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Learn About Admin Habits

Learning Objectives

After completing this unit, you’ll be able to:

  • Identify the four core responsibilities that many Salesforce admins share.
  • Learn why creating good habits helps you become a successful Salesforce admin.

Salesforce admins belong to a special community that enables its members to succeed and grow together. The Salesforce ecosystem is an interconnected network of Trailblazers who are building careers, companies, and communities with Salesforce. And as the Salesforce ecosystem grows, so does the Salesforce admin role. The opportunities for admins are endless, and with the right skills and tools they can thrive.

So what does a Salesforce admin do? Admins solve business problems by customizing the Salesforce Platform. They build, configure, and automate technology solutions to deliver business value. They deliver on core responsibilities by supporting users, managing data, maintaining security standards, and delivering actionable analytics.

A Salesforce administrator solves business problems by customizing the Salesforce Platform image.

Your Core Responsibilities as an Admin

Now, let’s focus on you and how you can build a successful admin career. It starts with understanding your core responsibilities and creating habits around them that will make you and your organization successful.

As an admin, you have the potential to make huge strides in your career, skyrocketing to success and becoming a strong leader both within your company and the Salesforce community. To help you continue to grow your career, we’ve identified four core responsibilities that all Salesforce admins share.

  • User management
  • Data management
  • Security
  • Actionable analytics

Learn more about each of these core responsibilities in the units that follow.

Learn Core Admin Responsibilities: user management, data management, security, and actionable analytics

Form Good Habits

Each one of the four core responsibilities can be met by creating good habits around them. Let’s start off with why we are talking about habits versus “Tips & Tricks” or “hacks.” If you look at the vast amount of content for admins, much of it is geared around a tip or a trick—something that someone figured out in the moment as a quicker/faster way of doing something. But often a tip or a trick is not repeatable, nor does it apply in many situations, meaning you can use that idea once and then it’s gone.

Habits, on the other hand, are repeatable—they’re automatic reactions to specific situations. For example, when we’re young, we’re taught to look both ways before crossing the street. Our guardians do this because they want us to have an automatic reaction when we approach a street crossing and look for anything that puts us in harm’s way. This applies whether people drive on the right or the left side of the road—the habit of looking both ways ensures that you’ll safely cross the street.

That’s why we suggest approaching your role in terms of forming the necessary habits—repeatable, automatic actions to help you succeed no matter the situation.

In the units that follow, we’ll equip you with actionable habits you can adopt weekly, monthly, quarterly, and annually. Once you learn the core responsibilities, review the habits, and learn how to structure your week effectively, you can start building your own calendar of admin habits! Be sure to review the resources listed within each unit to round out your learning and ensure you have the skills needed to deliver on your core responsibilities.


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