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Advanced Tips for Maximizing Salesforce August 19, 2014
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Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Oct 19, 2014

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Technology

We delve into a few of the newest Salesforce enhancements, including Salesforce1 and Summer '14 highlights. We provide some expert advice, tips and shortcuts to efficiently master Salesforce.

Topics include:

Best practices for mobile-first configuration
Tips for report and dashboard configurations
Summer ‘14 enhancements for Outlook, activities and user permissions
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Page 1: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Advanced Tips for Maximizing SalesforceAugust 19, 2014

Page 2: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

• Founded in 1997• Public, NASDAQ: PRFT• Major market locations throughout North

America• Global delivery centers in China, Europe

and India• >2,200 colleagues• Dedicated solution practices• ~85% repeat business rate • Alliance partnerships with major

technology vendors• Multiple vendor/industry technology and

growth awards

Perficient Profile

Page 3: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

• More than 450 customers │Completed ~3,000 Salesforce engagements

• Expertise: Sales and Service Clouds, Chatter, Portals, Communities, Mobile and Custom Development on Salesforce Platforms

• Industry Strength: Healthcare, FinServ, Hi-Tech and Consumer/Retail

• ~ 80 certified consultants │ ~ 180 multiple certifications

• One of the highest Salesforce.com customer satisfaction ratings: 9.4 out of 10!

Salesforce Practice

Page 4: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Topics

• Best Practices for Mobile-first Configuration • Summer ‘14 Highlights

– Salesforce for Outlook Enhancements– Salesforce1 Enhancements– Activities Enhancements– Admin Enhancements

• Q&A• Tips & Tricks for Report and Dashboard

Configuration• Q&A

Page 5: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Organizing and Minimizing Page Layouts

• Put the most important things for entry/edit at the top of the page

• Organize similar fields in sections• Use 2 column sections - The page will format

dynamically based on the device – A phone will reorder the fields into a single column– Tablet or desktop will show two columns.

• Keep the number of required fields to a minimum• Use record types, if available, so that page layouts

only contain relevant fields• Consider using default values and/or field update

workflows to populate fields for the user

Page 6: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Publisher Actions

• What is a Publisher Action?– Create actions – Log-A-Call actions– Update actions– Custom actions

• Visualforce page• Canvas app

• Object Specific Actions– Have automatic association to the object tab you’re on– E.g. On the account publisher you may see a “Create Case” action

• Global Actions– Have no association to object records– Home, Chatter tab, Chatter Groups, object detail pages

Page 7: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Publisher Actions areImportant for Mobile?

• No buttons on related lists

• Instead, users will use publisher actions to create related records

• The same publisher actions appear on Salesforce 1 as on the full site

Page 8: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Mobile Smart Actions

• Added to your publisher in the page layout editor as a “bundle”

• Mobile smart actions will only appear in Salesforce1• It’s a take-it or leave-it bundle. You can’t pick & choose.

Page 9: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Actions Best Practices

• Same set of actions are available for Salesforce1 and the full site– Where possible, design for both; Test on both

• Naming Your Actions:– Use verbs like new, create, share, update or import – Keep the names short and descriptive

• There is no hard limit to the number of fields you can add to an action layout, BUT…. – Max of 8 fields is recommended; Never more than 20

• Use Predefined Field Values as much as possible– Remove them from your layout. They’ll still populate.

Page 10: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Topics

• Best Practices for Mobile-first Configuration • Summer ‘14 Highlights

– Salesforce for Outlook Enhancements– Salesforce1 Enhancements– Activities Enhancements– Admin Enhancements

• Q&A• Tips & Tricks for Report and Dashboard

Configuration• Q&A

Page 11: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 Enhancements SF for Outlook

• You can now CREATE records from the side panel and have different side panel layouts for different users

• On the Outlook configurations settings screen, you have a new section for Outlook publisher layouts

• This is where you can specify which Global Publisher Actions you want users to have access to (new account, new contact, etc.)

• Then you assign the layout to one or more profiles

Page 12: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 EnhancementsSalesforce1

• Many organizations require users to log all appointments (“events”) in Salesforce– Contributes to the 360° view and Sales Rep Metrics/KPIs

• How do you quickly log an event from your mobile device’s calendar to Salesforce?

Note: Logging the event will not cause future edits to sync with Salesforce

• Use the Salesforce1 Today screen!• Your mobile device’s calendar appointments are

listed along with Salesforce events• Drill into the event in today and press “Log this

Event”• Quickly create contacts based on the list of invitees• Quickly drill into the contacts’ account

Page 13: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 EnhancementsSalesforce1

You can drill down from a dashboard to a report to a record

Page 14: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 EnhancementsSalesforce1

More Device Support:

– BlackBerry® Browser on BlackBerry Z10 devices with BlackBerry OS 10.2 or later

– Good Access™ secure mobile browser on Android™ phones with Android 4.2 or later and on Apple® mobile devices with iOS 7 or later

– Beta version: Microsoft® Internet Explorer® 11 on Nokia™ Lumia™ 1020 and HTC™ 8X phones with Windows® 8.1

• No support for phones on Windows 8.0 or on Windows tablets

Page 15: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 Enhancements Activities Enhancements

• Until now, we couldn’t use the Task.Due date field or the Event.Start date field in validation rules or formulas

This feature is now available!• For events (that use “Start Date” which is a DateTime field)

– Label = Time– Name = ActivityDateTime

• For Tasks (that use “Due Date” which is a Date field)– Label = Date– Name = ActivityDate

Page 16: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 EnhancementsActivities Enhancements

• Reporting on activities with multiple contacts is now possible!

• You couldn’t create a report on tasks or events showing ALL participants– Only the primary contact

could be viewed• To build a report that shows

everyone….1. Create a custom report type2. Primary Object: User3. Secondary Object: Activity

Relationships (new!)

Page 17: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Summer ‘14 EnhancementsAdmin Enhancements

• Home Page Custom Components– HTML area components have a new & improved

editor

– This doesn’t permit you to manually enter HTML

But…..

– You can now create Visualforce components for your home page

• Can use custom JavaScript and CSS markup

Page 18: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

More Info on Summer ‘14

• Watch the Perficient Summer ‘14 Highlights Webinar from July 22nd presented by Kara Allen and Brendan Callum

• Service Cloud Highlights– Case Experts (Pilot), – Email in Salesforce1– Self-service Site Templates– Next-Gen Knowledge Search (Pilot)

• Sales Cloud Highlights– Generate Orders– Territory Management 2.0 – Pricebook Entries Now Customizable!– Collaborative Forecasting!

• Collaboration Cloud Highlights– Profile Based Rollout of Chatter– Post Questions in a Chatter Feed Publisher– Community Engagement Console– Community Reputation

Page 19: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Topics

• Best Practices for Mobile-first Configuration • Summer ‘14 Highlights

– Salesforce for Outlook Enhancements– Salesforce1 Enhancements– Activities Enhancements– Admin Enhancements

• Q&A• Tips & Tricks for Report and Dashboard

Configuration• Q&A

Page 20: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Questions?

Please enter your questions through the “Chat” or “Question” window

Page 21: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Topics

• Best Practices for Mobile-first Configuration • Summer ‘14 Highlights

– Salesforce for Outlook Enhancements– Salesforce1 Enhancements– Activities Enhancements– Admin Enhancements

• Q&A• Tips & Tricks for Report and Dashboard

Configuration• Q&A

Page 22: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Easy Dashboard Maintenance

• You want as few dashboards as possible:– Use dynamic dashboards to - “Run as Logged in User”OR– If you have good reason to create running user dashboards, give

others access to the folder(s) where they live• You want as few reports as possible:

– Take advantage of the my/my team’s/all filters in reports instead of adding filters that look for specific record owners or role names

– In a private org, an “All” filter might work for everyone• You want to spend the minimum amount of time editing individual

dashboard components– Leverage the “Use Chart as Defined in Source Report” feature

…… Let’s review ……..

Page 23: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Use Chart Defined in Source Report

• Dashboard Components with Charts (bar, pie, line, etc.)1. Build your report2. Add a chart to your report and configure it as you’d like to see it in

the dashboard3. Create dashboard component & select your source report4. In component properties, select “Use Chart as Defined in Source

Report”

Page 24: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Best Practices & Tips

• Folder Security– Grant individuals access to dashboards by updating folder security – Create folders to be shared by colleagues/teams– Create separate folder(s) for reports that are used as dashboards

source reports• Dashboard component footers should include description of filter

criteria used in underlying report

• Running User vs Logged in User– Private orgs - Running user has potential to allow user to see

metrics they may not otherwise be able to see – Drilling down to underlying report triggers individual user’s security

to “kick in”

Page 25: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Troubleshooting

• Report seems like it’s filtering out records but filters show nothing – Check to see if your report is filtering on the role hierarchy

– Only some report types have the hierarchy feature• Dashboard Component is Table – can’t get columns you want to

show up• Underlying report’s grouping levels

can be selected• You must plot additional values• Thus you can have 2 summary

metrics and 2 additional attributes displayed in a table

• Underlying report is often not so pretty

Page 26: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Topics

• Best Practices for Mobile-first Configuration • Summer ‘14 Highlights

– Salesforce for Outlook Enhancements– Salesforce1 Enhancements– Activities Enhancements– Admin Enhancements

• Q&A• Tips & Tricks for Report and Dashboard

Configuration• Q&A

Page 27: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Questions?

Please enter your questions through the “Chat” or “Question” window

Page 28: Salesforce Innovation: Advanced Tips for Maximizing Salesforce

Thank You!For more information

contact: [email protected]