Salesforce CRM: Administrators

When you sign on with Salesforce CRM, it’s ready to use as is. But you can also easily modify it so it’s a good fit for your users. Learn how to configure Salesforce CRM to suit your business needs, including how to customize fields, page layouts, and reports.

Want to make your users more productive and preserve data quality at the same time? The salesforce.com connectors for Microsoft Outlook and Lotus Notes are standard plug-ins that let users easily interact with salesforce.com from their familiar Outlook or Notes interfaces. Join us to learn connector best practices for planning, designing, and deploying to users; recommendations for ongoing support and administration; and handy tricks to enhance your implementation. Plus, we’ll have a road-map update from the product manager.

What's in store for Salesforce CRM analytics and reporting? Come hear our product management team outline what’s planned for upcoming releases of analytics in the cloud. Get the insiders’ view to cutting-edge features, so you can plan how to get even more insight into your business using analytics and reporting.

By automating mundane data processes such as data de-duplication and data normalization, salesforce.com administrators can significantly increase data quality and reduce administrative time. Join this session to learn how a salesforce.com super-user maximized the real-time and batch capabilities of CRMfusion’s DemandTools, DupeBlocker, and PeopleImport. Plus, we’ll preview some upcoming real-time technologies.

What’s preventing you from establishing salesforce.com as your company sales portal? Is it because your sales reps need to find invoicing and A/R history in a separate application? Does your sales management team need to view analytics in a separate business intelligence (BI) tool? Join IBM to learn how Synarc has integrated its back-end data and BI into accounts and opportunities screens, establishing salesforce.com as the corporate sales portal.

Companies implement portals to attract, engage, convert, and retain customers. Increasing top-line revenue is usually the primary driver; customer satisfaction and lowering the cost of support are other important goals. Attend this session and learn how to make your portal project a success with Salesforce CRM!

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 add some “magic” to your deployment and help your users be more productive, efficient, and process-oriented, this session is for you. We’ll answer these questions with examples, best practices, and firsthand knowledge!

Technology has made the world smaller. In today’s economy, any business can compete on a global scale. That’s why Salesforce CRM comes equipped with sophisticated international and multi-language functionality. Learn how to take on technical challenges like multiple currencies and languages as well as some less obvious dilemmas, including local application support, local laws and customs, and budgeting and politics.

The Force.com 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 scoop on salesforce.com’s vision for advanced customization, app building, and administration capabilities that will help you automate your other business processes using Force.com. This session includes a mix of vision slides plus a healthy dose of live current and future product demos.

Join us for a fact-filled session and get the answers to these questions: What is it? How does it work? How can I use it? Who can do it? How do I learn more?

Need new ideas for making your users more productive? This session will equip you with examples, tips and tricks, and a bunch of great ideas for taking your productivity to the next level.

Companies participate in social networking to generate brand awareness and create a viral effect when clients or prospects recommend their products. In this session, we’ll discuss social networking rules of engagement and look at how salesforce.com can help you embrace this new channel.

Learn how easy it is to become a hero to your organization. In this session, you'll learn from customers that have built custom applications to address critical business needs. They'll share lessons learned, tips and tricks, and how they took advantage of the Force.com platform to develop apps 5 times faster—without any development background.

Want to know how and where to integrate—and why you should? Most companies have tons of data locked inside legacy and siloed applications. Making this data available to customer-facing employees can have a tremendous effect on the quality of customer interactions and user adoption. If you’re not sure how to approach integration or what your options are, this session is your golden ticket. Join us to learn what other customers have done, their lessons learned and most common integration solutions, and how to successfully use both in your business.

Automated processes take less time, ensure consistency, and ultimately save your company money. Learn how to use native features and functionality in Salesforce CRM to create, manage, and automate your key business processes. See a demo of an automated business process, and gain insight into tips and tricks for configuring and managing these tools.

Change is constant, but it can create concerns and even fear in the individuals affected by it. In this session, learn how your peers have built support and momentum for implementations: managing up to ensure sponsorship and managing down and across to ensure buy-in from user communities—all while keeping the ship going full-steam ahead.

Don’t let dirty data get in the way of your success. This hands-on session will give you practice applying powerful capabilities such as validation rules and formula fields to help your users be more productive and efficient and to input higher-quality data from the start.

Are you an administrator looking to get the most out of the latest and greatest salesforce.com has to offer? Join us for hands-on training with the newest administration features from the Winter ’10 release. Get involved!

Push your reporting to the limit as you learn to create mathematical formulas to aggregate and perform calculations on raw data within Salesforce CRM and avoid exporting to spreadsheets for detailed calculations. Quickly calculate win rates, coverage ratios, actual vs. goal comparisons, and more. It's amazing!

Get your hands on custom report types and learn how to define report criteria from which users can run and create custom reports. With custom report types, users can create reports from predefined standard and custom objects, object relationships, and standard and custom fields that you specify. Sound like just what you need? Join us to learn more!

When you sign on with Salesforce CRM, it’s ready to use as is. But you can also easily modify it so it’s a good fit for your users. Learn how to configure Salesforce CRM to suit your business needs, including how to customize fields, page layouts, and reports.

As a new administrator, your first job is making sure that users are entered into Salesforce CRM and have access to the right data. Learn how to set up and configure user access, assign a set of permissions to users, define basic access, and build the structure that determines what users can see and report on across the organization.

Managing Salesforce CRM is like being a handyman. Jobs can be large or small; visible or behind the scenes; and many require special equipment for detailed work. Learn from a panel of experienced admins what tools they use on a daily basis and how you can apply them effectively in your deployment.

If you don’t listen to the needs of your end users during your initial system design, you can bet you'll hear about them after you've deployed. How's that for bad timing? Join us to learn the best ways to capture requirements from your end users and executives. Hear directly from our panel of customers and Salesforce CRM experts, and take home advice that will ensure you deliver what they need during either your initial deployment or a scheduled release.

Developing and managing complex applications with highly customized logic and user interfaces requires more than a “configure on-the-fly” approach in a single environment. You need a designated development area, robust testing practices, and a release strategy to optimize your team’s performance and minimize the impact to end users. Join us to learn how to leverage sandbox environments, which tools can migrate changes, and best-of-the-best practices for release management.

The most successful Salesforce CRM implementations are those that people actually use. This session looks at how to identify the root causes of slow user adoption so you can proactively manage them. Learn how other customers have successfully addressed adoption issues by focusing on user perceptions, communications, tracking and managing usage, and incentives and penalties.

Ready to implement Salesforce CRM, but not sure where to start? In the middle of an implementation and don’t want to miss anything? You’ll probably have a role in the setup and ongoing maintenance of your Salesforce CRM implementation. Join us to learn where to start, in what order you should execute, and best practices to use along the way.

Ensuring that business processes are clearly defined, documented, and optimized is the first key step in a successful implementation. Whether you’re just getting started, looking to bring on a new team, or interested in reviewing an existing implementation, our services experts can help you understand how to run a successful business process review (BPR) session on which to base a successful implementation.

The greatest systems in the world are only as good as the people using them. Educating your users on how to use what you’ve deployed, what’s expected of them, and how to be proficient is one of the most important—and most overlooked—areas of an implementation. This session features in-depth content from hard-hitting experts on how to create a training plan that ensures you have the skills to be successful.

Managing an enterprise system—no matter the size of your deployment—is a significant undertaking. Good news: We’ve had time to perfect our use of the system because our entire business runs on Salesforce CRM! Let us share what we’ve learned by using best practices for change management and feature requests.

Times like these challenge us to find creative new ways to do more with less. Fortunately, a variety of inexpensive and free productivity tools and applications is available on the AppExchange. Join us to learn about some great value-add apps, best practices on finding and deploying them, and the value other customers have recognized.

Being a system admin may be just part of your overall job—or maybe it requires 100% of your time. Either way, there are plenty of ways to use this role to develop your skill set and your career. Join us to learn from a panel of other admins how they’ve evolved their careers by leveraging their system admin responsibilities.

One of the most consistent challenges salesforce.com customers face is data quality, a problem for any system that has multiple people accessing and updating information. Fortunately, a number of tools, best practices, and lessons learned can help you successfully manage this area of your implementation. Join us to learn how.

Thinking about getting salesforce.com certified? Already signed up for the exam and need help preparing? Then what would you say to a free training session? In this can’t-miss session, you’ll learn about the certification process, how to prepare for the exam, and get a chance to review key materials with our experts.

Being able to easily access useful, timely information is one of the most important values a centralized system can provide for you and your business. This session will cover the basics of reports and dashboards, including how to set up and manage them, tips and tricks, and admin best practices.

Looking for ways to further unlock the data in your system or meet complex reporting requests? Then join us for this session where you'll learn how best to leverage report formulas, analytic snapshots, and custom report types—plus when to use certain types of reports or dashboard elements.