Supercharge your Salesforce with 10 Awesome tips & tricks
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This document contains tips for supercharging Salesforce, presented by Ronak Mehta. It is organized into three sections: #HeavyHitter focuses on powerful features, #VisualImpact on visualization techniques, and #AdminSimplified on simplifying administration. Tips include using formula fields to enable summary reports, email alerts with logging using declarative lookup rollups, row-level formulas in reports, embedding reports on records, and color-coding picklist values for consistency in charts. The presentation concludes with networking details.
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Supercharge your Salesforce with 10 Awesome tips & tricks
- 1. SUPERCHARGE YOUR SALESFORCE WITH THESE AWESOME TIPS & TRICKS RONAK MEHTA
- 2. #YeurDreamin2019 About me • Lead Consultant at Cloud Integrate • 7 years experience in the Salesforce ecosystem • 5x Salesforce Certified • Learning to play Connect with me @Cloud_Integrate #AdminTips ronak@cloud-integrate.com
- 3. #YeurDreamin2019 Presentation Format • #HeavyHitter • #VisualImpact • #AdminSimplified
- 4. #YeurDreamin2019 Who’s in the audience?
- 6. #YeurDreamin2019 Power of One ‘The greatest formula ever written’
- 8. #YeurDreamin2019 Power of One #HeavyHitter Level of effort - Beneficiary - (end users) Value - Feature Summary
- 9. #YeurDreamin2019 How to: • Step 1: Create a Formula Field on any Object with Formula value 1 • Step 2: Reference this formula field in any Summary or Matrix Report Power of One #HeavyHitter
- 10. #YeurDreamin2019 Send Email Alerts with activity logging ‘Thank you Gravity Labs’
- 11. #YeurDreamin2019 Send Email Alerts with activity logging, BCC and more #HeavyHitter
- 12. #YeurDreamin2019 Send Email Alerts with activity logging, BCC and more #HeavyHitter Level of effort - Beneficiary - (admins) Value - Feature Summary
- 13. #YeurDreamin2019 Send Email Alerts with activity logging, BCC and more #HeavyHitterHow to: • Step 1: Upvote the idea for Salesforce to make this standard. • Step 2: Install the package – this only works on Enterprise edition and up as it requires apex code. Or view in GitHub. • Step 3: Open a process builder (or flow) • Step 4: On the actions select the “Apex Class” option
- 14. #YeurDreamin2019 DLRS ‘Summary fields on steroids’
- 15. #YeurDreamin2019 DLRS (Declarative Lookup Rollup Summary) #HeavyHitter
- 16. #YeurDreamin2019 DLRS (Declarative Lookup Rollup Summary) #HeavyHitter Level of effort - Beneficiary - (admins) Value - Feature Summary
- 17. #YeurDreamin2019 How to: • Step 1: Install DLRS from GitHub - https://github.com/afawcett/declarative- lookup-rollup-summaries • Step 2: One-time Configuration of DLRS App • Step 3: Create and Save new “Lookup Summary Rollup” • Step 4: Deploy Apex Code (one-time per object) • Step 5: Activate and Run “Lookup Summary Rollup” DLRS (Declarative Lookup Rollup Summary) #HeavyHitter
- 18. #YeurDreamin2019 Row-Level Formulas on Reports ‘Don’t let reporting requirements eat into your custom field limits ever again’
- 19. #YeurDreamin2019 Row-Level Formulas on reports (Beta) #HeavyHitter
- 20. #YeurDreamin2019 Row-Level Formulas on reports (Beta) #HeavyHitter Level of effort - Beneficiary - (end users) (admins) Value - Feature Summary
- 21. #YeurDreamin2019 How to: • Step 1: Select “Add Row-Level Formula (Beta)” • Step 2: Define Formula and hit “Apply” Row-Level Formulas on reports (Beta) #HeavyHitter
- 23. #YeurDreamin2019 Actuals vs Targets in Reports ‘Visually compare actual to target sales in Opportunity report charts’
- 24. #YeurDreamin2019 Actuals vs Targets in Reports #VisualImpact
- 25. #YeurDreamin2019 Actuals vs Targets in Reports #VisualImpact Level of effort - Beneficiary - (end users) Value - Feature Summary
- 26. #YeurDreamin2019 How to: • Step 1: Create new Opportunity Record Type called “Target” • Step 2: Set only ”Closed Lost” stage in Target Sales process • Step 3: Create ”Target” records for each target (Eg. Q12019, FY2019, etc) • Step 4: Create Summary/Matrix Report grouped by Record Type Actuals vs Targets in Reports #VisualImpact
- 27. #YeurDreamin2019 Embed Reports/charts on record ‘Visual and analyze data everywhere in Salesforce’
- 28. #YeurDreamin2019 Embed Reports/charts on record pages #VisualImpact
- 29. #YeurDreamin2019 Embed Reports/charts on record pages #VisualImpact Level of effort - Beneficiary - (end users) Value - Feature Summary
- 30. #YeurDreamin2019 How to: • Step 1: Create and Save Report in Salesforce (Eg. Opps by Stage) • Step 2: Open Record Page in Lightning App Builder (Eg. Account Record Page) • Step 3: Add the Report Chart Component to Page • Step 4: Select Report and set “Filter By:” Option (to Account ID) Embed Reports/charts on record pages #VisualImpact
- 31. #YeurDreamin2019 Customized image on a record ‘Helpful Visual indicators on any record in Salesforce’
- 32. #YeurDreamin2019 Customized image on a record based on record field data #VisualImpact
- 33. #YeurDreamin2019 Customized image on a record based on record field data #VisualImpact Level of effort - Beneficiary - (end users) Value - Feature Summary
- 34. #YeurDreamin2019 How to: • Step 1: Upload images as Document records in Salesforce • Step 2: Copy the Salesforce URL of the uploaded image • Step 3: Create a Formula field (Type = Text) referencing the uploaded images Customized image on a record based on record field data #VisualImpact
- 35. #YeurDreamin2019 Color coding reports data ‘Helpful Visual indicators on Salesforce reports’
- 36. #YeurDreamin2019 Color coding reports data #VisualImpact
- 37. #YeurDreamin2019 Color coding reports data #VisualImpact Level of effort - Beneficiary - (end users) Value - Feature Summary
- 38. #YeurDreamin2019 How to: • Step 1: Create a Summary or Matrix Report • Step 2: Select “Conditional Formatting” on the bottom right corner of Report Builder • Step 3: Define Conditional Formatting Rule Color coding reports data #VisualImpact
- 39. #YeurDreamin2019 #VisualImpact ‘Picklist Color Consistency on Salesforce Charts’
- 40. #YeurDreamin2019 Assign colors to picklist values for consistency #VisualImpact
- 41. #YeurDreamin2019 Assign colors to picklist values for consistency #VisualImpact Level of effort - Beneficiary - (end users) Value - Feature Summary
- 42. #YeurDreamin2019 How to: • Step 1: Edit Picklist Value • Step 2: Select new “Chart Color” Assign colors to picklist values for consistency #VisualImpact
- 44. #YeurDreamin2019 Find Inactive Reports by “Reporting on Reports” #AdminSimplified
- 45. #YeurDreamin2019 Email-to-Case for internal user issues #AdminSimplified
- 46. #YeurDreamin2019 Join us for drinks @18:00 sponsored by Community sponsors: Contact details: Ronak Mehta @Cloud_Integrate ronak@cloud-integrate.com #AdminTips NonProfit-track sponsor:
Notes de l'éditeur
- The Irony of my existence: I’m a consultant by profession by enjoy sharing my knowledge for free I have 7 years of Salesforce experience but this is my first time talking at an official event I’m 5x certified but have never worked as a Salesforce admin Fun Fact about me: I can’t sing or dance to save my life, so I am learning guitar to keep the creative juices flowing
- Since we live in the world of hashtags, I’ve decided to categorize by tricks and tips into 3 hashtag
- A little secret – I just picked up these screenshot from Salesforce’s Summer ‘19 release notes (Please don’t let the YeurDreamin’ organizers know about this)
- I really really like to reduce clicks for users because guess what, Salesforce isn’t the best platform when looking for different data in different places.