Whether you are a big believer in New Year’s Resolutions or not, the end of year period is a great time to take stock of where you are and make some steps to improve. Here are 10 Salesforce New Year’s Resolutions that we recommend you make (if you are not already doing them) – and more importantly keep!
1. Move to Lightning
It’s 2019, Lightning is now over 3 years old, it is time to be moving over. I know there are a lot of orgs where there are still large portions of Visualforce, but migrating that over and enabling it for Lightning has become a lot easier. If you are not using Lightning yet, then it would definitely be worth planning it for rollout in 2019 and working towards having everyone migrated over.
2. And Stick With It
Even with Lightning enabled I know a number of companies where people for some reason keep on jumping back to Classic. Salesforce provides you with a fantastic set of reports to help improve adoption for users – keep an eye on them and help people ensure they are not having to switch back.
3. Regular Health Checks
Just as you should make sure you do regular checks for your own health, you should be regularly reviewing the health of your Salesforce org. Out of the box Salesforce provide you with a Security Health Check. It allows you to see whether or not you are measuring up to a standard security baseline. It’s also a good idea to run regularly. Additionally we offer clients a detailed Health Check service where we go through a number of different areas on top of the standard security check. Either way, making sure you run these reports regularly and often is a great habit to get into.
4. Sign Up To A Community Group
The Salesforce Community (or Ohana as it is affectionately known) is one of the best resources out there and there are hundreds of groups that you can join. Visit https://trailblazercommunitygroups.com/ to find a group near you. If there isn’t one already, why not start one up?
5. A Trailhead a Day Keeps the Cobwebs at Bay
Everyone knows of Trailhead by now and millions of badges have been earned. This year why not make it a habit to try and do a bit of work on Trailhead each day. All those small bits of effort over the year will add up to a lot of badges and a lot of knowledge.
6. Sign up to a Podcast or Blog
So much free content is created for you by the community, why not try out something new? Phil recently gave an updated version of his best Salesforce freebies which includes a long list of blogs and podcasts. You can see a great list of free resources from Phil here.
7. Get Certified
Getting Salesforce Certified is a fantastic way of differentiating yourself and improving your career prospects. There are over 20 different certifications you can get and lots of blogs, trails, study groups and resources to help you succeed so make this a year you get a Salesforce Certification.
8. Attend a Local Dreamin / World Tour Event
Over the past few years there have been a number of larger one or multi-day events that have been started by the Ohana as well as the World Tour events. These local events have a far more focussed feeling and the community ones in particular have a real passion for sharing the knowledge and promoting the local Salesforce Ohana. The Cloud Galacticos team will be at a number of these events next year so try and make sure you can attend one yourself and come and say hi! You can see the full list at https://trailhead.salesforce.com/en/community/events
9. Connect With the #SalesforceOhana on Twitter
Twitter has for a long time been one of the best places to connect with the Salesforce Community, ask questions, get answers and see what people are sharing. A number of Product Managers are active, people share from events they are attending and connect with other Trailblazers from around the world. Have a look at the #SalesforceOhana and #AskForce hashtags and join in the conversation.
10. 1% Charity Pledge with a Local Charity
Salesforce skills are in high demand across the world and in all sectors including non-profits and charities. If you are looking for a way to build up your skills or project portfolio and want to give something back this is a great way to do so. You can find some opportunities on sites like https://www.volunteermatch.org/ and your local Trailblazer Groups.