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Salesforce Admin Hack Series:Account Object

#sfHacks

Salesforce Admin Hack Series:Account Object

#sfHacks

Welcome!

● Type questions into the webinar control panel

● Join the conversation! #sfHacks

@michaelforce@ringlead

@jarrodmichael@appirio

Michael FarringtonChief Product Officer, RingLeadFounder, Qandor

#sfHacks

About RingLead● RingLead applications remove and prevent duplicate

Leads, Contacts & Accounts in Salesforce

● First Salesforce Certified Partner (2005)

● Offer cloud-based solutions (no software!)

● No PhD in Deduplication Required

Merge Account Button

Objective: Provide a shortcut to the “Merge Accounts”

screen while simultaneously pre-populating the search

string.

Shout out to Rhonda Ross@crmdr

#sfHacks

Sneaky Related List Action Links

Objective: Edit child records displayed in related lists on

the spot with one click.

Shout out to Ankit Arora@forceguru

Example: Escalate a Case with one click from the Account

view page.

#sfHacks

App Attack!

Rollup Helper

Profiler

High Five

#sfHacks

Jarrod KingstonBusiness Analyst, Appirio

#sfHacks

© 2013 Appirio, Inc. - Confidential

Appirio Helps You Reimagine Your Business with the Cloud

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Account Report Link

Objective: Have a custom link on the Account that opens

a report filtered on that Account.

Example: User wants to see all the Products an Account

has purchased over all of time.

#sfHacks

Email to a Friend

Objective: Email Account link without copying and

pasting from browser.

Example: User calls and says something is wrong with an

Account. Instead of asking for the link or ID, they simply

click a button that opens a new email window with the

Account link populated.

Shout out to Steve Molis@SteveMoForce

#sfHacks

Record Type Switch in One Click

Objective: Change the record type of an Account without

having to go through all the manual steps.

Example: A Partner record type needs to be changed to a Customer record type.

#sfHacks

Questions? Comments?

@michaelforce @jarrodmichael

#sfHacks

RingLead.com/LinkedIn

@RingLead

RingLead.com/GooglePlus

RingLead.com/YouTube

RingLead.com/Facebook

@Appirio

YouTube.com/Appirio

Facebook.com/Appirio

Bonus Hack! Edit Links In Reports

Secret: Create a formula field with a text return type, name

it "Action", enter the body as follows, and add as column in

reports:

HYPERLINK('/' & Id & '/e', 'edit', '_blank')

Objective: Add quick links to edit records from within Salesforce Reports.

#sfHacks

Don’t Miss the Data Rehab Series

#sfHacks

Does your data need help? Step one is admitting that you have a problem.Join us on Tuesday, 8/27 at 1:00 pm EDT / 10:00 am PT for Part 1 of the Data Rehab Series.

Jesse PetersonExperian QAS

Michael FarringtonRingLead

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