Working 9 to 5
Term used to describe when Admins shadow users to learn how they use Salesforce.
What is SABWA or SABZA?
Refresh this on a monthly basis to keep your development environment in sync with production.
What is a sandbox?
Admins should use this tool to look for inefficiencies and areas to clean up within their data.
What is Salesforce Optimizer?
List of every field on every object in your org and what data they store that should be reviewed on an annual basis.
What is a data dictionary?
What can Admins use to check who is logging in, creating data, and using Salesforce on a weekly basis.
What are adoption dashboards?
Social event for system-wide review and deletion of unused reports, fields, files, etc.
What is a donuts and delete party?
The Salesforce-built tool that Admins can use quarterly to mandate security policies are being followed and to make updates to those policies.
What is Security Health Check?
Tools that Admins can use to assess their personal success with these essential habits.
What is a V2MOM or Annual Plan?
Zip file of .csv files containing data which should be downloaded on a weekly basis.
What are data exports?
Work with your IT department on a monthly basis to ensure these policies are being followed.
What is security compliance?
How Admins track profiles, permission sets, and role hierarchy changes within organization on a quarterly basis.
What is documentation?
Method for confirming that all active users still work for your company and have the appropriate profiles, roles, and permissions sets.
What is an annual user audit?
Where to look weekly for unusual patterns in user behavior.
What is user login history?
The group of people that Admins should schedule monthly meetings with to highlight user success stories or find out about upcoming changes in business processes.
Who are stakeholders?
Where Admins can connect with other Trailblazers and learn more every quarter about new analytics options available in Salesforce.
A: What is Trailhead or the Trailblazer Community?
Reviewing these four types of settings annually helps Admins ensure their org is secure.
What are role hierarchy, sharing rules, permission sets, and field level security?