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Essential Habits for New Admins

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Learn the core responsibilities and essential habits every Salesforce Admin should master to succeed in their role.

Publicado en: Tecnología
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Essential Habits for New Admins

  1. 1. Essential Habits for New Admins Marc Baizman, Sr. Admin Evangelist mbaizman@salesforce.com @mbaizman
  2. 2. Forward-Looking Statement Statement under the Private Securities Litigation Reform Act of 1995: This presentation contains forward-looking statements about the company’s financial and operating results, which may include expected GAAP and non-GAAP financial and other operating and non-operating results, including revenue, net income, diluted earnings per share, operating cash flow growth, operating margin improvement, expected revenue growth, expected current remaining performance obligation growth, expected tax rates, the one-time accounting non-cash charge that was incurred in connection with the Salesforce.org combination; stock-based compensation expenses, amortization of purchased intangibles, shares outstanding, market growth and sustainability goals. The achievement or success of the matters covered by such forward-looking statements involves risks, uncertainties and assumptions. If any such risks or uncertainties materialize or if any of the assumptions prove incorrect, the company’s results could differ materially from the results expressed or implied by the forward-looking statements we make. The risks and uncertainties referred to above include -- but are not limited to -- risks associated with the effect of general economic and market conditions; the impact of geopolitical events; the impact of foreign currency exchange rate and interest rate fluctuations on our results; our business strategy and our plan to build our business, including our strategy to be the leading provider of enterprise cloud computing applications and platforms; the pace of change and innovation in enterprise cloud computing services; the seasonal nature of our sales cycles; the competitive nature of the market in which we participate; our international expansion strategy; the demands on our personnel and infrastructure resulting from significant growth in our customer base and operations, including as a result of acquisitions; our service performance and security, including the resources and costs required to avoid unanticipated downtime and prevent, detect and remediate potential security breaches; the expenses associated with new data centers and third-party infrastructure providers; additional data center capacity; real estate and office facilities space; our operating results and cash flows; new services and product features, including any efforts to expand our services beyond the CRM market; our strategy of acquiring or making investments in complementary businesses, joint ventures, services, technologies and intellectual property rights; the performance and fair value of our investments in complementary businesses through our strategic investment portfolio; our ability to realize the benefits from strategic partnerships, joint ventures and investments; the impact of future gains or losses from our strategic investment portfolio, including gains or losses from overall market conditions that may affect the publicly traded companies within the company's strategic investment portfolio; our ability to execute our business plans; our ability to successfully integrate acquired businesses and technologies, including delays related to the integration of Tableau due to regulatory review by the United Kingdom Competition and Markets Authority; our ability to continue to grow unearned revenue and remaining performance obligation; our ability to protect our intellectual property rights; our ability to develop our brands; our reliance on third-party hardware, software and platform providers; our dependency on the development and maintenance of the infrastructure of the Internet; the effect of evolving domestic and foreign government regulations, including those related to the provision of services on the Internet, those related to accessing the Internet, and those addressing data privacy, cross-border data transfers and import and export controls; the valuation of our deferred tax assets and the release of related valuation allowances; the potential availability of additional tax assets in the future; the impact of new accounting pronouncements and tax laws; uncertainties affecting our ability to estimate our tax rate; the impact of expensing stock options and other equity awards; the sufficiency of our capital resources; factors related to our outstanding debt, revolving credit facility, term loan and loan associated with 50 Fremont; compliance with our debt covenants and lease obligations; current and potential litigation involving us; and the impact of climate change. Further information on these and other factors that could affect the company’s financial results is included in the reports on Forms 10-K, 10-Q and 8-K and in other filings it makes with the Securities and Exchange Commission from time to time. These documents are available on the SEC Filings section of the Investor Information section of the company’s website at www.salesforce.com/investor. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements, except as required by law.
  3. 3. Connect With Us! @SalesforceAdmns #AwesomeAdmin We’re also on and admin.salesforce.com
  4. 4. Join the Admin Trailhead Live Group for Q&A sforce.co/AdminLiveSessionGroup
  5. 5. #AwesomeAdmins Drive Results and Deliver Business Value Every Day Automation More Efficient Processes 10B Flow Processes 60M Reports Run Insights Increased Transparency 700K Daily Active Users Mobile Increased Productivity 10K Custom Objects Created Customization Personalized User Experience
  6. 6. Admins Are The Heart of Salesforce We drive results and deliver business value every day Solve business challenges Create customized solutions Deliver business value Pave the path for others
  7. 7. The Importance of Habits “Habits are not a finish line to be crossed. They are a lifestyle to be lived.” ― James Clear
  8. 8. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  9. 9. Data Management Security Actionable Analytics PERSONAL SUCCESS Master Core Admin Responsibilities User Management
  10. 10. User Management Responsibilities User Management User Experience Regular Communication Training and Adoption Documentation User Audit And more...
  11. 11. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 Weekly Monthly Quarterly Annually Your User Management Habits 2021 Get to know your users See how people use Salesforce. Communicate with Stakeholders Talk to Sales management (for example). Revisit Documentation Make sure it is up-to-date. Perform a User Audit Review Salesforce logins. Review Adoption Check your dashboards! User Management sforce.co/UserManagement
  12. 12. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  13. 13. User Management Security Actionable Analytics PERSONAL SUCCESS Master Core Admin Responsibilities Data Management
  14. 14. Data Management Responsibilities Duplicate Management and Data Cleansing Data Backup Sandbox Maintenance Salesforce Optimizer And more... Data Management
  15. 15. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Export Data Download the ZIP backup. Donuts and Deletes Purge the junk! Run Salesforce Optimizer Identify areas to improve. Review Duplicates Check what people are creating. Update to the latest changes in production! Sandbox Refresh Data Dictionary Create or update this. Weekly Monthly Quarterly Annually Your Data Management Habits Data Management sforce.co/DataManagement
  16. 16. Short Demo User and Data Management
  17. 17. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  18. 18. User Management Actionable Analytics Data Management PERSONAL SUCCESS Master Core Admin Responsibilities Security
  19. 19. Protecting Data is a Partnership Salesforce Customer Salesforce Prepare customers for an evolving threat landscape Provide solutions that enable the customer to keep their data secure Educate customers on the need and options for enhanced security Customer Adopt the latest security controls and features available Continually monitor user behaviors and event logs Protect sensitive customer data in alignment with compliance standards
  20. 20. Security Responsibilities Org and Data Access IT Alignment Health Check Login Analysis And more... Data Management Security
  21. 21. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Annually Your Security Habits Security Analyze Logins Look for unusual patterns. Stay Informed Learn about the latest in security. Align with IT Ensure policy compliance. Run Health Check Benchmark to best practices. Review Roles, Sharing, and FLS Confirm access levels. sforce.co/Security
  22. 22. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  23. 23. User Management Data Management Security PERSONAL SUCCESS Master Core Admin Responsibilities Actionable Analytics
  24. 24. Actionable Analytics Responsibilities Reports and Dashboards Define Success Metrics Visualize Business Performance And more... Data Management SecurityActionable Analytics
  25. 25. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Your Actionable Analytics Habits Earn an analytics Trailhead badge Connect and Learn More Meet with Analytics Stakeholders Use analytics to share insights Review Key Reports Understand which reports are being used (or not) Report on Report Usage Review at stakeholder, user, and Admin levels Actionable Analytics sforce.co/ActionableAnalytics
  26. 26. Short Demo: Security and Actionable Analytics
  27. 27. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  28. 28. User Management Actionable Analytics SecurityData Management Master Core Admin Responsibilities PERSONAL SUCCESS
  29. 29. Personal Success Responsibilities Continuous Learning Active Community Participation Personal V2MOM And more...
  30. 30. Sunday Monday Tuesday Wednesday Thursday Friday Saturday 29 30 31 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 2021 Weekly Monthly Quarterly Annually Your Personal Success Habits Dedicate Trailhead Time Dedicate time for earning badges. Read or listen to Admin content Check the blog and the podcast. Attend Local User Group Meetings Find your local community group and sign up. Stay updated on Releases Read latest Release notes. Create a Personal V2MOM Create your goals for the coming year.
  31. 31. User Management Data Management Security Actionable Analytics Master Core Admin Responsibilities PERSONAL SUCCESS
  32. 32. Dive in and continue learningStart here User Management Data Management Security Actionable Analytics Join Us For The Whole Series!
  33. 33. Connect With Us and Keep Learning! @SalesforceAdmns #AwesomeAdmin Salesforce Admins bit.ly/essentialhabitstrailmix
  34. 34. Q&A sforce.co/ AdminLiveSessionGroup Resources bit.ly/essentialhabitstrailmix Survey bit.ly/admincoresurvey Wrapping Up

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