Configuration tips


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Configuration tips

  1. 1. Top 10 Configurations Tips for a Beginning Administrator<br />VenkatPolisetti<br />Atlanta Salesforce User Group Leader<br />
  2. 2. 10. See Your “Company Profile” for User Licensing Info.<br />What: View your organization’s user licensing information <br />How: Setup | Administration Setup | Company Profile | Company Information<br />Example: <br />How many licenses did we purchase?<br />How many licenses do we have remaining?<br />What are the different license types available to us?<br />
  3. 3. 9. Turn on the New User Interface <br />What: Expose new features including Chatter, Global Search, Drag & Drop Dashboards, etc. via the new UI<br />How: Setup > Customize > User Interface > Enable New User Interface Theme<br />Example: Enable Chatter which automatically enables the new UI. Disabling the new UI automatically disables Chatter<br />
  4. 4. 8. Turn to the AppExchange for Free and paid Applications<br />What: Find pre-built apps & services that you can integrate with your instance of<br />How: Select “Add AppExchange Apps…” from the Applications dropdown at the top right.<br />Example: Install a free application on to your instance<br />
  5. 5. 7. User Setup Updates: Switch between Languages<br />What: Change the display language of your Salesforce instance for your international users.<br />How: Setup > Manage Users > Users > Edit each user > Language<br />Hint: Can also change Global Default Language for your organization<br />Setup > Company Profile > Company Information > Default Language<br />
  6. 6. 6. Using Login Access to Support Your Users<br /><ul><li>What? You can have login access granted by your users to allow you to see as they see it.
  7. 7. How? Setup > My Personal Information > Grant Login Access
  8. 8. Examples: Help to create a report that a user has stored in their personal reports folder; troubleshoot by seeing what they are seeing.</li></li></ul><li>5. Setup Profile-based Page Layouts <br />What: Create page layouts that show relevant fields, links, and related lists important to different roles<br />How: What are key processes/tasks performed by each department in my organization? <br />Hint: keep things simple & start with one or two departments<br />Example: Two Contact page layouts:<br />Marketing team need to see key Prospect fields/related lists<br />Sales Team need to see key Customer fields/related lists<br />
  9. 9. 4. Create “Apps” to Organize Your Org<br />What: Create Apps in your instance to include relevant tabs used most frequently by your users. <br />How: Setup > Create > Apps > New > follow wizard<br />Example: Create different app that includes Content, Documents, and URL tabs<br />
  10. 10. 3. Discover the Data Loader<br />What: Quickly mass update SF data<br />How: Setup | Data Management | Data Loader<br />Example: Load sample accounts into your org.<br />
  11. 11. 2. Build “Personalized” Sidebar Reports<br />What: Create sidebar reports specific to departments so that users have what they need at all times<br />Hint: Use “&pv0”, “&pv1”, etc. codes on report URLs to limit report results by User<br />Example: Create a sidebar reports section for your users that will display various reports. When clicked on a report, the report will produce results based on the logged in user. <br />
  12. 12. 1.Cross object formulasand validation rules<br />What: Cross object formulas help you pull information from a parent object on to a child object for display purposes. Validation rules on an object help you implement business requirements related to data input.<br />How: Setup | App Setup | Create| Objects<br />