6 Cool Tips For Salesforce Admins

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Transcript of 6 Cool Tips For Salesforce Admins

  • 1. 6 Cool Tips For Salesforce Admins Salesforce.com Los Angeles User Group Meeting 7/25/2012
  • 2. Henry C. Abenaim General Manager Infinity Capital FundingEmail: henry@infinitycapitalonline.com
  • 3. 6 Cool Tips For Salesforce Admins1. Monitoring Turnaround Time2. Clustering Data to Easily Fit on Screen3. Solving Filter Limitations4. Monitoring Calls Logged in Morning vs. Afternoon5. Auto Populating Lead Costs6. Rotating Assignment of Leads, Cases, or Incoming Email
  • 4. 1. Monitoring Turnaround TimeThe Problem: How to monitor turnaround time (without counting weekends). Example: Underwriting or Production turnaround time.
  • 5. 1. Monitoring Turnaround TimeFormula Field Syntax
  • 6. 1. Monitoring Turnaround Time How it works Sun Mon Tue Wed Thurs Fri SatDate Started 7/22/2012 7/23/2012 7/24/2012 7/25/2012 7/26/2012 7/27/2012 7/28/2012Anchor Date(Monday) 6/24/1985 6/24/1985 6/24/1985 6/24/1985 6/24/1985 6/24/1985 6/24/1985Diff 9890 9891 9892 9893 9894 9895 9896MOD 6 0 1 2 3 4 5 Fri Sat Sun Mon Tue Wed ThursDate Finished 7/27/2012 7/28/2012 7/29/2012 7/30/2012 7/31/2012 8/1/2012 8/2/2012Minus DateStarted 5 5 5 5 5 5 5MOD 5 5 5 5 5 5 5CASEFormula 5 5 4 4 4 4 4
  • 7. 1. Monitoring Turnaround TimeDashboard Bar Chart
  • 8. 2. Clustering Data to Easily Fit on ScreenThe Problem: How to easily fit numerous fields/columns on a List-view or Report without extending beyond the width of the screen or page. Example: List view displaying full lead contact info. (Company name, Owner name, Address, Phone, Mobile, Fax, Email, Owner, Date Created, Status, etc.)
  • 9. 2. Clustering Data to Easily Fit on ScreenFormula Field Syntax
  • 10. 2. Clustering Data to Easily Fit on ScreenList View & Report
  • 11. 3. Solving Filter LimitationsThe Problem: How to go beyond filter limitations for list- views and reports. Example: To remove certain records from a specific report of list based on field value criteria.
  • 12. 3. Solving Filter LimitationsThe Solution! Formula field with IF Function One Filter is needed!
  • 13. 3. Solving Filter LimitationsFormula Field Syntax
  • 14. 3. Solving Filter LimitationsHow it works: The formula field will display 0 when all the filter criteria is true. If some of the filter criteria is not true, it will display a number greater than 1. Only need one filter on List views & reports (Field is Less or Equal to 0). Benefits: Can have numerous filter criteria Can have identical filter criteria on List-views, reports, grids, etc.
  • 15. 4. Monitoring Calls - Morning vs. AfternoonThe Problem: How to monitor sales or customer support calls volume done in the morning vs. the afternoon hours. (Its amazing what can be discovered!) Example: Collections or sales reps making daily calls.
  • 16. 4. Monitoring Calls - Morning vs. AfternoonFormula Syntax How it works: The TEXT function converts the date/time field into a text string, and the MID function copies the hour digits.
  • 17. 4. Monitoring Calls - Morning vs. AfternoonDashboard Bar Chart (with bucket field)
  • 18. 5. Auto Populating Lead CostsThe Problem: How to automatically populate the cost of each lead purchased. Example: Costs of Leads based on multiple Lead sources.
  • 19. 5. Auto Populating Lead CostsCreate Two Fields1) Formula Field Name: Lead Price Formula Syntax: CASE(LeadSource, "Salesgenie",20.00, "LeadsDirect",30.00, "HotLeads NY",15.00, "HotLeads CA",20.00, "Web Lead",10.00, null)2) Regular Text Field Name: Lead Price
  • 20. 5. Auto Populating Lead CostsWorkflow Rule/Field Update1) Workflow Rule: a. Every time a record is created or edited b. Run this rule if the following Formula Evaluates to True: ISCHANGED( LeadSource )2) Immediate Workflow Actions a. Field Update. a. (to place the formula field into the regular text field.)
  • 21. 5. Auto Populating Lead CostsDashboard Bar Chart
  • 22. 6. Rotating Assignment of Leads, Cases, or Incoming EmailThe Problem: How to auto assign ownership of Cases or Leads to reps on a rotating basis. Example: To assign incoming leads, cases, or email evenly amongst your users.
  • 23. 6. Rotating Assignment of Leads, Cases, or Incoming EmailThe Solution! Email-to-case 2 Custom Fields. Case Assignment rules
  • 24. 6. Rotating Assignment of Leads, Cases, or Incoming EmailSteps 1 & 21) Create an Email-to-Case2) Create 2 custom fields on the Case object: FIELD #1: Field Label: Case Number (1) Data Type: Auto Number Description: ID used for assignment allocation Display Format: {0} FIELD #2: Field Label: Case Number 2 Data Type: Formula Description: Formula to convert the Case Number (1) 1 into a 1 or a 2 Formula Syntax: MOD( VALUE( Case_Number__c ) ,2)+1
  • 25. 6. Rotating Assignment of Leads, Cases, or Incoming EmailStep 3 3) Case Assignment Rule: Case: Case Number 2 EQUALS 1 Case: Case Number 2 EQUALS 2 Case Number (1) MOD (Divided by2) Case Number 2 1 1 2 2 0 1 3 1 2 4 0 1 5 1 2 6 0 1 7 1 2 8 0 1 9 1 2 10 0 1
  • 26. Thank you