This document contains tips for supercharging Salesforce, presented by Ronak Mehta. It is organized into three sections: #HeavyHitter focuses on powerful features, #VisualImpact on visualization techniques, and #AdminSimplified on simplifying administration. Tips include using formula fields to enable summary reports, email alerts with logging using declarative lookup rollups, row-level formulas in reports, embedding reports on records, and color-coding picklist values for consistency in charts. The presentation concludes with networking details.

1. SUPERCHARGE YOUR SALESFORCE WITH THESE AWESOME
TIPS & TRICKS
RONAK
MEHTA

2. #YeurDreamin2019
About me
• Lead Consultant at Cloud
Integrate
• 7 years experience in the
Salesforce ecosystem
• 5x Salesforce Certified
• Learning to play
Connect with me
@Cloud_Integrate
#AdminTips
ronak@cloud-integrate.com

3. #YeurDreamin2019
Presentation Format
• #HeavyHitter
• #VisualImpact
• #AdminSimplified

4. #YeurDreamin2019
Who’s in the audience?

5. #YeurDreamin2019
#HeavyHitter

6. #YeurDreamin2019
Power of One
‘The greatest formula ever written’

7. #YeurDreamin2019
Power of One
#HeavyHitter

8. #YeurDreamin2019
Power of One
#HeavyHitter
Level of effort -
Beneficiary -
(end users)
Value -
Feature
Summary

9. #YeurDreamin2019
How to:
• Step 1: Create a Formula Field on any Object with Formula value 1
• Step 2: Reference this formula field in any Summary or Matrix Report
Power of One
#HeavyHitter

10. #YeurDreamin2019
Send Email Alerts with activity logging
‘Thank you Gravity Labs’

11. #YeurDreamin2019
Send Email Alerts with activity logging, BCC and more
#HeavyHitter

12. #YeurDreamin2019
Send Email Alerts with activity logging, BCC and more
#HeavyHitter
Level of effort -
Beneficiary -
(admins)
Value -
Feature
Summary

13. #YeurDreamin2019
Send Email Alerts with activity logging, BCC and more
#HeavyHitterHow to:
• Step 1: Upvote the idea for Salesforce to make this standard.
• Step 2: Install the package – this only works on Enterprise edition and up
as it requires apex code. Or view in GitHub.
• Step 3: Open a process builder (or flow)
• Step 4: On the actions select the “Apex Class” option

14. #YeurDreamin2019
DLRS
‘Summary fields on steroids’

15. #YeurDreamin2019
DLRS (Declarative Lookup Rollup Summary)
#HeavyHitter

16. #YeurDreamin2019
DLRS (Declarative Lookup Rollup Summary)
#HeavyHitter
Level of effort -
Beneficiary -
(admins)
Value -
Feature
Summary

17. #YeurDreamin2019
How to:
• Step 1: Install DLRS from GitHub - https://github.com/afawcett/declarative-
lookup-rollup-summaries
• Step 2: One-time Configuration of DLRS App
• Step 3: Create and Save new “Lookup Summary Rollup”
• Step 4: Deploy Apex Code (one-time per object)
• Step 5: Activate and Run “Lookup Summary Rollup”
DLRS (Declarative Lookup Rollup Summary)
#HeavyHitter

18. #YeurDreamin2019
Row-Level Formulas on Reports
‘Don’t let reporting requirements eat into your custom field limits ever again’

19. #YeurDreamin2019
Row-Level Formulas on reports (Beta)
#HeavyHitter

20. #YeurDreamin2019
Row-Level Formulas on reports (Beta)
#HeavyHitter
Level of effort -
Beneficiary -
(end users)
(admins)
Value -
Feature
Summary

21. #YeurDreamin2019
How to:
• Step 1: Select “Add Row-Level Formula (Beta)”
• Step 2: Define Formula and hit “Apply”
Row-Level Formulas on reports (Beta)
#HeavyHitter

22. #YeurDreamin2019
#VisualImpact

23. #YeurDreamin2019
Actuals vs Targets in Reports
‘Visually compare actual to target sales in Opportunity report charts’

24. #YeurDreamin2019
Actuals vs Targets in Reports
#VisualImpact

25. #YeurDreamin2019
Actuals vs Targets in Reports
#VisualImpact
Level of effort -
Beneficiary -
(end users)
Value -
Feature
Summary

26. #YeurDreamin2019
How to:
• Step 1: Create new Opportunity Record Type called “Target”
• Step 2: Set only ”Closed Lost” stage in Target Sales process
• Step 3: Create ”Target” records for each target (Eg. Q12019, FY2019, etc)
• Step 4: Create Summary/Matrix Report grouped by Record Type
Actuals vs Targets in Reports
#VisualImpact

27. #YeurDreamin2019
Embed Reports/charts on record
‘Visual and analyze data everywhere in Salesforce’

28. #YeurDreamin2019
Embed Reports/charts on record pages
#VisualImpact

29. #YeurDreamin2019
Embed Reports/charts on record pages
#VisualImpact
Level of effort -
Beneficiary -
(end users)
Value -
Feature
Summary

30. #YeurDreamin2019
How to:
• Step 1: Create and Save Report in Salesforce (Eg. Opps by Stage)
• Step 2: Open Record Page in Lightning App Builder (Eg. Account Record Page)
• Step 3: Add the Report Chart Component to Page
• Step 4: Select Report and set “Filter By:” Option (to Account ID)
Embed Reports/charts on record pages
#VisualImpact

31. #YeurDreamin2019
Customized image on a record
‘Helpful Visual indicators on any record in Salesforce’

32. #YeurDreamin2019
Customized image on a record based on record field data
#VisualImpact

33. #YeurDreamin2019
Customized image on a record based on record field data
#VisualImpact
Level of effort -
Beneficiary -
(end users)
Value -
Feature
Summary

34. #YeurDreamin2019
How to:
• Step 1: Upload images as Document records in Salesforce
• Step 2: Copy the Salesforce URL of the uploaded image
• Step 3: Create a Formula field (Type = Text) referencing the uploaded
images
Customized image on a record based on record field data
#VisualImpact

35. #YeurDreamin2019
Color coding reports data
‘Helpful Visual indicators on Salesforce reports’

36. #YeurDreamin2019
Color coding reports data
#VisualImpact

37. #YeurDreamin2019
Color coding reports data
#VisualImpact
Level of effort -
Beneficiary -
(end users)
Value -
Feature
Summary

38. #YeurDreamin2019
How to:
• Step 1: Create a Summary or Matrix Report
• Step 2: Select “Conditional Formatting” on the bottom right corner of Report
Builder
• Step 3: Define Conditional Formatting Rule
Color coding reports data
#VisualImpact

39. #YeurDreamin2019
#VisualImpact
‘Picklist Color Consistency on Salesforce Charts’

40. #YeurDreamin2019
Assign colors to picklist values for consistency
#VisualImpact

41. #YeurDreamin2019
Assign colors to picklist values for consistency
#VisualImpact
Level of effort -
Beneficiary -
(end users)
Value -
Feature
Summary

42. #YeurDreamin2019
How to:
• Step 1: Edit Picklist Value
• Step 2: Select new “Chart Color”
Assign colors to picklist values for consistency
#VisualImpact

43. #YeurDreamin2019
#AdminSimplified

44. #YeurDreamin2019
Find Inactive Reports by “Reporting on Reports”
#AdminSimplified

45. #YeurDreamin2019
Email-to-Case for internal user issues
#AdminSimplified

46. #YeurDreamin2019
Join us for drinks
@18:00 sponsored
by
Community sponsors:
Contact details:
Ronak Mehta @Cloud_Integrate
ronak@cloud-integrate.com #AdminTips
NonProfit-track sponsor: