Why are some Salesforce more successful than others? What do they possess? They practice the habits that make them successful. They don't just look for tips and tricks- these are some of the habits they practice.

1. 7 Habits of Highly Successful Admins
Administrator Track
Mike Gerholdt , ACT, Inc.
Jeff Grosse, CRMFYI
Thom Martin, salesforce.com

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3. 7 Habits of Highly Successful Admins
 Provide an approach that can be implemented
immediately and allows you to quickly:
– Demonstrate Personal ROI
– Drive Productivity

4. Mike Gerholdt
ACT, Inc.
@MikeGerholdt on

5. Jeff Grosse
CRMFYI
@CRMFYI on

6. 7 Habits
1 2 3 4 5 6 7

7. 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

8. Where Are You Today?
Perspective
Control

9. 1 2 3 4 5 6 7

10. Measure Up

11. Build
your
ROI 2 3 4 5 6 7

12. Education

13. Build
your
ROI
Never.
Stop.
Learning. 3 4 5 6 7

14. Connect with a Salesforce User Group

15. Build
your
ROI
Never.
Stop.
Learning.
User
Groups
Rock! 4 5 6 7

16. Reach out to the Community

17. Build
your
ROI
Never.
Stop.
Learning.
User
Groups
Rock!
Be
Social.
5 6 7

19. Build
your
ROI
Never.
Stop.
Learning.
User
Groups
Rock!
Be
Social.
Start
with an
App. 6 7

20. Know Your Tools

21. Build
your
ROI
Never.
Stop.
Learning.
User
Groups
Rock!
Be
Social.
Start
with an
App.
Know
your
Tools 7

22. Team Communication

23. Build Never. User Start Know Talk to
Be
your Stop. Groups with an your your
Social.
ROI Learning. Rock! App. Tools Users

24. Questions & Answers
Mike Gerholdt
ACT, Inc. @mikegerholdt
Jeff Grosse
CRMFYI
Thom Martin
salesforce.com

25. APPENDIX

26. Habit 1: Build Your ROI
Dashboards:
https://help.salesforce.com/apex/HTViewHelpDoc?id=dashboards_def.htm&language=en
Reports:
https://help.salesforce.com/apex/HTViewHelpDoc?id=reports_overview.htm&language=en
Cases:
https://help.salesforce.com/apex/HTViewHelpDoc?id=cases_def.htm&language=en
Record Types:
https://help.salesforce.com/apex/HTViewHelpDoc?id=customize_recordtype.htm&language=en
https://na1.salesforce.com/help/doc/en/salesforce_recordtypes_cheatsheet.pdf
Online Training:
https://help.salesforce.com/apex/HTTrainingCatalog
AppExchange Apps:
Go to the Project Management page on Appexchange @
http://appexchange.salesforce.com/results?type=Apps&filter=a0L30000001Qp82EAC&sort=6

27. Habit 2: Never. Stop. Learning.
Browse Salesforce Training for sessions that pertain to your role, responsibilities and
interests
Certification Sessions:
http://www.salesforce.com/services-training/training_certification/certification/
Online Help & Training:
https://help.salesforce.com/apex/hthome (Click “Take Training”)
Salesforce YouTube site:
http://www.youtube.com/user/salesforce#grid/user/04D2AF6A87546729

28. Habit 3: User Groups Rock!
Find a Salesforce User Group near you:
On Salesforce.com: http://success.salesforce.com/ideaList?c=09a30000000D9xy&sort=recent
-Use the “Join Now” form at the bottom left side of the page

29. Habit 4: Be Social
Leverage and Engage with he online Community
Salesforce.com:
http://success.salesforce.com/
Twitter:
@salesforce
@Dreamforce
Facebook:
https://www.facebook.com/salesforce
LinkedIn:
Salesforce Power Users Group
Salesforce Professionals
Salesforce Solutions & Tips

30. Habit 5: Start With An App
Why Build when you can start with a Pre-Built app?
Select “Add AppExchange Apps” from the drop-down menu in the top left corner of any
standard Salesforce page or go to the AppExchange directly at:
http://appexchange.salesforce.com/home

31. Habit 6: Know Your 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
AppExchange:
http://appexchange.salesforce.com/results?type=Apps&sort=8&keywords=activity&filter=
a0L30000001Qp7QEAS

32. Habit 7: Talk To Your Users
Engage with the entire team…your co-workers, users, stake holders, etc.. on a regular
basis.
Use “Tried and True” as well as new approaches to bringing
valuable, relevant information to your.
Chatter Lunch & Learn
Webinars Ideas
Surveys Contests/Spiffs
Power User Groups Newsletters
Steering Committee Training
Meetings (ie Sales Kick Off) Videos

33. Managed vs. Unmanaged Packages:
From Help and Training:
What is a Managed Package and how do I change a Managed Package back
to Unmanaged?
https://help.salesforce.com/apex/HTViewSolution?id=104785&language=en
From Developerforce:
Unmanaged vs. Managed
http://wiki.developerforce.com/index.php/How_to_Create_and_Register_a_Pa
ckage#Unmanaged_vs._Managed

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