Increase Productivity

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1 Spend a lot less time entering data and more time with customers Increase Productivity Walk through the steps in this Quick Guide to experience the next-generation usability features in CRM On Demand. These features help you spend less time entering data and more time with your customers. Inline Edit: Make changes directly from lists or detail pages. Favorites: Navigate with a single click to specific records or lists that you use often. Expand and Collapse: Personalize the page to display only the sections that you need. Tab Order: Change the order of the tabs to fit your work style and job needs. Custom Web Applets & RSS Feeds: Add an external Web site, custom HTML, or RSS feeds to CRM On Demand. Message Center & Widgets: Get updates and messages when and where you need them most. Page 1 of 9

2 Quick Guide Using Inline Edit Inline edit allows you to update records from any list or detail page. Click a record and make changes directly to text fields, picklists, pop-up calendars, currency, and other fields. For this example, you edit the name of an opportunity directly from a list, and then update the close date from the opportunity detail. 1 Navigate to the Opportunities page and click the All Opportunities list. 2 4 Place your cursor over the Opportunity Name field for any Opportunity record in the list until you see the background for that record turn yellow. Click the button in the highlighted field. Make a change to the opportunity name and click the green check mark. Your change has been saved. Select any opportunity. From the Opportunity Detail page, click the close date, which displays a calendar. Make a change, and click the green check mark to save it. Page 2 of 9

3 Quick Guide Adding Favorites You can specify favorite records and favorite lists in CRM On Demand. Favorites lets you quickly navigate to those lists and records that you need to access frequently. In this example, you add an opportunity record to your favorites list. 1 Click the Opportunities tab and drill into any opportunity record. 2 On the Opportunity Detail page, click the Add to Favorites button to add this record to your Favorite Records list. View your favorite records in the Action bar on the left of the page. Add to Favorites button Page of 9

4 Quick Guide Expanding and Collapsing Sections You can tailor CRM On Demand by using the expand and collapse buttons. These buttons are available on the Action bar and detail pages, so you can expose the information that you need to see and hide the information that you do not need. The settings are maintained across sessions and improves page load performance. 1 Expand and collapse the Action bar by clicking the or buttons. 2 Expand and collapse sections on the Account Detail page (such as Key Account Information or Account Sales Information). Expand and collapse related lists (such as Contacts, Leads, or Opportunities). 2 1 Page 4 of 9

5 Quick Guide Setting Tab Order You may change the order of tabs at any time to fit your individual work style and job requirements. The order of tabs can help to make navigation faster and easier, by bringing the most important record types to the left, where they are most easily accessible. 1 Click the My Setup global link. 2 Navigate to Personal Layout > Tab Layout. Select Accounts in the Selected Tabs column and use the and arrows to move the Accounts tab directly under the Home tab. 4 Select Campaigns in the Selected Tabs column and use the arrow to move the tab to the Available Tabs column. Note: This will hide the Campaigns tab. Use the arrow to move it back to the Selected Tabs column at any time. Tabs in the Available Tabs column are hidden from view. Tabs are listed in the sequence they appear, from left to right. Page 5 of 9

6 Quick Guide Creating Custom Web Applets and RSS Feeds Using Custom Web applets, you can add an external Web site, custom HTML, or RSS feeds to My Homepage, the Action bar, or to detail pages, as related information sections. Specifically, adding an RSS feed reader in CRM On Demand allows you to access frequently updated content, such as blog entries, news headlines, forums, or podcasts. Step 1: Create the Web Applet Follow these instructions to create a Web applet. 1 Click the Admin global link. 2 Click the Application Customization link. Click the Global Web Applets link to create a Web Applet for the My Homepage layout or the Action bar. Copy the RSS feed or Web page link and paste the URL here. You must include Or Click the link for the desired record type to create a Web Applet for a record type detail page. For example, click the Opportunity link to add a Web Applet to the Opportunity detail page. 4 Click the New button. Complete the fields in the Custom Web Applet section. 5 Note: Click the Help link to get details about each field from CRM On Demand Online Help. Note: If you do not specify a URL, the user is directed to a void URL when clicking the link. Selecting Feed in the Type field will create a Web applet that is an RSS feed reader. 6 Click the Save button. Page 6 of 9

7 Quick Guide Creating Custom Web Applets and RSS Feeds Step 2: Add the Web Applet to a Page Layout After you create the Web applet, you can add it to the Action bar, a record type detail page, or the My Homepage layout. 1 Click the Admin global link. 2 Click the Application Customization link. Click the My Homepage Layout link. Note: To add a Web applet to a record type home page, click the link for the desired record type. For example, click the Opportunity link to add a Web Applet to the Opportunity homepage layout. Use the arrows to arrange the sections on the page. Use the Left Side and Right Side columns to define how the sections will appear on the page. 4 Click the New Layout button. Note: You may also choose to copy and edit an existing layout. 5 Enter a name and description for the new layout. 6 Click the Next button. 7 Select the new Web Applet in the Available Sections column, and then use the arrows to move and arrange the sections in the Left Side column and the Right Side column. This defines how the sections will appear on the Homepage layout. 8 Click the Finish button. 9 Navigate to Admin > User Management and Access Controls > Role Management to add the page layout to all appropriate roles. Page 7 of 9

8 Quick Guide Viewing Notes Using the Message Center The CRM On Demand Message Center is a central location where you can view and manage your notes. The Message Center displays private notes that only you can see, messages from other users, and new notes linked to the specific records to which you have subscribed. Within CRM On Demand, you may view notes from the Action bar or a record detail page. View Notes from a Detail Page Follow these instructions to view notes linked to a specific record. In this example, you view an opportunity record. Keep in mind that you can still see notes from the Notes section on the detail page. 1 Click the Opportunities tab and drill into any opportunity record. 2 On the Opportunity Detail page, hover over. Place your cursor over the Push Pin icon to see your messages, like the pop-up shown below. View Notes from the Action Bar Follow these instructions to view all notes in one central location. These instructions walk through the process of adding the Message Center to the Action Bar and checking the messages from the action bar. 1 Click the My Setup global link. 2 4 Click the Personal Layout link, and then click the Action Bar Layout link. Highlight the Message Center section in the Available Sections column and click to move the Message Center to the Displayed Sections column. Click the Save Button. Note: If the Message Center is not in your Available Section column, contact your administrator. Place your cursor over notes. in the Message Center to view the list of Click Subscribe to get automatic updates when new notes are created for this record. Page 8 of 9

9 Quick Guide Embedding Content Using Widgets You can access content such as reports, lists, and Message Center outside of CRM On Demand. Widgets provide snippets of HTML code that you can add to your desktop, Google, or other application. You must have the Embed CRM On Demand Widgets privilege to use Widgets. This example walks through the steps to add the CRM On Demand Message Center to your Google.com home page. 1 Click the My Setup global link. 2 Click the Embed CRM On Demand Content link. Click the Add to Google button in the Message Center Widget section. 4 Click the Add to Google button on the igoogle page to confirm. Page 9 of 9