| ign="center"> | | | | 10. Test Your Time-Based Workflows |
| More than Salesforce support, Bluewolf Beyond | | | | You don’t need to sit and wait a week |
| offers complete Salesforce advisory and support | | | | from now to see your time-based workflow to |
| services around business process and innovation. | | | | work. You can see if your email alert has been |
| Below our Salesforce support professionals outline | | | | triggered. |
| 10 tips to help you better administer your | | | | Go to Setup -> Monitoring -> Time-Based |
| installation. | | | | Workflow. |
| For more, visit: | | | | Bluewolf OpenSupport |
| 1. Utilize Your Sandbox | | | | An open source approach to application support in |
| Take advantage of your free configuration within | | | | the on- demand era. OpenSupport is the only |
| your sandbox if you have Enterprise Edition and | | | | program available that combines advanced |
| above. No longer do you need to test anything in | | | | administrative support and custom development |
| production! | | | | with Salesforce and It is like hiring a complete |
| 2. Enable Auto-Filters | | | | staff of Salesforce experts and making them |
| This feature gives your Users the ability to filter | | | | available to your organization on-demand. |
| Lookup results by enabling Enhanced Lookup | | | | For more information, visit |
| Filters in Narrows results by any field you choose: | | | | Roselle new and used car dealer welcomes new |
| Select Setup -> Customize -> Search from the | | | | 2011 Chevy models |
| menu. | | | | After smoothing out some of the edges following |
| Select the checkbox in the Enhanced Lookups | | | | the recession and the subsequent bankruptcy, |
| column for the objects for which you would like | | | | Chevy is back with a vengeance with an all new |
| to enable Lookup Filtering. | | | | lineup for 2011. Many of us have already heard |
| Click Save.’ | | | | about the coming Chevy Volt, which promises to |
| From the Customize menu, select the object(s) | | | | be one of the most innovative new cars on the |
| that you have enabled Enhanced Lookup for. | | | | market — but what about the rest of the |
| Select Search Layouts. | | | | lineup? There’s a lot to talk about, even if |
| Click Edit’ next to the Lookup Filter | | | | you’re a Roselle used car owner, and I |
| Fields layout. If you do not see this layout, ensure | | | | would be surprised if GM didn’t plan on |
| you have enabled Enhanced Lookups for this | | | | delivering big this year. For new and used |
| object in the Search settings. | | | | Bensenville car drivers, Chevy is gearing up to |
| Add the fields from the left-hand side list that you | | | | really turn up the heat with a renewed push into |
| would like to enable filtering on. | | | | the compact car segment, a strategy that will |
| Click Save.’ | | | | help the brand take advantage of the new |
| 3. Grant Login Access | | | | direction of the car market for continued gain. |
| Employees can grant login access so | | | | With the coming launch of the Volt, there has |
| administrators can quickly and easily assist users | | | | been a lot of buzz about the Chevy brand. New |
| as issues arise. | | | | and used car dealers are really excited to hear |
| 4. Enable Lookup Auto-Complete | | | | some of that buzz from one of the |
| Improve productivity and efficiency by suggesting | | | | internet’s most trusted publications: |
| matching records as you enter data in a lookup | | | | Chevrolet is set to continue building |
| field. As you type, Salesforce will suggest a list of | | | | momentum in 2011. The company is still fighting |
| matching entries, saving you time and keeping | | | | hard to overcome the stigma of bankruptcy and |
| your data quality high: | | | | massive government intervention, though a fresh |
| Select Setup -> Customize -> Search from the | | | | wave of products is doing much to improve the |
| menu. | | | | brand's image. Vehicles such as the Camaro, |
| Select the checkbox for the objects you would | | | | Malibu and Equinox are selling better than the |
| like to enable Lookup Auto-Complete for. | | | | company's forecast, and models such as the |
| Click Save.’ | | | | upcoming Cruze are set to join that trend. |
| 5. Enable Enhanced List Views | | | | This is great news for new and used car drivers |
| Create a view and edit any account & contact on | | | | across the area, who will definitely be able to |
| the list view itself. Go to Setup | | | | | benefit from a renewed drive on the Chevy |
| User Interface | Check off Enable Enhanced List | | | | front. |
| View. | | | | One of the most important cars in this |
| 6. Use Cases to Receive and Prioritize Salesforce | | | | year’s Chevy lineup promises to be the |
| Support Requests from Users | | | | Chevy Cruze. Since the bankruptcy, Roselle used |
| Create a New User ID record type/page | | | | car dealers have noticed that Chevy is focusing |
| layout (with approval workflow) as well as a | | | | more on commanding the compact car market, |
| General SFDC Support record type/page | | | | which is one of the highest selling segments of |
| layout. This approach provides transparency for | | | | contemporary autodom. had more kind words to |
| users, solid support reporting for managers, and | | | | say about the brand. Chevrolet is hoping to |
| makes life easier for system administrators. | | | | turn over a new leaf in the compact world with |
| 7. Default Account Team and Sales Team Upon | | | | the 2011 Cruze. Where cars such as the Cavalier |
| Creation | | | | and Cobalt couldn't stand against the likes of |
| Every time you create a new account or a new | | | | Honda's Civic, this new compact is inexpensive, |
| opportunity, you can default members of your | | | | efficient and stylish all the things Civic |
| sales team. They can consist of sales ops, order | | | | enthusiasts want. Chevrolet is offering the Cruze |
| management, lease analyst, financing, etc. | | | | with a 1.8-liter 4-cylinder engine and a |
| Go to any User Record. | | | | turbocharged 1.4-liter engine with 138 horsepower. |
| Click Add Default Sales Team.’ | | | | Both engines will be paired with either a 6-speed |
| Add Default Account Team. | | | | manual or a 6-speed automatic transmission. |
| 8. Data Export | | | | What does this mean for the future of the |
| If you have Enterprise Edition and above, you can | | | | brand? It looks like new car dealers will look very |
| export all your data for free, including | | | | different from Bensenville used car locations. |
| Attachments (if you happen to mistakenly delete | | | | Finally, Chevy will launch the 2011 Camaro |
| a bunch of them). | | | | Convertible, a sweet car that is great for driving |
| Go to Setup -> Data Management -> Data | | | | in the beautiful summer weather. Chevy has been |
| Export. | | | | known for sealing the deal with sports cars, and |
| 9. Do a 60- or 90-day Audit of Reports | | | | the 2011 Camaro convertible is set to deliver with |
| Run the Reports Report and archive or | | | | a great design and high-level performance. I love |
| delete any report that has not been run during | | | | the look of the new Camaro and plan on test |
| the specified time period. This keeps the Reports | | | | driving one when the vehicles hit the market over |
| object manageable and users aren’t | | | | the coming months. |
| overwhelmed by too many reports. | | | | |