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

Salesforce comes with a fully functional

CRM application… but why stop there?

Increase user adoption

Improve data quality

Improve efficiency

Why Customization is Important

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?

Four Steps to a Successful Deployment

• 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

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?

• Create customizations

in Sandbox first, then

move to production

• 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

Configure Test Train

Circles of Success

Train End Users for

Faster Adoption

Evaluate

• Run reports on field usage

• Spot check data resulting

from use of customization

• 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

● 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

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.

GETTING STARTED GO FASTER 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

Register Now: http://sfdc.co/cos

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

Lightning Experience at Dreamforce

SALES CLOUD KEYNOTE

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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

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SALES ZONE in Moscone West 3

PRODUCT SHOWCASE in Expo

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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)