1. Top 5 No Code Required
Configurations
Round 2
April 2013

2. Every Customer
Every User
Every Time

3. Every User – Configuring Sugar to meet your
specific business needs and processes
enables users to take ownership of their daily
success and engage with the customer
consistently and effectively.

4. Presentation Topics
• 5 Configurations you can use
– Use Case
– Demonstration
• Developer tools
– Studio
– Workflows
– Roles

5. 1 – Auto-populate Custom Fields during
Lead Conversion
• Issue
– Custom field was created in the leads module;
it should auto-populate the contact record
after lead conversion
• Resolution
– Create identical fields in each module
• Admin Tool Used: Studio
– Custom fields

6. 2 – Display a Field Based on the Sales Stage
• Issue
– Sales Ops should approve an opportunity
once a specific sales stage is met and the
approval field should not display prior to this
• Resolution
– Create a dependent “approval” field that
displays only after a sales stage is chosen
• Developer Tool Used: Studio
– Dependent fields

7. 3 – Alert a user when a drop-down changes
• Issue
– Sales Ops needs to approve an opportunity in
the Negotiation/Review stage
• Resolution
– Send an automated alert to the sales ops user
when the sales stage changes and their
approval is needed
• Developer Tool Used: Workflows
– Record save / email alert

8. 4 – Remove Field Editing Rights for Specific
Users
• Issue
– Sales Ops should be the only users to
“approve” an opportunity
• Resolution
– Create an “approved” checkbox field; create a
role to restrict editing rights
• Admin Tool Used: Roles
– Field level permissions

9. 5 – Track Sales Stage Dates
• Issue
– Sales management wants to track the
opportunity actual close date vs. expected
close date
• Resolution
– Create an “actual close date” field which auto-
populates when the opportunity is closed won
• Developer Tools Used: Studio & Workflow
– Custom field; record save/action

10. Top 5 No Code Required
Configurations – Round 1
Questions?
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