Advanced Tips for Maximizing Salesforce
August 19, 2014
• Founded in 1997
• Public, NASDAQ: PRFT
• Major market locations throughout North
America
• Global delivery centers in Ch...
• More than 450 customers │Completed ~3,000 Salesforce engagements
• Expertise: Sales and Service Clouds, Chatter, Portals...
Topics
• Best Practices for Mobile-first Configuration
• Summer ‘14 Highlights
– Salesforce for Outlook Enhancements
– Sal...
Organizing and Minimizing
Page Layouts
• Put the most important things for entry/edit at the top
of the page
• Organize si...
Publisher Actions
• What is a Publisher Action?
– Create actions
– Log-A-Call actions
– Update actions
– Custom actions
• ...
Publisher Actions are
Important for Mobile?
• No buttons on related lists
• Instead, users will use
publisher actions to c...
Mobile Smart Actions
• Added to your publisher in the page layout editor as a “bundle”
• Mobile smart actions will only ap...
Actions Best Practices
• Same set of actions are available for Salesforce1 and the full site
– Where possible, design for ...
Topics
• Best Practices for Mobile-first Configuration
• Summer ‘14 Highlights
– Salesforce for Outlook Enhancements
– Sal...
Summer ‘14 Enhancements
SF for Outlook
• You can now CREATE records from the side panel and
have different side panel layo...
Summer ‘14 Enhancements
Salesforce1
• Many organizations require users to log all appointments
(“events”) in Salesforce
– ...
Summer ‘14 Enhancements
Salesforce1
You can drill down from a dashboard to a report to a record
Summer ‘14 Enhancements
Salesforce1
More Device Support:
– BlackBerry® Browser on BlackBerry Z10 devices with BlackBerry
O...
Summer ‘14 Enhancements
Activities Enhancements
• Until now, we couldn’t use the Task.Due date field or the
Event.Start da...
Summer ‘14 Enhancements
Activities Enhancements
• Reporting on activities with multiple contacts is now possible!
• You co...
Summer ‘14 Enhancements
Admin Enhancements
• Home Page Custom Components
– HTML area components have a new & improved
edit...
More Info on Summer ‘14
• Watch the Perficient Summer ‘14 Highlights Webinar from July 22nd
presented by Kara Allen and Br...
Topics
• Best Practices for Mobile-first Configuration
• Summer ‘14 Highlights
– Salesforce for Outlook Enhancements
– Sal...
Questions?
Please enter your questions through the “Chat” or “Question” window
Topics
• Best Practices for Mobile-first Configuration
• Summer ‘14 Highlights
– Salesforce for Outlook Enhancements
– Sal...
Easy Dashboard Maintenance
• You want as few dashboards as possible:
– Use dynamic dashboards to - “Run as Logged in User”...
Use Chart Defined in Source Report
• Dashboard Components with Charts (bar, pie, line, etc.)
1. Build your report
2. Add a...
Best Practices & Tips
• Folder Security
– Grant individuals access to dashboards by updating folder security
– Create fold...
Troubleshooting
• Report seems like it’s filtering out records but filters show nothing
– Check to see if your report is f...
Topics
• Best Practices for Mobile-first Configuration
• Summer ‘14 Highlights
– Salesforce for Outlook Enhancements
– Sal...
Questions?
Please enter your questions through the “Chat” or “Question” window
Thank You!
For more information
contact: 877-276-2120
sales@Perficient.com
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Salesforce Innovation: Advanced Tips for Maximizing Salesforce

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We delve into a few of the newest Salesforce enhancements, including Salesforce1 and Summer '14 highlights. We provide some expert advice, tips and shortcuts to efficiently master Salesforce.

Topics include:

Best practices for mobile-first configuration
Tips for report and dashboard configurations
Summer ‘14 enhancements for Outlook, activities and user permissions

Published in: Technology
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Transcript of "Salesforce Innovation: Advanced Tips for Maximizing Salesforce"

  1. 1. Advanced Tips for Maximizing Salesforce August 19, 2014
  2. 2. • Founded in 1997 • Public, NASDAQ: PRFT • Major market locations throughout North America • Global delivery centers in China, Europe and India • >2,200 colleagues • Dedicated solution practices • ~85% repeat business rate • Alliance partnerships with major technology vendors • Multiple vendor/industry technology and growth awards Perficient Profile
  3. 3. • More than 450 customers │Completed ~3,000 Salesforce engagements • Expertise: Sales and Service Clouds, Chatter, Portals, Communities, Mobile and Custom Development on Salesforce Platforms • Industry Strength: Healthcare, FinServ, Hi-Tech and Consumer/Retail • ~ 80 certified consultants │ ~ 180 multiple certifications • One of the highest Salesforce.com customer satisfaction ratings: 9.4 out of 10! Salesforce Practice
  4. 4. Topics • Best Practices for Mobile-first Configuration • Summer ‘14 Highlights – Salesforce for Outlook Enhancements – Salesforce1 Enhancements – Activities Enhancements – Admin Enhancements • Q&A • Tips & Tricks for Report and Dashboard Configuration • Q&A
  5. 5. Organizing and Minimizing Page Layouts • Put the most important things for entry/edit at the top of the page • Organize similar fields in sections • Use 2 column sections - The page will format dynamically based on the device – A phone will reorder the fields into a single column – Tablet or desktop will show two columns. • Keep the number of required fields to a minimum • Use record types, if available, so that page layouts only contain relevant fields • Consider using default values and/or field update workflows to populate fields for the user
  6. 6. Publisher Actions • What is a Publisher Action? – Create actions – Log-A-Call actions – Update actions – Custom actions • Visualforce page • Canvas app • Object Specific Actions – Have automatic association to the object tab you’re on – E.g. On the account publisher you may see a “Create Case” action • Global Actions – Have no association to object records – Home, Chatter tab, Chatter Groups, object detail pages
  7. 7. Publisher Actions are Important for Mobile? • No buttons on related lists • Instead, users will use publisher actions to create related records • The same publisher actions appear on Salesforce 1 as on the full site
  8. 8. Mobile Smart Actions • Added to your publisher in the page layout editor as a “bundle” • Mobile smart actions will only appear in Salesforce1 • It’s a take-it or leave-it bundle. You can’t pick & choose.
  9. 9. Actions Best Practices • Same set of actions are available for Salesforce1 and the full site – Where possible, design for both; Test on both • Naming Your Actions: – Use verbs like new, create, share, update or import – Keep the names short and descriptive • There is no hard limit to the number of fields you can add to an action layout, BUT…. – Max of 8 fields is recommended; Never more than 20 • Use Predefined Field Values as much as possible – Remove them from your layout. They’ll still populate.
  10. 10. Topics • Best Practices for Mobile-first Configuration • Summer ‘14 Highlights – Salesforce for Outlook Enhancements – Salesforce1 Enhancements – Activities Enhancements – Admin Enhancements • Q&A • Tips & Tricks for Report and Dashboard Configuration • Q&A
  11. 11. Summer ‘14 Enhancements SF for Outlook • You can now CREATE records from the side panel and have different side panel layouts for different users • On the Outlook configurations settings screen, you have a new section for Outlook publisher layouts • This is where you can specify which Global Publisher Actions you want users to have access to (new account, new contact, etc.) • Then you assign the layout to one or more profiles
  12. 12. Summer ‘14 Enhancements Salesforce1 • Many organizations require users to log all appointments (“events”) in Salesforce – Contributes to the 360° view and Sales Rep Metrics/KPIs • How do you quickly log an event from your mobile device’s calendar to Salesforce? Note: Logging the event will not cause future edits to sync with Salesforce • Use the Salesforce1 Today screen! • Your mobile device’s calendar appointments are listed along with Salesforce events • Drill into the event in today and press “Log this Event” • Quickly create contacts based on the list of invitees • Quickly drill into the contacts’ account
  13. 13. Summer ‘14 Enhancements Salesforce1 You can drill down from a dashboard to a report to a record
  14. 14. Summer ‘14 Enhancements Salesforce1 More Device Support: – BlackBerry® Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later – Good Access™ secure mobile browser on Android™ phones with Android 4.2 or later and on Apple® mobile devices with iOS 7 or later – Beta version: Microsoft® Internet Explorer® 11 on Nokia™ Lumia™ 1020 and HTC™ 8X phones with Windows® 8.1 • No support for phones on Windows 8.0 or on Windows tablets
  15. 15. Summer ‘14 Enhancements Activities Enhancements • Until now, we couldn’t use the Task.Due date field or the Event.Start date field in validation rules or formulas This feature is now available! • For events (that use “Start Date” which is a DateTime field) – Label = Time – Name = ActivityDateTime • For Tasks (that use “Due Date” which is a Date field) – Label = Date – Name = ActivityDate
  16. 16. Summer ‘14 Enhancements Activities Enhancements • Reporting on activities with multiple contacts is now possible! • You couldn’t create a report on tasks or events showing ALL participants – Only the primary contact could be viewed • To build a report that shows everyone…. 1. Create a custom report type 2. Primary Object: User 3. Secondary Object: Activity Relationships (new!)
  17. 17. Summer ‘14 Enhancements Admin Enhancements • Home Page Custom Components – HTML area components have a new & improved editor – This doesn’t permit you to manually enter HTML But….. – You can now create Visualforce components for your home page • Can use custom JavaScript and CSS markup
  18. 18. More Info on Summer ‘14 • Watch the Perficient Summer ‘14 Highlights Webinar from July 22nd presented by Kara Allen and Brendan Callum • Service Cloud Highlights – Case Experts (Pilot), – Email in Salesforce1 – Self-service Site Templates – Next-Gen Knowledge Search (Pilot) • Sales Cloud Highlights – Generate Orders – Territory Management 2.0 – Pricebook Entries Now Customizable! – Collaborative Forecasting! • Collaboration Cloud Highlights – Profile Based Rollout of Chatter – Post Questions in a Chatter Feed Publisher – Community Engagement Console – Community Reputation
  19. 19. Topics • Best Practices for Mobile-first Configuration • Summer ‘14 Highlights – Salesforce for Outlook Enhancements – Salesforce1 Enhancements – Activities Enhancements – Admin Enhancements • Q&A • Tips & Tricks for Report and Dashboard Configuration • Q&A
  20. 20. Questions? Please enter your questions through the “Chat” or “Question” window
  21. 21. Topics • Best Practices for Mobile-first Configuration • Summer ‘14 Highlights – Salesforce for Outlook Enhancements – Salesforce1 Enhancements – Activities Enhancements – Admin Enhancements • Q&A • Tips & Tricks for Report and Dashboard Configuration • Q&A
  22. 22. Easy Dashboard Maintenance • You want as few dashboards as possible: – Use dynamic dashboards to - “Run as Logged in User” OR – If you have good reason to create running user dashboards, give others access to the folder(s) where they live • You want as few reports as possible: – Take advantage of the my/my team’s/all filters in reports instead of adding filters that look for specific record owners or role names – In a private org, an “All” filter might work for everyone • You want to spend the minimum amount of time editing individual dashboard components – Leverage the “Use Chart as Defined in Source Report” feature …… Let’s review ……..
  23. 23. Use Chart Defined in Source Report • Dashboard Components with Charts (bar, pie, line, etc.) 1. Build your report 2. Add a chart to your report and configure it as you’d like to see it in the dashboard 3. Create dashboard component & select your source report 4. In component properties, select “Use Chart as Defined in Source Report”
  24. 24. Best Practices & Tips • Folder Security – Grant individuals access to dashboards by updating folder security – Create folders to be shared by colleagues/teams – Create separate folder(s) for reports that are used as dashboards source reports • Dashboard component footers should include description of filter criteria used in underlying report • Running User vs Logged in User – Private orgs - Running user has potential to allow user to see metrics they may not otherwise be able to see – Drilling down to underlying report triggers individual user’s security to “kick in”
  25. 25. Troubleshooting • Report seems like it’s filtering out records but filters show nothing – Check to see if your report is filtering on the role hierarchy – Only some report types have the hierarchy feature • Dashboard Component is Table – can’t get columns you want to show up • Underlying report’s grouping levels can be selected • You must plot additional values • Thus you can have 2 summary metrics and 2 additional attributes displayed in a table • Underlying report is often not so pretty
  26. 26. Topics • Best Practices for Mobile-first Configuration • Summer ‘14 Highlights – Salesforce for Outlook Enhancements – Salesforce1 Enhancements – Activities Enhancements – Admin Enhancements • Q&A • Tips & Tricks for Report and Dashboard Configuration • Q&A
  27. 27. Questions? Please enter your questions through the “Chat” or “Question” window
  28. 28. Thank You! For more information contact: 877-276-2120 sales@Perficient.com
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