3 Tips for Troubleshooting (And Staying Calm While Doing It) as a New Salesforce Admin

The experience of becoming a Salesforce Administrator can be a whirlwind of new information, building relationships with your fellow administrators and most of all, trying to develop a thorough understanding of the Salesforce stratosphere so you can best serve your user base. As someone who has essentially learned Salesforce Administration backwards (I received the title of Salesforce Admin, then scrambled to learn how it works), I can vouch for having encountered some white-knuckled, fist-clenching troubleshooting challenges. At first, I allowed myself to succumb to my frustration. After all, how could I not have all the answers? However, in my short time as a Salesforce Admin, I have discovered that not only am I not alone, but there are a ton of resources at my finger tips to help me as I navigate through my learning. Throughout my experience, I have picked up 3 tips that have been essential to my process:

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Was it worth my time to automate that?

UPDATE 6/13: Thank you everyone for your interest in this solution! I am working on adding it to the AppExchange through Salesforce labs!

At TrailheaDX I ran around like a bird for a video with Einstein and Astro. I also facilitated a lively Circle of Success (small group conversation) on Process Automation. Everyone shared their best practices, asked questions and learned from each other. The admins’ orgs ranged from a 10-free-licenses nonprofit to a giant health insurance company, and years of experience from 0 to 10 (not me! I’m at 8, I think).

One guy (and I’m so sorry I don’t have his name) asked:

“Is there any way to track how often your automation fires?”

That got us thinking. What if you could find out:

  • How much time am I saving with this automation?
  • How many times has this process ever fired?
  • Was the time I spent building this thing worth the investment?

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BAM! We did it!

On Tuesday, May 21st we celebrated the completion of our pilot Salesforce training program in partnership with Dress for Success Seattle. Dress for Success Seattle seeks to offer long-lasting solutions that enable women to break the cycle of poverty and become more financially independent.

Salesforce is a Customer Relationship Management tool, but it’s really so much more than that. Salesforce enables businesses to streamline their processes and customer engagement. Salesforce touches many aspects of a business from Marketing to field service, e-commerce, and the nonprofit sector, it generates many new jobs each year. Salesforce encourages those already familiar with the system to spread their knowledge with an initiative called #BAM – Be a Multiplier.

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