Upload
salesforce
View
515
Download
1
Embed Size (px)
DESCRIPTION
Listen up, administrators: You'll definitely want to join us for this fast and furious session that will include hands-on demonstrations of 10 high-impact, but easy-to-execute configuration tips for the newest or most seasoned admins. We've got something for everyone! And be sure to bring your questions, too.
Citation preview
Quick Tips: Top 10 Configurations Made Easy!
Administrators
Christine Pechter: brainsharkMylinh Tu: salesforce.comJay Mulder: salesforce.com
Christine Pechter
brainshark
Safe HarborSafe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of intellectual property and other litigation, risks associated with possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year ended January 31, 2010. This documents and others are available on the SEC Filings section of the Investor Information section of our Web site.
Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
10. “Company Profile” for User Licensing Info
What?: View your entire organization’s user licensing
type/usage information
How?: Setup | Administration Setup | Company Profile |
Company Information
Example: – How many licenses did we purchase?
– How many licenses do we have remaining?
– What are the different license types available to us?
9. Turn on the New User Interface
What?: Expose new features including Chatter, Global
Search, Drag & Drop Dashboards, etc. via the new UI
How?: Setup > Customize > User Interface > Enable
New User Interface Theme
Be Chatty with the new UI!
8. Turn to the AppExchange for Free Apps!
What?: Find pre-built apps & services that integrate
with Salesforce
How?: http://sites.force.com/appexchange/home– FREE: search “Salesforce Labs” or Blog: “Top 40 apps from
SFDC Labs”
– Paid favorites: Congamerge (Appextremes), InsideView,
Cloud9 Analytics, DemandTools (CRM Fusion), Echosign
Example: **Inline Account Hierarchy, free.
7. Switch between Languages
What?: Auto-translate Salesforce for your international
users
How?: Setup > Manage Users > Users > Edit each user
> Language
Hint: Can also change Global Default Language for your
organization– Setup > Company Profile > Company Information > Default
Language
6. Favorite Salesforce.com Help & Support
What?: Where to go when you need assistance
How?: Salesforce Help & Training (upper right corner)
Example: Favorite searches Workflow examples
Advanced Formula Field Examples
Validation Formula Examples
Hint: Also try searching Google or Salesforce
Community/Developer forums for additional answers
5. Profile-based Page Layouts
What?: Create page layouts that show relevant fields,
links, and related lists important to different roles
How?: think, What are key processes/tasks performed
by each department in my organization?
Hint: keep things simple & start with one or two
departments
Example: Two Contact page layouts:– Support/Customer Services team need to see key Customer
fields/related lists
– Sales/Inside Sales need to see key Prospect fields/related lists
4. Create “Apps” to Show Related Objects
What?: Create Apps in your Salesforce account to
surface different types of material/programs/related
objects
How?: Setup > Create > Apps > New > follow wizard
Example: Create a “Sales Tools” app that surfaces
Content, Documents, and URL tabs (Sales Portal,
Training courses, LinkedIn)
3. Discover the Force.com Data Loader
What?: Quickly mass update Salesforce data
How?: Setup | Data Management | Data Loader
2. “Personalized” Sidebar Reports by Profile
What?: Create sidebar reports specific to departments
so that users have what they need at all times
Hint: Use “&pv0”, “&pv1”, etc. codes on report URLs to
limit report results by User
2. (cont) “Personalized” Sidebar Reports
How?:
1. Create Campaign Member Report. Add “Lead/Contact
Owner” = [blank] (filter 1) & Responded = TRUE (filter 2).
2. Setup > Customize > Home > Custom Links > Create New
3. Link should be the Report URL. Use pv0, pv1, pv2, to fill in
filters (below pv0 references “Lead/Contact Owner”): • /00O30000004fY0i?pv0={!$User.FirstName}+{!$User.LastName}
4. Setup > Customize > Home > Home Page Components >
New “HTML” Component
5. Add your custom links to this Component. Create additional
left sidebar components for different Profiles/Reports.
6. Create new Home Page Layouts & add Components.
1. Dashboard Packs on the Appexchange
What?: Pre-configured dashboards focused on
adoption, sales, and support
How?: Download and install from the appexchange!
Hint: Install into your sandbox environment first and
then pick and choose the components and reports you
want to use in Production.
Questions ???
10. “Company Profile” for User Licensing Info
9. Turn on the New User Interface
8. Turn to the AppExchange for Free Apps!
7. Switch between Languages
6. Favorite Salesforce.com Help & Support
5. Profile-based Page Layouts
4. Create “Apps” to Show Related Objects
3. Discover the Force.com Data Loader
2. “Personalized” Sidebar Reports
1. Dashboard Packs on the Appexchange
Bonus! Using Login Access to support your users
What?: You can have login access granted by your
users to allow you to see salesforce.com as they see it.
How?: Setup > My Personal Information > Grant Login
Access
Examples: Help to create a report that a user has
stored in their personal reports folder; troubleshoot by
seeing what they are seeing.
Bonus! Leveraging Change Sets for Quick Deployment
What?: How to quickly deploy configurations from one
environment to another (i.e. sandbox to sandbox,
sandbox to production)
How?: Setup | App Setup | Deploy | Inbound/Outbound
Change Sets
Examples: Profiles, Page Layouts, Account, Opp, etc.
Hint: Be sure to make the appropriate connects
between 2 environments prior to deployment.
Quick Tips: Top 10 Configurations Made Easy!
How Could Dreamforce Be Better? Tell Us!
Log in to the Dreamforce app to submit
surveys for the sessions you attendedUse the
Dreamforce Mobile app to submit
surveysEvery session survey you submit is
a chance to win an iPod nano!
OR