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In this presentation given at Dreamforce 2013 Mike Gerholdt, Garry Polmateer, and Jared Miller give Salesforce Admins advice on managing their Salesforce instance and common mistakes we have made over the years.
Out of nearly 5,000 partners worldwide we are in the Gold level only about 30 companies have this distinction
Jared Bring up GK talking in scenarios
Common Mistakes Salesforce Admins Make
Common Mistakes Salesforce
Mike Gerholdt, Red Argyle, Dir. Client
Garry Polmateer, Red Argyle, Partner
Jared Miller, Configero, Sr. Project
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Director of Client Engagement,
Managing Partner, Red Argyle
All about Red Argyle
Red Argyle is a Salesforce consulting and ISV partner that
focuses on bringing Tailored Goodness to the Salesforce
Custom Development – Enhance Salesforce or build products
Consulting – New Salesforce implementations
On Demand Administration – Small business scalable support
Products – Several free and paid offerings on the AppExchange
Senior Project Manager
Configero is a leading provider of Salesforce and cloud computing
solutions and services
What is the worst Salesforce mistake you’ve
Post your answer to Chatter with the hashtag
Hearing vs. Listening
Image from - Public Speaking: Practice and Ethics
How to Listen Effectively
• Ask, “Why?” And don’t be afraid to dig deeper
• Why are you asking me for this?
• Why is what we already have not working?
• Deliver mock-ups to the user
• Excel, LucidCharts, Balsamiq, Bar napkin – just do it!
• Help them understand what you are ‘hearing’
• More importantly – help them understand what they are asking for
What do I mean by ‘Data Input’
• Clicks and Scrolls and Fields, oh my!
• Sometimes creating a solution will be more work than the manual
• Sometimes creating a solution delivers so much data that your
users are scrolling
• Sometimes creating a solution requires the creation of too many
• Sometimes simple is the best answer!
How do we stay simple with our ‘Data Output’?
• Understand how the data will be used
• What is the expected result of the data input?
“I want to calculate the viability of a deal.”
“I would love to tell if I have a good customer or not.”
Sounds like a formula field to me!
A picture is worth a thousand words
How do we stay simple?
• What is the expected action of the
“I want to see the grade of everyone’s
“It would be great to see how much our
Sounds like a report to me!
Or, embedded analytics!
(shout out to Winter ‘14)
Want more ‘Simple’ from Winter ’14?
• Publisher Actions
• Available in PE!
• Chatter Groups
• Publisher actions
• Historical Trending
• Don’t “Dump it in Salesforce”
• Have a Plan
• Why are you importing said data?
• Who can import data?
• What are your standards for importing data?
Reduce Profile Sprawl
• Clearly define roles or “buckets” of users
• Utilize Permission Sets
• User B is like User A but can modify Accounts
• Grant granular CRED when needed
• Perfect for “Temporary” Assignments
• Poor Communication
• Lack of planning
• Planned releases
• Constant communication
• Don’t take user requests at face value. Dive deeper.
• Understand how your users will consume data.
• Determine how a request meets a business goal.
• Don’t always look for the shortcut.
• Find a common denominator.