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Learn About Success Managers, Accelerators, and Admin Assist

Learning Objectives

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

  • Describe the role of Salesforce Success managers.
  • List the adoption and productivity boosting services that come with your Premier Success Plan.

Success Managers

Imagine you’re planning a safari in Africa. You use some of the popular travel websites and get recommendations from friends to decide what country and parks to visit. But once you’re there, ready to venture out onto the savannah to get up close and personal with cheetahs, giraffes, and elephants, you need a guide, an experienced local expert who can get you to the right place at the right time to experience the trip of a lifetime.

In situations like this, there’s no underestimating the value of a true expert.

Success managers are your expert guides to the Salesforce ecosystem. Their mission is to bring you into the Ohana, recommend the perfect resources for your journey, and help you with some of your toughest challenges. Success managers have real-world Salesforce administration or consulting experience, and know how a new Salesforce feature, solution, or Accelerator can positively impact your business. Many customers consider them to be invaluable partners.

There are several different ways to engage with our success managers, but getting started is easy. Just reach out to your Salesforce account executive.

XLR8 with Salesforce Accelerators

Salesforce Accelerators are one of the more recent (and awesome) benefits of your Premier Success Plan. Launched in 2015, Accelerators quickly rocketed up the charts to become something that Premier customers have taken to like Internet cat videos. So… what exactly is an Accelerator? Accelerators are 1-on-1 expert consultations that focus on some of your most pressing business challenges, across all of our products.

Thinking of making the move to Lightning Experience but not sure how to approach the challenge? Wondering how to set up a Service Cloud Console for your support organization? Or want to know the health of your current implementation? These topics and many more are available in the Accelerator catalog.

Premier customers have access to over 200 different Accelerators. These are 1-on-1 engagements—you’ll work with a Salesforce specialist who is a deep subject matter expert. After you’ve requested an Accelerator, the specialist leads your team through the topic, and produces tangible deliverables at the end.

If you’re interested in learning more about this awesome service, be sure to check out the Salesforce Accelerators module.

Admin Assist

Salesforce admins are a pretty hot commodity these days. Are you and your team drowning in requests from your users for Salesforce enhancements and routine maintenance? It’s a pretty common plight.

Admin Assist, an optional upgrade to your Premier Success Plan, puts an army of certified Salesforce experts in your back pocket. This team can handle dozens of different day-to-day admin tasks in your Salesforce instance, all based on your requirements.

Here are just a few examples of things the Admin Assist team can do for you.

  • Create reports and dashboards
  • Build workflow rules
  • Create page layouts and list views
  • Create data extensions
  • Import data into your org

Ready to give them a try? Great. Admin Assist requests start out just like a support case in Salesforce Help—choose Admin Assist on the initial menu. Just review the Admin Assist Catalog to make sure your request is in scope first.

Resources

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