How do you make an impact in an environment where 'user adoption' is a foreign concept? Admins at small organizations often lack buy-in & resources from both colleagues & management, but by tricking users with small but powerful hacks, Admins can showcase the power of Salesforce and drive the user experience. We'll focus on using formula fields to increase user adoption and make Salesforce a more seamless part of a user's life.

1. The Invisible Admin
How to trick your users into using Salesforce
​ Allison Klein
​ Platform Innovation Specialist at Patron Technology
​ allison@patrontechnology.com
​ @nyalli

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3. Allison Klein
Platform Innovation Specialist
Patron Technology
www.patrontechnology.com

4. • Why “invisibility” will help you overcome the adoption hurdle
• Why (text-based) formulas are awesome!
• Four missions for the Invisible Admin
• Wrap-up
Agenda

5. Getting over the
adoption hurdle!

6. Making your
organization more
successful

7. • Sneaky
• Seamless
• Invisible
• Fast
• Free
• Easy
You need to make changes…

8. The secret formula
All formula fields are awesome
because:
• They save you from manual
work
• Are “locked” for editing

9. Text-based formulas are your best friend

10. Four totally possible missions
for the invisible admin

11. Provide Contextual Help

12. • You’ve told people how you want them to use certain
fields, but no one remembers.
• You’ve answered the same questions over and over
again.
• You’ve provided documents with instructions, but
have been ignored.
Has this happened to you?

13. “What do these fields mean? What am I
supposed to put in this box?”

14. Provide Contextual Help
Create a formula field that displays help text on the
page layout

17. Overcome Information Overload

18. • Too many fields, too many related lists – it’s
overwhelming!
• The important information is hidden and hard to find.
Has this happened to you?

20. Overcome Information Overload
Make an eye-catching “badge” field that tells you the
most important information at a glance

21. http://dabuttonfactory.com/

23. “If this Account has donated more than $2000 in the last 365
days, insert this image file that has an id of 015G0000001Rcln”
Major Donor
criteria
Image location,
including record
ID
Alt.
text

25. Get Your Users To Use Reports
You’ve Already Built For Them

26. Has this happened to you?
• You’ve been asked to build the same report over and over
again.
• No one checks the Reports tab.
• People don’t use the reports you want them to use.
• The Report Builder is intimidating.

27. Get Your Users To Use Reports
You’ve Already Built For Them
Build a formula field that runs the right report right from a
record.

30. https://cs17.salesforce.com/00Og0000000FujZ
Link Text (like “Generate”)

31. “pv” = Parameter Value = Report Filter
0 = the first filter in a report
Id = the record id of the master object
in your report
Link text

34. Make Logging Calls
A No-Brainer

35. • Managers are complaining because calls are logged
inconsistently.
• Users who have calls to log claim there are too many
steps.
Has this happened to you?

37. Make Logging Calls A No-Brainer
Create a formula field that is a link to create a new task and
include that field in the report

38. https://na9.salesforce.com/00T/e?
title=Call&what_id=001E000001GSVRC&followup=1&tsk5=Call&ret
URL=%2F001E000001GSVRC
Account ID field
Account ID field
Link Text
(like “Click Here”)

41. Making the “right” way
the obvious way

42. Thank you