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Salesforce.com's Rollout Guide

Expand Into Advanced Areas

Custom Formula Fields

One of the best ways to enhance your Salesforce implementation is to become a custom formula field master. Much like Excel, formula fields allow business users to add simple application logic without programming. Custom formula fields can be placed on any object just as you would create a custom field. There are all kinds of possibilities. For example; 

If you have a question about how to create a custom formula or want to share a formula you came up with, visit the custom formula field discussion board.

Downloads

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Build Your Own Custom Apps

With AppExchange Builder it’s easy to create custom tabs and custom objects that extend beyond the core CRM product. For example, many companies manage projects in an ad hock fashion emailing spreadsheets and project updates to one another. By moving this information inside Salesforce you can collaborate more effectively, assigning tasks, and running reports to see which projects need attention. You can also link those projects to existing information in Salesforce such as contacts, accounts, or opportunities.

Companies are also eliminating homegrown databases and proprietary applications in an effort to reduce IT overhead. By pairing back the number of vendors and simplifying the administration, IT has more time to focus on high value projects.

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AppExchange Apps

To make the most of your salesforce.com implementation, take the time to browse through the AppExchange and see the full breath of what’s available. There are hundreds of Apps which you can test drive, read reviews, and install into your salesforce.com account. To get started, here are a couple of recommendations.

Components
This category of application includes things like web integration links, scontrols, formula fields, and dashboards. Here are some popular examples;

Free Apps
There are lots of free native apps on the AppExchange. Built by salesforce.com product managers and customers just like you, these apps range from simple starting points which you can further customize, to amazingly feature rich apps built using s-controls. Some popular apps include;

Partner Apps
AppExchange makes it easy to browse, test drive, and install pre-integrated partner applications. Use the AppExchange to compare vendors and see what other customers have to say. Some popular application categories include;

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Accounting Integration with Salesforce

Many customers want to integrate back office information into salesforce.com. For example, when an opportunity closes you might want to set up the account in your accounting package and kick off an invoice. The reverse might be true as well. You might want to make your sales reps aware of the fact that a customer has an overdue balance without having them log into your accounting application. Salesforce.com has a number of partners who have built connectors for the major accounting packages.

Quickbooks
If you are a QuickBooks customer we recommend talking to AccountDynamics. They are an AppExchange partner who has a simple solution for managing real-time by-directional synching of key data including accounts, opportunities, and products.

Microsoft Dynamic, Formerly Known as GreatPlains
If you use GreatPlains, Scribe Software has an AppExchange application to integrate with Salesforce.

Peachtree, Mass90
If you have a mid-tier accounting package such as Peachtree or Mass90, eBridge and Pervasive both have great solutions.

Oracle Financial, SAP
For integration with Oracle Financial, SAP, or an industry specific solution, speak to your Account Executive.

Some customers have also expressed interest in on-demand account packages. Intacct, an AppExchange Partner offers hosted Financial, Order, and Expense Management that is fully integrated to Salesforce.com.


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Website Integration with Salesforce

For Professional and Enterprise Edition customers, Salesforce provides out of the box website integration. For example you can capture leads from your website and automatically route them into salesforce.com. It’s incredibly easy to set up. Simply pick the fields and Salesforce will generate the HTML which you can copy and paste into your website. By setting up this pipe you’ll have a constant flow of data which will allow you to service customers more effectively and it also provides an extra incentive for your reps to log in. Below are the various forms are website integration that Salesforce has to offer.  

Best Practice Presentations

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Mobile CRM

For Mobile Users salesforce.com offers two solutions for accessing Salesforce on the road.

Offline Edition
Offline Edition allows you to take a briefcase of your sales opportunities and customer information on the road, so that you can access it on a laptop while disconnected. This is ideal for sales people in the field or traveling on airplanes. When you reconnect to the Internet your changes can be synched back up to your salesforce.com account.

AppExchange Mobile
With AppExchange Mobile, field professionals have full access to information in Salesforce.com CRM or AppExchange apps using any wireless device. Salesforce synchs with your Palm, Blackberry, Windows Mobile, or Symbian device.

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