Learn to Hack it: Top 5
Salesforce Hacks
July 24th 2014
#forcewebinar
Speaker
Mike Gerholdt
Salesforce Admin Evangelist
MikeGerholdt
mgerholdt@salesforce.com
#forcewebinar
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentat...
#forcewebinar
Go Social!
@salesforcedevs / #forcewebinar
Salesforce Developers
+Salesforce Developers
Salesforce Developer...
#forcewebinar
Have Questions?
 Don’t wait until the end to ask your question!
– Technical support will answer questions s...
#forcewebinar
Agenda
 Cover 5 Easy Salesforce Hacks
 Provide the recipe for each Hack
 Demo
 Q & A
#forcewebinar
Why Salesforce?
Idea
Build App
Idea
buy &
setup
hardware
install
complex
software
define user
access
build &...
#forcewebinar
Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language
Ad...
#forcewebinar
Easy Hacks
 Convert Lead without an Opportunity
 Morph Page Layouts based on Opportunity Stage
 “One-clic...
#forcewebinar
Convert Lead without creating an Opportunity
Business Case:
Leads need to be converted but Opportunities sho...
#forcewebinar
Hack Recipe
 Create a Detail Page Button on the Lead Object
 Use the following Button URL:
/lead/leadconve...
#forcewebinar
Hack #1: Convert Lead without Opportunity
Lead
Account
Opportunity
#forcewebinar
Convert without an
Opportunity
Demo
#forcewebinar
Morphing Page Layouts on Opportunities
Business Case:
Based on the stage of the Opportunity- relevant fields...
#forcewebinar
Hack Recipe
 Create Record Types & Page Layout for Each Sales
Stage
 Create Workflow Rules to Change Recor...
#forcewebinar
Morphing Page Layouts on
Opportunities
Demo
#forcewebinar
One-Click “Left Voicemail” Button
Business Case:
Users should be able to easily log that they left a voicema...
#forcewebinar
Hack Recipe
 Create a Custom Detail Page Button
 Use the the following URL
 /00T/e?followup=1&title=Call&...
#forcewebinar
Task Cheat Sheet
Tasks Field Type ID
Assigned To
ID
Text
tsk1_lkid
tsk1
Subject tsk5
Due Date tsk4
Comments ...
#forcewebinar
One-Click Left voicemail
Button
Demo
#forcewebinar
Custom List views for Everyone!
Business Case:
List views are becoming cluttered and not unified. Views
shou...
#forcewebinar
Using Salesforce Global Variables
Use global Variables to reference general information
about the current us...
#forcewebinar
Hack Recipe
 Create 1 Formula Field using the Formula Below
IF ($User.Id = CreatedBy.Id, "TRUE",
"FALSE”)
...
#forcewebinar
Custom List Views
Demo
#forcewebinar
Report on Records Last Modified by Running User
Business Case:
Users need a report that shows all the Contac...
#forcewebinar
Hack Recipe
 Create 1 Formula Field using the Formula Below
IF ($User.Id = LastModifiedById, 1, NULL)
 Cre...
#forcewebinar
Last Modified By Report
Demo
#forcewebinar
Survey
Your feedback is crucial to the success
of our webinar programs. Thank you!
http://bit.ly/hackaway
#f...
#forcewebinar
October 13-16, 2014 • San Francisco,
CA
$899 DEVELOPER DISCOUNT CODE:
D14DVLPR
#devzone
#forcewebinar
For More Resources
 http://www.ringlead.com/salesforce-admin-hacks/
 http://youtu.be/_vUHgTqMEhg

http://...
#forcewebinar
Q&A
Mike Gerholdt
Salesforce Admin Evangelist
MikeGerholdt
mgerholdt@salesforce.com
If we don’t get to your ...
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Learn to Hack It: Top 5 Salesforce Hacks

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Description:

Do you want to learn quick ways to convert leads, record calls, guide sales through complicated processes, and more? Of course you do! Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the Top 5 Hacks from our very own Community members that will make your Salesforce app run like a dream, driving success for you and your business. The best part is that you can create all these hacks with just clicks, not code!

Key Takeaways

Convert Leads without creating Opportunities
One-click Call recording
One-time creation of custom list views
Provide a guided sales process
Reports on Records Created by Running User

Intended Audience:

This session is for Salesforce System Administrators, as well as Salesforce Developers, who want to learn great hack tips & tricks. No coding required!

Recommended Resources and Videos:

https://developer.salesforce.com/en/events/webinars/top-5-salesforce-hacks

Published in: Technology

Learn to Hack It: Top 5 Salesforce Hacks

  1. 1. Learn to Hack it: Top 5 Salesforce Hacks July 24th 2014
  2. 2. #forcewebinar Speaker Mike Gerholdt Salesforce Admin Evangelist MikeGerholdt mgerholdt@salesforce.com
  3. 3. #forcewebinar Safe Harbor Safe 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 product or service availability, 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, new products and services, 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-Q for the most recent fiscal quarter ended July 31, 2012. This documents and others containing important disclosures 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 presentations, 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.
  4. 4. #forcewebinar Go Social! @salesforcedevs / #forcewebinar Salesforce Developers +Salesforce Developers Salesforce Developers Salesforce Developers The video will be posted to YouTube & the webinar recap page (same URL as registration). This webinar is being recorded!
  5. 5. #forcewebinar Have Questions?  Don’t wait until the end to ask your question! – Technical support will answer questions starting now.  Respect Q&A etiquette – Please don’t repeat questions. The support team is working their way down the queue.  Stick around for live Q&A at the end – Speakers will tackle more questions at the end, time-allowing.  Head to Developer Forums – More questions? Visit developer.salesforce.com/forums
  6. 6. #forcewebinar Agenda  Cover 5 Easy Salesforce Hacks  Provide the recipe for each Hack  Demo  Q & A
  7. 7. #forcewebinar Why Salesforce? Idea Build App Idea buy & setup hardware install complex software define user access build & test security make it mobile & social setup reporting & analytics build app Traditional Platforms 6-12 Months? App App
  8. 8. #forcewebinar Develop, package and instantly deploy apps Access rich APIs and frameworks Code in your favorite language Add fields, design layouts, and manage users Point-and-click workflow & business logic Drag-and-drop reports and dashboards Programmatic Declarative
  9. 9. #forcewebinar Easy Hacks  Convert Lead without an Opportunity  Morph Page Layouts based on Opportunity Stage  “One-click” Left Voicemail button  Custom List views for all Users  Report on records Last Modified by Running User
  10. 10. #forcewebinar Convert Lead without creating an Opportunity Business Case: Leads need to be converted but Opportunities should not be created upon conversion.
  11. 11. #forcewebinar Hack Recipe  Create a Detail Page Button on the Lead Object  Use the following Button URL: /lead/leadconvert.jsp?retURL=%2F{!Lead.Id}& id={!Lead.Id}&nooppti=1
  12. 12. #forcewebinar Hack #1: Convert Lead without Opportunity Lead Account Opportunity
  13. 13. #forcewebinar Convert without an Opportunity Demo
  14. 14. #forcewebinar Morphing Page Layouts on Opportunities Business Case: Based on the stage of the Opportunity- relevant fields should be at the top and all other fields are read only.
  15. 15. #forcewebinar Hack Recipe  Create Record Types & Page Layout for Each Sales Stage  Create Workflow Rules to Change Record Types based on Stage
  16. 16. #forcewebinar Morphing Page Layouts on Opportunities Demo
  17. 17. #forcewebinar One-Click “Left Voicemail” Button Business Case: Users should be able to easily log that they left a voicemail for a lead or contact and have a reminder to call them back 2 days later.
  18. 18. #forcewebinar Hack Recipe  Create a Custom Detail Page Button  Use the the following URL  /00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id} &who_id={!Lead.Id}&what_i d={!Lead.Company}&tsk5=Left+VoiceMail&tsk6=Left+a +voicemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!Lea d.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()+2}
  19. 19. #forcewebinar Task Cheat Sheet Tasks Field Type ID Assigned To ID Text tsk1_lkid tsk1 Subject tsk5 Due Date tsk4 Comments tsk6 For more task & event field URL information: http://phollaio.tumblr.com/post/22058016777/how-to-obtain-a-field-id
  20. 20. #forcewebinar One-Click Left voicemail Button Demo
  21. 21. #forcewebinar Custom List views for Everyone! Business Case: List views are becoming cluttered and not unified. Views should run based on the running user.
  22. 22. #forcewebinar Using Salesforce Global Variables Use global Variables to reference general information about the current user and your organization. Examples:  $User.Id  $User.Alias
  23. 23. #forcewebinar Hack Recipe  Create 1 Formula Field using the Formula Below IF ($User.Id = CreatedBy.Id, "TRUE", "FALSE”)  Create 1 List View
  24. 24. #forcewebinar Custom List Views Demo
  25. 25. #forcewebinar Report on Records Last Modified by Running User Business Case: Users need a report that shows all the Contact Records they last modified. This report should look the same and be built by the Admin.
  26. 26. #forcewebinar Hack Recipe  Create 1 Formula Field using the Formula Below IF ($User.Id = LastModifiedById, 1, NULL)  Create 1 Report
  27. 27. #forcewebinar Last Modified By Report Demo
  28. 28. #forcewebinar Survey Your feedback is crucial to the success of our webinar programs. Thank you! http://bit.ly/hackaway #forcewebinar
  29. 29. #forcewebinar October 13-16, 2014 • San Francisco, CA $899 DEVELOPER DISCOUNT CODE: D14DVLPR #devzone
  30. 30. #forcewebinar For More Resources  http://www.ringlead.com/salesforce-admin-hacks/  http://youtu.be/_vUHgTqMEhg  http://youtu.be/wbYzdA_mkq0  http://appirio.com/category/tech-blog/2014/03/salesforce-admin-hack-series-user- object/  http://appirio.com/category/tech-blog/2013/11/salesforce-admin-hack-series-recap- case-object/
  31. 31. #forcewebinar Q&A Mike Gerholdt Salesforce Admin Evangelist MikeGerholdt mgerholdt@salesforce.com If we don’t get to your question you can post them at: BCA Community: http://bit.ly/Learn2Hackit Developer Forum: http://bit.ly/devforumqa
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