It is essential for an Admin to keep in mind that no changes are done entirely in the production even if the change is for assigning permissions. One should test first in developer edition or sandboxes. Let’s have a look at what are the Things to do for admin: Learn standard features Every admin should have the good knowledge of all the standard features which are provided by Salesforce. It will help you work more efficiently and quickly. Don’t reinvent the wheel Experimenting new things is always good but not in this case. If the feature is already present in Salesforce then why to work hard building the same again. Deliver excellence The primary focus should always be to deliver the project as the end client demanded it. There should not be any loopholes. Thorough testing is very much necessary before delivering. Focus on the HOW Avoid starting working as soon as you get requirement. There is always a chance that you will be messily finishing things. First, figure out what needs to be done and whether you know how this can be done. Keep business focused on underlying WHY It is very much necessary to know that why this needs to be done.

1. Org Lifecycle Management
Empowering Admins
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2. The role of an Admin has never been comfortable, and their path
is never straight. On a daily basis, every admin comes across
either one or two issues in spite of the fact how much he knows.
It becomes necessary for an admin to know how to manage
things and tackle the issues wisely. We should empower our
unsung heroes as they are the ones to take care of the entire
configuration and deployment. They are the ones to build out
the strategies. They are an essential part of a company.
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3. It is essential for an Admin to keep in mind that no changes are
done entirely in the production even if the change is for
assigning permissions. One should test first in developer
edition or sandboxes. Let’s have a look at what are the Things to
do for admin:
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4. 1. Learn standard features
Every admin should have the good knowledge of all the
standard features which are provided by Salesforce. It will help
you work more efficiently and quickly.
2. Don’t reinvent the wheel
Experimenting new things is always good but not in this case. If
the feature is already present in Salesforce then why to work
hard building the same again.
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5. 3. Deliver excellence
The primary focus should always be to deliver the project as the
end client demanded it. There should not be any loopholes.
Thorough testing is very much necessary before delivering.
4. Focus on the HOW
Avoid starting working as soon as you get requirement. There is
always a chance that you will be messily finishing things. First,
figure out what needs to be done and whether you know how
this can be done.
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6. 5. Keep business focused on underlying
WHY
It is very much necessary to know that why this needs to be
done. The primary focus should be WHY? There can be a high
possibility that end client himself is not knowing the tasks
exactly or he is not able to explain you. While gathering
information, please ask him why.
Therefore, it is an outstanding practice to create a process
which you will be following to get the task done. This should be
done as soon as we get the task.
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7. Secure Executive Support
Secure some overhead protection.It is necessary to do this
because we want to manage processes.
Implement Processes to redirect requests
You should always create some process to make your
tasks smooth and easy. You can do this by making a suggestion
box too. You should know how to prioritize your tasks.
Know when to say NO
While making a process, you will have many things which
will not be feasible or can never be part of your planner. So you
should always say No. You can have brainstorming sessions to
discuss the things and then can come up to the conclusion.
No matter if your company is small or big, but there
should always be transparency. It is the key to success.
Maintaining transparency not only help to create trust among
the employees but also proves to be beneficial for your
organization.
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8. 1. Who are the stakeholders?
2. What are their roles and responsibilities in the project?
3. The structure and scope of the project
For being really a good administrator you should always have
knowledge of Enterprise Ecosystem.
Learn about Salesforce Identity feature
● You should at least know what objects and fields of an
object means i.e., you should be familiar with the general
terms of Salesforce. Don’t sound like an alien in front of
the end client.
● Utilise (Single Sign-On) SSO
● By implementing SSO, you can ensure the security of the
system and also make it easy for everyone to have single
passwords.
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9. Learn about Salesforce Identity feature
● Know all data integration endpoints and data flows
● Be ready to identify possible data impacts when outside
systems change
● Maintain your own list of integrated fields with all
attributes
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10. CHANGE MANAGEMENT
There are following principles for Change Management.
Collect:
You should be the one to collect ideas and requests from
users. Clear ideas for the task that needs to be done, prove to be
really helpful while proceeding further.
Analyse & Prioritize:
Always make this your practice to analyze and prioritize
requests of users. As soon as you get the task always analyze
them and divide them according to priority.
Configure, develop and deploy:
You should never start working in production. You should
configure, develop and deploy using the sandbox. It minimises
the risk of any errors.
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11. Train end-users:
As now you have made changes then it’s necessary to train
end-users on new and changed functionality so that they too
get familiar with it.
RELEASE MANAGEMENT
It is very necessary to keep track of the release and manage
them accordingly. You should be the one to manage things.
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12. Now let’s focus upon SALESFORCE SANDBOXES
Sandboxes are the key for cloud building, i.e., we make a cloud
in a cloud. COOL…Right? Sandboxes are the copy of
production.They work for you like the template to work upon for
faster creation. They have changesets by which you can quickly
move the changes done in sandbox into production directly.
We can have audit trails to have a look at what is done and
when. It’s good to know what IDE is so that you can use it for
faster deployment. We have different types of Sandboxes which
one should always know about. Here the classification is done
as per the editions.
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