Having helped implement a number of SalesForce systems for customers, I have learned some best practices/tips that can make an implementation go much easier. This is the second post about this topic. You can read the first one here about profiles and standard settings.
In this post I will review the report and view changes I usually make.
First, with Dashboards (under DASHBOARDS), I often remove the Company Performance Dashboard as it contains metrics that aren't relevant to the company in question. Instead I will often create a custom dashboard towards the end of their implementation. Also, don't forget to update the Home Page Dashboard too.
Second, with reports (under REPORTS), I often set all the default report folders to not be visible if I don't think they will have a use for the client. This is done by clicking on the report folder and clicking 'Share' and then removing access. I do this because many of the reports, like dashboards, don't contain the relevant fields or terms (and since they are standard reports you can't save changes). So i just remove them. And additional benefit of hiding the folders is that I can make new folders with appropriate permissions and save a "Report Clean-up Project" in a year.
Third, with views (under any OBJECT), I often create views (by clicking 'Create New View') that will be relevant to the customer based on the data they have. This is because otherwise they have no easy way to access the data they are expecting to see with ease.
Finally, within a page layout, I often will update the related list fields so that they are more appropriately. For example, most customers don't initially use 'Campaigns', but the 'Campaigns Related List' always shows on Leads and Contacts. So I will remove that or alter the columns as appropriate.
That's all. Nothing too fancy but just some configurations to make things easier for the users.
All are saying the same thing repeatedly, but in your blog I had a chance to get some useful and unique information, I love your writing style very much, I would like to suggest your blog in my dude circle, so keep on updates.
ReplyDeleteSAP SD Training in Chennai
Such a very useful article. Very interesting to read this article.I would like to thank you for the sharing. If you are looking for best Oracle financials Online Training is one of the leading Online Training institute .
ReplyDeleteOracle fusion financials training
I would like to thank you for the efforts you have made in writing this article. I am hoping the same best work from you in the future as well.
ReplyDeleteOracle Fusion Financials Online Training
Needed to compose you a very little word to thank you yet again regarding the nice suggestions you’ve contributed here.
ReplyDeleteoracletraininginbangalore
It is very interesting to learn from to easy understood. Thank you for giving information. Please let us know and more information get post to link.
ReplyDeletesalesforce training online
Do you consider excitement your second name? Then you to us. funny online gambling games Online games for you.
ReplyDeleteThank you for providing such an awesome article and it is a very useful blog for others to read.
ReplyDeleteOracle ICS Online Training
A befuddling web diary I visit this blog, it's incredibly grand. Strangely, in this present blog's substance made motivation behind fact and sensible. The substance of information is instructive
ReplyDeleteOracle Fusion Financials Online Training
Oracle Fusion HCM Online Training
Oracle Fusion SCM Online Training
A befuddling web diary I visit this blog, it's incredibly grand. Strangely, in this present blog's substance made motivation behind fact and sensible. The substance of information is instructive
ReplyDeleteOracle Fusion Financials Online Training
Oracle Fusion HCM Online Training
Oracle Fusion SCM Online Training
An overwhelming web journal I visit this blog, it's unfathomably amazing. Unusually, in this present blog's substance made inspiration driving truth and reasonable. The substance of data is enlightening
ReplyDeleteOracle Fusion Financials Online Training
Oracle Fusion HCM Online Training
Oracle Fusion SCM Online Training
Hi,
ReplyDeleteGood job & thank you very much for the new information, i learned something new. Very well written. It was sooo good to read and usefull to improve knowledge. Who want to learn this information most helpful. One who wanted to learn this technology IT employees will always suggest you take data science course training bangalore. Because data science course in Bangalore is one of the best that one can do while choosing the course.
very nice...
ReplyDeletefreeinplanttrainingcourseforECEstudents
internship-in-chennai-for-bsc
inplant-training-for-automobile-engineering-students
freeinplanttrainingfor-ECEstudents-in-chennai
internship-for-cse-students-in-bsnl
application-for-industrial-training
very interesting
ReplyDeleteinterview-questions/aptitude/permutation-and-combination/how-many-groups-of-6-persons-can-be-formed
tutorials/oracle/oracle-delete
technology/chrome-flags-complete-guide-enhance-browsing-experience/
interview-questions/aptitude/time-and-work/a-alone-can-do-1-4-of-the-work-in-2-days
interview-questions/programming/recursion-and-iteration/integer-a-40-b-35-c-20-d-10-comment-about-the-output-of-the-following-two-statements
Excellent blog, nice work keep it up. Thanks for sharing the required information with a clear update and Good job...!
ReplyDeleteExcel Training in Chennai
Excel classes in Chennai
Tableau Training in Chennai
Oracle Training in Chennai
Job Openings in Chennai
Pega Training in Chennai
Linux Training in Chennai
Spark Training in Chennai
Embedded System Course Chennai
Soft Skills Training in Chennai
Excel Training in T Nagar
Amazing Post. keep update more information.
ReplyDeleteIELTS Coaching in Chennai
IELTS Coaching in Bangalore
IELTS Coaching centre in coimbatore
IELTS Coaching in madurai
IELTS Coaching in Hyderabad
ielts training in marathahalli
IELTS Classes in Bangalore
IELTS Coaching in BTM
German Classes in Bangalore
Selenium Training in Bangalore
Very informative blog. Got more information about this technology.
ReplyDeleteJapanese Classes in Chennai
learn Japanese in Chennai
IELTS Training in Chennai
Xamarin Training in Chennai
Node JS Training in Chennai
Spoken English in Chennai
content writing training in chennai
spanish language classes in chennai
Japanese Classes in Porur
Japanese Classes in Adyar
I really enjoyed to read this blog. Thanks for sharing the useful information.
ReplyDeleteData Science Course in Chennai
Data Science Courses in Bangalore
Data Science Course in Coimbatore
Data Science Course in Hyderabad
Data Science Institute in Marathahalli
Data Science Training in Bangalore
Best Data Science Courses in Bangalore
Data Science Institute in Bangalore
Spoken English Classes in Bangalore
DevOps Training in Bangalore
thank you sharing this blog, it is useful for understanding the concept of salesforce and it is also develop an interest in learning salesforce.
ReplyDeleteSalesforce training bangalore
Such a interesting blog. Thanks for sharing this information, it was very helpful.
ReplyDeleteIELTS Coaching in chennai
German Classes in Chennai
GRE Coaching Classes in Chennai
TOEFL Coaching in Chennai
spoken english classes in chennai | Communication training
Pretty article! I found some useful information in your blog, it was awesome to read, thanks for sharing this great content to my vision, keep sharing.
ReplyDeleteangular js training in chennai
angular js training in porur
full stack training in chennai
full stack training in porur
php training in chennai
php training in porur
photoshop training in chennai
photoshop training in porur
Its extremely educational, intelligent and quality substance. I wish all of you good fortunes for your coming online journals and posts. Continue sharing! Well done!
ReplyDeleteoracle training in chennai
oracle training in tambaram
oracle dba training in chennai
oracle dba training in tambaram
ccna training in chennai
ccna training in tambaram
seo training in chennai
seo training in tambaram
The information you have given here are most worthy for me. I have implemented in my training program as well, thanks for sharing.
ReplyDeletedata science training in chennai
data science training in velachery
android training in chennai
android training in velachery
devops training in chennai
devops training in velachery
artificial intelligence training in chennai
artificial intelligence training in velachery
Excellent blog, nice work keep it up. Keep on Sharing.
ReplyDeletehardware and networking training in chennai
hardware and networking training in annanagar
xamarin training in chennai
xamarin training in annanagar
ios training in chennai
ios training in annanagar
iot training in chennai
iot training in annanagar
Amazing Article ! I would like to thank you for the efforts you had made for writing this awesome article.
ReplyDeleteThanks for sharing such a nice info.I hope you will share more information like this. please keep on sharing!
internship in chennai
internship in chennai for cse
internship for mba in chennai
internship in chennai for hr
internship in chennai for mba
companies for internship in chennai
internship in chennai for ece
paid internship in chennai
internship in chennai for biotechnology
internship in chennai for b.com students
The SalesForce Guru. I have received 8 SalesForce.com certifications and have been using SalesForce for nearly 9 years and have learned a lot about the ...
ReplyDeletepayless customer satisfaction survey
Incredibly in general very intriguing post. I was looking for such an information and took pleasure in scrutinizing this one. Keep posting. An obligation of appreciation is all together for sharing.data analytics course in Hyderabad
ReplyDeleteThanks for share it really good information provide.
ReplyDeleteWhat a great idea to go cashless.
Detalis About Cardactivation
click here this line: Activate Westpac Card
Academy built a good idea for its customers to make them better satisfied with the next visit. So if you are one of them so you must take the Academy customer satisfaction survey
ReplyDeleteI have received 8 SalesForce.com certifications and have been using SalesForce for nearly 9 years and have learned a lot about the system.
ReplyDeleteClick Here
Click Here
ReplyDeleteAmazing Article, Really useful information to all So, I hope you will share more information to be check and share here.salesforce training in chennai
ReplyDeletesoftware testing training in chennai
robotic process automation rpa training in chennai
blockchain training in chennai
devops training in chennai
It is really useful for getting more information.
ReplyDeletejava tutorial
java developer tutorial
Thanks for the blog and it is really a very useful one.
ReplyDeleteTOGAF Training In Bangalore | TOGAF Online Training
Oracle Cloud Training In Bangalore | Oracle Cloud Online Training
Power BI Training In Bangalore | Power BI Online Training
Alteryx Training In Bangalore | Alteryx Online Training
API Training In Bangalore | API Online Training
Automation Testing with Python Training In Bangalore | Automation Testing with Python Online Training
Nice blog! Thanks for sharing this valuable information
ReplyDeleteDevops Training in Hyderabad
devops training in Gurgaon
Thanks for sharing the informative data. Keep sharing…
ReplyDeleteSwift Developer Training in Chennai
Learn Swift Online
Swift Training in Bangalore
Excellent and informative post. Continue to post. Thank you for revealing.
ReplyDeleteOracle Fusion SCM Online Training
Great experience for me by reading this blog. Thank you for the wonderful article. Join Ziyyara’s online spoken English classes for the best English tutoring experience in Bahrain.
ReplyDeleteFor more info visit Spoken English Class in Bahrain