Success On Demand Sydney User Group Learning Session

1
Success On DemandSydney User Group Learning
Session

• 2 September 2009
• Glenn Elliott (Myriad Minds) user group leader

2
Agenda

• Introduction
• Update on recent Salesforce happenings
• Summary of the upcoming Winter 10 release
• Tips and tricks for administrators
• Help your users with Smart Help
• Save clicks with Parametered Reports
• General discussion
• Your key Salesforce challenges?
• Your favourite new AppExchange apps?
• Whats been successful at your business?
• Drinks and nibbles

3
Introduction

• User group leader Glenn Elliott, Managing
  Director, Myriad Minds
• Aiming for a user group thats
• as interactive as possible
• focused on the user experience and business
  benefit
• Mixture of presentations, demonstrations and open
  discussions.
• Please interrupt anytime as we go!

4
Agenda

• Introduction
• Update on recent Salesforce happenings
• Summary of the upcoming Winter 10 release
• Tips and tricks for administrators
• Help your users with Smart Help
• Save clicks with Parametered Reports
• General discussion
• Your key Salesforce challenges?
• Your favourite new AppExchange apps?
• Whats been successful at your business?
• Drinks and nibbles

5
Recent Salesforce Happenings

• Force.com Sites now generally available
• Included for Enterprise and Unlimited Editions
  http//www.salesforce.com/platform/cloud-platform/
  sites.jsp
• Examples of what Sites can do http//developer.fo
  rce.com/sitesgallery
• New Force.com Free Edition
• Great option for targeted custom app
  developments http//www.salesforce.com/platform/p
  latform-edition
• 1 application, 100 users, 10 custom objects, no
  CRM objects, no Accounts or Contacts
• Dreamforce 2009
• San Francisco, 17-20 November 2009
• User Group members get US100 off with promo
  code CDUSER
• Early bird available until 12 September.

6
Agenda

• Introduction
• Update on recent Salesforce happenings
• Summary of the upcoming Winter 10 release
• Tips and tricks for administrators
• Help your users with Smart Help
• Save clicks with Parametered Reports
• General discussion
• Your key Salesforce challenges?
• Your favourite new AppExchange apps?
• Whats been successful at your business?
• Drinks and nibbles

7
Salesforce Winter 10 release

• Release due in October, low downtime upgrade (as
  per usual)
• Sandbox Preview Window administrators should
  plan their approach http//www.salesforce.com/com
  munity/sandbox-preview-window.jsp
• Ideas included in Winter 10 are at
  http//ideas.salesforce.com/popular/coming_in_wint
  er_10

8
Salesforce Winter 10 release key features

• Help text for standard fields http//ideas.salesf
  orce.com/article/show/98366/Help_Text_for_Standard
  _Fields
• Cloud Deploy (Beta) - automated deployment for
  non-techies http//ideas.salesforce.com/article/s
  how/10097876/Cloud_Deploy_Beta__Winter_10_Release
• Batch Apex batch data processing natively on
  Force.com http//ideas.salesforce.com/article/sho
  w/10089342/Batch_Processes_for_Organisations
• "Send From" email address for workflow email
  alerts http//ideas.salesforce.com/article/show/6
  9422/Designate_Send_From_email_for_Work_Flow_alert
  s
• Quotes Pilot build formatted PDF quotes from
  opportunities http//ideas.salesforce.com/article
  /show/10097933/Quotes_Pilot__Winter_10_Release
• Colour control for charts http//ideas.salesforce
  .com/article/show/101864/Color_control_for_dashboa
  rdsreport_charts
• Dashboard section drill-down http//ideas.salesfo
  rce.com/article/show/10096281/Provide_Ataglanceand
  click_Insight_with_Dashboards__Dashboard_Sections_
  Should_Contain_DrillDown_Links_Rather_than_a_Commo
  n_Report_Link

9
Agenda

• Introduction
• Update on recent Salesforce happenings
• Summary of the upcoming Winter 10 release
• Tips and tricks for administrators
• Help your users with Smart Help
• Save clicks with Parametered Reports
• General discussion
• Your key Salesforce challenges?
• Your favourite new AppExchange apps?
• Whats been successful at your business?
• Drinks and nibbles

10
Salesforce Tips Tricks Smart Help

• Custom help
• Use custom help pages on custom objects
• Consider the Salesforce style guide for help
  https//na5.salesforce.com/help/doc/en/salesforce_
  pubs_style_guide.pdf
• Put help text on custom fields (and standard
  fields in Winter 10!)
• Keep the Home Page fresh
• Messages Alerts in left navigation bar
• Latest News in the main pane
• Dynamic opportunity stage help
• Displays an up-to-date summary of opportunity
  stages and their descriptions.
• More details at http//setupforce.wordpress.com

11
Salesforce Tips Tricks Parametered Reports

• Create one parametered report and dynamically
  pass through criteria, e.g.
• Click through from a campaign to see a summary of
  responses
• Click through from an account to see a summary of
  opportunity history
• Report needs to filter on the objects ID.
• Create a custom link that contains the ID of the
  report and passes through the ID of the object
  record, such as https//na5.salesforce.com/00O700
  00002KxQa?scopeid_lkid70170000000IHSSscopeidBre
  akfastSeminar
• Further reading http//sfdc.arrowpointe.com/2005/
  06/09/auto-create-reports-from-web-links/
• NB this technique is not officially supported by
  salesforce.com

12
Agenda

• Introduction
• Update on recent Salesforce happenings
• Summary of the upcoming Winter 10 release
• Tips and tricks for administrators
• Help your users with Smart Help
• Save clicks with Parametered Reports
• General discussion
• Your key Salesforce challenges?
• Your favourite new AppExchange apps?
• Whats been successful at your business?
• Drinks and nibbles