Manage Your Org from Anywhere with SalesforceA Admin App February 9, 2016

Today’s Speakers

David Perez, Salesforce Administrator QuickLogic

Mike Gerholdt, Admin Evangelist Salesforce

Joshua Schneyer, Product Manager Salesforce

Forward-Looking Statements

 Statement under the Private Securities Litigation Reform Act of 1995:

 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

 The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

 Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

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This webinar is being recorded!

Join the Admin Webinar Group for Q&A!

 Don’t wait until the end to ask your

question! •  We have team members on hand to answer

questions in the webinar group.

• Stick around for live Q&A at the end!

•  Speakers will tackle more questions at the end, time-allowing

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Today’s Agenda

•  SalesforceA Admin App Overview

•  Demo: SalesforceA in Action

•  Best Practices

•  Customer Use Cases

•  Q&A

But Wait There’s More… a Giveaway!!!

 Tell us how you have used the SalesforceA App!

Use the hashtag #SalesforceA with your

use case either on Twitter or in the Success

Community. We’ll pick our favorite use

case – the winner gets an

#AwesomeAdmin cape and hoodie!

Winner will be announced at the end of the webinar

SalesforceA App Overview

Manage Your Org from Anywhere with SalesforceA

Overview of SalesforceA  The Dedicated App for Admins!

•  Real-time Trust Status

•  Reset passwords

•  Freeze users

•  Edit users

•  Access to Trailhead, Success Community,

Release Notes & Admin News

Available on:

Real-time Trust Status

Check the status of your instance at a glance

24 timeline of recent service events

Easy access to event details

User Management

Access to locked, frozen & recent users

Quick user actions: Freeze, unfreeze, reset

passwords, etc.

User Management – There’s MORE!

View user login history & user permission sets

Edit user details Coming soon on Android

Manage Multiple Orgs

Easily add and toggle between multiple orgs

Access to Admin Resources

•  Trailhead

•  Salesforce Answers in the Success

Community

•  Salesforce Release Notes

•  Admin News & Events

Demo: SalesforceA in Action

What’s Coming

Upcoming SalesforceA Priorities  Based on User Feedback from over 1,600 Admins!

Notifications

Trust Status

Release Notes

Suspicious Activity

Salesforce Events

Permissions

Object Level Perms

Field Level Perms

System Perms

Page Layouts

Record Types

User Management

Change Profile

Create User

Clone Users

Engagement

Success Community

Trailhead

Documentation

Best Practices & Tips

Supporting Users: Best Practices

Build a Relationship with HR •  Admins Should be part of the onboarding/

offboarding process

Support Cards •  One card for every user with info on how

to get support

•  Include email address for password resets, freezes & deactivations

•  Set Support Expectations Subject line keywords for Email (ex. RESET, FREEZE, etc)

Need urgent help with Salesforce?

I’m here to help! Email or call me to:

ü  Reset passwords

ü  Deactivate or Freeze users

If you send an email please put your emergency in the subject line.

mgerholdt@acme.com or 567-5309

Supporting Users: Tips

Going to be Out of the Office?

•  Change your Chatter profile pic

•  Email users with whom to contact

Out of Office Message

•  Admins should be part of the onboarding/off boarding process

•  Check-in periodically

Engage with Your Users

SABWA •  Salesforce Administration by Walking

Around

•  Watch how they use Salesforce

Gather User Feedback •  Use Chatter Groups to house key

information

•  Quick Actions let users give feedback

from anywhere

Deactivating Users: Best Practices  Users May Come and Go, But Their Records Must Live On….

Deactivate! Because You Can’t Delete!

•  Deactivating means NO orphaned records!

•  Deactivating a user allows the many records and linkages between

records to remain, even without an active user associated with them.

•  Freeze the User First

•  Know Your IT Dept’s Termination Process

Customer Story

David Perez Salesforce Administrator & Systems Analyst

Overview of QuickLogic

•  Leading provider of ultra-low power, customizable

sensor processing platforms, display and connectivity

semiconductor solutions for smartphones, tablets,

wearable and mobile enterprise OEM

•  Located in Sunnyvale, CA

•  ~100 employees

•  Using Salesforce since 2006

•  45 Sales Cloud users, 20 App Cloud users

•  Using SalesforceA Admin App for 2 years

Top SalesforceA Use Cases

ü  Resetting passwords from anywhere

ü  Viewing user permission sets

ü  Accessing Trust.com for quick glances

at org status

ü  Reading Release Notes & Trailhead

Q & A

Giveaway Winner!