NYC Admin Zone: Salesforce for a Professional Services Firm

Professional Services Org Config. Tips and Tricks for Admins

Needs● Selling (Opportunities)

o Referral Trackingo Products (using Rapid Products)o Contract Generation (using Drawloop and DocuSign)o Credit Card Authorization & Tokenization (using Chargent and Stripe)

● Delivering (Projects - Custom Object)o Project Management (Object Converter, Custom Objects or Milestones

PM, Workflow)o Invoicing, Payments, and Time Management (Custom Objects,

Drawloop, Chargent, Stripe, DocuSign, GridBuddy) [Caveat, some Apex here on time entries]

Opportunity Tricks

1. Referral Tracking2. Rapid Products3. Drawloop4. Credit Card Authorizations

Referral Tracking

● Create a Lookup from Lead and Opportunity to Contact.

● Map these fields so it follows upon Lead conversion.

● Gain Sales by Lead Source.● Carry through to Project conversion and

invoicing.● Gain Revenue by Lead Source.

Rapid Products

Contract Generation using Drawloop

● Salesforce Files Sync for use with DocuSign● Quick modified contract terms (Just line

items, full statement of work, time and materials agreement, etc.)

Credit Card Authorizations

● Drawloop, DocuSign, Chargent, Stripe

Project Tricks

1. Object Converter2. Partner Lead Logging Workflow3. Percentage Completion Workflow4. Mass DDP Project Status Report5. Invoicing Process & Mass CC Charging6. Time Entry Management using GridBuddy

Object Converter

Partner Lead Workflow

Percentage Completion Workflow● IF( (ISPICKVAL(Status__c,"In Progress - SOW")),

(Total_Billable_Time__c / Estimated_Billable_Hours__c),0)

● Time Entries roll-up to Project Line Items, which roll up to Projects.

Mass DDP Project Status Report

Mass Credit Card Processing 1/2

Mass Credit Card Processing 2/2

Mass Issue Invoices

Mass Issue Invoices Config

Contact info!

Questions? Feel free to email or call me.● [email protected]● 917.509.5971