Salesforce Admin Survival Guide

As a solo admin or a junior admin who are you going to turn to for help when you are the new kid on the block?

This course will help you master your role, apply best practice and become an awesome admin.

From day one on the job, we provide a five-stage process to get you started and a comprehensive knowledge base to answer all those questions only seasoned admins will know.

This is not your typical course that you follow from start to finish.

Instead – do Stages 1 – 5 in order then refer to the Knowledge Base when needed. Use the search feature to find what you need.



Course Content

How to use this course
Table of Contents
It’s not done in sequential order
Stage 1
Keep the lights on
7 Topics
Don’t break anything
Meet the crew
Discover the Issues
Learn the Business
Establish your presence
Discover the Rules
Find the Documentation
Stage 2
How big is the mess?
4 Topics
Audit
Document
Process Discovery
Technical Debt
Stage 3
How can I improve it?
11 Topics
Create a Plan
Create a Roadmap
Don’t be an order taker
Prioritize Requirements
Schedule of Tasks
Daily Tasks
Weekly Tasks
Monthly Tasks
Quarterly Tasks
Six Monthly Tasks
Annual Tasks
Stage 4
Start fixing and building
5 Topics
Start Executing on the plan
Deliver some quick wins
Promote the successes
Reprioritize Regularly
Continue to Deliver Value
Stage 5
Career Building
5 Topics
Create a Career Plan
Update your documentation
Resume & LinkedIn Profile
Keep your good friends close
Find the next challenge
Knowledge Base
Knowledge Base
Index