SugarCon 2013 - Tips and Best Practices: Common implementation mistakes

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  • 1. Common Implementation MistakesBryan LeungSenior Professional Services Consultant
  • 2. Every CustomerEvery UserEvery Time
  • 3. Common Implementation Mistakes1.  Not having defined business requirementsfirst.2.  Forgetting to add newly created fields topage layouts.3.  Creating non-matching fields in the Leadsmodule and expecting them to map overto Accounts, Contacts and Opportunitiesupon conversion.3
  • 4. Common Implementation Mistakes (Cont’d)4.  Over-creation of checkbox fields insteadof a multi-select.5.  Not hiding modules that are not beingused.6.  Renaming standard modules to suit otherpurposes without a full understanding.4
  • 5. Common Implementation Mistakes (Cont’d)7.  Creating fields in Studio for custommodules instead of module builder.8.  Creating custom module relationshipsmore than once.9.  Importing into an incorrect module.5
  • 6. Common Implementation Mistakes (Cont’d)10.  Deleting existing PDF Managertemplates.11.  Deleting dropdown list value that isbeing used.12.  Deleting a custom field being used.6
  • 7. Common Implementation MistakesQuestions?Thank you for attending this session7