Tips and Tricks for PE Admins

Tips & Tricks for Professional Edition

Jared MillerDirector - Customer Success

AGENDA 6 PE Tips & Tricks3 Big Ideas for you to explore

6 PE Tips and Tricks

No Page Layout / Record Types

As a SALES REP, I only want to see my fields on Opportunities. Not the ones for PRE-SALES ENGINEERS and not the ones for our SDR team.

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No Account or Opportunity ‘Teams’ 2As a FIELD SALES REP, I work on opportunities with:

• Pre-Sales Engineer• Inside Sales Rep• Implementation Tech• Sales Desk Specialist

They need to be able to edit my opportunities!

Validation Rule on Save

OR( Owner.Team_Name__c <> $User.Team_Name__c,$Profile.Name <> "System Administrator")

Validation!

3As a SALES MANAGER, I want an email when opportunities over $50K hit 75%+ probability.

These folks need to be notified as well:• Sales Manager• VP, Sales• Legal• Support Lead

Curse You, No Workflow!

Big Deal Alert

Other Non-Workflow Email Options

As a SALES MANAGER, I need to know which accounts need to move from my Account Execs (hunters) to my Account Managers (farmers).

Can I get an email when the ‘Transfer Date’ is today?

4

Next Best: Scheduled Report

Formula Default Values 5• Checkbox• Currency• Date• Date/Time• Email• Number• Percent• Phone• Picklist• Text• Text Area• URL

Time Zone Formula

• Game-changer for anyone who spends time on the phone• Organize your call-down list by when people will be by their phone•Organize task lists•Routing of leads•Territory planning

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3 Big Ideas for you to explore

Power of 1 1

When You Hear…

We need to report on Dipsy’s per Laa-Laa’s? → Think: Po1

WWSD?

Developer Orgs for PE

• Get a free Developer Org from Developerforce.com• Use Developer Org as a Pseudo-Sandbox for your PE org• Create Permission Sets (as an example) • Create an Unmanaged Package and include the intended permission(s)• Upload the Package• Copy the link Installation URL from the package• Log into your PE org• Paste the link into the URL• Install the package in your PE Org

It Sounds Hard, But This Process Took Ten Minutes to Create

2

●Now you can makes changes to the data without fear of breaking your Production Org

●Recreate the custom fields/custom objects that you want to experiment with in your Dev Org

●Note: Developer orgs have very little storage space (5MB), so you probably could not import all of your data over (like a traditional sandbox) and you can’t refresh it (wipe any changes clean and update with any new fields/objects that were created subsequently)

●I would recommend bringing over some data for all of the objects that you plan to work with to see if any changes you make impacts data.

Publisher Actions

• All you need is Chatter!• Global and Object specific actions

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• Can be global or object-specific

Create your Action

Q&A

TIPS & TRICKS• Page Layout-lite• Teams-ey• Big Deal Alert• Email Alert-ish• Formulas Rule• Time Zone Formula

BIG IDEAS• Power of 1• Unmanaged Packages

• Publisher Actions

Special Thank You to @MattBertuzzi, @sfdc_nerd,

and @BrendanTConroy