This webinar is designed for new Salesforce Admins looking for key getting-started tips. Learn the habits to develop to help you learn, connect and lead, resources to make you successful and where to find people like you!

1. Essential Habits for New
Admins
Trailhead Live
Marc Baizman

2. Statement under the Private Securities Litigation Reform Act of 1995:
Forward Looking Statement
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. Connect with Us!
@SalesforceAdmns
#AwesomeAdmin
admin.salesforce.com
Salesforce Admins
Salesforce Admins
Salesforce Admins

4. Watch the Recording
The video will be posted to the
Trailhead Live page: bit.ly/XXX
This webinar is being recorded!

5. Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question!
• We have team members on hand to answer
questions in the webinar group.
Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end,
time-allowing
bit.ly/AdminWebinarGroup

6. What is a Salesforce Admin in One Word?
Twitter
@SalesforceAdmns

7. Admins Prioritize Career Growth and Learning
Start with a beginner’s mindset
Approach problems with fresh perspective
Embrace change
Be open to new ideas, experiences and
technologies
Constant Learning
Consistently add new skills to your tool
belt
Jesse Grothaus
Salesforce Admin

8. How to Be An #AwesomeAdmin Every Day
L E A R N L e a dC o n n e c t

9. How to Be An #AwesomeAdmin Every Day
L E A R N L e a dC o n n e c t

10. Admins Commit to Lifelong Learning
Stay
relevant
Enhanced
skill set
Beginner’s
mind
L E A R N

11. Skill Up for the Future with Trailhead
Learn in-demand skills
Business, tech & soft skills
On-demand & in classroom
Earn resume-worthy credentials
700+ badges
42 credentials
Connect to opportunity
Mentorship to employment
Vibrant Community
L E A R N

12. Learn About New Features Three Times a Year
Keep Up-to-Date with Salesforce Releases
1
2
3
4
Learn more:
sforce.co/learnmoar
L E A R N
Read the Release Notes
Watch Release Readiness Live
Get a pre-release org
Refresh your Sandboxes

13. Learn in Different Mediums
Bookmark and save these important resources at admin.salesforce.com
L E A R N
Listen to the
Salesforce
Admins Podcast
Subscribe to the
Admin Digest
Newsletter
Read the
Salesforce
Admins Blog
Watch Salesforce
Admins Videos &
Recordings

14. Demo, download and test drive
apps
L E A R N
Subscribe to the AppExchange
Newsletter
Learn About New Apps
AppExchange is the fast and easy way to extend Salesforce

15. ❑ Block a fixed "learning" time every week on your calendar and a set a goal for
# badges
❑ Subscribe to the Salesforce Admins podcast, and Admin digest
❑ Install an app from the AppExchange (eg: Adoption Dashboards or CRM
Dashboards)
Action Steps to Get You Learning!

16. DEMO TIME!
Setup
Adoption Dashboard Labs App
Release Readiness Resources

17. How to Be An #AwesomeAdmin Every Day
L E A R N L e a dC o n n e c t

18. Admins Connect with their Company and Community
Meet the
community
C o n n e c t
See how
users work
Get to know
your
stakeholders

19. Connect With Your Users Online and In-Person
“As a Salesforce Admin you
are the ambassador and social
leader for your organization.
So it’s very important that you
engage with your users on a
daily basis. It’s called SABWA -
Salesforce Administration by
Walking Around”
Mike Gerholdt
Sr. Director, Admin Evangelism
Use Chatter to house key
information and gather User
Feedback
Meet with users in person to
understand how they interact with
Salesforce

20. Leadership
Align Salesforce with
company mission and
goals
Connect with Leadership and Across the Company
C o n n e c t
Stakeholders
Understand business process
changes and highlight user
successes
Users
Gather feedback and
communicate business
changes

21. Meet Trailblazers Like You
1000+ Community Groups
30+ Community Conferences
Engage in a Global Network
4000+ Questions & Answers per month
1000+ Active Chatter Groups
Learn from Each Other
1000+ Community Group Leaders
200+ Salesforce MVPs
Inspire the Next Generation
Trailhead for Students
Student Groups
Be a Multiplier
Connect with the Trailblazer Community
Let’s succeed together

22. ❑ Schedule a (virtual) coffee/tea date with a user for next week
❑ Create a group and post on Chatter!
❑ Join your local Trailblazer Community Group
❑ Join the Admin Trailblazers group in the Trailblazer Community
Action Steps to Get You Connecting!

23. DEMO TIME!
Prepare for your first Community
Group meeting by understanding
your org details
Join the Admin Trailblazer Chatter
Group in the Trailblazer
Community

24. How to Be An #AwesomeAdmin Every Day
L E A R N L e a dC o n n e c t

25. Admins Lead Their Company to the Future
Influence
change
Enhance visibility Be a role
model
L e a d

26. Get prioritized insights and actionable
recommendations with Salesforce
Optimizer
Easily evaluate and remediate security
risks for your org with Security Health
Check
Leverage Salesforce tools to know your org inside and out
Lead with Knowledge
L e a d

27. Lead by Example with a Clean Salesforce Org
L e a d
“With new features
and functionality
released 3x/year,
keeping your data and
metadata clean is
essential so you can
take advantage and stay
innovative without
missing a beat.”
—Nana Gregg
JLL
Meet with your users regularly to
review and clear out unused:
fields
list views
reports
dashboards
folders

28. Lead with Trust
Share Security Health Check
recommendations with IT
Ensure that your org is aligned with your
company’s security policy
Stay up-to-date on your company’s
security best practices
Find updates on:
trust.salesforce.com
L e a d

29. Lead with a Salesforce Governance Process
Prioritize requests and align Salesforce initiatives with business needs
Improve business & IT alignment
Improve processes & efficiency
Increase Salesforce value
“Establishing a good
governance program
ensures everyone is
operating from the same
standpoint, so more time is
spent innovating and
scaling. Governance is a
recipe for long term
Salesforce Success!
—Jodi Wagner
ShellBlack.com
L e a d

30. ❑ Run Health Check and Optimizer (and create a quarterly time block to do this
again!)
❑ Visit trust.salesforce.com to see your org status
❑ Schedule an "eat and delete" luncheon
Action Steps to Get You Leading!

31. DEMO TIME!
Run the Salesforce Optimizer
Report
Check out Security Health Check

32. How to Be An #AwesomeAdmin Every Day
L E A R N L e a dC o n n e c t

33. Summary - Your Next Steps
Learn
❑ Run Health Check
❑ Run Optimizer
❑ Visit trust.salesforce.com
❑ Schedule an ‘eat and delete’
luncheon
❑ Schedule a time with a user for
next week
❑ Join your local Community Group
❑ Collaborate in Chatter Groups in
the Trailblazer Community
❑ Block a recurring, focused
time to learn
❑ Subscribe to the Admins
podcast
❑ Install an App from the
AppExchange
Connect Lead

34. Connect with Us and Keep Learning!
@SalesforceAdmns
#AwesomeAdmin
Salesforce Admins
bit.ly/essentialhabitstrailmix

35. Q&A
bit.ly/AdminWebinarGroup
Slides
bit.ly/adminhabits
Wrapping Up
Survey
Please complete
GoToWebinar survey

37. Graphics Resource

38. Stats, Callout and Photo Containers
stat description
XX
Stat with Foliage
Photography
Callout
Editable width & height
This is a multiple line
text placeholder
With a sub-text
placeholder
This is a multiple line
text placeholder
With a sub-text
placeholder
stat description
XX
stat description
XX
Stat on Tan
Stat on Editable Circle
(Can Change Color)
NEW
NEW
PILOT
PILOT
GA ‘19
GA ‘19

39. Sign Callouts
lorem ipsum
dolor sit amet
lorem ipsum
dolor sit amet
lorem ipsum
dolor sit amet
lorem ipsum
dolor sit amet
lorem ipsum dolor sit
amet consectetur
lorem ipsum
lorem ipsum
dolor sit amet lorem ipsum dolor sit
amet consectetur
lorem ipsum
lorem ipsum
dolor sit amet
lorem ipsum
dolor sit amet
lorem ipsum
dolor sit amet

40. Journey Slide Elements and Stats
Stops
along a
path
Customer Photo Title
Subheading
Stops along
the path Small Wooden Label
Large Wooden Label
20K
stat content
2Mstat description
Large Stat
2B
stat description
Medium Stat
Small Stat
$2Mstat description
stat description
2B+
20%
stat content

41. Illustrative Elements
These are great slide additions, but can get distracting – please use sparingly.

42. Illustrative Elements: Bushes & Trees
These are great slide additions, but can get distracting – please use sparingly.

43. Illustrative Elements: Scenes & Staging Areas

44. Devices are to scale in relationship to one another, use this slide as a reference
iPad Pro Vertical iPad Pro Horizontal iPhone 7 iPhone X Apple watch
Mobile Devices

45. Galaxy 7 Moto 360 Watch Microsoft Surface

46. MacBook Pro 15” LG 4K Monitor Dell Monitor
Dell Laptop
Generic Laptop
Desktop Devices

47. Subtitle
Title
Step 1
Step 5
Step 4
Step 3
Step 2Header
[Optional
description text]
Header
[Optional
description text]
Header
[Optional
description text]
Header
[Optional
description text]
Header
[Optional description
text]
Header
[Optional
description text]
Step 6

48. Title
Paragraph header
• Content description
Subtitle
lorem ipsum
dolor sit amet
NEW

49. Subtitle
Source: placeholder
Title
[Insert quote or
statement]
XX%
of [stat description]
XX%
of [stat description]

50. Branded characters
Astro
Astro
Poses
Astro On The
Trail/On the Go
Trailhead
Astro & Misc.
Editable Shape
Trailblazer
Hoodies
Drop
Shadow

51. Branded characters
Astro
Astro
Shopping
Astro As
Yeti
Mountain
Climbing
Astro
Transportation
Astro
Misc
Astro On
The Job

52. Codey

53. Branded characters
Einstein

54. Appy, Earnie, Cloudy, Codey, SaaSy & Blaze
Cloudy
SaaSy Hootie
Appy
Earnie the
Badger
Blaze
Max

55. Two or More Characters