Accelerate to Success with Salesforce Accelerators

Accelerate to Success with Salesforce Accelerators Claus Pedersen Peter Cullen Muriel Molloy Salesforce Business Success Delivery Product Marketing Owner Specialist at Salesforce Manager at Salesforce

First, Some Logistics Questions, answers and staying in touch. • How do I ask a question? During the webinar, ask here in the Q/A panel. After the event, ask here: www.salesforce.com/CustomerSuccessOhana with #ADMINMASTERS • Will this be recorded and can I get the slides? Yes and yes! You’ll receive a follow-up email with links to the the recording and deck within a couple of days.

Accelerators we’ll review today Insights: Sales Cloud: Design Reports & Dashboards Getting Started: Sales Cloud: Field Setup and Layout How To: Sales Cloud: Manage Opportunities Getting Started: Platform: Application Security

Today’s Line Up Claus Pedersen Peter Cullen Muriel Molloy Salesforce Business Success Delivery Product Marketing Owner Specialist at Salesforce Manager at Salesforce

Accelerators Packaged services delivered by dedicated specialists to help customers get the most out of their Salesforce investment. Our portfolio of Accelerators are designed to solve key business challenges.

Accelerators Reach success faster with targeted engagements Accelerators can help you: Expert engagement Smart, intuitive services solutions Focused on your unique Replace roadblocks • Get 1:1 advice on specific business customer needs. with proven results. challenges. Accelerators • Bridge the gap between self-guided assistance and a full-service engagement. • Achieve the best ROI on your Salesforce The best ROI investment. Learn from our highly experienced Specialists.

Ever Growing Accelerator Portfolio New services to get the most out of Salesforce. • Service Cloud Console • Case Feed for Console • Sales Cloud Dashboard • CTI Assessment • Sales Cloud Console Design • Data.com Data Quality Assessment And More! Service And More! Marketing • Journey Builder Base • Configuration and Automation for: • Data import • Email segmentation • Reporting • Org Strategy And More! • Salesforce Sandbox Design • Salesforce1 Mobile Design Studio Apps Community • Customer Community Design And More! • Community Cloud Framework Design Analytics • Chatter Adoption for Sales Managers And More! • Einstein Analytics Starter Kit • Einstein Analytics Accelerators

How Do Accelerators Work? Discovery, Delivery, Outcome Outcome Discovery Delivery Measure success metrics Identify target use case Recommend, provide guidance 4 hours facilitated + up to 20 hours internal effort ~ 3 weeks

Key Steps and Timeline How we’ll deliver your Accelerator Milestone Duration Delivery Method Estimated Timeframe Prepare Review Entrance Criteria N/A Start date Conference call (sponsor) Complete on the call with Success Specialist • Review Reporting Best Practices • Review Lightning Report Builder • Build sample report and dashboard. Conference call Start + 14 days Deliver 2 hours • Choose an applicable reporting package on the AppExchange and install (stakeholders, sponsor, admin) into sandbox. • Modify underlying reports in package if needed. • Review all available resources. Final Recommendations (Email) Verify • Customer to complete survey call 10 minutes Email (sponsor) Start + 28 days Total Timing: Plan on approximately three hours for the sponsor and three hours for the admin and stakeholders.

How to Request an Accelerator Designated Contacts at customers with Premier Support can request Accelerators in Help & Training

Insights: Sales Cloud: Design Reports & Dashboards Pave a path toward a comprehensive, real-time view of your business.

Overview of Design Reports and Dashboards What challenge are we solving for you? Your business objectives: • I need to build reports and dashboards without getting help from IT/Ops. • I want to learn best practices for using the Report Builder. • I need to help all my users build their own reports and dashboards. • I need to help all my users make critical decisions from anywhere. • I need to understand all the available reporting templates on the AppExchange.

Getting Started: Sales Cloud: Field Setup and Layout Learn the basics of Field Creation, Modification and Page Layouts

Configure Salesforce to Meet Your Needs Why should I configure Salesforce? Salesforce is customizable Your success is tied with it’s out of the box directly to how well you’ve features to help save time so mirrored your sales your sales people can focus processes to how you set on what they do best: Sell! up Salesforce. Why should I configure Salesforce?

How To: Sales Cloud: Manage Opportunities Understand the best way to use Opportunity Management

Opportunity Fields Use standard fields as much as possible. Focus on current reports. • Which fields appear in existing sales reports? • Which ones appear across multiple reports? • Are there any fields necessary that would solve current pain points? • Are there any temporary fields (e.g. part of a particular campaign, etc.)? Sales Team Review • Too many fields requested? • Task vs. Opportunity field • Stack rank Top 20 fields

Opportunity Reporting Topics to Consider • Sales pipeline • Big deals report • Pipeline Next 30-60-90 days • Open Opportunities • Open Opportunities without Activities • Opportunities that continue to be pushed out • Won deals leader board • Closed deals month over month / year over year • Lost opportunities Sample dashboardfrom Salesforce CRM Reports on AppExchange

Application Security Providing the Right Access to the Right Users

Application Level Security Access controls protect your data at every level of the application • IP Range Restrictions • Multiple User Authentication options • Organization Wide Defaults • Sharing Rules • Profiles and Permission Sets • Objects and Field Level Security • Field Audit Trail Trusted Authentication Object Field Level Audit Trail Networks Options Level Security Object History • Setup Audit Trail Security Tracking (CRUD) • Field-Level Security • Event Monitoring and Data Encryption

Getting Started: Platform: Application Security

Getting Started: Platform: Application Security

Practical Takeaways

Experience the Value of Premier 3 Ways to Get More from Salesforce Get Up and Running Get Back on Track Get Release Ready Embrace the Power of 5 Steps to Get More Value Deep Dive: Success Cloud Premier from Salesforce Spring 19 Release eBook eBook Webinar Download Download Download

Next Steps to Put Your Learning into Action Expert help to get the work done faster Find more at salesforce.com/ Recommended Accelerators ● Sales Cloud: Getting Started: Set Your Implementation AcceleratorLibrary Up for Success ● Sales Cloud: Getting Started: Field Setup and Layout ● Sales Cloud: Getting Started: Adoption Fast Start ● Sales Cloud: How To: Enable Sales Reps ● Platform: Review: Org Health And Even More Expert Guidance with… Admin Assist Circles of Success Ask the Expert: Office Hours Accelerators are available to customers with Premier or a-la-carte.

Questions?