6 cool tips for salesforce admins
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6 Cool Tips For Salesforce Admins
Salesforce.com Los Angeles User Group Meeting7/25/2012
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
1. Monitoring Turnaround Time
The Problem:
• How to monitor turnaround time (without counting weekends).
Example: Underwriting or Production turnaround time.
1. Monitoring Turnaround TimeFormula Field Syntax
1. Monitoring Turnaround Time
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 7/28/2012Anchor 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 8/2/2012Minus Date Started 5 5 5 5 5 5 5
MOD 5 5 5 5 5 5 5CASE Formula 5 5 4 4 4 4 4
How it works
1. Monitoring Turnaround TimeDashboard Bar Chart
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.)
2. Clustering Data to Easily Fit on Screen
Formula Field Syntax
2. Clustering Data to Easily Fit on Screen
List View & Report
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.
3. Solving Filter Limitations
• Formula field with “IF” Function• One Filter is needed!
The Solution!
3. Solving Filter LimitationsFormula Field Syntax
3. Solving Filter Limitations
• 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.
How it works:
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.
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.
4. Monitoring Calls - Morning vs. Afternoon
Dashboard Bar Chart (with bucket field)
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.
1) Formula FieldName: 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
Create Two Fields
5. Auto Populating Lead Costs
1) Workflow Rule:a. Every time a record is created or editedb. Run this rule if the following Formula Evaluates to True:
ISCHANGED( LeadSource )
2) Immediate Workflow Actionsa. Field Update.
a. (to place the formula field into the regular text field.)
Workflow Rule/Field Update
5. Auto Populating Lead Costs
5. Auto Populating Lead CostsDashboard Bar Chart
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.
6. Rotating Assignment of Leads, Cases, or Incoming Email
• Email-to-case• 2 Custom Fields.• Case Assignment rules
The Solution!
6. Rotating Assignment of Leads, Cases, or Incoming Email
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 allocationDisplay 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
Steps 1 & 2
6. Rotating Assignment of Leads, Cases, or Incoming Email
Step 3
Case Number (1) MOD (Divided by2) Case Number 21 1 22 0 13 1 24 0 15 1 26 0 17 1 28 0 19 1 2
10 0 1
3) Case Assignment Rule:Case: Case Number 2 EQUALS 1Case: Case Number 2 EQUALS 2
Thank you…