Advanced Salesforce…Tips & Techniques for Advanced Users & Administrators

Jennifer DeLalioSenior Project Manager

May 2014

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

North America• Global delivery centers in China,

Europe and India• >2,100 colleagues• Dedicated solution practices• ~85% repeat business rate • Alliance partnerships with major

technology vendors• Multiple vendor/industry technology

and growth awards

Perficient Profile

• 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

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

Salesforce Practice

Topics

• A Fresh Look at Quotes• Navigation Shortcuts• Chatter Tips• Spring ‘14 Highlights

– Salesforce1 Enhancements– Feed-based Page Layouts– Analytics Enhancements– Forecasting Enhancements

• Q&A

Quotes Overview

• Sales Reps may want to offer a few pricing scenarios to a prospect

• Options:– Create multiple opportunities each with different pricing

characteristics– Create opportunity products representing the different scenarios

These can inflate your pipeline

• Ideal situation: – Create a few versions of products/pricing on the opportunity– Choose one version to use as the pricing used for the opportunity

• We’re essentially describing Salesforce Quotes!!

Quotes Data Model

Opportunity

Opportunity Products Quotes

Quote Line Items

Products

Quotes Demo

Quotes - Key Features

• Synching:– Oppty products are updated with the quote line items from the

“synched quote”– The sync is bi-directional - an edit on an oppty product will synch

down to the corresponding quote line item for the “synched quote”– Oppty amount and quantity reflect the totals from the oppty

products• Templates:

– PDFs can be generated that show a quote/quote line items– Configuration of these templates is possible e.g. header, footer,

logo, custom fields, tables, etc.– Quote templates don’t have folder security. All templates will be

available to all users

Quotes Configuration Tips

• Create your own “new quote” button for the quotes related list on the opportunity page layout.– Add parameters to the URL such as record type id, quote expiration

date, etc. • Emphasize to users what the “rules” are for selecting the quote to

sync. – Is it the most pricey scenario? The least? Most likely?

• Implement validation rules and approval processes to facilitate quote review/approval steps in your business process

• If quoting is typically performed by a special pricing group, use Salesforce Workflow and/or Chatter to facilitate communication and handoff between sales and other teams/parties

Topics

• A Fresh Look at Quotes• Navigation Shortcuts• Chatter Tips• Spring '14 Highlights

– Salesforce1 Enhancements– Feed-based Page Layouts– Analytics Enhancements– Forecasting Enhancements

• Q&A

Closing Activities Faster

How can we save some clicks in the Activity Management process?

1. A My Open Activities list should be one click away

1

1. It should have a Close link that helps me close out open items … fast!

2

1

2

“My Open Activities” Sidebar Link

1. Create a View for “My Open Activities” https://{your instance}/0072. Go into Edit mode on the View and grab the View ID from the URL

https://{your instance here}/ui/list/FilterEditPage?id=00Bd0000005P0pF&retURL=%2F.........

3. Add a Custom Component/Custom Link on the Sidebar for opening the My Open Activities list in a new browser window/tab– Be sure your User Interface Setting for “Show Custom Sidebar

Components on All Pages” is checked– The link will be: https://{your instance}/007?fcf={your view id}

“Close” Formula Field for Tasks

• Create a new Activity Custom Formula Field of sub-type “Text”

• Field Name = “Task Close”• Formula =

HYPERLINK ("/"&Id&"/e?Close=1&tsk12=Completed&returl=%2F"&Id, "Close")

Force the Status field (tsk12) to “Completed” (or whatever your closed status should be)

Topics

• A Fresh Look at Quotes• Navigation Shortcuts• Chatter Tips• Spring '14 Highlights

– Salesforce1 Enhancements– Feed-based Page Layouts– Analytics Enhancements– Forecasting Enhancements

• Q&A

Chatter Bookmarks

• Keep track of useful/important posts

• Other users can’t see what you have bookmarked

• You can get email notifications when comments are added to posts you have bookmarked

Chatter Groups

• Allow for focused consolidation of discussions or files within a specific subject area

• Have specific users who are members; Customers can be setup external Chatter Users for collaboration purposes

• Users can see all groups• Any user in the org can join a public group; however, users must

request membership to private groups

Chatter Topics

• Incorporate #Hashtag functionality into Chatter

• Hashtags allow for flagging of specific posts or files as pertinent to a specific subject area, or TOPIC

• This makes it easy to pull up all Chatter items (posts, files, etc.) related to that topic

• Topics in Salesforce can be “Followed” similar to people and object records

• Can transcend groups

The Topics functionality ultimately allows us to have fewer subject-focused public groups since following a topic can allow you to achieve the same benefits (notification of new/updated information) as public group membership

Topics

• A Fresh Look at Quotes• Navigation Shortcuts• Chatter Tips• Spring '14 Highlights

– Salesforce1 Enhancements– Feed-based Page Layouts– Analytics Enhancements– Forecasting Enhancements

• Q&A

Spring '14 – Salesforce1 Enhancements

• Partner community and customer community users can now access your org using Salesforce1– Mobile-browser only– Site.com branding is not yet supported

• Branding settings are now available on Salesforce1:– Loading page background color – Loading page logo image– Salesforce1 header background color– Publisher icon images

• Receive more notification types and keep notifications up to 90 days

• iOS app users can set preferences on push notifications• Dashboards are now included in global search results• Add canvas apps to the Salesforce1 navigation menu

Spring '14 – Salesforce1 Enhancements

• Customize Chatter group layouts and publisher actions• Feed search includes feed’s posts, comments, hashtag topics,

mentions and files• Upload photos from mobile devices – now has mobile browser

support• Call, log calls to, or send email to leads• Access social networking with Twitter for accounts, contacts and

leads• View embedded report charts on record detail pages for any

standard or custom object• More supported objects/features:

– D&B Company, opportunity products, opportunity team, orders, quotes, and quote line items

Spring '14 – Salesforce1 Enhancements

• Groups enhancements:– Create groups from the publisher– Add group members from the publisher– Edit group details, owner, and access level– Archive and activate groups– View group announcements– Post and view files in groups

• Today enhancements:– Quickly let people know you’re running late to a meeting or won’t

be able to make it– Review Salesforce user records, as well as contacts or person

accounts, that are associated with a meeting’s organizer or invitees– Use today on Apple iPad devices

Spring '14 – Feed-based Page Layouts

• The style and convenience of the Case Feed type of page layout is now available on other objects– Account, contact, opportunity, lead, custom objects

• You can toggle between feed view and detail view• Feed View

– Publisher allows you to perform operations pertaining to the record (e.g. create related records or log calls)

– Record feed shows activity on the record, such as comments others have made about it, in chronological order

• Details View– Shows in-depth information about the record, including related lists

Feed-Based Layout Demo

Spring '14 – Analytics Enhancements

• Export reports without salesforce.com footer

• Embed report charts into Visualforce pages

• Hide unused Report Types

Spring '14 – Analytics Enhancements

• Flexible sorting allows you to have different SORT CRITERIA for your various grouping levels

• Floating headers for Summary and Matrix Reports

Vertical Scrolling Horizontal Scrolling

Spring '14 – Analytics Enhancements

• Named Dashboard Filters– Give an intuitive nickname to

each of the dashboard filter options you present to the user

• Support for percentages in Table and Metric Dashboard Components– Instead of seeing .6, you can now see 60%

Spring '14 – Forecasting Enhancements

• Multiple Forecast Types– You can now slice and dice your forecast data from multiple angles:

1. Opportunity Revenue/Quantity/both2. Opportunity Split Revenue3. Product Family Revenue/Quantity/both

Spring '14 – Forecasting Enhancements cont’d

• Overlay Forecasts (PILOT)– With opportunity splits, you can add an opportunity team member

as an “overlay”– Opportunity overlay splits can be enabled as a forecast type and

consequently these $$ can be viewed in the forecasts tab

Topics

• A Fresh Look at Quotes• Navigation Shortcuts• Chatter Tips• Spring '14 Highlights

– Salesforce1 Enhancements– Feed-based Page Layouts– Analytics Enhancements– Forecasting Enhancements

• Q&A

Questions?

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

Thank You!For more information

contact: 877-276-2120sales@Perficient.com