1. Blog
    2. Top 10 Dreamforce Tips for System Admins!

    Top 10 Dreamforce Tips for System Admins!

    • Attending Dreamforce for the first time is an overwhelming experience. From the moment you enter the Dreamforce ‘zone,’ you are enveloped in a world that is full of energy, noise, excitement and extraordinary people….

      On Day 1 from the instant I stepped out of the hotel lift into the Lobby I was swept away by a constantly moving tide of people flowing through the city of San Francisco to and from hotels and venues. The talk in the street was Salesforce, the talk in the coffee queue was Salesforce, everywhere people were talking the same language – a language I could speak fluently. Now, I’m definitely no ‘brainiac’ but as a un-repentant ‘nerd’ I’ve often seen that glazed look that comes into the eyes of family and friends whenever I talk work so to have the opportunity to pick the brains of an endless supply of System Admin’s, Consultants, Devs and Salesforce MVP’s was just priceless.

      So at the end of an incredible 4 days of Dreamforce, I’ve compiled a list of my top takeaways for System Admins.

      My Top 10 Dreamforce Tips for System Admins:

      • Use your sandbox – for teaching, for training, for testing. Use it!
      • Use Cases to manage internal helpdesk and change requests. Not only will it highlight processes that may need reviewing, but you can also generate some pretty awesome analytics to show where you spend your time
      • When it comes to Dashboards, less is more. Dashboards should only be for key data so don’t over-dashboard
      • Use Chatter Actions – instead of creating a new custom button, see if a Chatter Action will do the same job
      • Create a process to manage change control so a new feature here doesn’t break something there
      • Document – document – document: for your successor, for your users, for yourself. Document What was done, and Why it was done.
      • Know when to say NO. Question a request for a new field or feature. Is this really needed? Is this going to add value?
      • Use the Community. There are answers out there! Success Community, Twitter, LinkedIn, Facebook.
      • Get certified – not only does it look great on your resume but you’ll be required to pass 3 maintenance exams per year after each Salesforce release. This is a great way to ensure you’re kept up to date with new features and functionality
      • Read the Release Notes – ok so if you don’t want to read through 300+ pages of stuff, at least read the overview.

      As a System Administrator in Dreamforce surrounded by thousands upon thousands of customers, users, admins, developers & partners as well as attending some of the hundreds of break-out session, keynotes and hands-on-training on offer, there were definitely times when I felt completely overwhelmed with information.

      However, if I took away anything from Dreamforce it was this – your Salesforce instance is a living, breathing organism that is constantly growing and evolving – and as System Administrator, you need to grow and evolve along with it.

  • 10 ways to be more organised in 2021

    At some point in our lives, most of us have made a resolution to be more organised. For many it is likely to have coincided with the start of a new year, whether calendar, financial or the school year. However, being organised involves more than simply aiming to be that way.

    Learn More

  • 2020: Highlights, challenges and looking forward

    When the clocks ticked over to 2020 on January 1 this year, no-one could have known what a tumultuous year it would turn out to be. If you’d told the party revellers that within 4 months, the world would be gripped by a health epidemic and borders would close, events would be cancelled, and people’s movements restricted due to lockdowns, they would have no doubt looked at you like you had already partied too much.

    Learn More

  • Confessions of a people manager

    So here’s a secret: when the energy in a team is positive, collectively the team can achieve something astounding. People energised around an ambitious goal transform into a powerful force.

    Learn More