Starting a new Salesforce Admin job can be both exhilarating and nerve-wracking. As you gear up for your first day on Monday, it’s crucial to approach the role strategically. Let’s distill valuable insights from a recent LinkedIn post into a comprehensive guide for Salesforce Admins entering a new company.
Here is a link to the LinkedIn Post.
https://www.linkedin.com/feed/update/urn:li:activity:7172249062346354688/
- Take a Deep Breath and Be a Sponge:
- Resist the urge to dive into hands-on tasks immediately.
- Instead, take the time to understand the company, its people, and the organization.
- Ask Questions and Build Relationships:
- Connect with colleagues, shake hands (virtually or in person), and immerse yourself in the company’s culture.
- Understand the use case and user needs to tailor your approach accordingly.
- Combat Imposter Syndrome:
- Remind yourself that you were hired for a reason; trust your skills and expertise.
- Review Org Documentation and Create Your Own:
- Dive into existing documentation, if available.
- If not, start creating your own documentation as you familiarize yourself with the organization.
- Schedule a “Teach Back” Session:
- Plan a presentation in week two to showcase what you’ve learned.
- This exercise helps reinforce your understanding of the organization and its vernacular.
- Proactively Develop a 30/60/90 Plan:
- Align expectations with your boss through a detailed plan.
- Use this plan to guide your progress and ensure you’re on the same page with your supervisor.
- Run the Optimizer App and Review Schema:
- Analyze the org’s high-level structure, automation, and integrations.
- Identify known pain points to address in the future.
- Compile a List of “Quick Hits”:
- Note potential areas for improvement while maintaining flexibility until you gain more context.
- Keep these insights to yourself until you’ve gathered more information.
- Celebrate Your Progress:
- At the end of the week, take a moment to acknowledge your achievements.
- Remember, you chose a role where boredom won’t be an issue.
The LinkedIn post and comments also yielded valuable contributions:
- Create a Ticketing System:
- Establish a system for tracking tasks and issues.
- Implement tools like Salesforce Optimizer and stay up-to-date on release updates.
- Build Relationships and Trust:
- Identify a few close work relationships for ongoing support.
- Establish a collaborative circle to foster a safe environment for questions.
- Elements.cloud Trial:
- Consider using Elements.cloud to gain a comprehensive understanding of the org.
- Learn the Rules of Engagement:
- Familiarize yourself with deployment processes, sandbox usage, and other critical rules.
- Clear Communication with Stakeholders:
- Implement a “teach back” approach not only for yourself but also for stakeholders to ensure everyone is on the same page.
- Spring Cleaning:
- Initiate a cleanup process by deleting old flow versions, reports, fields, layouts, and record types.
As you embark on this new adventure, remember that success lies in a combination of technical proficiency, effective communication, and building strong relationships. With these tips in your arsenal, you’re well-equipped to make a positive impact in your new Salesforce Admin role.
Best of luck!
Shane Clevenger
