Do you know your responsibilities as a Salesforce Admin? Follow these 3 essential tips to keep your system safe, healthy, clean, and revolutionary. No day is the same, as you have to wear multiple hats and play different roles as a Doctor, Housekeeper, Evangelist, and Guardian of your Salesforce system. Find my top tips below.
Be clear on your policies with users.
With your team, agree on your security and data management policies and manage them using reports and dashboards to police their application.
Make the most of Security and Data Tools.
Utilize some of the fabulous tools from the Security Health Check, Mydomain, and Security Features to manage user access and keep data secure.
Undertake your health checks.
Utilize some of the great features in Salesforce including critical updates, Salesforce Optimizer reports, health checks, and new releases.
Set up a Support Desk.
Use Service Cloud and Console to manage requests from users whether it’s fixes, health checks, or development work.
Find out what the organization needs.
Find out about the future strategy of the organization and the pain points that team members face. Propose Salesforce solutions that meet the needs of the executive team, down to the front-line staff, to create value for all.
Empower your users.
Learn about the products, features, and value of Salesforce, then share and train your team in the same knowledge to create a like-minded group of Salesforce champions at your company.
As you can see, there are a few plates to spin, so map out your daily, weekly, monthly, and quarterly tasks that you need to do. Make the most of the support around you to keep up-skilling, whether by tapping into Salesforce Partners, Trailhead, or the Trailblazer Community. Make the most of this knowledge and share it with others around you to create your Salesforce champion team. Finally, remember to apply project management skills and keep your users and customers happy by keeping everything in check and working like clockwork. Believe in yourself… You’ve got this!
Want moar? Watch the recording of this Dreamforce session.
Check out the helpful resources on Trailhead below:
Get Started with Service Cloud for Lightning Experience Trailhead Trail
I was recently talking with some new Salesforce Admins who are studying for their certification exam. We discussed how BIG the platform feels and how, with so much to learn, it can feel challenging to even get started. Salesforce is incredibly powerful, which means there are a lot of features and settings, but new admins […]
Admins aren’t just system builders The Salesforce Admin role is evolving with an ever-changing platform and the advancement of AI. Admins are no longer just system builders—we’re relationship builders and governors of behavior, and that transition starts with trust. When an organization has trust, it experiences faster adoption, better requirements, and fewer fire drills. Who […]
We’re standing at the edge of the biggest shift our industry has ever seen. The Agentic Enterprise is transforming how businesses operate and how we work. Salesforce Admins aren’t observing this shift from the sidelines. You’re building it, piece by piece, every day. This is the natural evolution of a community that spans 160+ user […]
