Learn to Hack it: Top 5 Salesforce HacksJuly 24th 2014

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Speaker

Mike GerholdtSalesforce Admin Evangelist

MikeGerholdt

mgerholdt@salesforce.com

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Agenda

Cover 5 Easy Salesforce Hacks

Provide the recipe for each Hack

Demo

Q & A

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Why Salesforce?

IdeaBuild App

Idea

buy & setup

hardware

install complex software

define user

access

build & test

security

make it mobile &

social

setup reporting

& analytics

build app

Traditional Platforms

6-12 Months?

App

App

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Develop, package and instantly deploy apps

Access rich APIs and frameworks

Code in your favorite language

Add fields, design layouts, and manage users

Point-and-click workflow & business logic

Drag-and-drop reports and dashboards

Programmatic Declarative

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Easy Hacks

Convert Lead without an Opportunity

Morph Page Layouts based on Opportunity

Stage

“One-click” Left Voicemail button

Custom List views for all Users

Report on records Last Modified by Running

User

5

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Convert Lead without creating an Opportunity

Business Case:Leads need to be converted but Opportunities should not be created upon conversion.

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Hack Recipe

Create a Detail Page Button on the Lead Object

Use the following Button URL:

/lead/leadconvert.jsp?retURL=%2F{!

Lead.Id}&id={!Lead.Id}&nooppti=1

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Hack #1: Convert Lead without Opportunity

Lead

Account

Opportunity

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Convert without an Opportunity

Demo

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Morphing Page Layouts on Opportunities

Business Case:Based on the stage of the Opportunity- relevant fields should be at the top and all other fields are read only.

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Hack Recipe

Create Record Types & Page Layout for Each Sales Stage

Create Workflow Rules to Change Record Types based on Stage

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Morphing Page Layouts on Opportunities

Demo

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One-Click “Left Voicemail” Button

Business Case:Users should be able to easily log that they left a voicemail for a lead or contact and have a reminder to call them back 2 days later.

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Hack Recipe

Create a Custom Detail Page Button

Use the the following URL

/00T/e?followup=1&title=Call&retURL=%2F{!

Lead.Id}&who_id={!Lead.Id}&what_i d={!

Lead.Company}&tsk5=Left+VoiceMail&tsk6=Left+a+voi

cemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!

Lead.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()

+2}

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Task Cheat Sheet

Tasks Field Type ID

Assigned ToIDText

tsk1_lkidtsk1

Subject tsk5

Due Date tsk4

Comments tsk6

For more task & event field URL information:http://phollaio.tumblr.com/post/22058016777/how-to-obtain-a-field-id

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One-Click Left voicemail Button

Demo

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Custom List views for Everyone!

Business Case:List views are becoming cluttered and not unified. Views should run based on the running user.

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Using Salesforce Global Variables

Use global Variables to reference general information about the current user and your organization.

Examples:

$User.Id

$User.Alias

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Hack Recipe

Create 1 Formula Field using the Formula BelowIF ($User.Id = CreatedBy.Id, "TRUE",

"FALSE”)

Create 1 List View

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Custom List Views

Demo

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Report on Records Last Modified by Running User

Business Case:Users need a report that shows all the Contact Records they last modified. This report should look the same and be built by the Admin.

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Hack Recipe

Create 1 Formula Field using the Formula BelowIF ($User.Id = LastModifiedById, 1, NULL)

Create 1 Report

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Last Modified By Report

Demo

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Survey

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October 13-16, 2014 • San

Francisco, CA

$899 DEVELOPER DISCOUNT CODE:

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For More Resources

http://www.ringlead.com/salesforce-admin-hacks/

http://youtu.be/_vUHgTqMEhg

http://youtu.be/wbYzdA_mkq0

http://appirio.com/category/tech-blog/2014/03/salesforce-admin-hack-series-user-object/

http://appirio.com/category/tech-blog/2013/11/salesforce-admin-hack-series-recap-case-object/

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Q&AMike GerholdtSalesforce Admin Evangelist

MikeGerholdt

mgerholdt@salesforce.com

If we don’t get to your question you can post them at:

BCA Community: http://bit.ly/Learn2HackitDeveloper Forum: http://bit.ly/devforumqa