In this installment of the Salesforce Admin Hack Series, RingLead Chief Product Officer Michael Farrington is joined by Triple-Certified Salesforce Expert Jarrod Kingston of Appirio to share some killer hacks for the Account object.
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Chief Product Officer, RingLead
● RingLead applications remove and prevent duplicate
Leads, Contacts & Accounts in Salesforce
● First Salesforce Certified Partner (2005)
● Offer cloud-based solutions (no software!)
● No PhD in Deduplication Required
Merge Account Button
Objective: Provide a shortcut to the “Merge Accounts”
screen while simultaneously pre-populating the search
Shout out to Rhonda Ross
Sneaky Related List Action Links
Objective: Edit child records displayed in related lists on
the spot with one click.
Shout out to Ankit Arora
Example: Escalate a Case with one click from the Account
Business Analyst, Appirio
Account Report Link
Objective: Have a custom link on the Account that opens
a report filtered on that Account.
Example: User wants to see all the Products an Account
has purchased over all of time.
Email to a Friend
Objective: Email Account link without copying and
pasting from browser.
Example: User calls and says something is wrong with an
Account. Instead of asking for the link or ID, they simply
click a button that opens a new email window with the
Account link populated.
Shout out to Steve Molis
Record Type Switch in One Click
Objective: Change the record type of an Account without
having to go through all the manual steps.
Example: A Partner record type needs to be changed to a
Customer record type.
Bonus Hack! Edit Links In Reports
Secret: Create a formula field with a text return type, name
it "Action", enter the body as follows, and add as column in
HYPERLINK('/' & Id & '/e', 'edit', '_blank')
Objective: Add quick links to edit records from within
Don’t Miss the Data Rehab Series
Does your data need help?
Step one is admitting that you have a problem.
Join us on Tuesday, 8/27 at 1:00 pm EDT / 10:00 am PT for Part 1 of the
Data Rehab Series.