Posts

Showing posts from August, 2018

Best Practices and Recommendations for New Salesforce Admins (Part Four - Tools)

Image
They say hindsight is a wonderful thing and they are right, we can't go back and do over, but we can share what we have learnt and allow others to benefit from our experiences.

This was my approach to the session I presented at the Admin Theatre at this year's London World Tour. My talk was entitled Best Practices and Recommendations for New Salesforce Admins.

The role of Salesforce Admin brings with it a lot of responsibility, but thankfully also all the tools and support to enable each of us to be successful. When we start our Salesforce journey, however, we don't come with all this knowledge fully formed so here are my recommendations and tools to help everyone make the most of the available features.

For ease I am splitting my tips up into Best Practices, Recommendations, and Tools, and then into Setup, Reporting, and Productivity.

Part one here covers Setup Best Practices.
Part two here covers Reporting Recommendations.
Part three here covers Productivity Recommendations