Quick Tips: Top 10 Configurations Made Easy!

Administrators

Christine Pechter: brainsharkMylinh Tu: salesforce.comJay Mulder: salesforce.com

Christine Pechter

brainshark

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10. “Company Profile” for User Licensing Info

What?: View your entire organization’s user licensing

type/usage information

How?: Setup | Administration Setup | Company Profile |

Company Information

Example: – How many licenses did we purchase?

– How many licenses do we have remaining?

– What are the different license types available to us?

9. Turn on the New User Interface

What?: Expose new features including Chatter, Global

Search, Drag & Drop Dashboards, etc. via the new UI

How?: Setup > Customize > User Interface > Enable

New User Interface Theme

Be Chatty with the new UI!

8. Turn to the AppExchange for Free Apps!

What?: Find pre-built apps & services that integrate

with Salesforce

How?: http://sites.force.com/appexchange/home– FREE: search “Salesforce Labs” or Blog: “Top 40 apps from

SFDC Labs”

– Paid favorites: Congamerge (Appextremes), InsideView,

Cloud9 Analytics, DemandTools (CRM Fusion), Echosign

Example: **Inline Account Hierarchy, free.

7. Switch between Languages

What?: Auto-translate Salesforce for your international

users

How?: Setup > Manage Users > Users > Edit each user

> Language

Hint: Can also change Global Default Language for your

organization– Setup > Company Profile > Company Information > Default

Language

6. Favorite Salesforce.com Help & Support

What?: Where to go when you need assistance

How?: Salesforce Help & Training (upper right corner)

Example: Favorite searches Workflow examples

Advanced Formula Field Examples

Validation Formula Examples

Hint: Also try searching Google or Salesforce

Community/Developer forums for additional answers

5. Profile-based Page Layouts

What?: Create page layouts that show relevant fields,

links, and related lists important to different roles

How?: think, What are key processes/tasks performed

by each department in my organization?

Hint: keep things simple & start with one or two

departments

Example: Two Contact page layouts:– Support/Customer Services team need to see key Customer

fields/related lists

– Sales/Inside Sales need to see key Prospect fields/related lists

4. Create “Apps” to Show Related Objects

What?: Create Apps in your Salesforce account to

surface different types of material/programs/related

objects

How?: Setup > Create > Apps > New > follow wizard

Example: Create a “Sales Tools” app that surfaces

Content, Documents, and URL tabs (Sales Portal,

Training courses, LinkedIn)

3. Discover the Force.com Data Loader

What?: Quickly mass update Salesforce data

How?: Setup | Data Management | Data Loader

2. “Personalized” Sidebar Reports by Profile

What?: Create sidebar reports specific to departments

so that users have what they need at all times

Hint: Use “&pv0”, “&pv1”, etc. codes on report URLs to

limit report results by User

2. (cont) “Personalized” Sidebar Reports

How?:

1. Create Campaign Member Report. Add “Lead/Contact

Owner” = [blank] (filter 1) & Responded = TRUE (filter 2).

2. Setup > Customize > Home > Custom Links > Create New

3. Link should be the Report URL. Use pv0, pv1, pv2, to fill in

filters (below pv0 references “Lead/Contact Owner”): • /00O30000004fY0i?pv0={!$User.FirstName}+{!$User.LastName}

4. Setup > Customize > Home > Home Page Components >

New “HTML” Component

5. Add your custom links to this Component. Create additional

left sidebar components for different Profiles/Reports.

6. Create new Home Page Layouts & add Components.

1. Dashboard Packs on the Appexchange

What?: Pre-configured dashboards focused on

adoption, sales, and support

How?: Download and install from the appexchange!

Hint: Install into your sandbox environment first and

then pick and choose the components and reports you

want to use in Production.

Questions ???

10. “Company Profile” for User Licensing Info

9. Turn on the New User Interface

8. Turn to the AppExchange for Free Apps!

7. Switch between Languages

6. Favorite Salesforce.com Help & Support

5. Profile-based Page Layouts

4. Create “Apps” to Show Related Objects

3. Discover the Force.com Data Loader

2. “Personalized” Sidebar Reports

1. Dashboard Packs on the Appexchange

Bonus! Using Login Access to support your users

What?: You can have login access granted by your

users to allow you to see salesforce.com as they see it.

How?: Setup > My Personal Information > Grant Login

Access

Examples: Help to create a report that a user has

stored in their personal reports folder; troubleshoot by

seeing what they are seeing.

Bonus! Leveraging Change Sets for Quick Deployment

What?: How to quickly deploy configurations from one

environment to another (i.e. sandbox to sandbox,

sandbox to production)

How?: Setup | App Setup | Deploy | Inbound/Outbound

Change Sets

Examples: Profiles, Page Layouts, Account, Opp, etc.

Hint: Be sure to make the appropriate connects

between 2 environments prior to deployment.

Quick Tips: Top 10 Configurations Made Easy!

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