Quick Tips: Top 10 Configurations Made Easy!

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Listen up, administrators: You'll definitely want to join us for this fast and furious session that will include hands-on demonstrations of 10 high-impact, but easy-to-execute configuration tips for the newest or most seasoned admins. We've got something for everyone! And be sure to bring your questions, too.

Transcript of Quick Tips: Top 10 Configurations Made Easy!

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Quick Tips: Top 10 Configurations Made Easy!AdministratorsChristine Pechter: brainsharkMylinh Tu: salesforce.comJay Mulder: salesforce.com

1Christine Pechterbrainshark

2Safe HarborSafe harbor statement 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 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, 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 intellectual property and other litigation, risks associated with 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 ended January 31, 2010. This documents and others 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 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.310. Company Profile for User Licensing InfoWhat?: View your entire organizations user licensing type/usage information How?: Setup | Administration Setup | Company Profile | Company InformationExample: How many licenses did we purchase?How many licenses do we have remaining?What are the different license types available to us?49. Turn on the New User Interface What?: Expose new features including Chatter, Global Search, Drag & Drop Dashboards, etc. via the new UIHow?: Setup > Customize > User Interface > Enable New User Interface Theme

Be Chatty with the new UI!58. Turn to the AppExchange for Free Apps!What?: Find pre-built apps & services that integrate with SalesforceHow?: http://sites.force.com/appexchange/homeFREE: search Salesforce Labs or Blog: Top 40 apps from SFDC LabsPaid favorites: Congamerge (Appextremes), InsideView, Cloud9 Analytics, DemandTools (CRM Fusion), EchosignExample: **Inline Account Hierarchy, free.67. Switch between LanguagesWhat?: Auto-translate Salesforce for your international usersHow?: Setup > Manage Users > Users > Edit each user > Language

Hint: Can also change Global Default Language for your organizationSetup > Company Profile > Company Information > Default Language

76. Favorite Salesforce.com Help & Support What?: Where to go when you need assistanceHow?: Salesforce Help & Training (upper right corner)Example: Favorite searchesWorkflow examplesAdvanced Formula Field ExamplesValidation Formula Examples Hint: Also try searching Google or Salesforce Community/Developer forums for additional answers85. Profile-based Page Layouts What?: Create page layouts that show relevant fields, links, and related lists important to different rolesHow?: think, What are key processes/tasks performed by each department in my organization? Hint: keep things simple & start with one or two departmentsExample: Two Contact page layouts:Support/Customer Services team need to see key Customer fields/related listsSales/Inside Sales need to see key Prospect fields/related lists94. Create Apps to Show Related Objects What?: Create Apps in your Salesforce account to surface different types of material/programs/related objectsHow?: Setup > Create > Apps > New > follow wizardExample: Create a Sales Tools app that surfaces Content, Documents, and URL tabs (Sales Portal, Training courses, LinkedIn)

103. Discover the Force.com Data LoaderWhat?: Quickly mass update Salesforce data

How?: Setup | Data Management | Data Loader

11Excel connector: http://wiki.developerforce.com/index.php/Force.com_Excel_Connector2. Personalized Sidebar Reports by Profile What?: Create sidebar reports specific to departments so that users have what they need at all timesHint: Use &pv0, &pv1, etc. codes on report URLs to limit report results by User

122. (cont) Personalized Sidebar ReportsHow?: Create Campaign Member Report. Add Lead/Contact Owner = [blank] (filter 1) & Responded = TRUE (filter 2).Setup > Customize > Home > Custom Links > Create NewLink should be the Report URL. Use pv0, pv1, pv2, to fill in filters (below pv0 references Lead/Contact Owner): /00O30000004fY0i?pv0={!$User.FirstName}+{!$User.LastName}Setup > Customize > Home > Home Page Components > New HTML ComponentAdd your custom links to this Component. Create additional left sidebar components for different Profiles/Reports.Create new Home Page Layouts & add Components.

131. Dashboard Packs on the AppexchangeWhat?: Pre-configured dashboards focused on adoption, sales, and supportHow?: Download and install from the appexchange!Hint: Install into your sandbox environment first and then pick and choose the components and reports you want to use in Production.14Transition to # 9 will be Questions ???10. Company Profile for User Licensing Info 9. Turn on the New User Interface 8. Turn to the AppExchange for Free Apps! 7. Switch between Languages 6. Favorite Salesforce.com Help & Support 5. Profile-based Page Layouts 4. Create Apps to Show Related Objects 3. Discover the Force.com Data Loader 2. Personalized Sidebar Reports 1. Dashboard Packs on the Appexchange15Bonus! Using Login Access to support your usersWhat?: You can have login access granted by your users to allow you to see salesforce.com as they see it.How?: Setup > My Personal Information > Grant Login AccessExamples: Help to create a report that a user has stored in their personal reports folder; troubleshoot by seeing what they are seeing.16Transition to # 9 will be Bonus! Leveraging Change Sets for Quick DeploymentWhat?: How to quickly deploy configurations from one environment to another (i.e. sandbox to sandbox, sandbox to production)How?: Setup | App Setup | Deploy | Inbound/Outbound Change SetsExamples: Profiles, Page Layouts, Account, Opp, etc.Hint: Be sure to make the appropriate connects between 2 environments prior to deployment.17Quick Tips: Top 10 Configurations Made Easy!18How Could Dreamforce Be Better? Tell Us!Log in to the Dreamforce app to submitsurveys for the sessions you attended

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