Top Salesforce Best Practices for Administrators

Salesforce Best Practices for Administrators: Top Resources

If you are part of the Salesforce Trailblazer Community and you are a new Salesforce user, these resources will be very valuable to you.

1. Let's start with a great resource by SalesforceBen.com that carries the title "Salesforce Certification Pathways Infographic 2025." This is a great place to start if you are trying to determine which certifications to pursue and when.

Full Guide: You can view this post by following this link.

2. Admin Hero has many great guides and articles to help you navigate your certifications. You can learn a lot about Salesforce administration and how to utilize the full power of Salesforce services. 

Follow this link to see all of the content they offer on the topic.

3. If you want to hear some success stories from other admins exploring new features in Salesforce and trying to get certified, check out this blog post from one of our peers. This person managed to get five certifications in one day.

You can read the full post and the comments by following this link.

4. If you want to manage your access to Salesforce resources like a pro, you need two more great resources that you must not forget while on this journey. We are, of course, talking about coffee and wine (or whatever you fancy).

Find out more bout these resources by going to your kitchen.

Now that we have lightened the mood, let's talk about governance.

1. Learn how to create a proper Salesforce Governance Framework directly from Salesforce developers. You'll learn how to create a governance framework and identify the best practices for maintaining a successful framework.

Follow this resource to learn more.

2. The team at Red Argyle prepared a step-by-step guide for properly setting up governance in the Salesforce platform. It is a really detailed guide, and it should improve your user experience when doing this.

Check out this awesome resource as well. 

1. Managing your Salesforce documentation is no easy feat because you have a lot of tasks based on external data. Learn how to enhance security and access controls, define sharing rules, and automate repetitive tasks.  

Take a look at five ways to improve your help docs. 

Sometimes, reading a lot of text can be daunting, so here's a cool video on this topic.

2. If you are a normal person and you like puppies like every normal person would, you can check out another great post on Cloud4Good. This post is titled "Salesforce Administrators and Puppies." 

It is an excellent article to read if you want to improve your Salesforce reports. 

Whenever you are dealing with data integration strategies, the first thing you need to do is set your goals. Also, make sure that they are realistic. When you are done with that, you can continue your reading training sessions.

The best resource that we could find in this section is the 4 Best Practices for Learning on Trailhead article. Read these helpful tips in full so that you can thrive in the Salesforce environment.

You can learn more about all of the Trailblazer ranks here.

1. First things first. In correspondence with your administrators and developers, you need to determine the right time for your organization to upgrade to Salesforce Lightning.

Check out this resource from the Salesforce help center to learn more about this.

2. If you are having issues with user profiles, you can read more about how to enable all your users to have access to Salesforce Lightning features and control access to Salesforce like a pro. 

Again, Salesforce has a cool resource you can check out to learn more about migrating to Salesforce Lightning.

3. If you want to go a step further when creating permission sets, you can also check out some insider tips. There's no better way to learn about these things than to learn from someone who can keep their Salesforce in check.

Here are 10 insider secrets for migrating to Salesforce Lightning.

1. To start off, you need to learn about this software, its benefits, and whether it is the right fit for you. Only then will you be able to decide which Salesforce instance is right for you. 

A solid start is to check out this post on Slideshare.

2. Next, you need to learn how to use Salesforce DX so that you can understand customization best practices and how to manage user access while keeping your data quality standards. 

We have found a nice article to help you with this.

If you are part of the Trailblazer community, you can take a look at this trailhead to learn about App Development with Salesforce DX.

First, you need to check out this webinar. It serves as an excellent introduction to Salesforce and can clarify any potential security questions you might have or questions about third-party integration tools.

Then, you need to check out this video case study, in which Altvia teamed up with ZynBit to create an AIM Inbox. They show how to use this AIM Inbox by migrating the Salesforce CRM to the email inbox, which is important to know.

Achieve a Better Work/Life Balance!

You cannot be successful if you do not worry about your health. In this section, we will provide you with some resources that are not connected to the topic at hand but rather focus on you and your well-being.

1. Read these tips from Mental Health America and follow them closely to achieve a solid work-life balance.

2. If you are having issues achieving this balance, here are some helpful tips to get you started.

3. And finally, we have one more article for you to read. It shows how starting your day early can help improve your work/life balance. 

Achieve All This and You Will Reach the Next Level of AWESOMENESS!

After working with multiple developers and administrators, learning everything important for Salesforce experts and how to set up the hierarchy of roles and permissions based on the number of active system administrators and Salesforce storage usage, we are confident enough to say that if you manage to follow all our tips and read all our resources, you are awesome in our book!

For more helpful information about Salesforce, continue reading through our Resource Center here at Cirrus Insights.