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Nara2012Nara2012 

Best Practices for Salesforce Admin

If I get a question like tell me the best practices to be followed as salesforce admin what should be the answer?
Best Answer chosen by Nara2012
nagendra 6989nagendra 6989
Dear Nara,

Below are some of the best practices that a salesforce admin should follow.


a)Never stop learning : Salesforce constantly goes through upgrades, adding new features, workflow rules and formulas and it is on you to stay up-to-date. Whatever Salesforce-specific rule you play within your organization – be it as an administrator, a developer, a solution expert or an end user

b)Hang out on the AppExchange : With so many developers regularly introducing new applications into the marketplace, it is important for Salesforce administrators to hang out here regularly and stay abreast of all new developments. You never know if the next new app could dramatically improve your company.

c)Have great analytics and reporting : Companies use CRMs to get information and actionable insights out of it, but you can’t do this ifyou’re limited in your reporting and data analysis capabilities. As a Salesforce administrator, you have to know what kinds of Salesforce reports are available to you. If the reports that you need cannot be generated within Salesforce itself, perhaps you should consider looking for third-party alternatives, such as InsightSquared! 

d)Connect with Salesforce User Groups and community :If you have a question, someone else has already asked that question and had it answers. Reach out to and join your local Salesforce User Group. Exchange ideas and best practices. Communication and collaboration doesn’t have to stop there, however. Interact with other Salesforce admins and users on Twitter and LinkedIn. Working together, the global Salesforce community can be extremely powerful and tackle any Salesforce issues that arise.

Some of them below are also considered as best practices :

 To get the most out of Salesforce, you first need to UNDERSTAND YOUR SALES PROCESS inside and out, REFINE IT, and then develop      Salesforce to DRIVE IT. 
“ARCHITECTURE FIRST. The design needs to be right from the start. 
 Make sure your users really understand the terms and language of Salesforce. Otherwise, you’re going to have problems.
 Take the time to LEARN THE INS AND OUTS of Salesforce, and show your users so that they see it as a VALUE, not a BURDEN. 
You must be PASSIONATE and a “LITTLE BIT CRAZY” to follow your own ideas and do things differently. 
Try to automate and enforce whatever you can. Trusting humans to follow processes is risky and may be error prone.
Constant training and devoting resources to learning ARE CRITICAL TO THE SUCCESS of a Salesforce instance. 
Reporting is only as good as the data it is reporting on, so PUT IN GOOD DATA.
Give it a go. You can’t break the system by trying new ways to manipulate and report data.
Pay attention to new features delivered each release. There’s some GOOD STUFF IN THERE!
Be careful what data is IMPORTED, and make sure to have DATA CLEANSING VALIDATION RULES.
Go to user group meetings, get to know people, use #askforce on Twitter, and join the success community. 
Keep your data CLEAN AND HEALTHY.
MAKE SALESFORCE WORK FOR YOU... not the other way around.
Invest in processes and products to help keep your data clean. It is worth the time. 
BE PATIENT and don’t force solutions. 
Enter as much data as you can. Data is power.

Please find the below link for for detailed information on admin best practices :

http://www.cio.com/article/2685352/customer-relationship-management/best-practices-for-salesforce-com-administrators.html

Thanks,
Nagendra
Please mark it as solved if it was helpful.

All Answers

ManojSankaranManojSankaran
Dear Nara,

Below are some of the best practices that a salesforce admin should follow.

1. Ensure Data Quality 
        Which can be acheieved by Setting Proper Page Layoutds, Cusom Validation Rules and by setting up duplicate rules. 

2. Actively participate in the Deployment/Release Process
        This can be acheieved by use of proper deployment tool and version control tool(Like Bit Bucket, Git) and ensure no unnecessary metadata is move to production environment.

3. Prioritize and Document the Changes
        This can be done inside and outside salesforce.

4. Try to avoid customization as much as you can and leverage salesforce standard features.
        User Combination of process builder and flow instead of using a trigger.


Mark it as answer if it really help you.
https://www.google.co.in/?gfe_rd=cr&ei=UqMuV-moLqXv8wfI_6UY#q=best+practices+for+salesforce+administration

Read the first two PDF and if you have any question on any topics contact me.

Thanks
Manoj S
+91 9488055584
nagendra 6989nagendra 6989
Dear Nara,

Below are some of the best practices that a salesforce admin should follow.


a)Never stop learning : Salesforce constantly goes through upgrades, adding new features, workflow rules and formulas and it is on you to stay up-to-date. Whatever Salesforce-specific rule you play within your organization – be it as an administrator, a developer, a solution expert or an end user

b)Hang out on the AppExchange : With so many developers regularly introducing new applications into the marketplace, it is important for Salesforce administrators to hang out here regularly and stay abreast of all new developments. You never know if the next new app could dramatically improve your company.

c)Have great analytics and reporting : Companies use CRMs to get information and actionable insights out of it, but you can’t do this ifyou’re limited in your reporting and data analysis capabilities. As a Salesforce administrator, you have to know what kinds of Salesforce reports are available to you. If the reports that you need cannot be generated within Salesforce itself, perhaps you should consider looking for third-party alternatives, such as InsightSquared! 

d)Connect with Salesforce User Groups and community :If you have a question, someone else has already asked that question and had it answers. Reach out to and join your local Salesforce User Group. Exchange ideas and best practices. Communication and collaboration doesn’t have to stop there, however. Interact with other Salesforce admins and users on Twitter and LinkedIn. Working together, the global Salesforce community can be extremely powerful and tackle any Salesforce issues that arise.

Some of them below are also considered as best practices :

 To get the most out of Salesforce, you first need to UNDERSTAND YOUR SALES PROCESS inside and out, REFINE IT, and then develop      Salesforce to DRIVE IT. 
“ARCHITECTURE FIRST. The design needs to be right from the start. 
 Make sure your users really understand the terms and language of Salesforce. Otherwise, you’re going to have problems.
 Take the time to LEARN THE INS AND OUTS of Salesforce, and show your users so that they see it as a VALUE, not a BURDEN. 
You must be PASSIONATE and a “LITTLE BIT CRAZY” to follow your own ideas and do things differently. 
Try to automate and enforce whatever you can. Trusting humans to follow processes is risky and may be error prone.
Constant training and devoting resources to learning ARE CRITICAL TO THE SUCCESS of a Salesforce instance. 
Reporting is only as good as the data it is reporting on, so PUT IN GOOD DATA.
Give it a go. You can’t break the system by trying new ways to manipulate and report data.
Pay attention to new features delivered each release. There’s some GOOD STUFF IN THERE!
Be careful what data is IMPORTED, and make sure to have DATA CLEANSING VALIDATION RULES.
Go to user group meetings, get to know people, use #askforce on Twitter, and join the success community. 
Keep your data CLEAN AND HEALTHY.
MAKE SALESFORCE WORK FOR YOU... not the other way around.
Invest in processes and products to help keep your data clean. It is worth the time. 
BE PATIENT and don’t force solutions. 
Enter as much data as you can. Data is power.

Please find the below link for for detailed information on admin best practices :

http://www.cio.com/article/2685352/customer-relationship-management/best-practices-for-salesforce-com-administrators.html

Thanks,
Nagendra
Please mark it as solved if it was helpful.
This was selected as the best answer
Nara2012Nara2012
Thanks Nagendra and Manoj. I need some tips on how to mark this question as solved.