Salesforce Innovation: Advanced Tips for Maximizing Salesforce
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This document provides an overview and best practices for configuring Salesforce for mobile use and optimizing reports and dashboards. It discusses Perficient's expertise in Salesforce implementations and certifications. Tips are provided for organizing page layouts, using publisher actions, and leveraging features introduced in the Summer '14 release like opportunities to log events from a mobile calendar. Recommendations are made for maintaining dashboards, utilizing filters and charts across reports and dashboards, and addressing common troubleshooting issues.
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Salesforce Innovation: Advanced Tips for Maximizing Salesforce
- 1. Advanced Tips for Maximizing Salesforce August 19, 2014
- 2. • 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
- 3. • 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
- 4. 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
- 5. 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
- 6. 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
- 7. Publisher Actions are Important 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
- 8. 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.
- 9. 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.
- 10. 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
- 11. 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
- 12. Summer ‘14 Enhancements Salesforce1 • 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
- 13. Summer ‘14 Enhancements Salesforce1 You can drill down from a dashboard to a report to a record
- 14. Summer ‘14 Enhancements Salesforce1 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
- 15. 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
- 16. Summer ‘14 Enhancements Activities 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 type 2. Primary Object: User 3. Secondary Object: Activity Relationships (new!)
- 17. Summer ‘14 Enhancements Admin 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
- 18. 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
- 19. 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
- 20. Questions? Please enter your questions through the “Chat” or “Question” window
- 21. 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
- 22. 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 ……..
- 23. Use Chart Defined in Source Report • Dashboard Components with Charts (bar, pie, line, etc.) 1. Build your report 2. Add a chart to your report and configure it as you’d like to see it in the dashboard 3. Create dashboard component & select your source report 4. In component properties, select “Use Chart as Defined in Source Report”
- 24. 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”
- 25. 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
- 26. 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
- 27. Questions? Please enter your questions through the “Chat” or “Question” window
- 28. Thank You! For more information contact: 877-276-2120 [email protected]