Play by Play is a series in which top technologists work through a problem in real time, unrehearsed, and unscripted. In this course, Play By Play: Salesforce Survival Tools for the Accidental Admin, Jeff Susich and Don Robins demonstrate a finite set of tools, tips, and best practices for Accidental Admins. Learn key objectives to help regain time often lost to common inefficiencies, overlooked configuration options, and how to leverage and customize Activities. By the end of this course, you’ll have practical and solid advice to make any Accidental Admin more productive with Salesforce.
Jeff is a Certified Salesforce.com System Administrator, Advanced System Administrator, Sales Cloud Consultant, Service Cloud Consultant and Platform App Builder. He has been a Registered Salesforce Consulting Partner since 2011.
Don Robins is a well known Salesforce MVP, instructor, author, and speaker.
A custom business application developer for more decades than he cares to
admit, he focuses on Salesforce technical instruction and knowledge
Course Overview Welcome to this Salesforce Play by Play with Pluralsight. Salesforce Play by Play is an interactive series where we sit down with Salesforce experts, such as MVPs, consultants, developers, and architects to discuss common challenges faced every day by Salesforce customers. We'll be learning while discussing concepts and debating tradeoffs on various approaches to solving real-world problems. We learn by reviewing system configurations or writing code, and then exploring the benefits of any particular solution. In this course, we challenge Jeff Susich, Salesforce Consultant and Certified Instructor, to provide a finite set of tools, tips, and best practices for accidental admins, those Salesforce customers who often find themselves in the role of admin and responsible for user success, but who often don't know what they don't know, and also don't have much, if any, time for formal learning or training. First, Jeff outlines the typical quandary and some challenges faced by accidental admins and focuses on some key objectives to help regain time often lost to common inefficiencies. He walks us through and demonstrates some often overlooked configuration options, such as user interface configuration, setting up consistent search settings and layouts, page layout tips and tricks, how to best optimize standard objects and fields, and more. Jeff points out that accidental admins are responsible for successful user adoption whether they like it or not, and he provides some practical advice on how to make happy users, by leveraging numerous built-in Salesforce features to make any user's life easier and more productive. He also demonstrates some Salesforce out-of-the-box tools that can help manage day-to-day activities and keep an org humming along in a healthy state, as well as some external productivity tools and apps readily available on the web. Along the way, we explore tips for reducing user clicks, how to leverage and customize activities, working with custom links and reports, empowering users with less views, and much more. By the time we're done, any accidental admin will come away with practical and solid advice to make themselves and their users more productive with Salesforce in their busy day-to-day lives. So please join us for Salesforce Survival Tools for the Accidental Admin. We hope you enjoy it.
Creating Happy Users Jeff, let's talk about user adoption. You mentioned it before when you mentioned your accidental admins are really responsible for it. They are. They are. Accidental admins, whether you like it or not, you're responsible if people don't like Salesforce. You are, and to a large extent, you are responsible, and that takes many forms. But usually what's at the root of that is that one, it's set up too complex for them, they get lost everywhere they're going, and the other thing that comes into play there too is they haven't seen enough value in using the various things that are in salesforce. com in their daily job. That's the two things that cause that. So we're going to talk about some of that then, creating happy users. Now, I find that there are a couple of things that you can teach users, and a couple Salesforce capabilities that if you have these, they're going to want to use salesforce. com. I think it's a critical thing to have an integration with whatever email package you're using, Outlook, Gmail, whatever it is. You really need that. It gives you single calendar across the Salesforce, across your email package, across Salesforce1, it allows them as they're sending emails to have those emails automatically added to the lead, or the contact, in Salesforce. It does so many things. That's one thing that you really need to do. So in other words, if they don't have this set up, what the users, your users are struggling because they have to deal with a calendar here, a calendar there, email here, email there, etc. , etc. And potentially even manually copying email bodies into activities. That's a tremendously time consuming thing to do something like that.
OOTB Auto Analysis Tools So these are great practices. What about some tools that accidental admins can leverage to make their day-to-day tasks a bit easier? We've gotten a few tools just in the past couple of years for this that Salesforce has --- as the complexity has gone forward in terms of Classic and Lightning and everything else, I think Salesforce kind of felt a need to bolt some of this into the application. So that dupe check, that's one of those tools? That's one of those tools, yeah. And we have a couple others that we'll look at here because part of the question you ask yourself as an accidental admin is, okay, I've gone in here and I've configured. I've configured security policies, password policies, are these industry standards? Am I doing this right? And we're going to look at some of these tools now that help you kind of answer those questions of how does my org look? I've done it, how does it look? Or maybe you come into a situation where you're now responsible for admin and there is an org, and it's been there, what's its current state? That's right.
Powerful Configuration Tools Don, we're going to look at some customization tools now. Powerful customization tools. So these are some of the things that are probably in the area of way beyond what the standard accidental admin might look at, but I want to give the accidental admin some things that people are going to go wow, where'd you ever learn how to do this? And these are part of Salesforce? They are. And this is going to be our kind of our masters portion of the program for the accidental admins. So we're going to do a few things that are very interesting, give them some really interesting tools here. Not hard to do, but very, very powerful tools.