of these tools and stresses the importance of clean, accurate account data for business processes.
Effectively Managing User Permissions with a Governance Strategy by Justice S...Salesforce Admins
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This document discusses effectively managing user permissions with a governance strategy. It emphasizes establishing a center of excellence, release management process, and design standards. Permissions play a key role by allowing delegated administration, where limited admin privileges can be assigned to non-admin users. This involves creating delegated administrator groups with customized permissions for assigning profiles, permission sets, login access, and managing custom objects. Delegated administration provides elevated privileges while mitigating security risks from "all-or-nothing" access.
Salesforce Admins live at the center of change within organizations. Whether automating processes or transitioning to Lightning Experience, change management skills will ensure smooth sailing when completing projects and create a better experience for your stakeholders, end users, and you.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Webinar: How Admins Solve Problems with AppExchange AppsSalesforce Admins
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Whether you need a quick solve to an unexpected problem, or are leading a large strategic initiative, the AppExchange is here to help. Two #AppyAdmins share their favorite apps and best practices for using AppExchange in all kinds of situations.
The document provides an overview of how to create effective documentation. It discusses the importance of documentation and planning the documentation process. It recommends documenting for users and colleagues. Several tools for documentation are mentioned, including Google Sites, Confluence, and ScreenSteps. Best practices for documentation include planning, writing, revising, and publishing documentation, then repeating the process. The presentation demonstrates setting up a wiki site for documentation. It emphasizes starting with existing resources and dedicating time for updates.
This presentation provides guidance on rolling out Sales Cloud Einstein, Salesforce's artificial intelligence product. It begins with an overview of Einstein and how it uses automated machine learning to deliver predictive insights within the CRM. The presentation then discusses using the Einstein Readiness Assessor to determine an organization's preparedness. It demonstrates the simple setup process for enabling Einstein's features. Resources like Trailhead trails and the readiness assessor are provided to help with the rollout. The presentation aims to outline best practices for integrating Einstein's artificial intelligence capabilities.
- Steve Molis, known as "SteveMo", is a self-taught Salesforce administrator and developer who was taught "The Power of One", a formula for counting records, at Dreamforce 2009 by Thomas Tobin.
- "The Power of One" is a simple formula that can be added to any object as a number field to count the number of records.
- The presentation discusses using custom summary formulas and functions like PREVGROUPVAL to calculate year-over-year variance in opportunity counts in a report.
This webinar is designed for new Admins looking for key getting-started tips. Join our webinar live or watch the recording here to start your Admin career on the right foot by developing these essential habits!
Every organization, large and small, struggles with adoption. In this webinar, weâll talk about the three biggest barriers to adoption and how to overcome them.
Key Takeaways
-You are not alone! Getting other humans to do what you want is hard!
-The three biggest barriers to user adoption and how to overcome them.
-Where to get help, tips, and tricks.
This presentation provides an overview of how JLL migrated their Salesforce org to Lightning in 60 days using a fast-track approach. Key aspects included admins getting comfortable with Lightning first, engaging key user personas through focus groups to provide feedback, and going live once configurations and training were complete. JLL defined personas, conducted design sessions to get input, and monitored adoption using a Lightning tracker app. Their users appreciated the improved dashboards and ability to customize the experience through Lightning apps. Continued feedback and feature rollouts helped drive further Lightning adoption.
Webinar: Take Control of Your Org with Salesforce OptimizerSalesforce Admins
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The Salesforce Optimizer provides concise reports on over 25 metrics related to maintenance, productivity, and adoption in a Salesforce org. It analyzes sharing rules, workflow rules, user management, profiles and permission sets, fields, custom code, custom layouts, validation rules, and more. The reports identify prioritized insights and provide actionable recommendations and best practices to efficiently maintain customizations, reduce business and technical debt, increase admin and user productivity, and drive Salesforce usage. Additional resources are available in the Success Community and documentation to help admins utilize the reports for proactive maintenance, improving user experience, cleanup, and planning a transition to Lightning Experience.
The Lightning Process Builder and the Growing Role of the Salesforce AdminSalesforce Admins
Â
The document discusses the Lightning Process Builder and how it expands the role of the Salesforce admin. It provides an overview of the Lightning Process Builder, explaining that it allows admins to automate business processes through a user-friendly interface without code. The document demonstrates how an admin can use the Lightning Process Builder to automate an onboarding process based on opportunity criteria. It argues that the Lightning Process Builder gives admins more control over processes and brings them into strategic conversations about how the company operates.
Metrics Worth Measuring: Align Business Goals to Salesforce AdoptionSalesforce Admins
Â
Adoption can mean different things to different people. Aligning on the right measures is critical to success and will drive not only acceptance of Salesforce but the achievement of key business goals. By ensuring that adoption is defined by key business metrics, Admins become the keystone to a successful software rollout and a bridge to greater success for the company.
The document discusses new features for Salesforce admins, including:
- Lightning Experience, which provides a new unified user interface platform and experience. It includes features for sales, service, and the platform in its initial and upcoming releases.
- The role of admins in connecting different parts of an organization like sales, operations, executives, customers, and partners by knowing the technology, ensuring operational excellence, and guiding the business.
- How admins can learn about new features through Trailhead trails and badges, explore features in admin playgrounds, and engage with users for feedback.
Dreamforce 2015: Salesforce Admin KeynoteKris Lande
Â
Parker Harris, Co-Founder of Salesforce, gave the keynote address at Dreamforce. He discussed the importance of admins in driving Salesforce adoption and success. He highlighted new resources for admins, including Admin Day, the Admin Keynote, and the Admin Lodge at Dreamforce. Sarah Franklin discussed making this the "Year of the Admin" and new admin-focused resources like Trailhead trails. The keynote demoed the new Lightning Experience and its benefits. Speakers emphasized the role of admins in guiding businesses through the transition to Lightning and engaging users.
Getting Started with Salesforce for Non-Profits by Nik PanterSalesforce Admins
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Nik Panter provides five steps for nonprofits to get started with Salesforce:
1. Complete trails on Trailhead to learn the platform for free.
2. Leverage the Power of Us Hub and Success Community for nonprofit-specific resources and user groups.
3. Join local user groups and nonprofit user groups for training and support.
4. Watch YouTube videos that are available anywhere.
5. Consider external assistance from partners if needed.
Getting Starting with Salesforce for NonprofitsNik Panter
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Through Salesforce.org, your nonprofit or higher education organization can be granted ten free Salesforce licenses. But what do you do after you receive your licenses and are given a login? We have five steps for you to follow to get up and running quickly towards getting your nonprofit up and successful with Salesforce!
New to Force.com and needing a quick orientation to bring you up to speed? Join us for this series of brief introductory sessions on Force.com, the worldâs leading cloud platform that lets you build apps rapidly using configuration-driven development and powerful programmatic logic.
Each Friday one of our experts will walk you through one of the core elements of the Force.com platform and cover the basics you need to build your first app in the cloud. Each session is 30 minutes long.
Force.com Friday
New to Force.com and needing a quick orientation to bring you up to speed? Join us for this series of brief introductory sessions on Force.com, the worldâs leading cloud platform that lets you build apps rapidly using configuration-driven development and powerful programmatic logic.
Each Friday one of our experts will walk you through one of the core elements of the Force.com platform and cover the basics you need to build your first app in the cloud. Each session is 30 minutes long.
Are you a Business Analyst architecting business solutions in the cloud, but you don't write code? Or a Rockstar Admin considering Developer 401 Certification? Join us to see how other non-coders are transforming their companies, and redefining the word developer with the declarative development tools on the Salesforce Platform.
An intro to the basics of Force.com by Salesforce MVP Shiv Devinarayanan. Know why Salesforce has moved on to be one of the most popular platforms today. This is part of the Salesforce Force.com Friday series.
This slide is an Intro to Force.com as part of the Force.com friday series of Webinar by Salesforce.com.
Presenter : Shivanath Devinarayanan
Salesforce.com & Force.com MVP
Salesforce Innovates Faster with Agile - You Can TooDreamforce
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For years, over 400 teams at Salesforce have been using the Salesforce Platform to manage everything agile including sprints, code releases, kanban, and much more. For the first time earlier this year, Salesforce released these tools to AppExchange in a package called Salesforce Agile Accelerator_. Join us to learn how Salesforce and Pendo.io connect customers with development using Agile Accelerator. By building leveraging the Salesforce platform, Pendo will demonstrate how they have consolidated new feature work, case tracking, and bug tracking onto the Salesforce platform.
Gaing New Business Intelligence with Salesforce IQ (Salesforce World Tour NYC)carlos_frias
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Salesforce IQ is a CRM solution from Salesforce aimed at the SMB market and smaller teams. It focuses on activities and high-level information to help teams track deals and see reporting. Salesforce IQ can be used as a mobile app to replace the default email client, integrate with Salesforce1, log activities and schedule meetings directly from email. It is available for free or as a paid subscription with additional features. Setting up Salesforce IQ involves downloading the app, connecting email accounts like Gmail or Exchange, and connecting to an existing Salesforce org using login credentials.
This document discusses how to use Trailhead to become Salesforce certified. It introduces Trailhead as a free online learning platform from Salesforce to learn skills in a fun and structured way. It highlights how individuals can maximize their use of Trailhead and provides an example demo. The document also discusses the benefits of becoming Salesforce certified such as increased career and earning opportunities. It lists some Salesforce certifications and their requirements to help individuals determine which certification to pursue.
This document summarizes a presentation about Salesforce's sales onboarding and culture. It discusses how Salesforce uses Salesforce Work.com to enable consistent and outstanding sales performance. Specifically, it highlights how Work.com allows Salesforce to provide meaningful coaching, recognize top performers, and hold all sales reps accountable to drive better performance outcomes. The presentation then demonstrates Work.com's capabilities.
The Sales Cloud is the world's #1 sales application. Learn how to help every sales team sell smarter, sell faster, and sell the way your company wants to sell on Lightning Experience.
Watch the session video: http://bit.ly/1MnIBq7
How Dell Rebuilt Lead Management Processes with SalesforceBryan Shaw
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The document discusses Dell's efforts to rebuild its lead management processes using Salesforce. It outlines the challenges with Dell's previous lead management approach, which included different views of data across multiple tools, complex routing procedures, and poor user interfaces. Dell transitioned to Salesforce for a centralized, data-driven approach that routes leads to the appropriate team based on predictive modeling. The new system provides a consolidated view of all customer information and activities. Key lessons from the project included focusing on industry standards, building enforcement of service level agreements into processes, and leveraging the Salesforce community for support during implementation.
The document provides an overview of Salesforce Community Cloud capabilities for building engaging online community experiences. It summarizes a demo use case of a coffee company using a Salesforce community for customer collaboration. The presentation demonstrates the Lightning Community Builder for theming, customizing, and packaging communities. It outlines resources for learning community administration and previews future features like hybrid mobile apps and native content.
How to Choose the Right Automation Tool by Jonathan Hackworth Salesforce Admins
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This document discusses various automation tools in Salesforce and provides examples of how to apply them. It introduces the Salesforce automation suite, which includes Workflow, Approvals, Process Builder, and Visual Workflow. Examples are given such as using Workflow to assign an account owner based on opportunity criteria, using Process Builder to automate a multi-step approval process, and using Workflow or Process Builder to trigger actions like sending a lead record to an external system or posting to Chatter. Tips are provided like starting with Process Builder, testing in sandbox, and keeping automation names descriptive.
Watch the full episode: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDRS/admin-best-practices-dashboards-for-every-admin
The secret formula to being an #AwesomeAdmin isâŚFORMULAS! Join Admin Evangelist Jennifer Lee for this session to understand Salesforce formulas, how to build them, and some of the most common use cases for formulas. You will learn the basic framework for a Salesforce formula, where they can be used, and considerations for building them.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vDKv/admin-best-practices-building-useful-formulas
Admin Best Practices: 3 Steps to Seamless DeploymentsSalesforce Admins
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This document discusses best practices for software development lifecycles (SDLC) for administrators. It outlines a 3 step process for seamless deployments:
1. Plan - Emphasize quality from the beginning through discovery, requirements gathering, and defining the path to production. Important to plan environments and all testing.
2. Communicate - Identify stakeholders like business users, Salesforce team, and IT. Communicate new features, release dates, specifications to avoid waste.
3. Execute - Consider user traffic, validate success, establish a warranty period, and be ready to rollback. Backup data and metadata before deploying changes.
Awesome Admins Automate: Integrate Flow with AI and ChatbotsSalesforce Admins
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Think of a business process today that could be optimized. With Einstein Automate, you can reimagine this process and completely shift the way your employees and customers engage with your business. Come learn how to build end-to-end workflows by combining Salesforce Flow with AI, chatbot, or low-code integration tools.
Watch the Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmQ/awesome-admins-automate-integrate-flow-with-ai-and-chatbots
#AwesomeAdmins Automate: Create Triggered Flows and Batch JobsSalesforce Admins
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What are some manual tasks that are recurring for your team today? How much time do they spend on them? Salesforce Flow can reduce the time spent on these tasks and remove the potential for error by automatically performing any follow-up actions for you. Come learn how simple it is to create record-triggered flows, schedule-triggered flows, and batch jobs using Flow Builder and get started on your automation journey today.
Watch the full episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001vCmK/awesome-admins-automate-create-triggered-flows-and-batch-jobs
Admin Best Practices: Introducing Einstein Recommendation BuilderSalesforce Admins
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Youâre invited to learn about a new AI capability in the Salesforce Platform, Einstein Recommendation Builder. You might be familiar with recommendations while you are shopping on your favorite online retailer. Einstein Recommendation Builder brings a similar recommendation engine capability into the Salesforce Platform that can be leveraged for CRM applications. Join us to hear use cases, see a live demo, and learn how you can start building your own personalized, AI-powered recommendations.
Watch the Trailhead LIVE Episode here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001Lc9i/admin-best-practices-introducing-einstein-recommendation-builder
Admin Best Practices: Remove Security Risk From Your Org with a User AuditSalesforce Admins
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The document discusses performing a user audit to boost security in a Salesforce org. It recommends reviewing the user list and last login dates, deactivating unused users, removing unused profiles and permission sets, aligning access levels with job functions, and using tools like Salesforce Optimizer to identify security issues. The document also provides tips for preparing, communicating, and managing security changes after a user audit is completed.
Essential Habits for Salesforce Admins: Actionable AnalyticsSalesforce Admins
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As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Actionable Analytics and the habits you need to build to successfully master it: review key reports, meet with business leaders, report on report usage, check custom report types, and update business performance metrics. You'll learn how to develop each habit, with expert advice and key actionable takeaways.
Watch the broadcast here: https://trailhead.salesforce.com/live/broadcasts/a2r3k000001n2Ri/essential-habits-for-salesforce-admins-actionable-analytics
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Security and the habits you need to build to successfully master it: review roles, profiles, and permissions sets; run Health Check; align with IT, and review login history. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
Learn about the Essential Habits for Salesforce Admins series here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: Data ManagementSalesforce Admins
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As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of Data Management and the habits you need to build to successfully master it: export data, review duplicates, create a data dictionary, refresh sandboxes, delete junk, and run Optimizer. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Essential Habits for Salesforce Admins: User ManagementSalesforce Admins
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As a Salesforce Admin, you have four core responsibilities that you need to master to succeed and grow your career. In this session, we'll dive into the core responsibility of User Management and the habits you need to build to successfully master it: get to know your users, analyze usage with dashboards, communicate with leadership, review documentation, and audit your users. You'll learn how to develop each habit, with expert advice and key actionable takeaways for you to implement right away.
For more about the four-part Essential Habits for Salesforce Admins series, check out the blog post here: https://admin.salesforce.com/blog/2020/essential-habits-for-salesforce-admins-just-got-bigger-and-better
Admin Best Practices: Explore the Power of Data with TableauSalesforce Admins
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This document discusses using Tableau to analyze and visualize data for Salesforce administrators. It begins with an example problem of wanting to see a report of tasks and events related to accounts and opportunities. It then discusses how Tableau allows drag-and-drop creation of visualizations using its visual query language. The rest of the document previews a Tableau demo, discusses key benefits for admins like exploring different data sources, and shares resources for learning more about Tableau.
1) The document outlines essential habits for new admins, including calendars of habits for core admin responsibilities like user management, data management, security, and actionable analytics.
2) It emphasizes the importance of habits for excellence and success, and provides examples of weekly, monthly, quarterly, and annual habits for each responsibility.
3) The habits include things like reviewing login history, meeting with IT, running health checks, updating reports and dashboards, and ensuring analytics are aligned to business needs.
Admin trailhead Live: Leverage Einstein Search to Increase ProductivitySalesforce Admins
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This document provides an overview of Einstein Search and how administrators can leverage it to increase productivity for users. It discusses what Einstein Search is, how to turn it on by enabling it in Search Settings and permission sets, and how admins can customize the experience by defining synonyms, configuring search layouts at the object level, and other options. Resources for learning more are also provided, including the Einstein Platform product page, Admin Trailblazers group, and an upcoming Einstein Search module on Trailhead.
The document provides guidance on best practices for reports and dashboards in Salesforce. It contains forward-looking statements and discusses risks related to the company's financial and operating results. These risks include general economic conditions, the COVID-19 pandemic, foreign currency exchange rates, the company's business strategy, international expansion, and evolving government regulations. The document directs readers to SEC filings for additional information on factors that could affect the company's financial results.
- Admins are responsible for core responsibilities like user management, data management, security, and actionable analytics.
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- It is important for admins to continuously learn and develop personally through activities like attending community meetings, staying up-to-date on releases, and dedicating time to Trailhead.
Build AI-Powered Predictions with Einstein Prediction BuilderSalesforce Admins
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This document provides an overview of Einstein Prediction Builder and how to use it to build machine learning predictions. It discusses defining a use case by identifying a business problem that could be solved with a prediction. It then covers planning a prediction by determining what type of prediction (binary or numeric), defining the dataset, and identifying positive and negative examples. The document demonstrates this process using an example of predicting late invoices. It also provides resources for learning more about Einstein and machine learning.
Join Benjamin Reynolds, CEO and Founder of Alternative Partners, and Keren Stanley, Sr. Customer Adoption & Growth Manager at Salesforce, as they discuss how to grow a team of Salesforce admins with the technical chops and soft skills to succeed.
Semper Salesforce: Become a Salesforce Military ChampionSalesforce Admins
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The document promotes becoming a Salesforce Military Champion by supporting veterans through the Vetforce program. It outlines that Vetforce provides free training, classes, and career opportunities for military, veterans, and spouses within the Salesforce ecosystem. It encourages employers to hire veterans to fill their talent needs and notes resources like the Merivis Foundation that provide training and job placement assistance to veterans. The presentation promotes individuals and companies becoming champions by completing Trailhead trails on veterans, sharing opportunities, and creating internships or hiring veterans.
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This case study explores how we partnered with a mid-sized U.S. healthcare SaaS provider to help them scale from a successful pilot phase to supporting over 10,000 usersâwhile meeting strict HIPAA compliance requirements.
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Join Ajay Sarpal and Miray Vu to learn about key Marketo Engage enhancements. Discover improved in-app Salesforce CRM connector statistics for easy monitoring of sync health and throughput. Explore new Salesforce CRM Synch Dashboards providing up-to-date insights into weekly activity usage, thresholds, and limits with drill-down capabilities. Learn about proactive notifications for both Salesforce CRM sync and product usage overages. Get an update on improved Salesforce CRM synch scale and reliability coming in Q2 2025.
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Salesforce Tour Breakout Session: New Features for Salesforce Admins
1. New Features for
Salesforce Admins
Kris Landeâ¨
Admin Marketing
@krislandeâ¨
LeeAnne Templemanâ¨
Admin Evangelist
@leeanndroidâ¨
2. 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 â but are not limited to â 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.
Forward-Looking Statements
5. Weâre On a Journey Together
48 RELEASES
1.7M
SUCCESS COMMUNITY MEMBERS
2.4M+
IDEAEXCHANGEâ¨
POINTS
6. We are So Inspired By YOU
Gita Borovsky Damian OâFarrillSelina Suarez
Implementing Innovation Creating Operational Excellence Solving Business Problems
7. Technology Leaders Must Knowâ¨
More Than Technology
Managers that can successfully straddle both business and technology are thriving.
Todayâs CIO is as much a business leader as a technological guruâŚCIOs
need to be able to translate the capabilities of complex technology to users.
Successful CIOs will focus largely on the BT agenda â
investments in technology that win, serve, and retain customers.
8. Technology Leaders Have a Unique Skillset
Leaders must know the technology, operations and the business
BusinessOperationsTechnology
9. You are All Technology Leaders
Salesforce Admins know technology, business, and operations
Business
Operations
Technology
12. Meet the New
Salesforce
Customizableâ¨
Built for you, 100% customizable
on the Salesforce Platform
Everywhereâ¨
New seamless desktop and â¨
mobile experience
Smartâ¨
Sales intelligence built-in
Introducing Lightning Experience:â¨
Salesforce, Reimagined
NEW
14. Whatâs Available in Lightning Experience
This is the beginning of a multi-release journey
Winter â16
SALES
Spring â16+
SERVICE, PLATFORM
Accounts and Contacts
Opportunities
Leads
Activities
Reports
Dashboards
Files
WorkďŹow Rules
Chatter
Cases
Custom Objects
Visualforce
App Builder Customization
Person Accounts
Account Teams
Opportunity Teams
Campaigns
Product Selector
Advanced Charts
And More!
23. Get Hands on in Admin Playground or Developer Org
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Learnâ¨
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Gather User Feedback
Use Chatter Groups to house key informationâ¨
Quick Actions let users give feedback from anywhere
Administer from Anywhere
Use SalesforceA to administer on the goâ¨
Take notes and post tips from Salesforce1
SABWA
Salesforce Administration by Walking Aroundâ¨
Watch how they use Salesforce
27. Practice Operational
Awesomeness
Know The â¨
Technology
Guide Your â¨
Business
You are the Ambassador to the Future
Use these skills to bring your company to the future!