6 Cool Tips For Salesforce Admins
- 1. 6 Cool Tips For Salesforce Admins Salesforce.com Los Angeles User Group Meeting 7/25/2012
- 2. Henry C. Abenaim General Manager Infinity Capital Funding Email: henry@infinitycapitalonline.com
- 3. 6 Cool Tips For Salesforce Admins 1. Monitoring Turnaround Time 2. Clustering Data to Easily Fit on Screen 3. Solving Filter Limitations 4. Monitoring Calls Logged in Morning vs. Afternoon 5. Auto Populating Lead Costs 6. Rotating Assignment of Leads, Cases, or Incoming Email
- 4. 1. Monitoring Turnaround Time The Problem: • How to monitor turnaround time (without counting weekends). Example: Underwriting or Production turnaround time.
- 5. 1. Monitoring Turnaround Time Formula Field Syntax
- 6. 1. Monitoring Turnaround Time How it works Sun Mon Tue Wed Thurs Fri Sat Date Started 7/22/2012 7/23/2012 7/24/2012 7/25/2012 7/26/2012 7/27/2012 7/28/2012 Anchor Date (Monday) 6/24/1985 6/24/1985 6/24/1985 6/24/1985 6/24/1985 6/24/1985 6/24/1985 Diff 9890 9891 9892 9893 9894 9895 9896 MOD 6 0 1 2 3 4 5 Fri Sat Sun Mon Tue Wed Thurs Date Finished 7/27/2012 7/28/2012 7/29/2012 7/30/2012 7/31/2012 8/1/2012 8/2/2012 Minus Date Started 5 5 5 5 5 5 5 MOD 5 5 5 5 5 5 5 CASE Formula 5 5 4 4 4 4 4
- 7. 1. Monitoring Turnaround Time Dashboard Bar Chart
- 8. 2. Clustering Data to Easily Fit on Screen The Problem: • How to easily fit numerous fields/columns on a List-view or Report without extending beyond the width of the screen or page. Example: List view displaying full lead contact info. (Company name, Owner name, Address, Phone, Mobile, Fax, Email, Owner, Date Created, Status, etc.)
- 9. 2. Clustering Data to Easily Fit on Screen Formula Field Syntax
- 10. 2. Clustering Data to Easily Fit on Screen List View & Report
- 11. 3. Solving Filter Limitations The Problem: • How to go beyond filter limitations for list- views and reports. Example: To remove certain records from a specific report of list based on field value criteria.
- 12. 3. Solving Filter Limitations The Solution! • Formula field with “IF” Function • One Filter is needed!
- 13. 3. Solving Filter Limitations Formula Field Syntax
- 14. 3. Solving Filter Limitations How it works: • The formula field will display “0” when all the filter criteria is true. If some of the filter criteria is not true, it will display a number greater than “1.” • Only need one filter on List views & reports (Field is Less or Equal to “0”). • Benefits: – Can have numerous filter criteria… – Can have identical filter criteria on List-views, reports, grids, etc.
- 15. 4. Monitoring Calls - Morning vs. Afternoon The Problem: • How to monitor sales or customer support calls volume done in the morning vs. the afternoon hours. (It’s amazing what can be discovered!) Example: Collections or sales reps making daily calls.
- 16. 4. Monitoring Calls - Morning vs. Afternoon Formula Syntax How it works: The “TEXT” function converts the date/time field into a text string, and the “MID” function copies the hour digits.
- 17. 4. Monitoring Calls - Morning vs. Afternoon Dashboard Bar Chart (with bucket field)
- 18. 5. Auto Populating Lead Costs The Problem: • How to automatically populate the cost of each lead purchased. Example: Costs of Leads based on multiple Lead sources.
- 19. 5. Auto Populating Lead Costs Create Two Fields 1) Formula Field Name: Lead Price – Formula Syntax: CASE(LeadSource, "Salesgenie",20.00, "LeadsDirect",30.00, "HotLeads NY",15.00, "HotLeads CA",20.00, "Web Lead",10.00, null) 2) Regular Text Field Name: Lead Price
- 20. 5. Auto Populating Lead Costs Workflow Rule/Field Update 1) Workflow Rule: a. Every time a record is created or edited b. Run this rule if the following Formula Evaluates to True: ISCHANGED( LeadSource ) 2) Immediate Workflow Actions a. Field Update. a. (to place the formula field into the regular text field.)
- 21. 5. Auto Populating Lead Costs Dashboard Bar Chart
- 22. 6. Rotating Assignment of Leads, Cases, or Incoming Email The Problem: • How to auto assign ownership of Cases or Leads to reps on a rotating basis. Example: To assign incoming leads, cases, or email evenly amongst your users.
- 23. 6. Rotating Assignment of Leads, Cases, or Incoming Email The Solution! • Email-to-case • 2 Custom Fields. • Case Assignment rules
- 24. 6. Rotating Assignment of Leads, Cases, or Incoming Email Steps 1 & 2 1) Create an “Email-to-Case” 2) Create 2 custom fields on the Case object: FIELD #1: Field Label: Case Number (1) Data Type: Auto Number Description: ID used for assignment allocation Display Format: {0} FIELD #2: Field Label: Case Number 2 Data Type: Formula Description: Formula to convert the “Case Number (1)” 1 into a “1” or a “2” Formula Syntax: MOD( VALUE( Case_Number__c ) ,2)+1
- 25. 6. Rotating Assignment of Leads, Cases, or Incoming Email Step 3 3) Case Assignment Rule: Case: Case Number 2 EQUALS 1 Case: Case Number 2 EQUALS 2 Case Number (1) MOD (Divided by2) Case Number 2 1 1 2 2 0 1 3 1 2 4 0 1 5 1 2 6 0 1 7 1 2 8 0 1 9 1 2 10 0 1
- 26. Thank you…