Tips and Tricks for PE Admins
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Presentation from the ATL Worldtour - with special thanks to Matt Bertuzzi, Becka Dente, and Brandon Conroy for their help with the presentation - most of the presentation was borrowed from their presentation at Dreamforce.
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Tips and Tricks for PE Admins
- 1. Tips & Tricks for Professional Edition
- 2. Jared Miller Director - Customer Success
- 3. AGENDA 6 PE Tips & Tricks 3 Big Ideas for you to explore
- 4. 6 PE Tips and Tricks
- 5. No Page Layout / Record Types As a SALES REP, I only want to see my fields on Opportunities. Not the ones for PRE-SALES ENGINEERS and not the ones for our SDR team. 1
- 6. No Account or Opportunity ‘Teams’ 2 As a FIELD SALES REP, I work on opportunities with: • Pre-Sales Engineer • Inside Sales Rep • Implementation Tech • Sales Desk Specialist They need to be able to edit my opportunities!
- 7. Validation Rule on Save OR( Owner.Team_Name__c <> $User.Team_Name__c, $Profile.Name <> "System Administrator")
- 8. Validation!
- 9. 3 As a SALES MANAGER, I want an email when opportunities over $50K hit 75%+ probability. These folks need to be notified as well: • Sales Manager • VP, Sales • Legal • Support Lead Curse You, No Workflow!
- 10. Big Deal Alert
- 11. Other Non-Workflow Email Options As a SALES MANAGER, I need to know which accounts need to move from my Account Execs (hunters) to my Account Managers (farmers). Can I get an email when the ‘Transfer Date’ is today? 4
- 12. Next Best: Scheduled Report
- 13. Formula Default Values 5• Checkbox • Currency • Date • Date/Time • Email • Number • Percent • Phone • Picklist • Text • Text Area • URL
- 14. Time Zone Formula • Game-changer for anyone who spends time on the phone • Organize your call-down list by when people will be by their phone •Organize task lists •Routing of leads •Territory planning 6
- 16. 3 Big Ideas for you to explore
- 17. Power of 1 1
- 18. When You Hear… We need to report on Dipsy’s per Laa-Laa’s? → Think: Po1
- 19. WWSD?
- 20. Developer Orgs for PE • Get a free Developer Org from Developerforce.com • Use Developer Org as a Pseudo-Sandbox for your PE org • Create Permission Sets (as an example) • Create an Unmanaged Package and include the intended permission(s) • Upload the Package • Copy the link Installation URL from the package • Log into your PE org • Paste the link into the URL • Install the package in your PE Org It Sounds Hard, But This Process Took Ten Minutes to Create 2
- 21. ●Now you can makes changes to the data without fear of breaking your Production Org ●Recreate the custom fields/custom objects that you want to experiment with in your Dev Org ●Note: Developer orgs have very little storage space (5MB), so you probably could not import all of your data over (like a traditional sandbox) and you can’t refresh it (wipe any changes clean and update with any new fields/objects that were created subsequently) ●I would recommend bringing over some data for all of the objects that you plan to work with to see if any changes you make impacts data.
- 22. Publisher Actions • All you need is Chatter! • Global and Object specific actions 3
- 23. • Can be global or object-specific Create your Action
- 24. Q&A TIPS & TRICKS • Page Layout-lite • Teams-ey • Big Deal Alert • Email Alert-ish • Formulas Rule • Time Zone Formula BIG IDEAS • Power of 1 • Unmanaged Packages • Publisher Actions
- 25. Special Thank You to @MattBertuzzi, @sfdc_nerd, and @BrendanTConroy