Case Study: Tim Kopf
"Brainiate's Salesforce Admin Bootcamp brought me to the next level instantaneously!"
Background
Previously, Tim strictly relied on Trailhead and his own self-taught processes of searching for various how-to links all over the web, anytime he needed help. While he thought he was advancing his skills as an Admin through this approach, it was happening far slower than Tim had hoped. Completing the Brainiate Academy "Salesforce Admin Bootcamp" allowed Tim to address user adoption issues and data quality issues, while removing technical debt and allowing his entire organization to truly rely on Salesforce as the "record of truth" for the entire team.
The Results
While Tim is the Salesforce Admin for his organization, he also has many other responsibilities and numerous deliverables that are expected of him. With new Executive Management, aggressive sales targets and a constant flow of new and existing projects, it is imperative that Tim is able to manage Salesforce efficiently and effectively. Brainiate Academy's course materials not only helped Tim develop as an Admin, but also helped him think differently about how to offer complex tools to his sales reps without also introducing a huge learning curve. Tim can now offer his users multiple solutions to their needs that he can implement and track easily! ...and, he's now actually HAVING FUN with these new responsibilities!
The Process
While learning the materials in the "Salesforce Admin Bootcamp," Tim immediately realized that he only knew a small fraction of what the system has to offer. Tim also immediately recognized that the data visibility configuration within his instance needed a dramatic makeover. Through learning how to leverage Role, Profiles, Permission Sets, Field Level Security and Sharing Rules, Tim was immediately empowered to take corrective action on his Salesforce instance in order to remove the clutter from many of his users (who were seeing records, fields, objects that were completely irrelevant to them), while also ensuring that other team members actually had the appropriate visibility to the items that were necessary for them to do their jobs.
Tim became far more efficient in conducting Admin actions across the board in his organization. Empowered with his new knowledge, skills and confidence, Tim was able to address duplicate issues, record types, report types, create multi-purpose reports and dashboards that required minimal maintenance and customizations, utilize in-app guidance, configuring public groups and managing the overall data quality throughout the system.
Tim discovered that by gaining knowledge in these areas, his Salesfoce instance became far more reliable and user-friendly.
Tim still references the course materials, and recordings of the daily Q&A livestream sessions, as they are a gold mine of additional best practices, tips and advice that go far above and beyond the original course curriculum!
Previously, Tim strictly relied on Trailhead and his own self-taught processes of searching for various how-to links all over the web, anytime he needed help. While he thought he was advancing his skills as an Admin through this approach, it was happening far slower than Tim had hoped. Completing the Brainiate Academy "Salesforce Admin Bootcamp" allowed Tim to address user adoption issues and data quality issues, while removing technical debt and allowing his entire organization to truly rely on Salesforce as the "record of truth" for the entire team.
The Results
While Tim is the Salesforce Admin for his organization, he also has many other responsibilities and numerous deliverables that are expected of him. With new Executive Management, aggressive sales targets and a constant flow of new and existing projects, it is imperative that Tim is able to manage Salesforce efficiently and effectively. Brainiate Academy's course materials not only helped Tim develop as an Admin, but also helped him think differently about how to offer complex tools to his sales reps without also introducing a huge learning curve. Tim can now offer his users multiple solutions to their needs that he can implement and track easily! ...and, he's now actually HAVING FUN with these new responsibilities!
The Process
While learning the materials in the "Salesforce Admin Bootcamp," Tim immediately realized that he only knew a small fraction of what the system has to offer. Tim also immediately recognized that the data visibility configuration within his instance needed a dramatic makeover. Through learning how to leverage Role, Profiles, Permission Sets, Field Level Security and Sharing Rules, Tim was immediately empowered to take corrective action on his Salesforce instance in order to remove the clutter from many of his users (who were seeing records, fields, objects that were completely irrelevant to them), while also ensuring that other team members actually had the appropriate visibility to the items that were necessary for them to do their jobs.
Tim became far more efficient in conducting Admin actions across the board in his organization. Empowered with his new knowledge, skills and confidence, Tim was able to address duplicate issues, record types, report types, create multi-purpose reports and dashboards that required minimal maintenance and customizations, utilize in-app guidance, configuring public groups and managing the overall data quality throughout the system.
Tim discovered that by gaining knowledge in these areas, his Salesfoce instance became far more reliable and user-friendly.
Tim still references the course materials, and recordings of the daily Q&A livestream sessions, as they are a gold mine of additional best practices, tips and advice that go far above and beyond the original course curriculum!
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