1. My Company Just Purchased Salesforce. Now What?
Jennifer W. Lee
Salesforce Business Consultant | Salesforce MVP
@jenwlee
Jenwlee.wordpress.com

2. 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.
Talk Track Before I begin, just a quick note that you should base your purchasing decisions on products and services that are currently available. Key Takeaway
Salesforce is a publicly traded company. Customer should make buying decisions only on the products commercially available.

3. Jennifer W. Lee Salesforce Business Consultant, John Hancock
Salesforce MVP
Blogger: Jenwlee.wordpress.com
Co-host of Automation Hour
Trailhead Addict – 228 Badges!
Presenter: Dreamforce 16, Southeast Dreamin’ 17, User Groups, NYC & Boston World Tours
2016 #AwesomeAdmin Award Recipient
Social Media Manager for WiT Diversity

4. My Company Just Purchased Salesforce
AND…Congratulations!
You are now our company’s Salesforce Administrator!
Access This Deck:

5. Welcome to Salesforce #Ohana!

6. Tip #1a. Get Training. Hit the Trails IMMEDIATELY!
@Trailhead
Get your own personal Admin playground:
Trailhead’s a free online Salesforce training tool:
Learn via trails, specific modules, get hands-on training via projects and test your expert skills by tackling a super badge.
Start off with the following:

7. Tip #1b. Get Training from Salesforce University
Admin Essentials for New Admins in Classic & Lighting
(in person)
Salesforce Proficiency Pack
for Admins
Admin Essentials for New Admins in Classic
(Online)
30-day self-paced blended learning program ($900)
Fast tracks you to Salesforce Certified Administrator
(includes cert voucher)
Trailhead content, online training, hands-on exercises & expert-led coaching
5-day instructor-led training class ($4500)
Covers the “bread & butter” features and functionality that Admins need to know
Hands-on exercises, knowledge checks, student org, class discussions and expert-led coaching
Online version of our 5-day class (Free with Premier)
Covers the “bread & butter” features and functionality that Admins need to know
Hands-on exercises, knowledge checks, and student org

8. Tip #2. You Ain’t Alone. Don’t Be Afraid to Ask for Help.
Need help?
Help & Training | Submit a Case
Check out the Salesforce documentation:
Phone a friend. Reach out to others in the Salesforce ecosystem.
Join the following Salesforce Success Communities:
** Success - Getting Started **
ButtonClick Admins
* Release Readiness & Feature Adoption *
Google’s your friend!
Join a local user group to learn from and meet your peers. #Ohana

9. Tip #3. Be the ‘Bouncer’ of Your Org. Secure Your Org!
Security, while not sexy, is extremely important.
Always keep least privilege access in mind.
Here are things to review to secure your org:
Security model via Org Wide Defaults (OWD) & Sharing Rules
Profiles & Permission Sets
Field Level Security (FLS)
Role Hierarchy
User Authentication, 2-Factor Authentication, Restrict Login IPs
Data encryption
Reference: Salesforce Data Security Model — Explained Visually

10. Tip #4. Understand and Document Your Business Processes
Before you configure/build processes in Salesforce,
Understand and document the process
Listening = Learning
Don’t assume
Ask clarifying questions
Improve the process, where possible
Review and get alignment on the process

11. Tip #5. Automate Business Processes
Improve user experience and processes with automation
Approval Processes
Workflow Rules
Process Builder
Visual Workflow
Salesforce Success Communities:
Salesforce Automation Hour
Salesforce Process Builder
Salesforce Workflow Automation
Visual Workflow Discussions

12. Tip #6. Learn from Your System Integrator: Documentation & KT
Ensure in the SOW that there are documentation and KT deliverables
Solution documentation
Configuration workbook
Learn during the project
Knowledge transfer sessions = business context and configuration/build out
Record KT sessions

13. Tip #7. Create a Sandbox/Change Management Strategy
Do not make changes directly in Production!
Determine how to manage enhancements and defect fixes
Determine sandbox strategy
Basic: 1 sandbox for development/QA and Production
Intermediate: 1 sandbox for development, 1 sandbox for QA and Production
Complex: 1-x sandboxes for developer, sandbox for system integration, sandbox for QA and Production

14. Tip #8. Develop a Process for Defects/Work Requests
How will users report issues/defects?
What is the process for submitting enhancement requests?
Who prioritizes the work? One business liaison? By committee?
How often will you release changes?
Develop a communication plan
Keep in mind: Salesforce seasonal releases and new functionality
Success Community: * Release Readiness & Feature Adoption *
Summer ‘17 Release Notes:

15. Tip #9. Establish Configuration and Coding Standards
Institute guiding principles for your org: Clicks before Code
Establish Salesforce configuration and development best practices
Assign standard naming conventions for configuration and code
Provide meaningful info in the description field
Resources:
Best_Practices
/05/developer-practices-checklist.html

16. Tip #10. Create a Process for User Management
Must be associated to one profile
Can be associated to a role
Username must be unique across all Salesforce
Naming convention: < address>.<org name>.<sandbox>
Identify what additional information you want to collect
When the user leaves the company or no longer needs access to Salesforce:
Freeze the user (still consumes a license)
Make any necessary updates to reports, dashboards, etc.
Deactivate the user

17. MOAR Resources

18. Additional Resources Salesforce University Salesforce Admins site
salesforce.com/training
Success Community
Salesforce Admins site

19. Automation Hour – By the Community, For the Community
Co-Hosts: Rakesh Gupta, Jennifer Lee & David Litton
Date/Time: every other Friday, 3-4pm ET
Signup for our upcoming sessions:
Catch our previous recordings:
Success Community: Salesforce Automation Hour

20. Questions?