Time Saving Tips & Tricks Enable System Administrator Access to All User Logins In the past, in order for Salesforce.com System Administrators to be able to troubleshoot user issues, they had to request that individual users grant them System Administrator access to their login for a specified period of time – and show them how to do it. Now System Administrators can submit a Case to Salesforce.com Support to enable the new feature to provide System Administrator access to all user logins. Not only is this a great feature for troubleshooting individual user issues, it’s also a great tool for testing visibility access for new configurations and functionality to ensure they meet your organization’s sharing/visibility requirements. Setup Quick Find System Administrators that are still spending time on multiple clicks to navigation the System Administrator Setup – stop now and start using the Setup Quick Find feature. Simply type the Setup criteria you want to modify in the Quick Find Feature as shown in the screen shot on the right to view the specific options for the criteria you entered and go directly to the area you want to work in.

Time Saving Tips & Tricks Enable Shared Activities You can now enable shared Activities in Salesforce to add up to 10 Contacts to a Task and/or Event. Go to Setup and use the Quick Find feature for Activities as shown on the right and click on Activity Settings as highlighted in yellow. From the Activity Settings screen shown below, select Allow Users to Relate Multiple Contacts to Tasks and Events (as highlighted in the screen shot below) and click Save.

Time Saving Tips & Tricks Enable Shared Activities Once this feature is enabled, users can relate up to 10 Contacts to Activities by clicking on the Name Lookup as shown in the screen shot below. You can assign one primary contact; all others are secondary contacts. Sharing activities gives you a more accurate picture when you view your task or event details and reports.

Time Saving Tips & Tricks Mass Updating Record Fields from a List View This is a new feature that was added by Salesforce in a recent release. This feature enables users to mass update fields for multiple records from a list view. From the list view, just select the check box next to the records you want to mass update and click on the field you want to update as shown below. This will bring up a pop-up that enables you to select the field update, apply it to all check records and Save as shown on the right. Once you click Save, you can now see the mass field updates in the record list view as shown below.