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.