Circles of Success - 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:
Some of the key topics we will cover include:
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!
Business users and administrators with a basic level of knowledge of Salesforce.
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