Full session information and video available at Successforce.com.

1. S-Controls and Other Techie Stuff Rafael Contreras, salesforce.com Drew Alexander, Kaplan Financial John Ball, Tacpoint Technologies Admin II: Advancing to the Next Level

8. Examples – Easy

9. Examples – Moderate /00T/e?followup=1&title=Call&retURL=%2F{!Contact.Id}&who_id={!Contact.Id}&what_id={!Account.Id}&tsk5=LVM&tsk6=Left+a+voicemail+for+{!Contact.Name}&tsk5_fu=FU+VM+w+{!Contact.Name}+fr+{!Account.Name}&tsk4_fu={!TODAY()+2}&save=x

10. Examples – Advanced

11. Drew Alexander Director of Sales Operations [email_address]

17. Custom Object: Sales Data from Month field will be used to create dynamic date attributes of the sale using a formula field.

20. What this Formula says in English: If the value in the YTD field is “CYTD”, put the Amount of the Sale in the CYTD field. Otherwise, leave it blank. Custom Formulas What this Formula says in English: If the date of the Sale is within 2007 and less than TODAY, return the value “CYTD” (Current YTD). If the date of the Sale is within 2006 and less than (TODAY minus a 395 days), return “LYTD” (Last YTD). If the date of the Sale is within 2005 and less than (TODAY minus 760 days), return “PYTD” (Prior YTD) Otherwise, return “n/a”. Similar Formula Pairs used to Categorize Sales by Year To Date Period: CYTD, LYTD & PYTD Last 12 Months Period: Current LTM, Previous LTM Sales Year: 2007, 2006, 2005

21. Sales Variance Reports

22. Custom Object: Sales Code Sales Code = Master Account Code. Used to group all sales and accounts for a given company. Account Assignments – Account Assignments listed here drive account assignments in all other systems, including Salesforce. Custom Links – Provide company-specific Sales reports. Roll-Up Formulas – Provide company-specific Sales Summaries.

23. Custom Report Links: Filter Dynamically

24. Roll-Up Formulas: Sales Summary Roll-Up Formula Summary Calculation on a Related Object. In this case, the sum of all Sales Amounts related to this Sales Code. Master-Detail Relationship is required between the Summarized object and the Parent Object.

25. Roll-Up Formulas: How They Work

29. John Ball Salesforce Implementation Specialist [email_address]

31. Default Lead Conversion Process

35. Solution Screen Shots

36. Solution Screen Shots

37. Solution Screen Shots

42. John Ball Salesforce Implementation Specialist QUESTION & ANSWER SESSION Rafael Contreras Sr. Customer Success Manager Drew Alexander Director of Sales Operations