Welcome to Circles of Success!Getting Started with Salesforce Customizations

Aruna Manohar

Success Manager

Marie Duplessis

Success Manager

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Objective of Today’s Circle

✓ Collaboratively learn what types of

customizations can be made

✓ Identify common challenges with

identifying, building, and augmenting

your Salesforce instance

✓ Discuss best practices for customizing

Salesforce

Agenda

Introductions

Why Customize?

4 Steps to Successful Customizations

Demonstrations

Key Takeaways

Resources

Wrap Up / Survey

Why Customization is Important

Salesforce comes with a fully functional

CRM application… but why stop there?

Increase user adoption

Improve data quality

Improve efficiency

Commonly asked questions, what are yours?

When do I need to use

code?

Are customizations difficult

to deploy?

What skills are required to

build apps?

How do I assess multiple

user requests?

?

Sandbox or Production?What types of customizations

can I create?

Who should be allowed to

make changes?

• Field Types

• Business

Processes

• Rules

• Visibility

• Security

• Testing Strategy

• Use Sandbox

• Test Scenarios

• Test Use Cases

• Test Scripts

• Communicate

• Train

• Roll-out Strategy

• Measure

• Feedback Loop

Setup and Customize Deploy Evaluate

• Business Drivers

• Define Groups,

Roles, Security,

Permissions

• Document

• User Approval

• Reports

Plan and Prepare

Four Steps to a Successful Deployment

Basic Customization

● Many ways to Customize

● High Value - Low Complexity

● Point & Click Customization of

Fields and User Interface (UI)

○ 22 field types

● Rich User Interface with:

○ Security

○ Permissions

○ Reports

○ Formulas

○ Automation

Understanding Field Types

● What type of relationship

am I trying to establish?

● What types of Fields

should I use?

● Are there “gotchas?”

● How does it affect

reports?

• Produce test scenarios,

use cases and test

scripts

• Track expected and

actual behavior

depending on extent of

customizations

• Training Materials,

Communication plans for

Users, online training

courses

Deploy

• Create customizations

in Sandbox first, then

move to production

Configure Test Train

Circles of Success

Train End Users for

Faster Adoption

• Ensure a mechanism for

users to report issues (Ideas,

Emails, Chatter, etc.)

• Assess results

• Promote successes

• Use momentum for more

customization!

Track Issues Provide feedback Rinse and Repeat

Evaluate

• Run reports on field usage

• Spot check data resulting

from use of customization

● Customization is easy with clicks,

not code!

● Identify business processes

● Build and test customizations

● Enhance/iterate

Key Takeaways

Get feedback

Build

Measure

Evolve

Ideation

Resource Links!

Formulas:

● Formulas Quick Reference

● Formulas Cheat Sheet

● Formulas: How Do I…

● Examples of Advanced Formula Fields

Formula Tips:

● Tips for Working with Text Formula Fields

● Tips for Working with Number Formula Fields

● Tips for Working with Date and Date/Time Formula Fields

Customizing Salesforce:

● Force.com Workbook

Videos:

● Hands-on Training: Customize Salesforce

using Custom Fields and Page Layouts

● Formulas for Dummies

● Salesforce: Simple Validation Rule

● Getting Started set-up series

webinars & videos

GETTING STARTED GO FASTER

Virtual Circles of Success:

Circles of Success are small group clinics for Salesforce customers focused

adoption and best practices, hosted by Salesforce experts. Become a part of

the Success Community today and join the Getting Started or Release

Readiness chatter groups.

GO FURTHER

➢ Execute a Well-planned Implementation

➢ Know Your Customer with Accounts & Contacts

➢ Sell More with Lead & Opportunity Management

➢ Increase Productivity with Activity Management

➢ Train End-users for Faster Adoption

➢ Getting Started with Salesforce Customizations

➢ Improve Customer Service with Reports & Dashboards

➢ 3 Ways to Improve Customer Service

➢ Increase Sales Using Reports & Dashboards

➢ Transform Your Business with Automation

➢ Chatter to Increase Employee Productivity

➢ Accelerate Adoption with Salesforce1 Mobile

➢ Manage Change for Small Business

➢ Weathering the Storm of Change Management

➢ Become a Data Management Rockstar

➢ Predict Sales with Forecasting

➢ Engage more Using Communities

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Join the Conversation

Over 1,900,000 Members and growing!

Engage directly with salesforce experts!

Hear from our MVP’s, other customers and

salesforce resources!

Access resources, webinars, people, all designed

to help you achieve success!

To Join:

• Go to our Success Community Directory

• Select the groups to join

• Use your salesforce credentials

• Select Join

Success Collaboration Groups

Getting Started Resources

Click here to access all

decks and materials

Survey

Please remember to fill out your survey!

Additional Resources

Introducing Trailhead

Your free guide to learning

and challenging yourself on

the Salesforce1 Platform.

trailhead.salesforce.com

Get success-driven

expertise for every

phase of your

Salesforce journey.Whether you’re just getting started or you’ve

been with Salesforce for years, we can help

you get the maximum return on your

investment.

Get the Basics

Improve Lead Conversion Resources

* Offered to Premier customers only – learn more about Success Plans

Go Further

Discuss Live with Experts

Set up Salesforce to

align to your

business

Create the User

Experience Video

Set Up Leads

Walkthrough

Implement best

practices to move

quickly from lead

generation to deal

close

Improve Lead

Conversion

Webinar

Track Lead

Generation

Efforts

Capture

More

Leads

Sell More with

Leads and

Opportunities –

Circles of Success

Release Readiness

& Feature Adoption

Community

Getting Started with Salesforce Customizations –Circles of Success

Set up leads directly

in your Salesforce

instance

Organize

Leads for

Success

Nurture

and Grow

Leads

Learn Best Practices by Downloading Use Case Guides for each Best Practice

Increase Sales Using Reports & Dashboards –Circles of Success

Ask questions. Get Answers. Stay up to date.

Use reports & dashboards to improve metrics

Mirror your sales process in Salesforceto boost adoption

Optimize Leads & Opportunities to drive revenue

Legend

Video | Watch a brief video on key concepts or best practices.

Webinar | Register for a live event, hosted by Salesforce experts.

Trailhead | Follow a guided learning path to learn Salesforce.

Accelerator | Engage with Salesforce experts to solve a specific business challenge.

Use Case | Implement platform features using step-by-step instructions.

Community | Ask questions, get answers, and stay up to date.

H&T Resource | Review documentation about Salesforce features.

Circles of Success | Join an interactive discussion to share best practices.

Walkthrough | Get a guided tour to perform a task in Salesforce.

Salesforce University Class | Take an instructor-led training course.

Lightning Experience at Dreamforce

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Moscone South

Thursday, Sept 17 10:30 AM

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TRACK SESSIONS

▪ Lightning Roadmap: The All New Lightning

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▪ Introduction to Lightning Experience

▪ Lightning Experience Highlights

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Sales Cloud

▪ Learn More About Lightning Experience: The

New CRM You Want and Love

Join us in the

SALES ZONE in Moscone West 3

PRODUCT SHOWCASE in Expo

to get Hands On with Lightning

Where to learn more about the all new Salesforce

Lookup field (1 of 5)Setup - Build - Customize - Opportunity - Fields - New

Lookup field (2 of 5)Choose field type - Lookup relationship

Lookup field (3 of 5)Choose relationship to Contact, then apply name and Filter

Lookup field (4 of 5)Field level Security determines visibility to specific profiles

Lookup field (5 of 5)Apply to page layouts and Save. The field will be automatically added to your page:

Rollup Summary Field (1 of 3)Create RSF on Account Object to summarize value amount of Open Opportunities.

Rollup Summary Field (2 of 3)Select Related Master-Detail Object to summarize, what field to summarize, and criteria

Rollup Summary Field (3 of 3)Resulting field is shown on Master Object

Date Formula Field (1 of 3)Create Custom field of type Formula to calculate difference between 2 dates

Date Formula Field (2 of 3)Specify formula using functions

Date Formula Field (3 of 3)Number of Days to close deal calculated from today to close date (screenshot Sept 4)