Record, Tab & Application Customization

Ready for even more best practices? Come to this session with questions in hand for our panel of experts, including our own Salesforce Administrators and our expert Customer Success Managers. We"ll show you how we use Salesforce internally to manage our entire business, and we"ll pass along the best ideas we've seen from other companies. Take home all the tips and tricks you can handle!

Daily Best Practices Workshops exclusively for salesforce.com customers. These sessions are meant to be interactive, so come prepared to participate; ask questions and share your success stories.

Tip sheet on creating custom objects, custom tabs, and custom related lists.

Are there business processes you wish you could run with the ease and simplicity of Salesforce? Join us to find out how other companies have leveraged custom objects and the AppExchange to successfully extend the benefits of Salesforce to other parts of the business beyond traditional CRM.

This guide describes how to implement person accounts, which represent the individual clients with whom you do business.

The Salesforce platform is the engine that supports all of your configuration, customization, and integration needs. Be the first to find out where the platform is headed in this sneak peek at future products and features. Get the inside scoop on salesforce.com's vision for advanced customization, app building, and administration capabilities that will enable you to automate your other business processes on the Salesforce platform. This session includes a mixture of vision slides, plus a healthy portion of live demonstrations of current and future products.

See where Salesforce is headed with a sneak peek at future products and features. Get a big picture preview of the company's vision for CRM and the positive impact this will make on your organization. This session offers a high-level roadmap for sales force automation, overall CRM, and AppExchange future features and functionality.

One of the most foundational decisions when you get started with Salesforce is whether you choose a public or private sharing model. Why should you choose one over the other? Why is the decision so hard? Once made, can you ever go back? Don't fear! Join us to get the answers and advice you need.

This is a list of the standard fields for the major objects in Salesforce.

Tips on using group calendaring to enable your users to more easily coordinate their activities.

Tips for using products and schedules allowing you to track shipping schedules, revenue, and payment cycles.

This presentation is a collection of best practices for customers who are self-implementing.

Tips on using page layouts and field-level security to control the organization of detail and edit pages for your users, add or remove buttons from detail pages, establish unique detail and edit page layouts for different business situations, and restrict users’ access to specific fields.

Many customers want to prevent their sales reps from modifying opportunities after a certain point. Use this guide to learn how to achieve this scenario.

The Force Platform is the engine that supports all your configuration, customization, and integration needs. Be the first to find out where the platform is headed in this sneak peek at future products and features. Get the inside scoop on salesforce.com's vision for advanced customization, app building, and administration capabilities that will help you automate your other business processes using the Force Platform. This session includes a mix of vision slides plus a healthy dose of live current and future product demons.

Are there business processes you wish you could automate with the ease and the simplicity of Salesforce CRM? Have you thought about custom objects, but aren't sure how to leverage them? Come to this session and learn the power of drag-and-drop to build any form, create any relationship, produce any button, and much more! Hear how other companies are leveraging the Force Platform to extend the benefits of Salesforce CRM to parts of the business beyond CRM.

New to Salesforce CRM administration? Join us for this fast-paced, hands-on introduction to Salesforce CRM setup fundamentals. You'll receive expert instruction on the basics of configuration and customization.

New to Salesforce CRM administration? Join us for this fast-paced, hands-on introduction to Salesforce CRM setup fundamentals. You'll receive expert instruction on the basics of configuration and customization.

Are you an administrator looking to get the most out of the latest, greatest that salesforce.com has to offer? Join us for hands-on training with the newest administration features from the Winter '09 release.

Are you an administrator looking to get the most out of the latest, greatest that salesforce.com has to offer? Join us for hands-on training with the newest administration features from the Winter '09 release.

Salesforce CRM for Google Apps is a powerful suite of Web-based office productivity applications designed for your business. In this hands-on training session, learn how to set up and use Google Apps to make it incredibly easy for users to communicate, collaborate, and share business information. You'll be amazed how just a few simple changes can transform your outlook.

Advanced Customization

You can use this bulk mail merge process to create form letters, bulk email, mailing labels, and other merged documents from your Salesforce data.

Use the following samples for validation rules in Salesforce and Force.com AppExchange applications.

Data Validation rules provide a powerful mechanism to enforce process adherence and data quality.

Custom formula fields can calculate numeric values and create formulas that produce date, date/time, duration, text, or hyperlink results.

Data validation helps you manage the quality and value of data in Salesforce, thereby driving better business decisions.

Place an s-control directly in the detail page layout, creating embedded mash-ups that give users the full context of the Salesforce record data.

Learn about using formula fields to incorporation images into Salesforce

Tips on setting up relationship groups which are only available upon request to Salesforce for Wealth Management customers.

Detailed requirements for Salesforce products.

Learn how to set up this Home Tab component in order to drive critical information to your users.

Tips on using record types allowing you to define different sets of picklist values for both standard and custom picklists on accounts, contacts, opportunities, campaigns, leads, activities, cases, and solutions.

Sample formulas to use when creating your own custom formula fields.

Use the following samples for validation rules in Salesforce and AppExchange apps

Common workflow rule examples to get you started.

Tips on using multiple business processes to manage different sales, lead, support, and solution processes

Tips on using custom links to integrate your organization’s Salesforce data with external websites, your company’s intranet, or other back-end office systems.

Tips on setting up workflow rules allowing your company to operates more efficiently with standardized internal procedures and automated business

You don’t need to be a code-churning developer or an SOA expert to mashup applications. In this session, you’ll learn how to harness your inner-developer and build and deploy enterprise mashups that will make you a hero in your organization. Solve those pesky problems that never seem to make it to the top of IT’s to-do list. Learn how to mash it yourself and leave with a copy of Serena Mashup Composer so you can get started right away.

Are you consolidating business units, merging or acquiring companies, or feel that you're not collaborating as well as you could be? This session will show you how our customers are using various methodologies to combine Salesforce CRM orgs. What are the benefits? And what can you do to ensure success? Join us to find out!

Why use validation rules? What are the benefits of calculated fields and roll-up summary fields? Have you thought about cross-object formula fields? If you're interested in learning how these tools will help your users be more productive, efficient, and process-oriented, this session is for you. We'll answers these questions with examples, best practices, and firsthand knowledge!

This session will be a technical deep dive on how Force Platform tools such as validation rules, formula fields, custom Objects, and S-controls can help you solve real business problems. See how one customer dramatically improved lead management, data quality, and sales rep productivity with the power of the Force Platform. Learn the key steps and best practices for successfully executing advanced customization in salesforce.com applications.

Join us to see how marketing professionals everywhere can use the Force Platform in innovative ways to address their diverse marketing challenges. This session covers advanced capabilities like workflow, custom objects, Apex, and Visualforce. Put on your concentration cap and bring something to write with, 'cause we've got all kinds of tricks for you!

Process Customization

This guide outlines the necessary steps to set up and use Campaign Management.

Checklist to plan each approval process carefully to ensure a successful implementation.

A guide to embedding a SoftPhone within the Salesforce user interface, Salesforce Call Center allows your users to perform all the functions of their job from a single application.

Use this guide to get end-to-end instructions on how you can set up, customize, and start using lead management.

It's time to boost organization, effort, and efficiency! This session features experts from salesforce.com and several customers, sharing their workflow and approval case studies. Learn how to leverage various Salesforce and AppExchange apps, and take home best practices for outbound messaging and complex rule triggering.

Tips on using support features to help you better manage your support team and improve customer satisfaction.

Tips on using customizable forecasts allowing you to personalize Salesforce with your organization’s process for forecasting.

Looking to expand your company's usage of territory management? As an admin, how can you make sure everything stays aligned? Join us to pick up valuable tips and best practices for Salesforce territory analysis, alignment, and management from an admin's perspective.

Tips on assigning leads, web-to-lead, and importing leads.

Samples of common approval processes to help you get started creating your own.

Learn how to build approval workflow to automate virtually any business process in your company, from sales discount requests to opportunity close approvals. See how workflow actions such as email alerts, field updates, and outbound messages can combine with workflow rules and approval processes to save your company time and money.

Learn to deploy Salesforce CRM to wireless handhelds, using Salesforce CRM Mobile. This session includes hands-on experience with setup, deployment, and customization and provides tips to help you get the most from Salesforce CRM on your handheld. Some familiarity with Salesforce CRM functionality and administration is suggested to get the most out of this training.

How many times have you lost business because someone forgot to do something in your sales process? Are you ready to boost your efficiency and productivity? In this session, several customers plus experts from salesforce.com share their workflow and approval experiences. Learn how to leverage various Salesforce CRM and AppExchange apps, and take home best practices for parallel workflow and complex rule triggering.