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Month One

Wow, what a start to a new position. Within thirty days, we have doubled our user count, added a Salesforce Enterprise Org, added Pardot, and left a platform that had extremely low user adoption.

I have been so thankful with the support of being able to change the whole environment within such a short amount of time. That's where this blog comes into the equation.

I want to document my experience as a Salesforce Admin. The projects that are going to happen over the next 12 months are robust and complex. We are centering our organization around Salesforce; and with that said, there will be a lot of work flows and complex use cases. Let me bring you up to speed on what has happened thus far.

November 2017:

Coming in to the position, I knew that this was going to be a huge position. The current platform is, and REthink CRM is the product that is being used. Sadly, adoption is very low. And of course, the real main platform being used is paper and Excel. My job is to grow adoption into Salesforce, and create a platform that has all our users working through Salesforce.

So, what did we do? We dropped For those who don't know what is, it is a limited platform that provides limited functionality of Salesforce. Sure, there is a lot of use to it. But for our complex workflows, we needed the full Salesforce Enterprise Platform. So, again, we dropped, and purchased Salesforce Enterprise Org with Pardot. This brings me to today. In one month of hire, we have made this decision and now the project of migration and process Automation begins across the enterprise.

I look forward to sharing more. Let me know your thoughts! I would like to hear from Salesforce Admins out there who are on the same journey as me!


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