The Salesforce Admin's Playbook

130+ Proven SOPs, Templates, and Checklists to Boost Your Productivity




Streamline Your Workflow and Boost Your Efficiency with the Ultimate Resource for Salesforce Admins

Salesforce Admins Playbook
Install Result And so simple

As a Salesforce Admin, you know that managing your environment can be a complex and time-consuming task.

From documenting business processes to conducting security audits, there's always something to do.

Introducing The Salesforce Admins Playbook

But what if there was a way to streamline your workflow and boost your productivity without sacrificing accuracy or consistency?

Introducing The Salesforce Admin's Playbook. This is the ultimate resource for Salesforce Admins looking to work smarter, not harder.

This comprehensive ebook contains over 130 proven templates and checklists to help you quickly manage your Salesforce environment.

Whether you're a new Admin or a seasoned pro, The Salesforce Admin's Playbook has something for everyone.

This comprehensive ebook contains over 130 proven templates and checklists to help you quickly manage your Salesforce environment.

Whether you're a new Admin or a seasoned pro, The Salesforce Admin's Playbook has something for everyone.

Salesforce Admins Playbook For Admin Playbook
Sales Admins Playbook
The templates cover many tasks that Salesforce Admins must regularly perform, from documenting business processes to conducting security audits.

And the included SOPs, forms and checklists help you stay on top of important tasks, making it easier to manage your workload and ensure that nothing falls through the cracks.

With The Salesforce Admin's Playbook, you can easily standardize and streamline your processes, ensuring consistency and accuracy across your organization.

And the best part?

You'll save time and effort, so you can focus on what matters: growing your career and serving your end users.

Templates Cover Many Tasks

Check out the excerpt below, showing just SOME of the content included in this ebook!

Ebook SalesForce Admin
Here's a complete list of all the resources included in the ebook:

Approval Process Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Business Process Flow

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Change Control

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Configuration Audit

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Configuration Workbook

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Custom Field Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Data Backup Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Data Cleansing Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Data Export Requests

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Data Mapping

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Data Quality Audit

  • SOP
  • Pitfalls to Avoid
  • Checklist

Deployment Management

  • SOP
  • Pitfalls to Avoid
  • Checklist

Governance Management

  • SOP
  • Pitfalls to Avoid
  • Checklist

Integration Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Knowledge Base Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Maintenance Plan Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Managed Package Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Process Documentation Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Project Plan Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Release Management

  • SOP
  • Pitfalls to Avoid
  • Checklist

Release Notes Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Request for Salesforce Reports, Dashboards, or List Views

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Risk Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Salesforce Automation Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Salesforce Data Import Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Salesforce Support Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Salesforce User Deactivation

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Salesforce User Onboarding

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Sandbox Refresh

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Security Audit

  • SOP
  • Pitfalls to Avoid
  • Checklist

System Performance Management

  • SOP
  • Pitfalls to Avoid
  • Checklist

Technical Design Documentation

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Test Case Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Test Plan Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Training Needs Assessment

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Training Plan Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

UAT Plan

  • SOP
  • Pitfalls to Avoid
  • Form/Template

UAT Case Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

User Access Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template

User Adoption Management

  • SOP
  • Pitfalls to Avoid
  • Checklist

User Interface Design

  • SOP
  • Pitfalls to Avoid
  • Checklist

User Permission Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

User Persona Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

User Story Management

  • SOP
  • Pitfalls to Avoid
  • Form/Template

Validation Rule Request

  • SOP
  • Pitfalls to Avoid
  • Form/Template