1. Top 5 No Code Required
Configurations
Round 1
April 2013

2. Every Customer
Every User
Every Time

3. Every User – Configuring Sugar to meet your
specific business needs and processes
enables users to take ownership of their daily
success and engage with the customer
consistently and effectively.

4. Presentation Topics
• 5 Configurations you can use
– Use Case
– Demonstration
• Developer tools
– Studio
– Workflows

5. 1- Remind Sales to Follow-up on a Lead
• Issue
– Sales is not consistently following up on leads
• Resolution
– Create a workflow that prompts the sales rep
to follow-up after 5 days if they haven’t
already
• Developer Tool Used: Workflow
– Time Elapse / Action: Call record

6. 2 – Display a Field from a Related Module
• Issue
– Need access to an account field from the
Opportunities module
• Resolution
– Create a calculated “relate” field
• Developer Tool Used: Studio
– Calculated fields

7. 3 – Display Fields Based on a Drop-down
Choice
• Issue
– Two customer types with different sets of data
• Resolution
– Create dependent fields that display based on
the customer type that is chosen
• Developer Tool Used: Studio
– Dependent fields

8. 4 – View the Weighted Opportunity Amount
within the Opportunities Module
• Issue
– Sales reps would like to see the value of their
opportunity amount based on the probability
• Resolution
– Create a calculated field to display the value
• Developer Tool Used: Studio
– Calculated fields

9. 5 – Display a Drop-down List Based on a
Primary Drop-down Selection
• Issue
– Various product options should display
depending on which product category is
chosen (currently using multiple drop-downs)
• Resolution
– Create two drop-downs; product drop-down
choices display based on the category chosen
• Developer Tool Used: Studio
– Dependent Drop-downs

10. Top 5 No Code Required
Configurations – Round 1
Questions?
Thank you for attending this session
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