Here are my top ten tips for a successful Salesforce Administrator career. 1. Educate Yourself Expand your knowledge of the Salesforce Platform whenever you can – try to learn something new every day.
Full Answer
What do I need to know to get started with Salesforce?
As you get started with Salesforce, it’s helpful to learn some key concepts and terms. They come up frequently when you interact with the product, our documentation, and our service professionals. The concepts and terms here help you understand how Salesforce works.
What do you need to know about Salesforce best practices?
Here’s what you need to know: Learning Salesforce best practices will be a continuous process, but once you’re connected to the right people online and know where to find good resources, you’ll be better prepared as you use Salesforce to build better products, customer experiences, and internal workflows.
How do I customize my Salesforce Org?
If you have administrator permissions, you can also customize your Salesforce org. My Settings: Update Your Personal Settings Your personal settings help you customize your Salesforce experience. View or update your personal settings like your password and security question, email settings, and organize your tabs and pages.
How do I use walkthroughs in Salesforce?
Salesforce creates walkthroughs to help you be successful with Salesforce. Before you click a walkthrough link, make sure that you have the correct user permissions and license associated with the feature. Otherwise you can’t access the proper pages in Salesforce. Then, click the link to open the walkthrough.
What is Salesforce journey?
Your Salesforce journey travels a never-ending path filled with product updates, new use cases, and increasing business value. Along the way, you’ll face challenges and changes, but there’s nothing that can’t be bested with an adaptable Salesforce strategy and a link to the right Salesforce know-how.
Is Salesforce a continuous process?
Learning Salesforce best practices will be a continuous process, but once you’re connected to all the right people online and know where to go to find good resources, you’ll be better prepared to use this information to adjust your Salesforce strategy and get to the next level.
What is Salesforce sandbox?
There is even an official Salesforce Admins Twitter handle! 6. Use Your Sandbox. A Sandbox is a copy of your production organization. You can create multiple copies of your organization without compromising the data and applications in your production organization. Sandboxes should be used for EVERY change.
Is Trailhead free to use?
Yes, that’s right! I know it’s hard to believe a time without Trailhead (and we had to walk to school uphill… both ways). But lucky for you, Trailhead exists and is free for you to use – and new classes are being added all the time. You can learn at your own pace and choose the specific skills that mean the most to you.
What is list view in Salesforce?
List Views are Salesforce’s way of managing different sets of data within Objects. If “Recently Viewed” “My Open Leads” or “My Cases” mean anything to you, these are your list views.
Can you send emails to clients from Salesforce?
Bonus, you can even set tasks for others! Emails allow you to send emails out to clients directly from Salesforce. You can do this from within the comfort of Salesforce, taking advantage of time saving features like Email Templates.
