Meet Awesome Admin - Orna Yochai

Current Role: Salesforce Admin at Datapipe

Q: If you had to describe your current job to a friend or relative who knew nothing about CRM, how would you describe your job? 

A: In my role, I have full visibility to all customer and sales data in the company. In fact, throughout the organization, I am the first one to know when an Account Executive closes (wins) a deal.

Q: If you had to describe your current job to another Salesforce admin, how would you describe your job? 

A: I get to learn something new every day as a Salesforce Admin. There are so many needs, requests, ideas coming from my colleagues, and always a constant stream of best practices, ideas and new features to learn about – that it is constantly changing, I am constantly learning and loving it. This job definitely keeps me on my toes, and it’s fantastic!

Q: How did you first get introduced into the Salesforce world? 

A: I was hired to be a SFDC admin before I even knew what SFDC was all about. Everything that I learned about Salesforce is attributable to my former colleague from NICE systems, where I used to work.

Q: When did you first get introduced to Salesforce? What year? 

A: 2011

Q: What was your initial impression of Salesforce? 

A: I was impressed, intimidated, excited and definitely very curious about this amazing tool. I felt that there are so many areas of functionality to learn about, so much that can be done on the Salesforce platform…I felt like I could never become an expert.

Q: How did you transition from a Salesforce “newbie” to an experienced admin? 

A: I learned every day, on the job…getting my hands “dirty” with data, functionality and solving for real-life business problems across the organization.

Q: What do you love most about being a Salesforce admin? 

A: I love seeing the direct impact I have on the company, the people that I work with and the day-to-day business processes that I get to help streamline, simplify and automate. It is a very powerful and exciting feeling. I love helping my colleagues with the powerful tools that Salesforce provides.

Q: What is the biggest impact you’ve had on your users or the organization? 

A: I would say that leveraging the Salesforce “Roles” functionality has probably had the biggest impact on my users and the company as a whole.

Previously, the “Roles” functionality was not properly being used. This resulted in users seeing far more data than they should have. It was distracting and confusing. Pulling reports and dashboards became a nightmare because people would see records that were irrelevant to them, and they had trouble filtering for those records that they were responsible for. By replicating the org hierarchy in the Roles section of Salesforce, each user can now see all of the appropriate data, aligned with their day-to-day responsibilities.

Q: Tell us a bit about a recent success story, describing a business challenge and how you addressed (or solved it) through the Salesforce platform.

A: Each Account Executive is expected to review their own opportunities in Salesforce, through reports and dashboards. Before I started, the company had separate reports and dashboards for each Account Executive. Each time a new team member joined the company, they had to replicate the reports and dashboards – applying specific filters for that new team member. This was a maintenance nightmare and caused lots of confusion and busy-work for several people.

I solved for this business problem by leveraging dynamic dashboards. We were able to streamline and simplify this issue and eliminated the need to create separate reports and dashboards for each team member. Now, the entire Sales team can simply look at one dashboard, and the data is filtered appropriately for that user.

Q: If you could give one piece of advice to another Salesforce admin, what would it be? 

A: Live in your sandbox environment as much as in your production environment. This is the place to get your hand dirty and with no impact on your pipeline.

Play and learn all the time, there are so many changes and enhancements to the platform each year.

Q: If you could give one piece of advice to another Salesforce user, what would it be? 

A: Your SFDC Admin doesn’t know everything, and is always excited to learn more, don’t be afraid to come with ideas.

Q: What resources have you found most helpful – to build upon your current knowledge and experience in Salesforce, and to solve for any new and unexpected Salesforce issues that you come across? 

A: When I need to resource I will always Google the question, I don’t have one place to go.

If I cannot find the answer I will ask other SFDC admins that I know. If we still can’t find an answer, I reach out to SFDC support.

At Brainiate, we take the concept of community seriously. The Salesforce community of users, admins, developers, partners and customers contains many brilliant, creative, generous and thoughtful professionals.

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