Marketing operations and resource management with salesforcecom
Configuration tips
1. Top 10 Configurations Tips for a Beginning Administrator VenkatPolisetti Atlanta Salesforce User Group Leader
2. 10. See Your “Company Profile” for User Licensing Info. What: View your organization’s user licensing information How: Setup | Administration Setup | Company Profile | Company Information Example: How many licenses did we purchase? How many licenses do we have remaining? What are the different license types available to us?
3. 9. Turn on the New User Interface What: Expose new features including Chatter, Global Search, Drag & Drop Dashboards, etc. via the new UI How: Setup > Customize > User Interface > Enable New User Interface Theme Example: Enable Chatter which automatically enables the new UI. Disabling the new UI automatically disables Chatter
4. 8. Turn to the AppExchange for Free and paid Applications What: Find pre-built apps & services that you can integrate with your instance of Salesforce.com How: Select “Add AppExchange Apps…” from the Applications dropdown at the top right. Example: Install a free application on to your instance
5. 7. User Setup Updates: Switch between Languages What: Change the display language of your Salesforce instance for your international users. How: Setup > Manage Users > Users > Edit each user > Language Hint: Can also change Global Default Language for your organization Setup > Company Profile > Company Information > Default Language
6.
7. How? Setup > My Personal Information > Grant Login Access
8.
9. 4. Create “Apps” to Organize Your Org What: Create Apps in your instance to include relevant tabs used most frequently by your users. How: Setup > Create > Apps > New > follow wizard Example: Create different app that includes Content, Documents, and URL tabs
10. 3. Discover the Force.com Data Loader What: Quickly mass update SF data How: Setup | Data Management | Data Loader Example: Load sample accounts into your org.
11. 2. Build “Personalized” Sidebar Reports What: Create sidebar reports specific to departments so that users have what they need at all times Hint: Use “&pv0”, “&pv1”, etc. codes on report URLs to limit report results by User Example: Create a sidebar reports section for your users that will display various reports. When clicked on a report, the report will produce results based on the logged in user.
12. 1.Cross object formulasand validation rules What: Cross object formulas help you pull information from a parent object on to a child object for display purposes. Validation rules on an object help you implement business requirements related to data input. How: Setup | App Setup | Create| Objects
