Essential Productivity Tips for Salesforce Admins
With every release or update, Salesforce introduces phenomenal features and enhancements to help businesses leverage their resources. In this context, the role of a Salesforce Admin is of utmost importance to address the key changes and continuously focus on analyzing and improving the Salesforce org. The job requirements in the Salesforce ecosystem during the start of 2022 were anticipated to create 3.3 million jobs by 2022, as per the observation of the IDC study guide. It is worth mentioning that among the career opportunities available in Salesforce, Salesforce Admins hold a vital as well as an esteemed position for their skills and major responsibilities.
In this regard, a common question may arise in your what is the role of a Salesforce Admin? To simply answer this question, it can be said that Salesforce Admins perform the most crucial tasks ranging from resetting or restoring forgotten passwords to establishing custom objects that will largely benefit businesses to achieve new expected goals. But to perform these vital tasks they need to figure out ways as well as resources to boost their workflow and improve their skills. So, this article is here to cover all the essential Salesforce Admins tips to help them enhance their productivity and become adaptive to learn new things.
But before discussing the Salesforce Admins tips, it is important to understand who a Salesforce Admin is and what role they perform.
Who is a Salesforce Admin?
A Salesforce Administrator or Admin is responsible towards solving business problems by customizing the Salesforce Platform. Their task is to create, configure, and automate technology solutions to deliver quality business values. Salesforce Admins work along with stakeholders to define system requirements and customize the platform. Moreover, they allow users to avail the most out of Salesforce technology.
A Salesforce Admin is a knowledgeable figure who understands how to make the platform work for their company’s outcomes. Some organizations may hire one admin while others recruit more than one people in this role as per their requirements. In simple words, Salesforce Admins tend to establish a vital bridge between business and technology.
The Role of Salesforce Admins
In general, a lot of job roles are performed by these certified Salesforce professionals but their core responsibilities include supporting users, managing data, maintaining security standards, and delivering actionable analytics. But it depends on the organizations how will they define the job roles for Salesforce Admins. The job role of a Salesforce Admin varies from organization to organization. In some organizations, admin jobs are also combined with other roles.
For example, your sales team might use Sales Cloud to monitor company’s opportunities and close deals. With the support of a Salesforce Admin, the salespersons can create personalized dashboards, fields, alerts, and reports to reduce the sales cycle and track every lead very carefully in greater detail. This procedure will contribute towards greater satisfaction among salespersons and bring new customers to the organization.
This instance of Sales department is just one aspect of the larger system. Salesforce Admins can handle every department in a company, including sales, marketing, customer service, and many more. A Salesforce Admin can guide all the team members in an organization how to use Salesforce platform efficiently.
Now we will elaborately discuss the Salesforce Admin tips and tricks that they require to become productive, creative thinkers, and insightful contributors for businesses.
8 Essential Productivity tips for Salesforce Admins
Based on the experiences of many seasoned Salesforce Admins across various industries, we have prepared 8 essential Salesforce Admin tips and tricks which will be helpful for both the existing Salesforce Admins and anyone who aspires to be one.
1. Establish a formal process to streamline requests
One of the chief responsibilities of Salesforce Admins is to resolve users’ issues and make their experience seamless while efficiently using Salesforce. Admins always receive user requests about many things, some might be about quick fixes while others may seek solutions for large projects that take some time complete. But when the only way for your users to reach you about requests is via email, this will soon become very difficult for you to respond to the requests as well as manage their problems.
In order to get rid of this, you must use Salesforce to mitigate your problems. You can make use of the case object which is extremely reliable when it comes to customer support, and can be easily customized to take into account an internal request process. You too can establish your own object for processing requests, or build something completely new. These tasks will enable you to streamline the requests and will let you focus on the primary requests first. Also, you don’t need to spend a lot of time monitoring everything.
2. Stay updated on Release Notes
We all are aware that Salesforce Admins always go on learning and working on bringing in incredible new features to help businesses streamline their work operations. Similarly, Salesforce is continuously investing in producing innovative results for their products. This is how they try to improve the products on a regular basis. Being a Salesforce Admin, you can’t afford to miss new features that would be beneficial for both you and your users to improve efficiency and enhance productivity.
The good news is Salesforce brings a new set of release notes three times a year to correspond with their triannual updates. If you keep yourself updated with these notes while completing the most recent certification maintenance trailhead modules, you can remain sure that you never miss out on any new feature that could ease your work operations and help you to get more productive.
3. Arrange weekly chatter updates
It becomes much easier to stay productive when the other persons in your organization are aware about your actions. This can be done by building weekly chatter posts that explains the minutes and details of the projects you are handling or working on. This is indeed a great way to provide transparency and insights to your team and keep yourself accountable. This is how you will be encouraged to progress in your work every week because in this way you can boast of your accomplishments in the upcoming future posts. At the same time your users will be able to prioritize the requests they make before you since they will able to see your workload for any given week, and you won’t get occupied with too more tasks. Besides, it also offers opportunity for your colleagues to understand areas of collaboration.
4. Be a troubleshooter
If you notice a slow Salesforce or any technical glitch then you must find ways to resolve the issue instead of surrendering yourself. Always remember that as a Salesforce Admin, you have to be a troubleshooter and you should be able to keep up your positive attitude before problems. In case of a slow Salesforce or any other issue the first option you should try is the trust.salesforce.com to identify the state of your Salesforce instance or Point of Deployment (POD). A POD refers to a group of 10,000 customers which is a self-contained unit and each user is assigned to only one POD.
The next step is to check if other users are facing the same issue and see if you’re able to replicate the problem. An efficient troubleshooting step is to monitor if the issue is isolated to a specific browser. Then you should find ways to replicate the issue on a different browser. If the issue does not show up again then you can wrap the issue that has to do with the browser. But it should be remembered that if the issue continues to occur then try any of the troubleshooting resources. You can google about the solution, go to Salesforce Help to find articles relevant to your issue, test in your sandbox, inquire with your user, etc. There are many troubleshooting ways to help yourself. You just need to choose the appropriate one.
5. Resort to Lightning Experience
Salesforce Lightning best practices includeData retrieval, Data caching, Component instantiation, Conditional rendering, Data binding, Base Lightning Components, Image optimization, Rendering and reflow and lots more. It can be said that Salesforce Lightning Experience will drive the future of Salesforce because Lightning Experience sustains a majority of updates happening during each release cycle. But Salesforce Classic is not receiving any new feature any more.
This is why it is advisable for you to resort to Lightning Experience if you are still stuck at Classic. After upgrading to Lightning Experience, you will be able to save time down the line and provide yourself as well as your users the access to all of the recent trendy innovations available at the Salesforce platform. Most importantly, Lightning Experience is a faster and more optimized experience for you and your users. As a Salesforce Admin, you will be able to use features like the Lightning App Builder, with which you can smoothly create your own solutions without requiring any code.
6. Track your Projects Efficiently
Being a Salesforce Admin, it is crucial as well as essential for you to keep track of your various ongoing projects whether it is a complex internal overhaul or something simple like including a step in the process builder. Whatever you do, you have to ensure yourself that you have autonomy over your tasks or to-do list. This will also assure that there won’t be any loopholes.
Whether you use a digital mode of tracking with a tool like Trello, the Tasks object in Salesforce, or keep a whiteboard before your desk, you should figure out a way that is convenient for you. Tracking projects effectively enables you to see immediate updates at a glance and manage your tasks accordingly.
7. Be flexible to changing circumstances
We already know that Salesforce is a dynamic platform which continuously changes and keeps on updating. Similarly, your company is also in a continual state of growing and producing innovative results. This is the flexibility that everyone requires to cope up with time and changing circumstances. There may arise a situation where your Salesforce org configuration will need to change itself fundamentally to highlight your transforming business’s requirements.
It is extremely important to identify this stage initially and prepare your mind to embrace change and recognize when it is essential to initiate. It should be kept in mind that Salesforce orgs that remain the same forever will eventually affect everyone’s productive spirit in the long run. Also, remember if your org isn’t carefully aligned with your business, it is not doing its job that is expected.
8. Apply Keyboard shortcuts
This is one of the best Salesforce Admins tips that simplify and accelerate your method of performing any task. Not just for Salesforce Admins, this is a very convenient trick for everyone that saves time and speeds up workflow in the long run. As a Salesforce Admin, you should use keyboard shortcuts for your most used and repetitive tasks to save your time and enhance efficiency. Here are some of the mostly used shortcuts that every admin should keep in mind,
· Copy: Ctrl + C
· Cut: Ctrl + X
· Paste: Ctrl + V
· Open link in new tab: Ctrl + Click Link
· Quickly switch between open windows: Alt + Tab
· Find/search any text: Ctrl + F
· Accidentally close a tab? Re-open immediately with: Ctrl +Shift + T
· Increase or decrease screen size: Ctrl + + or -
These are the basic shortcuts that will definitely help you progress much faster in your work.
Concluding Remarks
The quality of an efficient Salesforce Admin is judged on the basis of his/her problem-solving capability, creative thinking, and willingness to learn new things. It doesn’t matter how long have you been working, there is always room for learning and improving. As an efficient Salesforce Admin whether experienced or a beginner you should use and apply these Salesforce Admins tips and tricks to continue to produce outstanding results and become successful in finding out the best solutions. Always remember that opportunities are endless within the Salesforce platform. So, make sure to take advantage of the whole as much as you can and never refrain from growing as well as exploring in your field.
So, thinking to apply these tips and tricks to grow as an efficient Salesforce Admin?
We, at Webuters are committed to provide you the exclusive services as Salesforce Admin, Consultants and Developers. Our Salesforce experts are always ready to offer the versatile and constructive services to help your business elevate towards success. Connect with us today to write your success story.
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