Top 10 Salesforce Admin Tips in 2018
No doubt, you might be the best Admin, but still, you will always look for tips to maintain the spark of being the best. When it comes to being the Admin of Salesforce you will need to have the knowledge of how to keep your users satisfied while outgrowing your competitors.
The Salesforce provides with a broad array of features and functions, because of which keeping the track of every feature and using it in real-time becomes difficult.
So, here we brought you few tips when followed may get you the tag of “Best Salesforce Admin”
#1 Keep Layouts organized and clean
Salesforce users rarely enjoy entering data, so you can help them focus on what is important and relevant by keeping the layouts organized and clean.
Customize the search layouts and list views, and just display the relevant fields and information the users really need on the page layouts and hide the fields and buttons the user doesn’t require.
#2 Keep the fields confined and understandable
Confining the number of fields to the exact length they require and also adjusting the format or font size of the alphanumeric field will make the Salesforce users clearly understand what and which type of data has to be entered in the field.
Limiting the number of fields and providing the help text boxes near the field ensures the reduced chances of making a mistake and helps the Salesforce users in entering the accurate data.
#3 View the Archived Activities
You have several activities in Salesforce like tasks and events that are related to records. Reporting includes only the actions associated with the record that is less than a year old, while the records that are more than a year are not deleted but are archived.
So, when you want to view the activity history or actions on the records that are more than a year old, you can view them by doing an export through Data Loader.
You can extract all the activities and details into an excel file and view the record’s data there or you can also send a request to Salesforce support to increase the archived days.
#4 Start off the most restrictive version of each Profile
The new users of Salesforce, desire to perform fewer actions in order to remember the algorithm of actions, and if they are given more actions to perform the users get frustrated and the process gets messy.
So, in order to avoid such circumstances, it is recommended to set up the restrictive version for the users that allows performing the right and required actions by the users.
It is also suggested to make active use of the object and field level security. Also, go in for some salesforce training if necessary to keep you updated and hanging in there.
#5 Cease the delivery of Unintentional Emails by adjusting Email Deliverability
Sometimes you, as an admin may accidentally shoot emails to users while doing data loads. And this happens mostly when there are rules of the workflow associated to records and on being touched by the data load, the users will receive tons of unintentional emails as a result.
You can turn off the email deliverability while data loading and turn it on when required. This prevents the firing of unintentional emails to the Salesforce users.
#6 Take advantage of the power of Automation
Allowing companies to gain a lot of efficiency by easily automating any type of process, is one of the coolest things about Salesforce. Use the automation to display, make read-only or hide certain fields.
Your users will like it when they can do their administrative work easily, so don’t let your users perform those automatic actions also manually, give them the opportunity to use the automation if it is necessary.
You will also find much automation that helps you keep your data confidential.
#7 Use List Views to filter your records
Instead of wasting tons of time in finding the Salesforce records, why not filter them? The List views provide this for you and your team.
The List Views are easy to make and also provides you with the ability to filter on almost every field on the record. You use List View for personal use as well as for your team.
The List Views are an easier way to help your team find the records quickly and stay organized than ever before.
#8 Make roll-up summary field on objects
In a Salesforce, the admin can create a Rollup Summary field on objects, which are the detail records in a master-detail relationship with other objects.
Most of the times, the Rollup Summary fields are required on the records that do not share this relationship, and this is where you need a roll-up helper.
It is an App that lets you create a Rollup Summary field to show calculations like max, min, sum, average on the objects that are not in the master-detail relationship and may just be the child records on the other record.
#9 Keep your report folder clutter free with “Reporting on Reports”
You might have extremely cluttered report folders whenever a user creates reports that are used by them only once, and you are afraid of deleting them in case that any one user might still be using them.
There is a cool hidden feature for you admins, the Report on Reports feature that allows viewing when the last time a report was run.
This will help you out in identifying the in-use and not-in-use reports so that you can clean up your org and create a better experience for users.
#10 Get pro-active in the community
Develop strong professional ties in and out of the company. Get joined in the communities, groups, and networks with other Salesforce admins.
Attend the learning and networking events held for the Salesforce community.
It is difficult to get the “best Salesforce Admin” tag in a day or two, it needs lots of efforts, patience and also leadership skills that can help you lead your team to the success.
There are few Salesforce training schools, where you can get the training from and understand about the Salesforce gamut.
Article Resource- http://inspireplanner.com/blog/7-sfdc-tricks-every-salesforce-admin-needs-know/