Killer Salesforce Admin Activity Hacks

#AdminHacks

#AdminHacks

Phantom Task Tab

Objective: Your users desire one click access to Activities from anywhere in Salesforce

Solution:

1. Create a Visualforce Page<apex:page action="/007"></apex:page>

2. Define a Visualforce Tab pointing to your new Page

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Link to Edit the “What”

Objective: Give users a one click path to edit the “Related To” record from an Activity record, view or report

Solution: Formula fieldIF(!ISBLANK( WhatId ),

HYPERLINK('/'& WhatId &'/e', 'Edit the What'),

null)

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Perpetual Tasks

Objective: You want to create recurring tasks that never end and automatically adjusts all future occurrences if one is closed early or late

Examples: Changing the air filter in a house, touching base with a partner or customer, checking an error log, calling your loved ones

Solution: Workflow#AdminHacks

Perpetual Tasks

Recurring Tasks:

Perpetual Tasks:

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Complete Task Chatter Action

Objective: Complete a Task through Chatter.

Solution: Create a Chatter Publisher Action that defaults fields for the user.

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Mass Close Tasks

Objective: Close multiple tasks at once through a list view without code.

Solution:

1. Create Close Task checkbox.

2. Place on page layout and in list view.

3. Setup workflow to update status to closed when this box is checked.

Email Alert Recording

Objective: Record Workflow Email Alerts in Activity History

Solution:

1. Setup Flow with Send Email and Record Create elements.

2. Setup Process that calls the flow.

Q&A

Michael Farrington

@michaelforce

Jarrod Kingston

@jarrodmichael

#AdminHacks

Today’s Hacks

1. Phantom Task Tab2. Link to Edit the “What”3. Perpetual Tasks4. Complete Task Chatter Action5. Mass Close Tasks6. Email Alert Recording