Handout for the Admin Habits & Hacks breakout session at the Salesforce World Tour Boston. #AwesomeAdmin

1. Use Quick Actions to Allow Users to Submit Feedback & Log Cases
Step 1: Create fields on the Case object
Add the ‘From what page’ field
1. Click on Setup | Customize | Cases |
Fields
2. Click New in Case Custom Fields &
Relationships
3. Select Text as the Data Type and click
Next
4. Enter From what page as the Field Label
5. Enter 18 as the Length
6. Click Next
7. Choose the field level visibility (who you
want to see this field, this field does not
need to be added to a page layout for
this hack to work),
8. Click Next
9. Select which Case page layouts this field
will appear on, Click Save & New
Add the ‘Reference’ field
1. Select Formula as the Data Type and
click Next
2. Enter Reference Page as the Field Label
3. Choose Text as the Formula Return Type
4. Click Next
5. Enter the following formula
6. HYPERLINK("/" &From_What_Page__c ,
"Go To Page")
7. Click the Check Syntax button
8. You should receive a green message: No
syntax errors in merge fields or
functions. (Compiled size: 115 characters)
9. If you receive a red error message check
your formula.
10. Click Next
11. Choose the field level visibility (who you
want to see this field), Click Next
12. Select which Case page layouts this field
will appear on, Click Next
13. Click Save
Step 2: Create the object specific
publisher action
Add the Publisher Action to the
Account Object
1. Click on Setup | Customize |
Accounts | Buttons, Links, and
Actions
2. Click New Action
3. Action Type: Create a Record
4. Target Object: Case
5. Leave Standard Label Type as --
None--
6. Enter Label: Internal Help
7. Click Save
8. Define the Page Layout- choose
which fields the user should input
information to.
9. Click Save to save the page layout
10. On the Action Detail Page, scroll to
the Predefined Field Values section
and click New
11. For Field Name scroll to From what
page and select it.
In the Formula editor enter: Account.Id
Step 3: Add the Action to the Account
Page Layout
Add the Publisher Action to the
Account Object
1. Click on Setup | Customize |
Accounts | Page Layouts
2. Select the Layout to edit and click
Edit. ( if no page Layout exists
create a new one.)
3. In the palette click Actions
4. Drag the Internal Help Action to the
Actions in the Publisher section
5. Click Save.
Now go to an Account and test out your
Internal Help action.
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Habits & Hacks

2. Download the AppExchange Dashboard Pack
Step 1: Download the pack at http://bit.ly/adoptiondash
Step 2: Install the pack
Use Process Builder to Automate User On-Boarding Communications
1. Setup | Search "Email Templates" | New
Template
2. Create a New Text Email (create your
own)
3. Check the Available for use box and click
Save
4. Click Create | Workflow Rules &
Approvals | Email Alerts
5. Click New Email Alert
6. Enter Description Email New User
7. Use the Look up field Email Template to
find the email template you just created.
8. For Recipient Type Choose: User
9. From the Available Recipients field
choose: Email Field: Email
10. Click Save
11. Setup | Search “builder” | Process
Builder | New
12. Name: On-boarding | Save
13. Add Object | Object: User | Start the
process: only when a record is
created | Save
14. Add Criteria | No criteria- just
execute the actions!
15. Click Save
16. Click +Add Action under the
Immediate Actions
17. Choose Action Type of Email Alerts
18. Choose an Email Alert (set up your
own)
19. Click Save
20. Add a Chatter post too!
21. Click Activate
Administer from Anywhere
Step 1: Download SalesforceA http://bit.ly/salesforceA
Step 2: Login to your org
Step 3: Browse release notes, setup users, and more
Easily demo mobile from your laptop
Step 1: Replace the /home/home.jsp ending of your salesforce org URL with /one/
one.app
Step 2: Download the Salesforce1 demo Chrome extension at http://bit.ly/s1chrome
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Habits & Hacks