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Jennifer Wobser
Salesforce Administrator/Analyst
Email: [email protected]
Twitter: @crmsalesgem
Admins, pat yourself on the back!
• There’s only 1 of us…and several of them!
• No matter where your org falls in this chart, you play a powerful role in the
success of your company!
My Org with
One Admin
Solo Salesforce Admin? Which Type Are You?
The business guru The spreadsheet expert The salesperson who’s now
juggling Salesforce The IT guy
Discover Your Admin Strengths
Jennifer’s Natural Strengths:
• Sales Background
• Training/Teaching
• Relationship Building
• Compassionate Communication
• Problem Solving
Jennifer’s Tech Strengths:
• Data Analysis
• Salesforce1/Mobile
• Sales Automation
Jennifer talks admins into launching S1!
Channel Your Admin Strengths Into Your Salesforce Org!
Jennifer’s Admin job at FFF was to ensure that Salesforce allows users to stay in
touch with two Headquarters and over 80,000 Active Buying Accounts…wow!
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Never Be Up a Creek Without a Paddle Again!
Discover your Salesforce resources and USE them!
Dreamforce, Success
Community, #askforce,
my admin friends!
Meet Others Anytime on the salesforce.com Community
No User Group Close to you?
That’s Ok!
The Salesforce.com Online
Community Offers Answers,
Themed Groups, Discussions,
and More!
https://success.salesforce.com/
Twitter Groups:
#Askforce
@Salesforce
@Dreamforce
@SalesforceJobs
@SalesforceDocs
@SalesforceUX
https://developer.salesforce.com/trailhead
Trailhead is a fun, free and interactive way for Admins and
Developers to learn Salesforce
SalesforceA – A Solo Admin’s Best FriendEver had a user locked out when you were out of the office?
Need to de-activate a user that resigned on Friday?
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SalesforceA – So What Can an Admin Do with SalesforceA?
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• Activate users
• Deactivate users
• Unlock users
• Reset passwords
• Adjust Permission Sets
• View Login History
• Access Success Community
• View Scheduled Maintenance
& More with the Summer 2015 Release!!!
Easy Salesforce1 Branding – Make Salesforce1 Your Own!Improve Adoption!
• Customize your app header/actions color
• App Loading Page Color
• Company logo for Loading Page
• Replace Action Symbol (+) with icon
Install Salesforce1 for All Users…Just in Case!
It is always a possibility for the power to go down, Internet Service may
be out, or IT may be fixing a user’s computer with technical issues!
Can I
borrow the
Verizon
Hub spot
again? Your
motherboard is
fried and it will
be 2 weeks for
us to order you
a new laptop!
Or…
Internal Users Access
Dashboards & Report Files On
Salesforce1 During a July 2014
Power Outage in SoCal
Salesforce1 Deep Links – A Solo Admin’s Best FriendSimply send an email with a link to a Dashboard (or any record)
Even the most tech-challenged exec can open it!
• Deep Link URL Using Your Object/Dashboard ID:
com.salesforce.salesforce1://entity/view?entityId=yourRecordID
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Salesforce1 Resources
Essential follow ups from today’s session
1. Download the Salesforce1 app for iOS or for Android.
2. Watch the Salesforce1 Admin Stories on YouTube
3. Check out the Salesforce1 App Admin Guide and Rollout Guide
4. Send your users the link to the Salesforce1 App Getting Started Guide, and to the
mobile-ready Salesforce1 Help & Training
Background reading, viewing and doing
• Join the Salesforce1 Group on the Success Community
• View the real-life use cases collected in 100 Ways to Run Your Business from Your
Phone
• View this video on Salesforce1 Mobile Tips & Tricks for Admins
And don’t forget!
• Bookmark the Salesforce1 Mobile Resource Center
• Check out the ever-growing list of Salesforce1-ready mobile apps
Additional Salesforce1 Admin Resources
Salesforce1 Rollout Guide – Link Salesforce1 Mobile Resources – Link
Essential Resources For The Solo AdminEssential follow ups from today’s session
1. View these quick videos to learn how to create custom fields, schedule reports,
create workflow rules and build a simple flow.
2. Browse the documentation for creating custom objects.
3. Download the cheatsheets for workflow rules and approval processes.
4. Then check out our suggestions for useful workflow rules and approval
processes to implement
Background reading, viewing and doing
• Consult our Lead Management Implementation Guide.
• Read the Visual Workflow Implementation Guide.
• View the Cloud Flow Designer Workbook, and download the Visual Workflow
Getting Started Pack from the AppExchange.
And don’t forget!
• Join the Salesforce Workflow Automation community group.
• Learn How to Use Visual Workflow To Drive Productivity.
• View this Hands-On Training session on Extending Salesforce With Custom Objects
& Apps