Salesforce Innovation: Tips and Tricks for Advanced Users

Advanced Salesforce…
Tips & Techniques for Advanced Users & Administrators
Jennifer DeLalio
Senior Project Manager
May 2014

• Founded in 1997
• Public, NASDAQ: PRFT
• Major market locations throughout
North America
• Global delivery centers in China,
Europe and India
• >2,100 colleagues
• Dedicated solution practices
• ~85% repeat business rate
• Alliance partnerships with major
technology vendors
• Multiple vendor/industry technology
and growth awards
Perficient Profile

• More than 450 customers │Completed ~3,000 Salesforce engagements
• Expertise: Sales and Service Clouds, Chatter, Portals, Communities,
Mobile and Custom Development on Salesforce Platforms
• Industry Strength: Healthcare, FinServ, Hi-Tech and Consumer/Retail
• One of the highest Salesforce.com customer satisfaction ratings: 9.4
out of 10!
Salesforce Practice

Topics
• A Fresh Look at Quotes
• Navigation Shortcuts
• Chatter Tips
• Spring ‘14 Highlights
– Salesforce1 Enhancements
– Feed-based Page Layouts
– Analytics Enhancements
– Forecasting Enhancements
• Q&A

Quotes Overview
• Sales Reps may want to offer a few pricing scenarios to a
prospect
• Options:
– Create multiple opportunities each with different pricing
characteristics
– Create opportunity products representing the different scenarios
These can inflate your pipeline
• Ideal situation:
– Create a few versions of products/pricing on the opportunity
– Choose one version to use as the pricing used for the opportunity
• We’re essentially describing Salesforce Quotes!!

Quotes Data Model
Opportunity
Opportunity
Products
Quotes
Quote Line
Items
Products

Quotes - Key Features
• Synching:
– Oppty products are updated with the quote line items from the
“synched quote”
– The sync is bi-directional - an edit on an oppty product will synch
down to the corresponding quote line item for the “synched quote”
– Oppty amount and quantity reflect the totals from the oppty
products
• Templates:
– PDFs can be generated that show a quote/quote line items
– Configuration of these templates is possible e.g. header, footer,
logo, custom fields, tables, etc.
– Quote templates don’t have folder security. All templates will be
available to all users

Quotes Configuration Tips
• Create your own “new quote” button for the quotes related list on
the opportunity page layout.
– Add parameters to the URL such as record type id, quote expiration
date, etc.
• Emphasize to users what the “rules” are for selecting the quote to
sync.
– Is it the most pricey scenario? The least? Most likely?
• Implement validation rules and approval processes to facilitate
quote review/approval steps in your business process
• If quoting is typically performed by a special pricing group, use
Salesforce Workflow and/or Chatter to facilitate communication
and handoff between sales and other teams/parties

Topics
• A Fresh Look at Quotes
• Navigation Shortcuts
• Chatter Tips
• Spring '14 Highlights
– Salesforce1 Enhancements
– Feed-based Page Layouts
– Analytics Enhancements
– Forecasting Enhancements
• Q&A

Closing Activities Faster
How can we save some clicks in the Activity Management process?
1. A My Open Activities
list should be one
click away
1
1. It should have a
Close link that helps
me close out open
items … fast!
2
1
2

“My Open Activities” Sidebar Link
1. Create a View for “My Open Activities” https://{your instance}/007
2. Go into Edit mode on the View and grab the View ID from the URL
https://{your instance here}/ui/list/FilterEditPage?id=00Bd0000005P0pF&retURL=%2F.........
3. Add a Custom Component/Custom Link on the Sidebar for opening
the My Open Activities list in a new browser window/tab
– Be sure your User Interface Setting for “Show Custom Sidebar
Components on All Pages” is checked
– The link will be: https://{your instance}/007?fcf={your view id}

“Close” Formula Field for Tasks
• Create a new Activity Custom Formula Field of sub-type “Text”
• Field Name = “Task Close”
• Formula =
HYPERLINK ("/"&Id&"/e?Close=1&tsk12=Completed&returl=%2F"&Id, "Close")
Force the Status field
(tsk12) to “Completed” (or
whatever your closed
status should be)

Chatter Bookmarks
• Keep track of
useful/important
posts
• Other users can’t
see what you have
bookmarked
• You can get email
notifications when
comments are
added to posts you
have bookmarked

Chatter Groups
• Allow for focused consolidation of discussions or files within a
specific subject area
• Have specific users who are members; Customers can be setup
external Chatter Users for collaboration purposes
• Users can see all groups
• Any user in the org can join a public group; however, users must
request membership to private groups

Chatter Topics
• Incorporate #Hashtag functionality
into Chatter
• Hashtags allow for flagging of
specific posts or files as pertinent
to a specific subject area, or TOPIC
• This makes it easy to pull up all
Chatter items (posts, files, etc.)
related to that topic
• Topics in Salesforce can be
“Followed” similar to people and
object records
• Can transcend groups
The Topics functionality ultimately allows us to
have fewer subject-focused public groups
since following a topic can allow you to
achieve the same benefits (notification of
new/updated information) as public group
membership

Spring '14 – Salesforce1 Enhancements
• Partner community and customer community users can now
access your org using Salesforce1
– Mobile-browser only
– Site.com branding is not yet supported
• Branding settings are now available on Salesforce1:
– Loading page background color
– Loading page logo image
– Salesforce1 header background color
– Publisher icon images
• Receive more notification types and keep notifications up to 90
days
• iOS app users can set preferences on push notifications
• Dashboards are now included in global search results
• Add canvas apps to the Salesforce1 navigation menu

• Customize Chatter group layouts and publisher actions
• Feed search includes feed’s posts, comments, hashtag topics,
mentions and files
• Upload photos from mobile devices – now has mobile browser
support
• Call, log calls to, or send email to leads
• Access social networking with Twitter for accounts, contacts and
leads
• View embedded report charts on record detail pages for any
standard or custom object
• More supported objects/features:
– D&B Company, opportunity products, opportunity team, orders,
quotes, and quote line items

• Groups enhancements:
– Create groups from the publisher
– Add group members from the publisher
– Edit group details, owner, and access level
– Archive and activate groups
– View group announcements
– Post and view files in groups
• Today enhancements:
– Quickly let people know you’re running late to a meeting or won’t
be able to make it
– Review Salesforce user records, as well as contacts or person
accounts, that are associated with a meeting’s organizer or invitees
– Use today on Apple iPad devices

Spring '14 – Feed-based Page Layouts
• The style and convenience of the Case Feed type of page layout is
now available on other objects
– Account, contact, opportunity, lead, custom objects
• You can toggle between feed view and detail view
• Feed View
– Publisher allows you to perform operations pertaining to the record
(e.g. create related records or log calls)
– Record feed shows activity on the record, such as comments
others have made about it, in chronological order
• Details View
– Shows in-depth information about the record, including related lists

Spring '14 – Analytics Enhancements
• Export reports without
salesforce.com footer
• Embed report charts into Visualforce pages
• Hide unused Report
Types

• Flexible sorting allows you to have different SORT CRITERIA for
your various grouping levels
• Floating headers for Summary and Matrix Reports
Vertical Scrolling Horizontal Scrolling

• Named Dashboard Filters
– Give an intuitive nickname to
each of the dashboard filter
options you present to the user
• Support for percentages in Table and Metric Dashboard
Components
– Instead of seeing .6, you can now see 60%

Spring '14 – Forecasting Enhancements
• Multiple Forecast Types
– You can now slice and dice your forecast data from multiple angles:
1. Opportunity Revenue/Quantity/both
2. Opportunity Split Revenue
3. Product Family Revenue/Quantity/both

Spring '14 – Forecasting Enhancements cont’d
• Overlay Forecasts (PILOT)
– With opportunity splits, you can add an opportunity team member
as an “overlay”
– Opportunity overlay splits can be enabled as a forecast type and
consequently these $$ can be viewed in the forecasts tab

Questions?
Please enter your questions through the “Chat” or “Question”
window

Thank You!
For more information
contact: 877-276-2120
sales@Perficient.com

Salesforce Innovation: Tips and Tricks for Advanced Users

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