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New Administrator

Top Pages on Successforce.com
  1. Implementation Map - Step-by-Step Instructions for Implementingn Salesforce
  2. Dreamforce - Best Practice Presentations by and Product Experts
  3. Feature Detail Pages - Detailed Descriptions, Best Practies, and Quick Links
  4. Message Boards - Post Your Questions and Get Answers from the Online Community
  5. Online Training for Administrators - Role Based Online Training
  6. Free Best Practice Workshop - Monday and Friday @ 11 PST
  7. Leveraging Successforce.com - Tips on Navigating the Site and Other Valuable Resources

Top Presentations and Downloads
  1. What is CRM?
  2. Profile of an Ideal Admin (PDF)
  3. Ten Common CRM Mistakes (Breeze, 13 min)
  4. Preparing for Success (Breeze, 8 min)
  5. Sticks and Carrots to Improve Adoption (Breeze 10 min)
Are there resources which you’d like to see us add to the list? Maybe a presentation or a blog post that you found particularly helpful? Add your comments below along with a link to the resource.

6 Comments Bookmark

6 Comments

melissa steinman
February 6

I am a new system admin and have first been tasked with setting up cases for users to report issues & ideas to the admin. I have read the implementation guide and am still really confused. Does anyone have any additional resources they would recommend?
Salma Schoenberg
March 5

I am looking for a new salesforce administrator ASAP - 1-2 years experience supporting about 25 users for a small company in Chicago - what is the best way to find this person?

Thanks!
Matt
May 14

We recently set up our Web to Lead function. Any best practice advice on how to manage leads that are not actual leads? Would you delete these records?

Michelle Grass
June 20

I'm trying to create a new Opportunity Name. I've created it within the fields of my contacts; however, I cannot get it to run in the reports? Please help.
Craig
June 21

You have a typo at the listed URL
Caroline
July 20

I am trying to create an alert to go out when a new (open) activity has been updated. Anyone knows how to accomplish this? I've created the workflow rules, email alert template and added a check box on the open task page, but the alert does not go out. Any input would be greatly appreciated.

Regards,
Caroline