2010 New Years Resolutions for SF.com Admins

January 6, 2010

Reflecting on the last year I have come to find that there are a few pain points that salesforce.com admins struggle with most at expansion stage software and internet companies. Those include data integrity, user adoption, and reporting. Here are some New Year’s resolutions that salesforce.com admins at any company can adopt to ensure a better 2010 for their implementations.

  1. I will do everything in my power to maximize user adoption throughout the entire organization.
  2. I will not import records without matching by name, email, or salesforce.com ID to prevent duplicates.
  3. I will only add fields that people actually use to my organizations page layout.
  4. I will make all business critical fields required on all page layouts.
  5. I will make sure I have the proper documentation and training material for my implementation so that people know how to use it effectively.
  6. I will make sure my implementation is scalable by setting up a proper role hierarchy and org. wide default security settings.
  7. I will not create reports or dashboards unless I know that someone is going to use them. 

These are resolutions I will do my best to adhere to internally as well as advise the admins at our portfolio companies. If you think I missed any please leave a comment.

Happy New Year!

VP, Sales

Ori Yankelev is Vice President, Sales at <a href="https://www.ownbackup.com/">Own Backup</a>. He was previously a Sales and Marketing Associate for OpenView.