Top 5 No Code RequiredConfigurationsRound 1April 2013
Every CustomerEvery UserEvery Time
Every User – Configuring Sugar to meet yourspecific business needs and processesenables users to take ownership of their d...
Presentation Topics• 5 Configurations you can use– Use Case– Demonstration• Developer tools– Studio– Workflows
1- Remind Sales to Follow-up on a Lead• Issue– Sales is not consistently following up on leads• Resolution– Create a workf...
2 – Display a Field from a Related Module• Issue– Need access to an account field from theOpportunities module• Resolution...
3 – Display Fields Based on a Drop-downChoice• Issue– Two customer types with different sets of data• Resolution– Create d...
4 – View the Weighted Opportunity Amountwithin the Opportunities Module• Issue– Sales reps would like to see the value of ...
5 – Display a Drop-down List Based on aPrimary Drop-down Selection• Issue– Various product options should displaydepending...
Top 5 No Code RequiredConfigurations – Round 1Questions?Thank you for attending this session10
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SugarCon 2013 -Tips and Best Practices: No code required configs round1

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SugarCon 2013 -Tips and Best Practices: No code required configs round1

  1. 1. Top 5 No Code RequiredConfigurationsRound 1April 2013
  2. 2. Every CustomerEvery UserEvery Time
  3. 3. Every User – Configuring Sugar to meet yourspecific business needs and processesenables users to take ownership of their dailysuccess and engage with the customerconsistently and effectively.
  4. 4. Presentation Topics• 5 Configurations you can use– Use Case– Demonstration• Developer tools– Studio– Workflows
  5. 5. 1- Remind Sales to Follow-up on a Lead• Issue– Sales is not consistently following up on leads• Resolution– Create a workflow that prompts the sales repto follow-up after 5 days if they haven’talready• Developer Tool Used: Workflow– Time Elapse / Action: Call record
  6. 6. 2 – Display a Field from a Related Module• Issue– Need access to an account field from theOpportunities module• Resolution– Create a calculated “relate” field• Developer Tool Used: Studio– Calculated fields
  7. 7. 3 – Display Fields Based on a Drop-downChoice• Issue– Two customer types with different sets of data• Resolution– Create dependent fields that display based onthe customer type that is chosen• Developer Tool Used: Studio– Dependent fields
  8. 8. 4 – View the Weighted Opportunity Amountwithin the Opportunities Module• Issue– Sales reps would like to see the value of theiropportunity amount based on the probability• Resolution– Create a calculated field to display the value• Developer Tool Used: Studio– Calculated fields
  9. 9. 5 – Display a Drop-down List Based on aPrimary Drop-down Selection• Issue– Various product options should displaydepending on which product category ischosen (currently using multiple drop-downs)• Resolution– Create two drop-downs; product drop-downchoices display based on the category chosen• Developer Tool Used: Studio– Dependent Drop-downs
  10. 10. Top 5 No Code RequiredConfigurations – Round 1Questions?Thank you for attending this session10
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