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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 …

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

More in: Technology
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  • 1. Advanced Tips for Maximizing Salesforce August 19, 2014
  • 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. • 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. Summer ‘14 Enhancements Salesforce1 You can drill down from a dashboard to a report to a record
  • 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. 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. 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. 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. 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. 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. Questions? Please enter your questions through the “Chat” or “Question” window
  • 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. 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. 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. 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. 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. 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. Questions? Please enter your questions through the “Chat” or “Question” window
  • 28. Thank You! For more information contact: 877-276-2120 sales@Perficient.com