Learn about Lightning

AwesomeAdmin Trailblazer Award Winners

Salesforce

salesforce

Salesforce Admins

LIVE podcasting at Lightning Launch

Summer 16 Lightning for Admins with Matt B

How to switch to Lightning with Alex Sutherland

Lightning Components for Admins with Eric Jacobson

This week on the podcast we&nbsp;are getting you ready for Dreamforce by&nbsp;looking at how&nbsp;you can&nbsp;prepare to make the switch to lightning by replacing all of your URL hacks. Michael White will be presenting two sessions called "Preparing for Lightning: Replacing URL Hacks with Actions". These are a must-attend session for any Admin who has URL hacks in their org, or wants to learn more about actions and the switch to lightning. More about Michael's session: Join us as we teach you how to replace common URL hacks with global and object-specific actions that work in Classic, Lighting, and Salesforce1. Using the Success Community as the primary source, we'll take a few commonly posted URL hacks and walk through the process for duplicating the functionality using Actions and demo the results in Lightning, Salesforce1, and Classic. You'll leave with the knowledge necessary for replacing URL hacks in your org with Actions that will help you in your migration efforts from Classic to Lightning. Links   Krystal's sessions at Dreamforce   Preparing for Lightning: Replacing URL Hacks with Actions:&nbsp;https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9EAG#/session/a2q3A000000LBfuQAG  (Repeat) Preparing for Lightning: Replacing URL Hacks with Actions:&nbsp;https://success.salesforce.com/Sessions?eventId=a1Q3000000qQOd9EAG#/session/a2q3A000001x5qcQAA    #ButtonClickGuest We want to get your suggestions for guests&nbsp;on the podcast and we need your help! So tweet your guest suggestions, support, etc using the hashtag #ButtonClickGuest to help us get more AwesomeAdmins&nbsp;on the podcast. We want to remind you that if you love what you hear, or even if you don't head on over to iTunes and give us a review. It's super easy to do and it really helps more Admins find the podcast. Plus, we would really appreciate it.

Preparing for Lightning with Michael White

Today on the ButtonClick Admin podcast, we’re speaking to Mark Tossell, a brand new admin based in Sydney, Australia. In May of 2016, Mark left his previous career where he didn’t have any CRM experience to take a job as a Salesforce admin. We’re very excited to share Mark’s inspirational story in our last episode of 2016. More on Mark’s session: Join us as Mark shares his journey as a brand new admin. We’ll learn about some of the challenges he’s faced and how he’s overcome them with the help of Trailhead, Premiere Plus Support, and the Salesforce community. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Mark Tossell. &nbsp; Make Trailhead your best friend. “It seemed to be the right fit at the right time. I love technology; I love changing the way things work and solving problems,” says Mark when asked why he decided to take a position as a Salesforce admin. To prepare, Mark says, “I spent a week furiously watching YouTube videos, many of which were from Dreamforce, until I met my new best friend which is Trailhead. I spend 40-50 hours a week going through Trailhead.” Know how to visualize a process and implement it in the system. When asked what his biggest challenge has been as a brand new admin, Mark says, “Being able to accurately picture a process in the system that will work in the business.” You need to be able to imagine how the process can be done in Salesforce and then create it in the system. “The second challenge for me has been the people side of things: convince people the benefits of the system, get them using it, get them active in the system, enforcing data integrity and all of those adoption issues,” says Mark. Salesforce in a Day helps with adoption. Adoption is something every admin struggles with. A Salesforce in a Day training session can help. “I put together a program which began with an overview of Salesforce: what it is, what it does, what it can do. Then I just touched on the basics: navigation, leads, context, reports, chatter,” says Mark. “By the end of the day, I felt that people had a good overview of the system. I thought it was very helpful in our organization,” he says. Use Trailhead and Premiere Plus Support to prepare for admin certification. Since beginning work as an admin in June, Mark has received his Salesforce admin certification. “I took it for the first time on Saturday, and I’m really excited I passed!” he says. When asked what helped him prepare, he says, “once again, Trailhead was a massive help. Also we have the Premiere Plus Support, so because of that, we have videos from the Salesforce University that are made available to us. Those were really helpful.” Documentation is key. If he could go back and do anything different, Mark says, “I would have better documentation, not only concerning changes I’ve made to the system but also documenting conversations I’ve had with staff and management concerning their requirements, responses to questions that I have asked because sometimes those things come back later on and it’s good to have a paper trail.” Mark also says, “Salesforce can do so much, and there are so many aspects of it that sometimes I am trying to achieve ten objectives at once. Once thing I’m learning to do is become more focused and concentrate on one or two key objectives at a time. I believe if I had done that earlier on, I’d be further along in the project than I am now,” he says. Harness the Power of Community. The community has had a huge impact on his journey. “The broader Salesforce community has been a tremendous help and encouragement to me over the last six months. The local Salesforce community has been very supportive and helpful as well,” says Mark. For more insights, make sure to follow Mark Tossell on Twitter (@MarkTossell). Links:  Mentorship Central with James Goerke True Facts About Baby Echidnas by ZeFrank Mary Scotton...

Admin Inspiration from Down Under with Mark Tossell

Today on the Salesforce Admins podcast, we’re speaking to Michael Lupino, the CRM manager for L’Oreal corporation. Michael is currently helping L’Oreal migrate from Classic to Lightning, while creating new apps and other amazing things within the tool. He’s here to share his experience and a few helpful tips for you to be successful with Lightning. More on Michael’s session: Join us as Michael shares his journey with CRM and how he moved L’Oreal corporation from Classic to Lightning. From getting buy-in from users to designing new apps, we’ll learn how Michael managed this transition with the help of Trailhead and the Salesforce community. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Michael Lupino. &nbsp; Use Trailhead to keep track of possible capabilities. Michael got started with Lightning about a year and a half ago. “When we started to look at Lightning, we saw lots of positive benefits in being able to adopt the tools and build more modular, reusable applications that can serve a variety of purposes and reduce some of the code and technical debt of having some of the other tools in the platform previously,” he says. So, how did he get started with the process? Michael says, “I found that Trailhead was a very excellent resource for keeping track of all of the possible capabilities, in addition to providing a roadmap to help figure out the art of the possible. Trailhead helped us develop ideas that could then translate to our business.” &nbsp; Get buy-in from the users. Getting buy-in from users wasn’t hard, explains Michael. As he points out, “everyone loves the modern look and feel of Lightning. I love the capabilities of being able to provide a more innovative user interface that can be customized to the application that they’re using.” Michael says, “I was fortunate enough to build some new applications within the tool for our users to bring them into Salesforce. It allowed me to start from almost a clean slate, to gather requirements and to deliver something to suit those needs.” &nbsp; Embrace the move from Salesforce One to the Napili Template. Michael was also involved in moving a community that was built on Salesforce One to the Napili template. “Moving to that template has been incredibly powerful. Our users have a very large international participation, so we were able to provide a consistent look and feel that would mirror on a mobile device, a tablet, and a desktop. The brand was incredibly excited about this and continue to be excited about the possibilities of what they can do inside the community,” says Michael. &nbsp; Don’t expect moving to Lightning to be an overnight process. Moving to Lightning has been an ongoing process, and he’s learned a lot. As Michael explains, “A lot of planning went into the process. In some cases, we had to wait for Salesforce to catch up with the Lightning release, which they’ve done a tremendous job of doing. Because of that, we’ve been able to effectively determine which sets of users are the best ideal candidates to move.” When it came to moving from Visual Force to Lightning, Michael says, “the very first thing I look at was: what skill set is needed to go from that journey in Visual Force to Lightning? Going through the material and attending a Salesforce University course provided a good framework for the types of skills that are needed.” &nbsp; Stay up to date with blogs and webinars. When asked what tips he’d have for admins looking to stay up to date on all things Salesforce, Michael says, “In addition to looking at the release notes and the changes that are happening, I found that the blogs, such as admin.salesforce.com, have been a good source of information. What I really love is the success community. Being able to read each other’s posts and comment has been a very exciting place. Joining webinars has been another great source.” &nbsp; For...

How L'Oreal is rolling out Lightning with Michael Lupino

Today on the Salesforce Admins podcast, we’re speaking to Umair llyas, a Senior Salesforce Consultant at Acumen. Umair did a fantastic presentation in December at Salesforce World Tour which was all about helping admins transition to Lightning. Along with having a great presentation, Umair works as a hands on mentor to help admins make the transition to Lightning, learn more, and do better at their job. Join us as Umair shares his journey from the world of nonprofit and teaching to his role as a Senior Salesforce Consultant and admin mentor. We’ll learn Umair’s top tips for admins transitioning to Lightning and hear about some of his favorite Lightning features and capabilities. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Umair llyas. Communication is key. A former teacher who worked extensively in the nonprofit world, Umair didn’t start out in Salesforce. However, he’s used skills from his previous career to help mentor admins. “Salesforce already provides a lot of great resources to help admins learn the system on their own. I like adding to that with soft skills that they can’t necessarily learn online,” says Umair. As Umair points out, “Communication is one of the biggest things you should focus on. As an admin, you’re not the one using the system. Your users are using the system. If you’re not in constant communication with them, how do you know what’s best for them?” &nbsp; Lightning isn’t just a user interface upgrade. How should admins get started with Lightning? Umair says, “I start by helping the admin understand that Lightning isn’t just a user interface upgrade. It’s an entirely new user experience. The way you do things in Classic is not the same as the way as you would do things in Lightning.” Secondly, admins should make use of the resources available to them. “There are plenty of lessons available to you on Trailhead to help you get Lightning ready,” says Umair. He also encourages admins to use Lightning Migration Assistant. “It’s an entirely different page within your set-up that walks you through everything you need to do to get ready for Lightning. One of those pieces is the Lightning Writing Assessment, this really cool report that shows you all the different items you need to touch upon before you can move into Lightning,” says Umair. &nbsp; It’s all about change management. “I’ve seen a lot of people I’ve worked with miss the ball on this,” says Umair. As he explains, “moving to Lightning is not as easy as flipping a switch. It involves communicating with your end users, knowing what’s possible in the system, figuring out how to equip your end users to use the system, providing support after you go on Lightning. It’s a journey that you have to take with your end users, clients, and customers.” However, he says the result is worth it. “Yes, it’s daunting. We’re naturally afraid of things that look different and that we haven’t used. But at the end of the day it’s something that’s going to benefit your users,” says Umair. &nbsp; The first step is hardest. When it comes to learning Lightning, a lot of Salesforce admins don’t know where to start. Umair’s advice: “Just take one step forward and everything works itself out.” “In the beginning, you’re not going to know everything, but that’s the fun,” says Umair. For more insights, make sure to follow Umair llyas on Twitter (@UmairSF). &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;

How to Get Started with Lightning with Umair Ilyas

Today on the Salesforce Admins Podcast we’re talking about what our amazing Salesforce Admins and Developers are doing to create more entryways for more people of color in tech. As our guests, we have Shonnah&nbsp;Hughes, a Salesforce MVP, mentor and women in tech chapter leader; Selina Suarez, a Product Manager at Salesforce and advocate for education equality; and Rakia Finley, a CRM and Salesforce Developer and the Chief Strategy Officer at Surge Assembly. Join us as we discuss some of the amazing things our Salesforce Admins and Developers are doing to encourage diversity and bring more people of color into tech. Learn how Shonnah Hughes is using Trailhead to teach Salesforce to students in her community and how Selina Suarez has partnered with Monroe College to create Salesforce Bootcamps. You’ll also get the inside scoop on how Rakia Finley worked on the Obama administration’s White House Council on Women and Girls to help create more pathways for women of color to get into tech. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Shonnah Hughes, Selina Suarez, and Rakia Finley. &nbsp; Engaging students with #Trailhead4All. As Shonnah explains, #Trailhead4All is a community-based initiative that provides Salesforce training via Trailhead to youth in her local community. “It’s a call-to-action for all community members to reach out and give back to their community utilizing Trailhead,” says Shonnah. “I took that call-to-action personally. Who doesn’t love Trailhead? It’s an amazing tool. It’s used by everyone in the community and makes learning Salesforce easy and fun,” she says. As Shonnah explains, #Trailhead4All has had a huge impact on her life. “I’m able to go into local classrooms and talk to them about my career, my journey, my path and how Salesforce Trailhead can help them as well. Being able to see the looks on their faces, the joy and the fun they’re having while learning is priceless,” she says. &nbsp; Partnering with Monroe College to create Salesforce Boot Camps. When asked why focusing on technology and college students so important to her, Selina says,&nbsp; “my passion comes from the fact that I grew up in the inner city of New York City. I came from an area that no one I knew went into technology. I wanted to change that and give people who had the potential a blueprint.” She’s partnered with her alma mater, Monroe College, to create Salesforce boot camps. As Selina shares, “last year, we did a two-day full immersion boot camp where used the user group community in New York City and Salesforce employees, and we created a curriculum that did a couple of different things. First, we focused on: what Salesforce is, the ecosystem, what kind of skillsets you need, and what kinds of jobs are out there.” “Next we went through Trailhead to show them how to build an app from beginning to end,” she says. As Selina points out, “If you’re going to use social media to grow your career you need to be where your industry is. We ended the two days by having LinkedIn come in and tell the students how to leverage social media to grow your career.” &nbsp; Be intentional about making diversity a priority. While it’s crucial that we partner with elementary, high school, and college students, it’s also important to partner with government entities. Rakia Finley worked on the Obama administration’s White House Council on Women and Girls to help create more pathways for women in color to get into tech. While she saw lots of amazing initiatives that targeted students, she felt something was missing. “The companies that were going to hire these people, they weren’t prepared for this workforce. They didn’t have true institutional knowledge of how they can create an inclusive workforce, how they can create checks and balances to make sure that inclusive workforce is founded on equality and inclusion. I wanted to be a...

Be a Change Maker with Shonnah Hughes, Selina Suarez & Rakia Finley

Today on the Salesforce Admins Podcast we’re speaking with Jesse Grothaus, one of our newest Salesforce Admins from Vetforce. Join us to learn about how Jesse applied the skills he learned in the army to his role as a Salesforce consultant, how a newcomer thinks about the Salesforce Ohana, and some great tips for preparing for Certifications. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Jesse Grothaus. A Made-for-TV Movie Journey to Salesforce From a young age, Jesse knew that he wanted to be a Special Operations Soldier and, “sure enough, on my 18th birthday I was in the recruiter’s office.” He spent the next eight years doing his childhood dream job while also getting his degree through the army, which led him to tech. He started in tech support and moved into sales, where he first encountered Salesforce. Jesse liked working Salesforce to build reports that could help his team, but his life changed drastically when he was involved in major car accident. He had to take two years off from work to recover, partially because of undiagnosed head trauma. His therapy for that required him to learn a new language and new skills, which is how he came across Vetforce and Trailhead. Learning Salesforce was actually therapy for Jesse, and helped him in his recovery. Part of his condition affected his memorization and abstract memory, so he had to break down for himself, “how do we as humans remember and memorize things?” A wiki site called ArtofMemory.com helped him learn the techniques of professional memorizers, people who can memorize the order of 50 decks of cards. With that help, he passed his Certification and Vetforce invited him to Trailhead DX, where he made the connections that eventually landed him a job in Salesforce consulting. If they were casting the movie, Jesse would love to be played by Hugh Jackman. Vetforce Vetforce came to Jesse’s attention via a friend on LinkedIn, he saw something offering free job training for veterans involving Salesforce, which he had already had experience with through his previous job. The program is a part of the Salesforce Ohana Group and links to veterans in the workforce. “I don’t know if a lot of people know this, but veterans have a big struggle in terms of getting good employment when they get out of the military. A lot of veterans get these awesome, amazing skills in the military but it turns out that ‘kicking down doors’ isn’t necessarily the best thing to put on your resume,” Jesse says. Salesforce wanted to help, so they started offering free training classes and curated Trailhead training courses to help vets get job placements. In Jesse’s military work, he would advise high-level commanders in a particular region on psychological warfare strategy and tactics, “and now as a Salesforce consultant I’m often meeting with high-level business executives and giving them guidance on what I think they should or should not be doing based on their Salesforce organizations to help their business grow.” For Jesse, the most useful skill is “sitting down with leadership, looking at the big picture, and figuring out how we can contribute to their big picture.” Trailhead DX “I had no clue what Trailhead DX was until I was invited to come out,” Jesse says. He didn’t know what to expect. He knew there’d be some great talks, but the surprise was that on day one the folks from Vetforce promised him that by the time he walked out of Trailhead DX he’d have a job. Being at a Salesforce event was so much more than Jesse thought it would be, “It was like drinking Kool-Aid out of a firehose.” The Ohana is a big part of that and is really what makes everything work so well. Jesse puts it well: “Salesforce doesn’t horde business for itself. It doesn’t try to hide its API or make it some big secret. Instead of competition, it encourages a family or gathering around it, and they’re very...

Jesse Grothaus on our Vetforce Ohana

Today on the Salesforce Admins Podcast we’re welcoming back podcast favorite Zayne Turner, Lead Developer Evangelist at Salesforce. We chat Lightning Web Components, a new technology that helps reconfigure how we build Lightning components. Join us as we talk about what Lightning Web Components means for our implementations and applications. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Zayne Turner. How Lightning Web Components changes the game. Lightning Web Components is a new way of building components that lets you apply the experience you already have in other web development technology outside of the Salesforce ecosystem. “Under the hood, some of the standard components you see in the top of the explorer and app builder have maybe been Lightning components for a while now and we didn’t know it,” Zayne says, and the beauty of this technology is that you don’t have to. As Gillian says, you can make a components turducken and it’ll just work and be delicious. “When we introduced Aura, the web was different,” Zayne says, “there weren’t as many things that the browser knew how to do out of the box so we had to build a lot of it for you.” That meant that it needed to be built custom, which made it confusing for developers because they needed to learn different ways of doing the same thing. It also made things slower. Now that the web is smarter, we can leverage widespread technology to make things easier. What does Lightning Web Components mean for admins? For admins, there are a few things that you need to think about with the release of Lightning Web Components. “If you’re wondering what’s going to change when I open up App Builder,” Zayne says, “you shouldn’t have to change anything.” The bigger change is that you help your developers make a better choice, especially with performance or adding new talent with other web development experience. We can help developers be more efficient by bringing our Admin Magic to the table. If we really understand the business processes at play in a particular situation, we can show them how a particular component fits into the broader landscape. That means a more efficient team that gets more done. Get your hands dirty. If you’re looking for how to get your hands dirty and understand what the Lightning Web Components app opens up, you can start with the Recipes sample app. “It shows you how to solve a lot of common problems in 30 lines of code or less,” Zayne says, whether or not you’re a developer. You have so many different ways of doing what you want to do, and it’s valuable to understand what those options are even if it’s not in your normal toolbox. Coming up, there are the Global Developer Week meetings in February where people can get together to talk about what’s new and where there are challenges. At the end of May, of course, there’s TrailheaDX. Check out your local community group for more information, and there are always great resources available online (and in our show notes). Resources  Lightning Web Components Launch recoding Sample Apps Gallery Global Developer Week events TrailheaDX  Social  Zayne: @zaynelt Gillian: @gilliankbruce Salesforce Admins: @SalesforceAdmns  Love our podcasts? Subscribe today or  review us on iTunes! &nbsp; Full Show Transcript Gillian Bruce:&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Welcome to the Salesforce Admins podcast, where we talk about product, community and careers to help you become a more awesome Salesforce Admin. I'm Gillian Bruce and today we're welcoming back one of our favorites to the podcast, Zayne Turner Lead Developer Evangelist here at Salesforce. Zayne has been doing a lot of work on Lightning Web Components. Lightning Web Components is an exciting new technology that we launched not too long ago to help reconfigure how we build Lightning components. Now most of this has...

Lightning Web Components for Admins with Zayne Turner

Today on the Salesforce Admins Podcast we’re talking with Shannon Hale, Senior Director Product Management at Salesforce in charge of Flow. We find out about this amazing declarative automation tool and the changes coming up with the Spring ‘19 release. Join us as we talk about Shannon’s journey from the music industry into product management, how her team has made Flow easier to use, and where we’re going next. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Shannon Hale. From indie music to software development. Shannon is an OG guest of the original ButtonClick Admin Podcast with Mike and Jared. When she flunked out of her engineering degree, she started getting involved in the music scene, taking pictures and writing about bands “for really obscure indy rags that you’ve never heard of,” she says. She went back and did a writing program at 27, but “I could not find a writing job to save my life. I had a really fabulous CD collection but I could not pay my rent.” Shannon ended up working as a secretary for an engineering firm in a very small office. “I’d always liked computers and had access to them from an early age,” she says, “and so I started doing things like putting the hard drives in the computer or taking the CD-ROMs out.” They saw her interest and offered to sponsor her for classes in programming. “I ended up accidentally moving into tech,” she says, moving into teaching and eventually user experience, which led her to Salesforce. “A good part of it is just saying yes to opportunities, even if you don’t necessarily have all the skills but you know that you have some of them and are pretty sure you can get the rest,” she says. The magic of Flow. A lot of the time we identify a business problem that we want to solve as admins, but we don’t necessarily know what tools to use to do that. “Wanting to solve the problem is 75% of the battle,” Shannon says. That’s why working on great tools like Flow is so valuable—it puts powerful solutions in the hands of problem solvers. If you have a business process that is complicated or idiosyncratic, it can be hard to make sure that all the correct forms and fields are populated 100% of the time. Flow can help by providing validation to make sure that happens. “But Flow is also a little bit more powerful than some of our other tools,” Shannon says, “it has more code-like aspects to it.” It makes it easy to take people screen-by-screen through a business process and only ask them for the information that they have at that time. Flow can string things together across records in a single operation, rather than having to go through three different places to get it. Exciting new changes for Flow in Spring ‘19. Flow has had a lot of power, but there have always been some elements of it that maybe made it intimidating to the average admin. For Spring 2019, Shannon and her team are trying to make the experience match other aspects of Salesforce, like Process Builder and Lightning App Builder. That makes even the more complex aspects of Flow feel more familiar. “I have this phrase that I use periodically called, ‘Our programming is showing,’” Shannon says, “places where the complexity of the technology is really showing in the user interface but doesn’t necessarily make sense to people who aren’t writing the technology.” Spring 19 has represented an opportunity to clean a lot of that up and make it more approachable. That also includes adding options for larger text and better contrast. Just some of the things you can do with Flow include being able to quickly enter information that is going to appear in three different records. You can also delete child records when the master is closed, but you probably want to be careful with your implementation, Shannon recommends. Coming up in the future look forward to undo/redo and copy and pasting elements, along with more...

Shannon Hale on the New Flow Builder

Today on the Salesforce Admins Podcast we have another great PepUp Tech story from Sasha Manford, Salesforce Admin at Carl Marks Advisors. We get a chance to hear her amazing career story and how she moved from a power user to a full-blown admin. Join us as we talk about building your career, Selina Suarez’s amazing mentorship, and the entrepreneurial spirit you need to be a great Salesforce admin. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Sasha Manford. The Salesforce Princess. Like many admins, “my journey to Salesforce started accidentally,” Sasha says. She was working at a company that really invested in employee training and happened to use Salesforce to keep track of everything. “I remember the first day of orientation I was so enamored with the platform,” she says. She took to it quickly as a user, and when the previous admin left she took over the role. It came with a great new nickname: the Salesforce Princess. As a new admin, Sasha needed a lot of help to get started, “but that’s the great thing about the Salesforce ecosystem—everybody wants to help you out,” she says. Between Trailhead and user groups, she felt fully supported by the community as she grew into her new role. Her company had major struggles with Salesforce, however, so after about a year, she had to leave her position. Before that, however, Sasha attended a Women in Tech User Group meeting where she met Selina Suarez. The amazing mentorship of Selina Suarez and PepUp Tech. As soon as Sasha told Selina her story, “she immediately was like, ‘Here’s my number, text me, come to the Word Tour and find me.’” When she went to that event (on her birthday!), Selina took her around and introduced her to just about everybody. “It was the most magical day of my life,” she says, and just like that Sasha was signed up for the Spring semester of the PepUp Tech Bootcamp. Sasha actually got a job before class had even begun, in part thanks to a book Selina recommended called Knock ‘em Dead. Even though she had a Salesforce position, the bootcamp was super valuable. “I was able to learn a lot of stuff I never knew I was able to do on the platform,” she says. Currently, Sasha is a Salesforce admin at Carl Marks Advisors, a financial services firm. When she was interviewing, she was nervous because she only had a year of admin experience under her belt. Throughout the process, however, Selina was like a guiding angel. “I told Selina that they’re wary of me because I don’t have my certification,” she says, “and Selina was like, ‘Who cares? Read the book, study up on the company, and knock ‘em dead.’” The keys to being an awesome admin (it’s not just your tech skills). “Being a Salesforce admin I feel like I’ve grown so much—it’s helped me have a voice,” Sasha says. “Being an admin, you really have to have an entrepreneurial spirit,” she says, “you’re in charge of the platform, you are the guru, you are the expert.” Because of that, you’re in charge of your own work and responsible for your own growth. “People look to me for help, and to me, that’s the biggest achievement ever,” she says. After getting the job, Sasha started immediately looking for problems that needed to be solved to prove that they hired the right person. She fixed her company’s Box integration, created custom dashboards for a user, and generated a timeline to clean up their instance. Moving forward, Sasha is focusing on the finer points of being a great admin. “A lot of people think that being an admin is technical; it’s technical but you also have to have really great people skills,” she says. “You’re going to be dealing with a lot of people who have different personalities who don’t want to use the platform, and you have to persuade them.” It’s challenging, but it also means that there’s something to look forward to every day at work....

Discover Your Admin Voice with Sasha Manford

On this week’s Salesforce Admins Podcast we’ve got Shannon Gregg, President of Cloud Adoption Solutions and author of It’s About Time. We discuss the ins and outs of adoption from her unique position as both someone who consults in it and also as a researcher studying it for her Ph.D. dissertation. Join us as we talk about what you can do as an admin to position Salesforce in your organization to make it successful and help your users become more efficient. You should  subscribe for the full episode, but here are a few takeaways from our conversation with Shannon Gregg. That feeling when you fall in love with Salesforce. Shannon first encountered Salesforce because she was running the Sales department of her company. “They were like, ‘Here you go, you run sales operations, therefore Salesforce comes along with it,’” Shannon says. “Once I started digging around inside of it, I was instantly hooked,” she says. A lot of the work she was already doing used Excel to track things like RFIs and pricing volumes, but Salesforce took that to the next level. The organization Shannon was working for was acquired by another company, which didn’t have a true Sales Operations department. “When I got to work for that company, I came in and said, ‘Now let’s look at the power Salesforce can give us for collaboration, for communication, and find the best way for us to sell,’” she says. That approach worked great, and as the business continued to grow and make more acquisitions, Salesforce use just kept growing and growing. “Our board of directors just loved it,” she says, “they loved the ability to look at their phone at 2 o’clock in the morning as see what’s happening with their business.” How a governance committee can give you support for broader adoption. “One of the things I love the best about adoption is opening somebody else’s eyes to help them see the power of the platform to help them be more efficient and effective in their workday,” Shannon says. If you want someone to commit themselves fully to Salesforce, they need to understand what’s in it for them. It’s a simple goal to shoot for, but takes a lot of effort and thinking to make it happen. Beyond that, establishing a governance committee can be a big help towards encouraging broader adoption in your org. Shannon recommends figuring out which executive ultimately is responsible for the Salesforce spend at your business and getting them involved. Get them on Chatter, help them get the Dashboards they need, get them to better understand the platform and they’ll be a big mouthpiece for you. Look at people in Sales, Finance, Project Management, the people who are involved in Salesforce every day or who require the outputs, and meet regularly to go over what’s working and what’s not. Balancing your Awesome Admin goals. Managing all of the demands on your time as a Salesforce Admin is tricky. “You could be doing this job 24 hours a day, and many of us would like to because we love it that much,” Shannon says, “but for me, I like to say what am I managing by metrics and what am I managing by objective?” Look at your own metrics as a Salesforce Admin to make sure that you’re getting your bigger goals done, and find a way to visualize it, whether that’s Calendar View, the Kanban Board, or a custom Dashboard. The research Shannon is doing on adoption. “My Ph.D. dissertation is really focused on engagement and time-to-mission,” Shannon says. She’s looking at how nonprofits use Salesforce to allow them to improve productivity while also being more controlled with what they’re doing day to day. She’s working closely with nonprofit user groups to learn the challenges of engagement and implementation, which ultimately affects how effectively they can reach their goals. Shannon’s research combines IT theory, change management theory, and adult education theory, all three of which combine to create engagement....

How L'Oreal is rolling out Lightning with Michael Lupino

The Salesforce Admins Podcast