9 Tips for New Administrators Advice for SelfImplementing Customers

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9 Tips for New AdministratorsAdvice for
Self-Implementing Customers

• Salesforce.com

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Best Practice Tips for New Administrators

• Best Practice Overview All organizations need
  tips and guidelines when rolling out
  salesforce.com on their own. This presentation
  is a collection of best practices for customers
  who are self-implementing. It is intended to
  compliment other resources found on our best
  practive portal, www.successforce.com.

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Tip 1 Dont forget to map lead fields

• What are leads and are they a good fit for my
  company?
• (insert jenns link)
• What happens to leads?
• leads get converted to accounts, contacts and
  opportunities
• standard lead fields are pre-mapped, lead custom
  fields are not
• lead custom fields can be mapped to 1 objectan
  account, contact or opportunity
• failure to map custom fields will result in LOSS
  of data when converting
• before you map, decide where the lead data should
  be stored and create the custom account, contact
  or opportunity field
• Useful resources
• https//na1.salesforce.com/help/doc/en/customize_m
  apleads.htmtopic-title

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Tip 2 You must have a Role Hierarchy

• What is the Role Hierarchy? https//na1.salesforce
  .com/help/doc/en/admin_roles.htm
• An administrator responsibility, the hierarchy is
  part of our infrastructure
• Failure to set this up will cause problems
• EVERY user needs a role, multiple users can be
  associated to one role
• Hierarchy controls level of visibility users have
  to your organizations data
• Note that users at any given role are always able
  to view, edit or report on all data owned by or
  shared with users below them, regardless of your
  sharing model
• Dont over think the role hierarchyyou WILL get
  confused

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Tip 3 Dont forget about data collaboration

• Sharing company databalance user needs with your
  organizations goals
• who needs to see what and why?
• 3 options public, read only, private
• organization wide defaults define the baseline of
  how users access records
• sharing rules override org wide defaults if
  defaults are read only or private
• Useful resources https//na1.salesforce.com/help/d
  oc/user_ed.jsp?lochelptargetmanaging_the_sharin
  g_model.htmsectionOrganization_Setup

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Tip 4 Prepare users for the rollout

• Do they know salesforce.com is coming?
• outline expectationswhats in it for them?
• importance of CRM initiativewhats in it for the
  company?
• Get users ready BEFORE training
• unleash the power.give users read-only access
  prior to company rollout so they can explore the
  application
• salesforce fundamentals, a great course to lay
  the application foundation https//admin.acrobat.
  com/_a13852757/sffundamentals/
• other self-paced training modules, make sure
  sessions are relevant for specific roles
• http//blogs.salesforce.com/training/
• keep users read only until theyve completed
  training

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Tip 5 Customize User Training

• Custom training is crucial to your organizations
  success
• Tailor to a day in the life of your users
• Define naming conventions when necessary (for
  example, opportunities and campaigns)
• ASFtranslates to Always Search First before
  creating a new recordhelps to prevent duplicates
  and makes YOUR life as an administrator much
  easier
• Solicit continuous feedbackwhat is/isnt working
  for the team?
• Remember that your implementation is ongoingit
  NEVER stops
• Useful resources http//salesforce3.sitestream.c
  om/doc/TrainingYourTeam.docoh

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Tip 6 Resources for userspost rollout

• Good documentation to send to your team
• how to modify personal setup https//na1.salesfor
  ce.com/help/doc/en/usersetup.htm
• how to change tagline and other email settings
  https//na1.salesforce.com/help/doc/en/user_email.
  htm
• outlook edition
• https//na1.salesforce.com/help/doc/en/email_outl
  ook_install.htm
• customizing tab display https//na1.salesforce.co
  m/help/doc/en/user_userdisplay.htm
• creating personal communication templates
  https//na1.salesforce.com/00X?setupidCommunicati
  onTemplatesEmailretURL
• activity managementthe difference between tasks
  and events https//na1.salesforce.com/help/doc/en
  /salesforce_activity_cheatsheet.pdf
• custom views.a great way to manage data
  https//na1.salesforce.com/help/doc/en/salesforce_
  views_cheatsheet.pdf

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Tip 7 Monitoring Adoption

• Track your CRM investmentwhat are users doing?
• Support from upper managementkeep executives
  engaged
• Download our FREE adoption dashboards, a
  framework for measuring user adoption
• Created by our in house expertsWE know what YOU
  want
• Adoption Dashboards, Lead and Opportunity
  Management Dashboards, Sales Activity Dashboard,
  Sales KPI Dashboard 1.0
• http//www.salesforce.com/appexchange/category_li
  st.jsp?NavCode__ca0130000006P6IoAAK-51

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Tip 8 Additional Resources

• Our best practice portal is home to over 1000
  resources www.successforce.com
• Best practice classes
• daily sessions, 11am PT, topics vary, full
  schedule appears on www.successforce.com
• your opportunity to get a LIVE voice, come with
  prepared with pertinent session questions
• Tips sheets
• cliff notes for salesforce on features,
  accessible via the help training link in the
  upper right hand corner of the application
  https//na1.salesforce.com/help/doc/en/quicktour_t
  ips.htm
• Customer eventsfree networking events, hosted by
  us for YOU
• to check upcoming events http//www.salesforce.c
  om/events/

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Tip 9 HELP!!!

• WE GET IT, everyone has a day job and may not
  have the internal resources needed to support
  this initiative
• Optimize your investmentstrategic guidance is
  available if needed
• salesforce.com professional services
• http//www.salesforce.com/services-training/profe
  ssional-services/
• network of certified partners
  http//www.salesforce.com/partners/
• Other resources to support the ongoing deployment
• Premier support services
• https//www.salesforce.com/services-training/cust
  omer-support/
• Education services
• https//www.salesforce.com/services-training/educ
  ation-services/
• When in doubt, always contact your Account
  Executive for assistance