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Killer Salesforce Admin Activity Hacks

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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. Crea...

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Killer Salesforce Admin Activity Hacks

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Salesforce MVPs Michael Farrington of RingLead and Jarrod Kingston of Appirio team up to present six brand new Salesforce admin hacks for activities.

Salesforce MVPs Michael Farrington of RingLead and Jarrod Kingston of Appirio team up to present six brand new Salesforce admin hacks for activities.

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Killer Salesforce Admin Activity Hacks

  1. 1. Killer Salesforce Admin Activity Hacks #AdminHacks
  2. 2. #AdminHacks
  3. 3. 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 #AdminHacks
  4. 4. 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 field IF(!ISBLANK( WhatId ), HYPERLINK('/'& WhatId &'/e', 'Edit the What'), null) #AdminHacks
  5. 5. 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
  6. 6. Perpetual Tasks Recurring Tasks: Perpetual Tasks: #AdminHacks
  7. 7. Complete Task Chatter Action Objective: Complete a Task through Chatter. Solution: Create a Chatter Publisher Action that defaults fields for the user. #AdminHacks
  8. 8. 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.
  9. 9. 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.
  10. 10. Q&A Michael Farrington @michaelforce Jarrod Kingston @jarrodmichael #AdminHacks Today’s Hacks 1. Phantom Task Tab 2. Link to Edit the “What” 3. Perpetual Tasks 4. Complete Task Chatter Action 5. Mass Close Tasks 6. Email Alert Recording

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