To celebrate my 150th consecutive week, I reached out to fellow members of the Salesforce community, to ask what Tips they would like to share. And I am excited to share these with you all today! Here are 10 GuestBloggers, and a special 11th guest, who has influenced me over my years as a Salesforce blogger. Thank you to you all for contributing, and reading, here’s to another 150!
Tip #1 Sarah Burton (Clear Channel UK) – “Salesforce Administrator of 5 years experience but still learning every day”
It’s ok to say No*
Admins need to ensure that we question ideas and processes that we get asked to implement. There are 3 questions I ask – ‘What’s in it for the users?’, ‘Is it Simple?’ and ‘Does it stick to the original Vision?’
*as long as you back it up with a good reason!
Tip #2 Tracey Morris (Jisc) – “Awesome Admin for UK wide non-profit digital technology in education & research charity”
As a busy Admin I have to prioritise what I’m doing – be it training, support or development (or all 3 at once) – so having a process in place where users can make change requests without interrupting me is a no-brainer. The user is happy because they’re being listened to and I’m happy because I can look at their requests when it’s convenient for me.
Tip #3 Naveen Gabrani (Astrea IT Services) – “Salesforce architect responsible for mapping business problems on Salesforce”
Focus on actionables after Dreamforce. Keep a notebook or a smartphone handy at the event. As you attend a session or a keynote, or meet a vendor at the cloud expo, make a quick note of anything you like, a useful tip for the users, an app you need to try out, a technology you need to build expertise on. After you are back follow up on these items. Give a presentation to the management or the users on interesting things you learnt. To get best returns on the investment you have made at Dreamforce, the most important time is the month after the Dreamforce.
Tip #4 Laura Guenther (Apttus) – “Certified Admin at Apttus”
Be smart about solving problems – utilize the Success Community:
Browse the Success Community for Answers, if you can’t find exactly what you’re looking for, post your own question. More than likely, someone out there, somewhere, has had the same issue as you and has solved it. You will get a response in less time than it will take you to troubleshoot. Be sure to join groups to participate in discussions and gain access to additional resources. You’ll save yourself a lot of headaches and precious time.
Tip #5 Rachel Natik (Cloud 4 Good) – “Cloud Consultant at Cloud 4 Good, 3X Certified”
Try this free App called ‘List Browse‘. I haven’t come across another app that does this functionality. You can select records in a list view, click browse and you can go through them one by one (and edit them!).
Tip #6 Selina Suarez (New Leaders) – “2015 Awesome Admin Award Winner at the Salesforce World Tour, New York City”
When starting a new project, prior to formal Salesforce Requirements gathering, ideally your first conversations should revolve around business process and not technology. Take the time to find out what people actually do on a day to day basis. Observe and ask questions. This is your opportunity to uncover opportunities to offer solutions perfectly matched to the client’s needs.
Tip #7 Simon Edwards (Color Consultancy) – “Playing around with all things Salesforce since 2006”
If you are like me, and end up with lots of similar long report names this little ‘undocumented feature’ will allow you to display the report name on 2 separate lines when viewing the report. Just add a colon (e.g. Accounts: Most Recent) to your report name! Many thanks to Scott Hemmeter for this great trick.
Tip #8 Randi Thompson (Apex Revenue Technologies) – “Solo Admin using Enterprise Sales & Service Clouds for 60 users”
I love the capability to create custom URL buttons. Even though Process Builder and Publisher Actions have made a lot strides, there are still many instances (especially on the Task object) where a custom URL button is invaluable.
Tip #9 Steve Williams (BigKite Consulting) – “Salesforce Admin gone Consulting”
When dealing with a request for a new email notification respond by asking your user what immediate action the email will trigger. If they cannot think of one they will likely be better served by a Report or Dashboard. That way you have saved then from having to delete an unnecessary email and provided a way for them to access the information when they are ready to do something with it.
Tip #10 Mike Arthur (RiverUsk) – “Certified Admin, Consultant, Developer in Edinburgh”
I recently had a situation where a Visualforce page was exactly what was needed to solve a requirement. Except I had never written any code in Salesforce and Cobol wouldn’t cut it. I had heard of Trailhead, Salesforce’s free, online learning resource, and it helped me learn the skills to build my page! The topics range from basic to advanced, including ‘Reports and Dashboards’, ‘Chatter Basics’, ‘Data Security’, ‘Apex Triggers’, ‘Visualforce Basics’, ‘Change Management’ and many more. Modules typically take 20-30 minutes to complete. Head on over and get learning!
And finally, a bonus ‘Tip’ from Salesforce Admin Evangelist…THE ButtonClick Admin…Mike Gerholdt
My advice for being a great Salesforce Admin- don’t overindulge on tips and tricks. It’s like having cake for breakfast, sure it sounds good- and probably fixes your hunger problem- but it’s not sustainable. Great leaders, philosophers, and visionaries didn’t change the world on a trick they learned. They did it by mastering their craft, by learning habits, applying those habits, and sometimes failing. You can’t be afraid to try something new and fail. Failure is how we learn and how we grow. Don’t be afraid to do the work- it’s easy to just ask for help right away, but try a few solutions first, see what works, and go from there.