…Even from a Chinook Helicopter

VetCloudConsultants@gmail.com

@VetCloudCRM

Donald Bohrisch & Justin Raines

VetCloud CRM

Administer on the Go SalesforceAwith

Forward-Looking StatementsStatement under the Private Securities Litigation Reform Act of 1995:

This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Donald BohrischCertified Salesforce Admin & Force.com

Developer– VetCloud CRM

VetCloudConsultants@gmail.com@DBohrisch / @VetCloudCRM

Justin RainesCertified Salesforce Administrator

– VetCloud CRM

JustinRaines88@yahoo.com@SFshrek

Manage Users Modify Users Contact Users

1. Assign Permission Sets

2. Edit Fields on User Records

1. Call Users2. eMail Users

1. View Login History2. Freeze possible

threats3. UnFreeze valid Users4. Reset Users

Passwords5. DeActivate retired

Users

SalesforceA for Administrators Salesforce provides a personal experience for us Admins… our Org’s

on the go!

View Login History

Freeze possibly compromised Users and UnFreeze them when they are confirmed as authorized.

Reset your Users passwords when they need it most, regardless of if you are cruising map of the earth in a Chinook or passed out at 0230 on a Wednesday night.

DeActivate Users such as when on leave in Afghanistan and Activate them when they come back and are ready to Close some deals.

Un/Freeze Users Reset PasswordsDe/Activate

Users

View the Date/Time, Application, IP Address(White Listed IPs), and Status’s of Users Login attempts.

Modify Users Recently created a

new Permission Set and just got an email that another team needs it…

Just found out your favorite Sales team member just got married and need to change the last name…

Fix these issues during this session w/ SalesforceA!

Contact Users

Been utilizing the features covered so far and noticed something weird…… Utilize SalesforceA to either Call or eMail your Users you need to investigate further right now!

Monitor Salesforce Connect w/ Salesforce Improve SalesforceA

1. Log into Salesforce Success Community

2. Log into Trailhead

1. Submit Feedback for the Product Team!

1. Monitor your TRUST Status

2. Get informed of Scheduled Maintenance including your Winter’17 release timeframe

3. Increase efficiency through Org Multi-Tasking

SalesforceA for Administrators Salesforce provides a personal experience for us Admins… our Org’s

on the go!

Monitor TRUST Status

Plan ahead with the Maintenance Schedule. You can even view the Winter’17 release dates, notes, and patches.

Utilizing all of these great features is simple regardless of how many different Orgs you work in. They had the multi-tasking Partner in mind with Org Multi-Tasking.

Scheduled Maintenance Org Multi-Tasking

Receiving eMails about Users having issues logging in but their Login History is competent… Monitor your Trust Status.

SFshrek

Connect to Salesforce Are you stumped on

how to create that bucket for your new report or wanting to connect with your local User Group on your phone…

Excited to learn more about SalesforceA or just want to earn more Trailhead badges than your co-worker…

Log into the Success Community and Trailhead all from SalesforceA!

Improve your SalesforceA!

Next time your racking out for the night and one of your Sales people in Germany needs their Password reset remember how easy it is to roll off your cot and utilize SalesforceA.Then remember to provide Feedback within the App so that the great Salesforce team can continue to improve SalesforceA so it works for you.

Make SalesforceAWork for You!

Learn #MOAR with Trailhead! Earn your Salesforce Platform Basics badge

Donald BohrischSalesforce Solutions ManagerVetCloud

CRM

https://trailhead.salesforce.com/force_com_admin_beginner/starting_force_com/starting_tour

Trailhead.Salesforce.comPlatform Basics > Navigating Salesforce

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