Meet Awesome Admin: Alex Feldman

Name: Alex Feldman
Current Role / Employer: Salesforce Administrator at CASHNet, a BlackBoard Company
LinkedIn Profile

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?

My job consists of managing the environment for CASHNet, a BlackBoard Company

I act as the liaison between key stakeholders of the company such as Sales, Marketing, Customer Support and Finance to help improve data quality as well as everyday business processes.

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

A: I am responsible for the overall well-being of my company's Salesforce Org across all departments at my company. 

This includes the management and quality of all data in the system, and improving day-to-day business processes through automation strategies. I'm also heavily involved with provided analytics to key stakeholders to provide a better look at the progression of our company.

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

A: My first experience with Salesforce was being an end user on our technical training team where I would use the system for project management strategies and reporting. 

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

A: 2014

Q: What was your initial impression of Salesforce?

A: Loved it, very simple to navigate and had all the tools to complete my objectives.

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

A: I was actually unhappy with my role at the time and was looking to do something a little more technical and data driven. 

My manager recommended reaching out to our Salesforce Administrator and ask if they needed any assistance on their team, and the same day I reached out the current Admin had put in his letter of resignation. 

I had applied to be the Salesforce Administrator with no prior admin experience, but was somehow able to land the job! 

I then went to the Salesforce office in NYC for a week of Salesforce boot camp, where I was transformed from a newbie to admin in a matter of 5 days. 

Now my day to day work has contributed to all the experience I currently have.

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

A: The endless possibilities. 

If there's one thing I've learned since being a Salesforce Admin, it is that anything can be created or implemented with a Salesforce Org if you're patient and willing to learn how to do it. 

Being an admin gives us a free range of motion to attempt to build components or improve the system in any way we can to help drive the success of the business.

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

A: Their knowledge of Salesforce. 

Before taking on this role, users did not seem to know what Salesforce was capable of, or what advantages it could give them with their current job functions. 

I have done my best to work with each department and detail to them of Salesforce could improve their business processes or how data can be delivered through analytics. 

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: Our company had recently lost our entire online marketing storefront where clients would purchase marketing materials. 

Rather than panic, I was able to create custom objects and a separate area for these online marketing orders to be processed. 

This took a great deal of automation strategies as well as the implementation of a new approval process. 

We have been up and running with this for about 3 months now and have yet to hit any issues! 

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

A: Always stay calm and be patient with your work. 

I can't tell you how many times I've freaked out because I accidentally uploaded duplicate records top my org, or a formula field wasn't producing the correct value. 

Through any of these issues I try to remain as patient as possible with system and remember that there's always more than one way to do something.

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

A: Ask questions! 

Salesforce is such a great tool and can be used in any department of a company, but if users don't ask questions about the system to their Salesforce team they may never truly understand what Salesforce has to offer and how it can assist them.

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?

 Trailhead, Salesforce success community, and any event run by Salesforce.

About the author: David Giller

   David Giller a Salesforce MVP, User Group Leader, Trainer, Consultant, Blogger & Author.

Although he started his career as an attorney, David entered the world of enterprise-scale IT management at NBCUniversal, & continued at GE Capital, where he was first introduced to Salesforce & became known as "The Salesforce Guru."

David is now CEO of Brainiate, helping companies unleash the power of Salesforce. 

You can read more about David's bizarre career path here.

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