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Circles of Success - Getting Started with Salesforce Customizations

Knowledge Article Number 000214392
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Getting Started with Salesforce Customizations

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To boost adoption, increase efficiency and improve data quality, customize your Salesforce to mirror your business process! This session will be a highly interactive small group discussion where we will focus on: 
  • Collaboratively learn what types of customizations can be made 
  • Identify common challenges with identifying, building, and augmenting your Salesforce instance 
  • Discuss best practices for customizing Salesforce 

Some of the key topics we will cover include:
✓Why Customize?
✓5 Steps to a Successful Customization
✓Custom Fields and Formulas
✓Validation Rules: How and Why

Join us along with a number of other like-sized Salesforce customers in a moderated discussion on how to best customize your Salesforce. Ask questions, share ideas, discuss, and engage – that's the blueprint for a successful Circles of Success best practice discussion! 
Target Audience
✓Business users and administrators with a basic level of knowledge of Salesforce.
Learning Objectives
You will walk out of this Circles of Success best practice discussion with:
✓Collaboratively learn what types of customizations can be made
✓Identify common challenges with identifying, building and augmenting your Salesforce instance
✓Discuss best practices for customizing Salesforce
✓Access to a PC or Mac with ability to install GoToWebinar
Success Community Topics:
Any discussions/collaboration on the Salesforce Success Community relevant to this Roundtable will be tagged with the following Topics.

For more resources check out the Achieve More Hub


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