How long do you spend manually updating user profiles, pricing and permissions, or migrating data from one system to another? These business processes and many more can easily be automated with point-and-click tools. With automated processes in place, users can get more work done faster and more accurately, and you can spend time on tasks that need your attention. This session will reveal tricks and techniques that anyone can use to apply automation in their businesses.

1. #AccelerateQTC
Bonny Hinners
Machell Enke
Guillermo Pedroni
Automate Business Processes
with Point-and-Click Solutions
May 3, 2017

2. DIRECTOR, CRM APPLICATIONS
Guillermo Pedroni
“Take the time to follow the user experience,
there is always room for improvement.”
@guillepedron
/in/guillermopedroni
• 9 yrs on the Salesforce platform in both Customer & Consultant
roles with 18+ yrs in IT
• User Group Leader for Orange County, California
• Certified Salesforce Administrator & App Builder
• Certified Apttus CLM

3. Our enterprise fleet management platform gives you the big picture by
connecting your assets, people and work together on one platform to
improve safety, efficiency and compliance.

4. Audience Poll
Role
• Business Analysts & Project Managers
• System Admins & Developers
Full Time / Part Time Admins
• Spend >50% of time customizing/planning daily
• Spend <50% of time customizing/planning daily
Org Size
• <100
• 100-500
• >500
Org Type
• Personal Edition
• Enterprise Edition
• Unlimited / Performance Edition / Unlimited App
Apttus Customers
• Current customers
• Potential customers

5. One-Click Tricks That Maximize Apttus & CRM
5
Maximize Your Apttus Implementation
• Generate NDAs Faster
• Simplify Sales Rep Template Selections
Maximize your CRM Orgs/Instances
• Control Who Can Change Record Ownership
• One-Click Sales Reps Requests

6. Maximize Your
Apttus
Implementation

7. Generate NDAs Quickly!
7
Problem
Your users are complaining of too many clicks
& too time consuming to generate an NDA.
It takes too much data entry just to get a
simple agreement out the door!
Answer
A quick URL hack to:
• Pre-select Record Type = NDA
• Fill out the Account Lookup
• Render as a Button
• Default the Start Date to “Today”

8. The Code: Field Formula
8
HYPERLINK(
"https://apttus.na32.visual.force.com/apex/AgreementNew" &
/* Record Type ID of the NDA */
"?RecordType=012500000001sFe" &
"&CF00N50000003VfDO=" & Name & /* Account Name */
"&CF00N50000003VfDO_lkid=" & Id & /* Account ID */
"&scontrolCaching=1" &
"&ent=01I500000008kFh" & /* Agreement Object ID */
"&save_new=1" &
"&sfdc.override=1" &
"&retURL=" & Id ,
IMAGE(
"/resource/1415842477000/Generate_Agreement_Green" ,
"Generate Apttus NDA" ) , "_top" )

9. The Outcome: Sales Can Sell
9
Less time spent building NDAs means happy users!

10. Simplify Sales Rep Selections
10
Problem
Sales users find it confusing
when to select:
• Purchase Agreement?
• Purchase Order?
• Evaluation?
• Trial?
Answer
• Use the standard Apttus “Submit Request” feature which leverages the
Query Template object
• Easily configure workflow like criteria to automatically select templates and
pre-define output types on behalf of the Sales rep based on conditions of
the Account or Opportunity

11. Query Templates
11
Key Data Points Involved in Doing Query Templates

12. The Outcome: Users Just Click to Go!
12
Users click a single button that selects template and output type for them.
No need to think about what to do next or where to go, means happy users!

13. Maximize Your
CRM System

14. Control Who Can Change Record Ownership
14
Problem
Sales Reps or Directors tend to
“take” accounts from each other,
without realizing they are removing
the account from a defined
territory which in turn impacts
quotes
Answer
• Build a hidden field controlled with a permission set
• Control “Change Acct Owner” access based on profiles
• Give Directors, VPs, and Sales Ops access
• Extra Credit: Validation Rule to block leaving a territory

15. The Code: Custom Field
15
IF(
OR(
$User.Master_Sales_Region__c = RecordOwner.Master_Sales_Region__c ,
$User.ProfileId = “ ", /*System Administrator */
$User.ProfileId = "00e50000000sZFg", /*Sales Operation Standard */
$User.Id = "00550000003UqTE" /* Specific User */
),
HYPERLINK(
"/" & Id & "/a" &
"?keepTeam=1" & /* Keep Account Team*/
"&sendMail=1" & /* Send Notification Email */
"&keepSalesTeam=1" & /* Keep Opportunity Team on Opportunities transferred to
new owner */
"&retURL=" & Id &
"&saveURL=%2F" & Id
, "Change Owner", "_blank" ), "This account falls outside of your teams ownership
hierarchy.")

16. The Outcome: No More Politics!
16
Better control over who is allowed to change an owner and
when they are allowed to change it which means happy users!

17. One Click Sales Reps Help
17
Problem
Sales constantly needs
helps working on deals
and account
management in CRM.
Answer
• Build an App using a custom object to quickly
request Deal Desk Team to help out.
• Use a custom button to generate the request
quickly from an Account, Opportunity and more.
• Now you can track frequency and users to identify
FAQs, process issues, staffing issues etc.

18. The Code: Custom Button to Generate the Request
18
HYPERLINK(
"a3A/e?ent=Sales%20Operations" &
"&CF00N50000002obpW_lkid=" & Id &
"&CF00N50000002obpW=" & Name &
"&00N50000002obpc=" & Telogis_Num__c &
"&CF00N50000002obpU_lkid=" & Account.Id &
"&CF00N50000002obpU=" & Account.Name &
"&00N50000002obpe=Opportunity" &
"&00N50000002obpS=Medium" & /* Priority */
"&saveURL=" & Id &
"&retURL=" & Id,
"Open Case" )

19. The Outcome: Simplicity & Visibility
19
Sales
Now spending less
time on data entry
and more time selling
Sales Ops
Now able to get email
notices on requests
Track who and how
many reqs come in

20. Bonny Hinners, FOUNDER, REALTELEPHONY
“Within the online community, I can find
incredibly bright collaborators.”
Bonny Hinners is a Salesforce MVP and consultant with over 12 years of professional experience
building cloud-based applications. She is a Salesforce user group leader, frequent public speaker,
and open-source software contributor. Her focus is on Salesforce automation and customization as
well as quality assurance and testing.

21. “I have the privilege of working with
great clients in the nonprofit space
who are changing the world. I also
work with Pluralsight to create
Salesforce instructional videos and
training to help everyone improve
their orgs.”

22. “Lightning Experience is a new, fast, beautiful user experience.”
Outcomes
• Streamlined some
processes
• Updated other
processes
Challenges
Moving biz processes to
Lightning Experience
• Making the user experience
more tailored to their tasks
• Rethinking automations to
better fit user needs
Solutions
• Actions
• Visual Flow

23. Lightning
Uncluttered

24. Actions
Clicks-not-Code

25. Actions
Clicks-not-Code

26. Visual Flow
Clicks-not-Code

27. Visual Flow
Clicks-not-Code

28. Visual Flow
Clicks-not-Code

29. • Simplifying the UX
• Creating related records
• Enforcing best practices
• Supporting range of devices
Leverage Flows to Improve User Experience

30. MANAGING PARTNER
Machell Enke

31. Our Mission is to streamline business processes and improve operations by
analyzing, prioritizing and enhancing client environments. We ensure our
client’s technology investment is molded to achieve their business objectives,
believing technology should support a business, not drive it.

32. Dashboards and Reports
Gauges are awesome and
ensure individuals and teams
are driving towards a
common goal.
Adding lines for goals.
Great for tracking individual
goal attainment or KPI.

33. Manage the Exceptions and Outliers
Create a graph filtered to
show Opportunities that are
past the close date.
Driving goal of closing cases
and focusing on exceptions.

34. Clicks Not Code
Combine the power of Excel and
CRM.
Customize
Build custom Apps for your unique
business needs or download from The
X-Change.
Data
Drives efficient data entry and
reduces data migration roadblocks.
Enhance the Power of CRM with X-Author

35. Ensure Success
• Join Your CRM Community
• Join Your Local User Groups
• Attend Awesome Events
• Get Your Certification!
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36. #AccelerateQTC
Bonny Hinners
Machell Enke
Guillermo Pedroni
Automate Business Processes
with Point-and-Click Solutions
May 3, 2017