Navigating the First 90 Days: Top Tips for Salesforce Admins Starting a New Role

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

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