salesforcea webinar
Post on 11-Feb-2017
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Today’s Speakers
David Perez, Salesforce Administrator QuickLogic
Mike Gerholdt, Admin Evangelist Salesforce
Joshua Schneyer, Product Manager Salesforce
Forward-Looking Statements
Statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Get Social with Us!
@salesforceadmns
#awesomeadmin
ButtonClick Admins
Salesforce Admins
The video will be posted to YouTube & the webinar recap page
(same URL as registration).
This webinar is being recorded!
Join the Admin Webinar Group for Q&A!
Don’t wait until the end to ask your
question! • We have team members on hand to answer
questions in the webinar group.
• Stick around for live Q&A at the end!
• Speakers will tackle more questions at the end, time-allowing
bit.ly/AdminWebinarGroup
Today’s Agenda
• SalesforceA Admin App Overview
• Demo: SalesforceA in Action
• Best Practices
• Customer Use Cases
• Q&A
But Wait There’s More… a Giveaway!!!
Tell us how you have used the SalesforceA App!
Use the hashtag #SalesforceA with your
use case either on Twitter or in the Success
Community. We’ll pick our favorite use
case – the winner gets an
#AwesomeAdmin cape and hoodie!
Winner will be announced at the end of the webinar
Overview of SalesforceA The Dedicated App for Admins!
• Real-time Trust Status
• Reset passwords
• Freeze users
• Edit users
• Access to Trailhead, Success Community,
Release Notes & Admin News
Available on:
Real-time Trust Status
Check the status of your instance at a glance
24 timeline of recent service events
Easy access to event details
User Management
Access to locked, frozen & recent users
Quick user actions: Freeze, unfreeze, reset
passwords, etc.
User Management – There’s MORE!
View user login history & user permission sets
Edit user details Coming soon on Android
Access to Admin Resources
• Trailhead
• Salesforce Answers in the Success
Community
• Salesforce Release Notes
• Admin News & Events
Upcoming SalesforceA Priorities Based on User Feedback from over 1,600 Admins!
Notifications
Trust Status
Release Notes
Suspicious Activity
Salesforce Events
Permissions
Object Level Perms
Field Level Perms
System Perms
Page Layouts
Record Types
User Management
Change Profile
Create User
Clone Users
Engagement
Success Community
Trailhead
Documentation
Supporting Users: Best Practices
Build a Relationship with HR • Admins Should be part of the onboarding/
offboarding process
Support Cards • One card for every user with info on how
to get support
• Include email address for password resets, freezes & deactivations
• Set Support Expectations Subject line keywords for Email (ex. RESET, FREEZE, etc)
Need urgent help with Salesforce?
I’m here to help! Email or call me to:
ü Reset passwords
ü Deactivate or Freeze users
If you send an email please put your emergency in the subject line.
mgerholdt@acme.com or 567-5309
Supporting Users: Tips
Going to be Out of the Office?
• Change your Chatter profile pic
• Email users with whom to contact
Out of Office Message
• Admins should be part of the onboarding/off boarding process
• Check-in periodically
Engage with Your Users
SABWA • Salesforce Administration by Walking
Around
• Watch how they use Salesforce
Gather User Feedback • Use Chatter Groups to house key
information
• Quick Actions let users give feedback
from anywhere
Deactivating Users: Best Practices Users May Come and Go, But Their Records Must Live On….
Deactivate! Because You Can’t Delete!
• Deactivating means NO orphaned records!
• Deactivating a user allows the many records and linkages between
records to remain, even without an active user associated with them.
• Freeze the User First
• Know Your IT Dept’s Termination Process
Overview of QuickLogic
• Leading provider of ultra-low power, customizable
sensor processing platforms, display and connectivity
semiconductor solutions for smartphones, tablets,
wearable and mobile enterprise OEM
• Located in Sunnyvale, CA
• ~100 employees
• Using Salesforce since 2006
• 45 Sales Cloud users, 20 App Cloud users
• Using SalesforceA Admin App for 2 years
Top SalesforceA Use Cases
ü Resetting passwords from anywhere
ü Viewing user permission sets
ü Accessing Trust.com for quick glances
at org status
ü Reading Release Notes & Trailhead
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