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Summer 09 Training

Posted July 20th, 2009 in Certified Administrator, New Releases by John Coppedge

 

With this release, Salesforce certified folk are only required to complete training.  No exam required! 

I believe this training is open to the public.  I was able to access it through this link, while logging in through one of my uncertified accounts. 

 

The Sales Cloud

 

Analytic Enhancements

  • Charts
    • Greater control over labels and colors
    • Donut and Funnel chart types added
    • Not automatically enabled.  When enabled, you cannot return to the old charting engine.
  • Dashboards
    • Brighter colors and additional colors added
    • Display actual amounts and percentages on graphs
      image
  • Analytic Snapshots
    • Can now be bundled in managed and unmanaged packages
    • Schedule and running user cannot be packaged and must be configured after package installation

 

Automated Campaigns

  • Campaign Member
    • View/edit/delete/clone each record
    • Custom fields and page layout editor now available for campaign members (e.g. RSVP status, Food preference, etc.)
    • Workflow rules for campaign members (e.g. if RVSP “Yes” send email alert with agenda)
    • Use triggers for additional customization
    • Setup –> Customize –> Campaigns –> Campaign Members

 

List Views for Account and Sales Teams

  • My Sales Teams is now a filter criteria for list views on accounts and opportunities (account teams must be enabled)
    image
    image

 

Recurring Tasks

  • Can edit individual tasks, or the series
  • Must have an end date
    • Provided button to calculate max end date (based upon number of tasks created)
  • Recurrence icon on recurring tasks
    image
  • Turned on by default (but can be turned off)
  • Outlook sync not supported for recurring tasks (planned for a future released)

 

Admin Enhancements

  • Platform (Force.com Edition) profiles can now be given 10 existing CRM administrator permissions
  • Delegated data administration now possible (View All and Modify All per object) on platform profiles
  • Profile Setup Audit Trail logs changes to a profile, change author, and time of change
  • When cloning a profile, Login Hours and Login IP Ranges are now cloned as well

 

Content Enhancements

  • Content delivery now includes option for password protecting content
  • Administrator can set default password (org wide) for content delivery
  • Reporting for featured content and ratings
  • Creation of content packs and the presentation assembly can now be disabled (org wide)

 

Mobile Enhancements

  • Blackberry
    • Related list now on the detail page of a record
    • Clone existing records
    • Create links from Salesforce records to visualforce pages or web tabs
    • Improved Storm support
  • iPhone
    • List view enhancements
    • Lead conversion support
    • Calendar style browser for events
    • Products and price book support

 

Sharing UI Enhancements

  • Sharing administrator pages load faster
  • Customized list views

 

 

The Service Cloud

 

Salesforce to Salesforce Cases and Case Comments

  • Share records from one organization to another (Salesforce to Salesforce)
    • Supports cases, leads, opportunities, accounts, contacts, activities, products, opportunity products, and custom objects
  • Near real time updates
  • Includes reporting and workflow capabilities
  • Records can be shared manually or through sharing rules

 

Advanced Customer Portal User Management

  • Ability to disable customer and partner users (new buttons on contact record)
  • Ability to disable and an entire account’s access to customer and partner portals (new buttons on account record)
  • Portal users can now be transferred between accounts (will take on role of new account or create a role will be created if none exists)
  • Portal users can now be merged

 

Advanced Case Workflow

  • Workflow rules can now be created when comments are added to cases
    (notice that case is now selectable when creating a workflow rule on case comment)
    image

 

The Custom Cloud

 

Force.com Sites

  • Publish VisualForce pages to branded domains entirely through the force.com platform.
  • Sites is now live!

 

Organization-Wide Email Addresses

  • Generic from email address and name
  • Specify which profiles can send from each org wide address
  • When sending an email, users select the email from the “from” address
    • Can only be used when sending a single email (no mass email support, no workflow rules support!)
    • Email address must be verified (activation link sent to address)

 

Workflow Process Visualizer

  • Graphical representation of approval process (BETA)
  • Read only representation

 

Visualforce Enhancements

  • Ability to add visualforce page as a dashboard component
    • Will display information based on the user logged in, not the running user
  • Ability to use visualforce pages as custom help
    (when users click this link) 
    image

 

Declarativ
e App Builder Enhancements

  • TEXT() function support for picklists in formulas and workflow field updates
  • INCLUDES(), ISNULL(), PRIORVALUE(), and ISCHANGED() support for multi-select picklists
  • Support for encoding functions in formuals: HTMLENCODE, JSENCODE, JSINHTMLCODE, URLCODE
  • Managed package versioning and deprecation support

Analytics

Posted December 10th, 2008 in Certified Administrator by John Coppedge

Describe the administrative restrictions on Standard Reports

A user can only report information that they have “read” access to.  This means that if they cannot see a certain user’s data, they cannot report it either.  This applies for both field level security and object level security.  Page layouts have no impact on reporting capabilities.

 

Run a Standard Report

Click reports tab, click on report.  “Run Reports” permission required.  Standard reports are the ones that come pre-installed.  They cannot be modified or removed.

 

Create a Custom Report

Reports tab, Create New Custom Report.  “Create and Customize Reports” permission required.  You can also run a report, make changes and then save it as a new report.

 

Search for Custom Reports

On the reports tab- When you click “Find Reports” only custom reports are listed.

 

Explain the differences among report types

Tabular – simple list (CSV style report).  Provides totals for the entire list of data.

Summary – sorts and sub-sorts data by row.  Provides totals for each section of sorted data (rows).

Matrix – sorts and sub-sorts data by row and column.  Provides totals for each section of sorted data (rows & columns).

 

Explain Custom Report Types

Pro+ edition, permission “Manage Custom Report Types” required.  A report type links data from different objects together through lookup or M/D relationships.  The link travels the reverse direction of the relationship for Report Types (the data in the related list, not the lookup relationship itself).  For instance, if Account is your primary object then you can link to Contacts and Opportunities.  Whereas if Contacts were your primary object, you could link to activities but not accounts.  Limit of 4 objects per report type.

Example:  Show all accounts, and any related contacts, and any related opportunities.

cust report 1

cust report 2

Note the “with or without related records” and the result (same as top line of the above report):

cust report 3

cust report 4

You can add data from related lists as custom fields on your report.  This is a fantastic alternative to creating simple cross object formulas to accomplish the same on standard reports.  In my example I create a field for the owner of the parent account.  See the “Add fields related via lookup”… its your friend.

cust report 5

 

 

Create charts to display Report results

Graphs are not available for Tabular reports.  Grouping must be selected.  After all, you would only have one bar!

Columns to total becomes the bar/line data portion of the graph.  The grouping becomes the unit that is measured.  For instance, if I group by “Account Owner” and sum number of records:

image

This process is very similar to dashboard creation, and that is probably easiest to learn just by doing.  Create a sample summary and matrix report, and get an understanding of the differences between the two, as well as all of the report options.

 

Use Advanced Filter criteria to narrow Report results

Standard filters:

  • View: Selection of object by ownership (mine only, team, etc.)
  • Date range: Selection of any date range on the object

Advanced filter:

  • Filter operators
    • equals
    • not equal to
    • less than
    • greater than
    • less or equal
    • greater or equal
    • contains
    • does not contain
    • starts with
    • includes (multi-pick list)
    • excludes (multi-pick list)
  • Advanced Options
    • Allows you to set AND/OR per filter criteria line

The key limitation with filtering is that it cannot accept variables on both sides of the equation.  For instance, you could not create a filter that says “show me all accounts that contain the account’s state” (because account state is a variable) but you could say “show me all accounts that contain the word ‘California’”.  Anything to the right of the formula must be static.

 

Create Custom Summary Formulas

Columns to total- New Formula.

Result of formula: Number/Percent/Currency

Options to formulate:

Record Count Sum

Any numeric field: Sum/Largest Value/Smallest Value/Average

Summary formulas let you perform the above math across the entire report.  You cannot inject any logic into these formulas.

 

Choose settings for Conditional Highlighting

Select Chart & Highlights.  Select a summary total, select values and colors for each point.  This will only color highlight summary totals, and is only available for Summary/Matrix reports accordingly.

 

Describe the capabilities and purpose of a Dashboard

A dashboard is a compilation of different reports or external data.  This collection of reports can be designed for a specific purpose.  For instance, a Sales dashboard may have information about sales for each sales rep, number of calls made, etc.  A dashboard is only as current as its last refresh.  Dashboards can be refreshed on a schedule (and emailed upon refresh), or manually.  Ultimately their purpose is to provide information from several reports in one location.

 

List Dashboard component types

  • Chart
  • Table
  • Metric
  • Gauge
  • Custom S-Control

 

Create a Dashboard and add components to it

View some of the salesforce dashboards as examples.  Create your own- make sure to try out each report type and dashboard metric.

 

Print and export Reports

Both options are available from the report itself.  Export is available from the reports list.   Printable view gives you an excel document formatted for pri
nting.  Export gives you a CSV/Excel document with sort-friendly data.

 

Email and schedule a refresh of a Dashboard

EE/UE only.  Up to 5 contacts outside of Salesforce users can be emailed.  From the refresh menu on the dashboard, select schedule.  See “Scheduling a dashboard refresh” for more info.

 

Define Running User and how it affects the Dashboard results

The dashboard will use the permissions of whoever is selected as the running user.  This means that if a system administrator is the running user, all data can be seen and subsequently reported, while a standard user in a lower role may display different results.  However that standard user could potentially have permission to view the administrator’s dashboard.  In that case the user would have permissions to view the top-level information in the dashboard.  Once they clicked into a report within the dashboard, that report would display whatever records they have access to view (which could potentially be different than the top level dashboard information).

Example:

Roles:

  • Management
    • Sales User

Administrator creates report for all opportunities (includes Management and Sales User).  This report is added to the sales dashboard which is viewable by all users.  Sales User can see the top level detail in the dashboard.  Now, let’s say that the sharing model for opportunities is set to private, which means that sales user would not be able to view anyone else’s opportunities.  When sales user clicks on a report within the dashboard, that user will be limited to seeing the records that he has permission to view (only his own), and the totals in the report would be different than the dashboard itself.