Embry-Riddle Aeronautical University

1. #TargetXSummit
Fine Tuning all of Your Salesforce
Instruments and Processes
Gustavo Suárez Steven Dumbleton
Embry-Riddle Aeronautical University

2. #TargetXSummit
Topics
● Collaboration & Data Integrity
● Reports & Dashboards
● User Adoption, Login History, System Performance
● Organization Performance Review
● Troubleshooting
● Available Resources

3. Collaboration & Data Integrity

4. Collaboration
● Community Meeting (Monthly) – Power Users
● System Status Notifications
● Post in a common place (Organization Portal)
● Email as needed
● Stakeholder Meetings – High-Level Executives
● Project Team Meetings – Business Users
● Use of Custom Links

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Collaboration
● Use of Custom Forms for Data Entry
● Users who don’t need a license
● Off-Campus events
● Student Assistants

6. Reports & Dashboard

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Reports & Dashboards
● Make your management
team active participants
● Find out what keeps them up
at night
● Be a valuable resource
● Security Recommendations

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Reports Quality
Control
● Avoid duplicating report with
same population
● Review & remove any
unused reports
● Custom Report Types
● Best Practices

9. User Adoption, Login History
& System Performance

10. User Adoption
● Listen to your users
● Partner with manager of business users
● Provide a clear training path
● Annual refresher training
● Stay current on product releases

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Track Log-In History
● User Last Login Report
● Periodic Security Review based
on user login
● Live Agent Supervisor

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System Performance
● System Status
● Trust.Salesforce.com
● TargetX Technical Alerts
● Keep your users informed
● Email
● System Status Notifications
● SalesforceA App

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System Performance
● Track behaviors
● Monitor Live Agent interactions

14. Organization Performance
Review

15. Health Check
● Salesforce Health Check Score metric
● If between 67% to 100%, Salesforce recommends to review periodically and remediate
possible risks

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System Overview
● Provides overview of
organization limits
● Review periodically, not daily
● Set up API usage
notifications

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Salesforce Optimizer
● How does ERAU use this
report?
● How to take advantage of the
Optimizer report?

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Salesforce Optimizer
● Monitor Limits
● Optimize & Maintain
● Increase Adoption
● Resources

19. Deployment Procedures
● Will it affect another department’s automated processes?
● Will it provide an error or downtime to students or internal users?
● Is it a new feature available for use?
Request submitted by
customer/department
CRM Team
Reviews & Test
Power Users
Review & Test
Deployment is
Scheduled

20. Troubleshooting

21. Debug Logs
● A debug log records database
operations, system processes, and
errors that occur when executing a
transaction
● Automated, user, apex
classes/trigger trace types
● Answers the who, what, and when
● 20 fields per object
● Don't forget to customize the page
layout
● Increases transparency
Field Tracking History

22. Available Resources

23. #TargetXSummit
TargetX Resources
● Your Account Manager
● Develop a plan of attack, schedule regular check-ups
● TargetX Xpert Academy
● Introduce every user to this resource
● Product Guides
● TargetX Support (Cases)

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Salesforce Resources
● Your Success Manager
● Salesforce Trailhead
● Salesforce Trail Tracker
● Salesforce Documentation
● Salesforce Community
● Power of Us
● Admin Assist*
● *Only available to customers with Premier+ Support
● Salesforce Support
● Phone call, Chat, or case
● Salesforce Accelerators

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Questions?

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Thank You
Gustavo Suárez | gustavo.suarezsaldana@erau.edu
Steven Dumbleton | steve.dumbleton@erau.edu