Supercharge your Salesforce with 10 Awesome tips & tricks
•Download as PPTX, PDF•
0 likes•138 views
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.
Recommended
More Related Content
What's hot
What's hot (20)
Similar to Supercharge your Salesforce with 10 Awesome tips & tricks
Similar to Supercharge your Salesforce with 10 Awesome tips & tricks (20)
More from YeurDreamin'
More from YeurDreamin' (18)
Recently uploaded
Recently uploaded (20)
Supercharge your Salesforce with 10 Awesome tips & tricks
- 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?
- 6. #YeurDreamin2019 Power of One ‘The greatest formula ever written’
- 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
- 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
- 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:
Editor's Notes
- The Irony of my existence: I’m a consultant by profession by enjoy sharing my knowledge for free I have 7 years of Salesforce experience but this is my first time talking at an official event I’m 5x certified but have never worked as a Salesforce admin Fun Fact about me: I can’t sing or dance to save my life, so I am learning guitar to keep the creative juices flowing
- Since we live in the world of hashtags, I’ve decided to categorize by tricks and tips into 3 hashtag
- A little secret – I just picked up these screenshot from Salesforce’s Summer ‘19 release notes (Please don’t let the YeurDreamin’ organizers know about this)
- I really really like to reduce clicks for users because guess what, Salesforce isn’t the best platform when looking for different data in different places.