In this installment of the Salesforce Admin Hack Series, RingLead Chief Product Officer Michael Farrington is joined by Triple-Certified Salesforce Expert Jarrod Kingston of Appirio to share some killer hacks for the Account object.

1. the webinar will begin shortly...
Salesforce Admin Hack Series:
Account Object
#sfHacks

2. Salesforce Admin Hack Series:
Account Object
#sfHacks

3. Welcome!
● Type questions into the webinar control panel
● Join the conversation! #sfHacks
@michaelforce@ringlead
@jarrodmichael@appirio

4. Michael Farrington
Chief Product Officer, RingLead
Founder, Qandor
#sfHacks

5. About RingLead
● RingLead applications remove and prevent duplicate
Leads, Contacts & Accounts in Salesforce
● First Salesforce Certified Partner (2005)
● Offer cloud-based solutions (no software!)
● No PhD in Deduplication Required

6. Merge Account Button
Objective: Provide a shortcut to the “Merge Accounts”
screen while simultaneously pre-populating the search
string.
Shout out to Rhonda Ross
@crmdr
#sfHacks

7. Sneaky Related List Action Links
Objective: Edit child records displayed in related lists on
the spot with one click.
Shout out to Ankit Arora
@forceguru
Example: Escalate a Case with one click from the Account
view page.
#sfHacks

8. App Attack!
Rollup Helper
Profiler
High Five
#sfHacks

9. Jarrod Kingston
Business Analyst, Appirio
#sfHacks

10. © 2013 Appirio, Inc. - Confidential
Appirio Helps You Reimagine Your Business with the Cloud
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Your Business Reimagined
6 years, 500 enterprises, 2.5M users moved to the cloud
The World’s Largest Cloud
Expert Community
Services Powered by Reusable
Technology and 75k
Crowdsourced Developers

11. Account Report Link
Objective: Have a custom link on the Account that opens
a report filtered on that Account.
Example: User wants to see all the Products an Account
has purchased over all of time.
#sfHacks

12. Email to a Friend
Objective: Email Account link without copying and
pasting from browser.
Example: User calls and says something is wrong with an
Account. Instead of asking for the link or ID, they simply
click a button that opens a new email window with the
Account link populated.
Shout out to Steve Molis
@SteveMoForce
#sfHacks

13. Record Type Switch in One Click
Objective: Change the record type of an Account without
having to go through all the manual steps.
Example: A Partner record type needs to be changed to a
Customer record type.
#sfHacks

14. Questions? Comments?
@michaelforce @jarrodmichael
#sfHacks
RingLead.com/LinkedIn
@RingLead
RingLead.com/GooglePlus
RingLead.com/YouTube
RingLead.com/Facebook
@Appirio
YouTube.com/Appirio
Facebook.com/Appirio

15. Bonus Hack! Edit Links In Reports
Secret: Create a formula field with a text return type, name
it "Action", enter the body as follows, and add as column in
reports:
HYPERLINK('/' & Id & '/e', 'edit', '_blank')
Objective: Add quick links to edit records from within
Salesforce Reports.
#sfHacks

16. Don’t Miss the Data Rehab Series
#sfHacks
Does your data need help?
Step one is admitting that you have a problem.
Join us on Tuesday, 8/27 at 1:00 pm EDT / 10:00 am PT for Part 1 of the
Data Rehab Series.
Jesse Peterson
Experian QAS
Michael Farrington
RingLead
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