As a Salesforce Admin, you will find yourself in a role that will require you to be very versatile. Your job will involve, amongst many other things, managing users, requirements gathering, building, and deploying new features and all of this will have the aim of optimising your org for all users and business processes.
In this article, we are going to reveal to you 10 precious tips for new Salesforce Admins that will get you thinking about what you should be doing to get started in this exciting, multi-faceted role.
1. Maintain and use your sandboxes
Sandboxes are there to let you develop and test your configuration in a safe environment, so use it for every change. It may sometimes be tempting to make slight changes directly in production, but this will adversely impact your users and could cause confusion, resentment, and frustration.
2. Communicate Effectively
Communication is a vital skill. Whether this be communicating to users about changes to the system, gathering requirements from users or talking to key stakeholders and executives, make sure you consider how you communicate to each audience and be clear and concise in the way you chose to communicate. Finally, never assume that anyone knows what you are talking about.
3. Log Everything Methodically
As time passes by, you will very quickly forget what you have done to the system if you have no documentation. This can cause all sorts of issues for you in the future. You should document everything you do on the system. If there is a good structure, it is okay if the documentation is in various places too, for example, you can utilise a variety of different resources for documentation from help text and chatter posts and topics within Salesforce itself, to process maps and change logs on Office 365 to Jira or any other similar tools you have on Salesforce.
4. Your Impact is huge
Your role as a Salesforce Admin will have an enormous impact on the business, in fact, more so than you might expect as major business processes and procedures will depend upon your work. Get to know your company, the teams that use your org, the key stakeholders, the processes that rely on your system. Understand them and collaboratively look for value where you can improve and optimise the system for them. This will really make you shine.
5. At times you need to think like a developer
Whilst you may not necessarily be writing code as an admin, you will be responsible for creating declarative rules and processes. It is therefore especially important that you think logically about what you are doing and what any implications may be. If you do not think about the logic of your flow or process builder, you could end up hitting all sorts of limits, errors and having adverse side effects on data and / or other processes.
6. Get to know Salesforce
Salesforce has three major updates a year. Each update brings with it a wealth of new updates that will, for example, improve and enhance security, or usability of the system. Be sure to read the release notes and be aware in advance of what is coming. In addition, use Trailhead and Salesforce Help as much as you can. You need to understand what tools are available to you and how you can best use them to solve your business challenges.
7. Be a mentor
If people know how to be as productive as possible using the system, then it will make things easier for you in the long run. Be a mentor, a promoter, and a champion of your org. Make yourself known around the different departments and ensure everyone knows how to get the most from the system. Also, do not forget to make sure that everyone else is promoting the system too!
8. Not every idea need be catered for
As a Salesforce Admin you need to be able to translate ideas into processes, however, not every idea will necessarily provide value and not every idea needs to be acted upon immediately. In some cases, making a change for a fringe use-case can detract time and resources away from more pressing issues that, for example, may affect more users or a more critical aspect of the business.
9. Audit your org regularly
Promote your orgs general wellbeing by regularly conducting org audits. Tasks such as regularly ensuring users and permissions are correctly assigned, checking if fields and automations etc. are still in use and that data quality is okay will help maintain buy-in from the users and stakeholders.
10. Visualise the Data
Dashboards can provide immense value for management and leaders by letting them visually understand the business and empower them to make informed decisions based on real-time data from dashboards. In many cases, the dashboards you build and / or promote will let decision makers make actions before it is too late.
Kevin Paul is Head of Professional Services at Ribbonfish. He has over a decade worth of experience in Information Technology in a variety of roles including consulting & implementation, training, business analysis and project management.
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