Description:
Do you want to learn quick ways to convert leads, record calls, guide sales through complicated processes, and more? Of course you do! Join Salesforce admin expert Mike Gerholdt (aka ButtonClickAdmin) as he walks you through the Top 5 Hacks from our very own Community members that will make your Salesforce app run like a dream, driving success for you and your business. The best part is that you can create all these hacks with just clicks, not code!
Key Takeaways
Convert Leads without creating Opportunities
One-click Call recording
One-time creation of custom list views
Provide a guided sales process
Reports on Records Created by Running User
Intended Audience:
This session is for Salesforce System Administrators, as well as Salesforce Developers, who want to learn great hack tips & tricks. No coding required!
Recommended Resources and Videos:
https://developer.salesforce.com/en/events/webinars/top-5-salesforce-hacks
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The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
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Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
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The video will be posted to YouTube
& the webinar recap page
(same URL as registration).
This webinar is being recorded!
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Have Questions?
Don’t wait until the end to ask your question!
– Technical support will answer questions starting now.
Respect Q&A etiquette
– Please don’t repeat questions. The support team is working
their way down the queue.
Stick around for live Q&A at the end
– Speakers will tackle more questions at the end, time-allowing.
Head to Developer Forums
– More questions? Visit developer.salesforce.com/forums
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Why Salesforce?
Idea
Build App
Idea
buy &
setup
hardware
install
complex
software
define user
access
build & test
security
make it
mobile &
social
setup
reporting &
analytics
build
app
Traditional Platforms
6-12 Months?
App
App
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Develop, package and instantly deploy apps
Access rich APIs and frameworks
Code in your favorite language
Add fields, design layouts, and manage users
Point-and-click workflow & business logic
Drag-and-drop reports and dashboards
Programmatic Declarative
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Easy Hacks
Convert Lead without an Opportunity
Morph Page Layouts based on Opportunity Stage
“One-click” Left Voicemail button
Custom List views for all Users
Report on records Last Modified by Running User
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Convert Lead without creating an Opportunity
Business Case:
Leads need to be converted but Opportunities should not
be created upon conversion.
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Hack Recipe
Create a Detail Page Button on the Lead Object
Use the following Button URL:
/lead/leadconvert.jsp?retURL=%2F{!Lead.Id}&
id={!Lead.Id}&nooppti=1
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Morphing Page Layouts on Opportunities
Business Case:
Based on the stage of the Opportunity- relevant fields
should be at the top and all other fields are read only.
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Hack Recipe
Create Record Types & Page Layout for Each Sales
Stage
Create Workflow Rules to Change Record Types based
on Stage
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One-Click “Left Voicemail” Button
Business Case:
Users should be able to easily log that they left a voicemail
for a lead or contact and have a reminder to call them back
2 days later.
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Hack Recipe
Create a Custom Detail Page Button
Use the the following URL
/00T/e?followup=1&title=Call&retURL=%2F{!Lead.Id}
&who_id={!Lead.Id}&what_i
d={!Lead.Company}&tsk5=Left+VoiceMail&tsk6=Left+a
+voicemail+for+{!Lead.Name}&tsk5_fu=FU+VM+w+{!Lea
d.Name}+from+{!Lead.Company}&tsk4_fu={!TODAY()+2}
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Task Cheat Sheet
Tasks Field Type ID
Assigned To
ID
Text
tsk1_lkid
tsk1
Subject tsk5
Due Date tsk4
Comments tsk6
For more task & event field URL information:
http://phollaio.tumblr.com/post/22058016777/how-to-obtain-a-field-id
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Custom List views for Everyone!
Business Case:
List views are becoming cluttered and not unified. Views
should run based on the running user.
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Using Salesforce Global Variables
Use global Variables to reference general information
about the current user and your organization.
Examples:
$User.Id
$User.Alias
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Hack Recipe
Create 1 Formula Field using the Formula Below
IF ($User.Id = CreatedBy.Id, "TRUE",
"FALSE”)
Create 1 List View
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Report on Records Last Modified by Running User
Business Case:
Users need a report that shows all the Contact Records
they last modified. This report should look the same and
be built by the Admin.
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For More Resources
http://www.ringlead.com/salesforce-admin-hacks/
http://youtu.be/_vUHgTqMEhg
http://youtu.be/wbYzdA_mkq0
http://appirio.com/category/tech-blog/2014/03/salesforce-admin-hack-series-user-
object/
http://appirio.com/category/tech-blog/2013/11/salesforce-admin-hack-series-recap-
case-object/
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Q&A
Mike Gerholdt
Salesforce Admin Evangelist
MikeGerholdt
mgerholdt@salesforce.com
If we don’t get to your question you can post them at:
BCA Community: http://bit.ly/Learn2Hackit
Developer Forum: http://bit.ly/devforumqa