Useful tools & apps for Salesforce Admins - Salesforce Lausanne, Switzerland User Group
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The document outlines the agenda for a knowledge-sharing session for Salesforce administrators in Lausanne, Switzerland, on June 30, 2021. It includes presentations about customizable apps, useful tools, and Chrome extensions for Salesforce admins, alongside the mission of the user group focused on best practices and community engagement. Additionally, it highlights resources and contact information for further collaboration within the Salesforce community.
Useful tools & apps for Salesforce Admins - Salesforce Lausanne, Switzerland User Group
- 1. Knowledge Sharing session: Useful tools & apps for Salesforce Admins 30th June 2021 Lausanne, Switzerland User Group
- 2. Agenda ➢ Intro to Lausanne, Switzerland User Group ➢ Ralf & John: Nexellerators - Customizable Apps for Swiss companies ➢ Madog: IORAD - Walking Users through the steps ➢ Giuseppe: Useful Chrome Extensions for Salesforce Admins
- 3. Giuseppe Cardace Group IT Manager @ Acrotec 16x Salesforce Certifications (incl. Application & System Architect) @gcardax
- 4. What is a User Group? User Groups are local and virtual groups that meet live or online about everything Salesforce, from being an Awesome Admin, to non-profit and industries, Equality and Women in Technology.
- 5. Have Fun & Share Success Knowledge Sharing Networking What is our mission? Lausanne, Switzerland User Group • Best Practices • Highlights from new releases • Hands-on sessions • AppExchange Use Case Demos • Meet other Salesforce Users, Administrators, Developers & Architects • Speak up about day-to-day challenges and share learned lessons • Share a dinner with like- minded people • Participate in challenges to win Salesforce swags! ☺ • The more we grow as a community, the more successful we will be
- 6. Spread the word Present a topic Lead a Study Group How can YOU help? Lausanne, Switzerland User Group Share your experience on: • Salesforce products • AppExchange apps • Useful Admin tools 30-45 minutes per meeting • There’s no better way to assess your understanding of a topic than to explain it to someone! • If you know someone who could benefit and would be interested in this kind of group don’t hesitate to share our contact details
- 7. E-mail Trailblazer Community Trailblazer Community Groups Events Where to find us? Lausanne, Switzerland User Group Join the Chatter group on Trailblazer Community to participate to group discussions and vote for next topics: Lausanne, Switzerland User Group (private) Requires a Salesforce account (could be from a free Dev org) Bevy is now the new event management platform for the community groups. Register here to stay up-to-date on the events: https://trailblazercommunitygroups.com/salesforce -user-group-lausanne-switzerland/ lausanne-ch-user@trailblazercgl.com
- 8. Customizable Apps for Swiss companies Swiss QR-Bill, Zefix (Commercial Register) integration & more Lausanne, Switzerland User Group
- 9. John Sas Managing Partner @ Nexell GmbH john.sas@nexell.net
- 10. Ralf Roijakkers Account Manager @ Nexell GmbH ralf.roijakkers@nexell.net
- 11. Nexellerator Swiss QR-Bill (and others) Ralf Roijakkers | Account Manager | ralf.roijakkers@nexell.com | nexell.com
- 12. | nexell.com Footer (Go to edit -> Master) Agenda 12 | nexell.com ▪ Background ▪ The NEW QR Payment Slip ▪ Timeline ▪ Advantages ▪ Nexellerator QR-Bill Solution ▪ Prerequisites ▪ Examples ▪ Demo
- 13. | nexell.com Footer (Go to edit -> Master) 13 | nexell.com Background
- 14. | nexell.com Footer (Go to edit -> Master) Background - Today’s Payment Slips 14 | nexell.com
- 15. | nexell.com Footer (Go to edit -> Master) Background - Tomorrow’s Payment Slip 15 | nexell.com
- 16. | nexell.com Footer (Go to edit -> Master) Background - Timeline 16 | nexell.com ▪ Swiss QR-Bill was launched on June 30, 2020 ▪ Existing orange / red payment slips will be supported until September 30, 2022, and then removed from the market. ▪ QR-Bill will gradually replace the orange / red payment slips. All Swiss businesses will have to adopt this new payment method.
- 17. | nexell.com Footer (Go to edit -> Master) QR-Bill Advantages 17 | nexell.com ▪ Quick & easy scan of the QR code ▪ One-click and payment is registered automatically ▪ No more manual typing of information, reducing errors ▪ Less manual work ▪ Payment via e-banking ▪ Payment via mobile banking ▪ Payment by mail
- 18. | nexell.com Footer (Go to edit -> Master) Nexellerator Swiss QR-Bill 18 | nexell.com
- 19. | nexell.com Footer (Go to edit -> Master) Nexellerator Swiss QR-Bill - Overview 19 | nexell.com ▪ Built natively on the salesforce.com platform ▪ No external Accounting or ERP tools needed, but can be connected if desired ▪ Adapts to your data model ▪ Single object or multi-object data sources possible ▪ Single or mass template generation possible ▪ Multilingual & Multicurrency dependencies possible ▪ Adapt to any CI (Corporate Identity) ▪ Output as PDF or editable MS-Word ▪ File saved in salesforce
- 20. | nexell.com Footer (Go to edit -> Master) Nexellerator Swiss QR-Bill - Prerequisites 20 | nexell.com ▪ Salesforce.com Platform, EE (Enterprise Edition) or higher ▪ Document generation capabilities (Titan is recommended) ▪ Nexell customization services to adapt the solution to client’s specific needs and data model
- 21. | nexell.com Footer (Go to edit -> Master) Examples 21 | nexell.com
- 22. | nexell.com Footer (Go to edit -> Master) Example - Page Layout 22 | nexell.com Swiss QR-Bill Area Payment infos, ESR, IBAN etc Message, Advertising, Publicity Area
- 23. | nexell.com Footer (Go to edit -> Master) Example - Salesforce.com Contracts 23 | nexell.com
- 24. | nexell.com Footer (Go to edit -> Master) Example - Invoice with QR-Bill 24 | nexell.com
- 25. | nexell.com Footer (Go to edit -> Master) Examples - Invoice with QR-Bill and Item List 25 | nexell.com
- 26. | nexell.com Footer (Go to edit -> Master) Questions ? 26 | nexell.com ?
- 27. | nexell.com Footer (Go to edit -> Master) Demo 27 | nexell.com
- 28. Thank You Ralf Roijakkers| Account Manager | ralf.roijakkers@nexell.com | nexell.com
- 30. Madog Williams Senior Consultant @ Capgemini
- 31. IORAD Walking Users through the steps Lausanne, Switzerland User Group
- 32. Fast Tutorials for any web based app including Salesforce Chrome extension https://chrome.google.com/webstore/search/iorad?hl=en Also available on Firefox and Edge
- 33. Uses ❖ Walkthroughs ➢ Desktop functions ➢ Mobile functions (via screen share apps like LetsView) ❖ Testing feedback ❖ Shadowing
- 34. Benefits ❖ Free version ❖ Speed ❖ Ease of Use ❖ Data Masking in tutorial ❖ Rapid sharing ➢ Public ➢ Private $ X
- 35. Web app Imagine if you had to do PowerPoint of the 26 steps in a process. https://ior.ad/7DZ1
- 36. Desktop version for Mobile ❖ https://ior.ad/7DYS 1. Launch desktop version 2. Screen share 3. Click on Desktop when performing actions on each step on phone Free screen sharing https://letsview.com/
- 37. Live build ➢ Please time end to end after the countdown finishes.
- 38. Questions ? ➢ Become an iorad expert in 5 Min!! https://www.youtube.com/watch?v=cRdU 8B2hPiw
- 39. Useful Chrome Extensions for Salesforce Admins Lausanne, Switzerland User Group
- 40. Useful tools for Salesforce Admins 1. Salesforce Inspector (100k+ users) 2. ORGanizer for Salesforce (40k+ users) 3. Salesforce DevTools (20k+ users) 4. Salesforce Lightning Inspector (50k+ users) 5. Salesforce Advanced Code Searcher (40k+ users) My top 5 Chrome extensions
- 41. Salesforce Inspector 1. Quickly find / log-in as users 2. Import / Export data in different formats (CSV/XLS/JSON) using a simple SOQL query editor with autocomplete → save frequent queries 3. Dashboard to Monitor Org Limits 4. Download / Backup Org Metadata 5. Explore sObjects definitions & APIs Key features
- 42. ORGanizer for Salesforce 1. 1-click login (Save your credentials in the extension → very useful for Consultants) 2. Query Editor with autocomplete → save frequent queries (“V.I.Q”) 3. Enhanced Formula Editor with auto-indent (Ctrl+i) and autocomplete (Ctrl+Space) 4. Adds “Select All” options when editing Field Level Security 5. Colour-code and tag your org tabs to avoid changing things in the wrong Org 6. Mass editor for Profile Login Hours 7. Changeset Helper (e.g. save frequent metadata deployments as templates) Key features
- 43. Salesforce DevTools 1. Export Object definitions to Excel (great for documentation and check-up) 2. Query Editor with GUI, autocomplete and export to Excel 3. Show Field API Names on page layouts 4. Quickly jump to relevant configuration pages and docs 5. Generate Entity-Relationship Diagrams (ERD) Key features
- 44. Salesforce Lightning Inspector 1. Track event firing and handling sequences (useful to debug LWC and Aura components) 2. Identify performance bottlenecks by looking at a graph of component creation time 3. View server-side Actions executed on Salesforce ○ Manually override action response messages to test exceptions in your components Key features
- 45. Salesforce Advanced Code Searcher 1. Quickly search for keywords within Apex code (e.g. check where a field is referenced) 2. Code Coverage overview (check code coverage by class, filter poor coverage classes) 3. Static Code Analysis Apex Code with PMD and Lightning Linter (check if your orgs code is applying best practices) 4. Online editor for Lightning Web Components (LWC) 5. Get record details (see and edit all record fields) Key features
- 46. Q & A
- 47. What do you want to see next? Let’s discuss together and define the topics of the next meeting!