how to achieve success as a Salesforce admin

7 Strategies On How To Achieve Success As A Salesforce Admin Taking Advantage Of A Beginner Mindset

  • Shoaib
  • Salesforce, Technology
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Salesforce is so versatile and diverse and with unlimited opportunities for customizations, new Salesforce admins can find themselves doubting every move they make.

That’s understandable and normal. Getting a job as a Salesforce admin is already very intimidating and yet exciting at the same time.

Mastering how to achieve success as a Salesforce admin not only makes your work seamless but also sets you up for even better opportunities for career growth.

Sometimes it pays to start with a beginner’s mindset.

What’s A Salesforce Admin’s Beginner Mindset?

Well, like in all other career paths, having a beginner mindset means you are honest about everything you don’t know and that you are willing to learn from anyone.

It means admitting that you are vulnerable outside your comfort zone, a mindset that then allows you to acquire new skills faster and easier.

A Salesforce Admin is a business leader who is deeply knowledgeable about how their company operates, how the company is intertwined in making all departments successful through process automation, and thus, is an integral person to running a smooth and lean business.

To achieve success as a Salesforce Admin, you need to work hard to fight inefficiency and champion productivity. Additionally, create awesome tools to help the Salesforce work better like easy­ to ­use dashboards, intelligent workflows, and apps for any project.

Admins keep Salesforce users trained and educated, solve complicated business problems, and keep projects moving forward.

A Salesforce Admin should deliver creative solutions to make the operations smarter and better.

7 Strategies on how to achieve success as a Salesforce Admin

Below are some tips on how to achieve success as a Salesforce Admin

Have an innovative and open mind.

Being a Salesforce Admin requires you to have an innovative mind to always create something that will help Salesforce move ahead and perform better.

There will always be tools that could help increase the ROI of Salesforce and decrease the biggest of Salesforce challenges.

Educate yourself

Broaden your knowledge of the Salesforce Platform whenever you can. It is a great practice to try and learn something new every day.

You could use Trailhead, take upon a complementary course or even do this through conferences, seminars, and webinars online.

To achieve success as a Salesforce Admin, you need to be self-driven to learn more and work towards gaining more and more knowledge. This will make you more marketable and increase your future opportunities.

Attend Dreamforce

Dreamforces help you gain something new, either knowledge, connection, or even job opportunities.

Networking is an inevitable aspect of Dreamforce. If you want to achieve success as a Salesforce Admin, make this your priority and make sure to seize the opportunity to attend one when it does arise, you could also take in the initiative and look out for such.

They will seriously change the way you think and your business. In addition, they will help you create long-lasting solutions for Salesforce.

Gain experience

To achieve success as a Salesforce Admin, you need to get practical skills and experience. You will need a substantial amount of experience to move higher up the ladder in your Salesforce career track.

There are several routes and paths that you can take to gain experience including but not limited to volunteering, interning, super badges and , real-world projects.

 Find a mentor

The Salesforce ecosystem offers an implausible mass of resources to help you learn and utilize product features.

Everything from help documentation to live events and, of course, Trailhead which helps Salesforce Admins navigate the platform and achieve success.

Time and again, your business challenges do not consort with just a single feature. Every so often, they require several features or a decision between two feasible choices.

This is why having a mentor would accelerate your journey to access as they will most likely know how to handle difficulties. I mean, they must have come across some one-on-one.

Learn from previous mistakes.

No one is perfect, that is for sure. To achieve success as a Salesforce Admin means that you should own up and learn from your mistakes.

Implementing Salesforce with the precision, speed, and thoughtfulness needed to make it a productivity-enhancing business tool often comes with experience and usually a lot of it.

Implementing any changes in your company without first having a clear vision and specific goals can be a recipe for disaster.

You need to do a test migration to prepare yourself and your team for any possible challenges that could arise during migration.

Lastly, Salesforce is a robust CRM application. Mapping out your processes and prioritizing customizations will only help alleviate future headaches. Ask for help if you need to.

Grasp company culture

Positive habits and culture will be your strongest ally to achieving success as a Salesforce Admin.

Grasping company culture will enable you to understand and even empathize with the sensitivities about changing what is currently being done in your company.

Ideally, you will get to know who on the team is likely to be the most resistant and who can be a ringleader for the cause.

Company culture provides meaningful work through autonomy and innovation, community, and generous employee benefits.

Innovative culture rewards creative employees through attractive incentive compensation.

Stay on top of new trends

Salesforce is one of the top Customer Relationship Management (CRM) platforms. It is fast-changing and therefore, you need to keep up with the trends in the Salesforce ecosystem if you want to achieve success.

It helps in keeping up with rapidly changing market demands and meeting customer requirements.

Watching out for new trends also helps you know if you need to upgrade yourself in terms of upskilling and more experience.

Wrap up

Being successful in any area is satisfying and learning how to achieve success as a Salesforce admin sets you apart from the rest and improves your chances of moving up the ladder, negotiating better salaries and opportunities.

If you wish to become a Salesforce admin, register with our partner organization, PlumlogixU for their Salesforce Admin Career Track training and enjoy being trained by the best in the industry.

Author: Shoaib
Shoaib Chaudhary is an entrepreneur and influencer with over 13 years of experience in the technology industry. He’s influencing global leaders to exceed company goals while advancing social responsibility. Shoaib is a certified Salesforce Consultant and professional with years on helping businesses achieve their digital transformation goals.