SugarCon 2013 - Tips and Best Practices: Common implementation mistakes

392 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
392
On SlideShare
0
From Embeds
0
Number of Embeds
44
Actions
Shares
0
Downloads
24
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

SugarCon 2013 - Tips and Best Practices: Common implementation mistakes

  1. 1. Common Implementation MistakesBryan LeungSenior Professional Services Consultant
  2. 2. Every CustomerEvery UserEvery Time
  3. 3. Common Implementation Mistakes1.  Not having defined business requirementsfirst.2.  Forgetting to add newly created fields topage layouts.3.  Creating non-matching fields in the Leadsmodule and expecting them to map overto Accounts, Contacts and Opportunitiesupon conversion.3
  4. 4. Common Implementation Mistakes (Cont’d)4.  Over-creation of checkbox fields insteadof a multi-select.5.  Not hiding modules that are not beingused.6.  Renaming standard modules to suit otherpurposes without a full understanding.4
  5. 5. Common Implementation Mistakes (Cont’d)7.  Creating fields in Studio for custommodules instead of module builder.8.  Creating custom module relationshipsmore than once.9.  Importing into an incorrect module.5
  6. 6. Common Implementation Mistakes (Cont’d)10.  Deleting existing PDF Managertemplates.11.  Deleting dropdown list value that isbeing used.12.  Deleting a custom field being used.6
  7. 7. Common Implementation MistakesQuestions?Thank you for attending this session7

×