sf-agent-framework

name: Salesforce Quick Reference Guide Template description: Concise, user-friendly quick reference guide for Salesforce end users sections: - name: Guide Overview content: | ## Salesforce Quick Reference Guide ### Guide Information - **System:** Salesforce [Edition] - **Version:** [Release - e.g., Winter '24] - **Updated:** [YYYY-MM-DD] - **Audience:** [Sales Team/Service Team/All Users] - **Support:** [helpdesk@company.com | ext. 1234] ### What's In This Guide ✓ Essential daily tasks ✓ Keyboard shortcuts ✓ Common troubleshooting ✓ Quick tips & tricks ✓ Important links - name: Getting Started content: | ## Quick Start Essentials ### Login & Navigation ``` 🌐 Login URL: https://company.my.salesforce.com 📱 Mobile App: Salesforce Mobile (App Store/Google Play) Navigation Tips: ├─ App Launcher (9 dots) → Switch between apps ├─ Global Search (🔍) → Find anything quickly ├─ Home Tab → Your dashboard & tasks └─ Setup (⚙️) → Personal settings only ``` ### Key Areas Overview | Area | Purpose | Quick Access | |------|---------|--------------| | Home | Dashboard, tasks, calendar | Click Salesforce logo | | Accounts | Company records | App Launcher → Sales | | Contacts | People at companies | Tab bar or search | | Opportunities | Deals/Sales | Pipeline view available | | Cases | Customer issues | Service Console | | Reports | Data analysis | App Launcher → Reports | - name: Daily Tasks content: | ## Common Daily Activities ### 1️⃣ Create New Records | Record Type | Quick Method | Alternative | |-------------|--------------|-------------| | Lead | Home → New button → Lead | Global Actions (+) | | Contact | From Account page → New Contact | Contacts tab → New | | Opportunity | Account → Opportunities → New | Global Actions (+) | | Task | Any record → Activity timeline | Home → Today's Tasks | | Event | Calendar → Double-click time slot | Global Actions (+) | ### 2️⃣ Update Records ``` Quick Edit Mode: 1. Hover over field → ✏️ pencil icon 2. Make changes 3. Press Enter or click ✓ Full Edit: 1. Click Edit button (top right) 2. Update multiple fields 3. Click Save ``` ### 3️⃣ Log Activities **Quick Call Log:** 1. Open any record 2. Activity timeline → Log a Call 3. Fill: Subject, Comments 4. Save **Email Integration:** - BCC: [your-email]@[company].salesforce.com - Auto-logs to related records - name: Search and Find content: | ## Finding Information Fast ### Global Search Tips ``` Search Operators: ├─ AND: John AND Smith ├─ OR: CEO OR President ├─ Quotes: "exact phrase" ├─ Wildcard: John* └─ Phone: 415* or (415) Filter Results: ├─ Click object type on left ├─ Use "All Fields" for deep search └─ Recent Items appear first ``` ### List Views | Action | How To | Tip | |--------|--------|-----| | Switch View | Dropdown → Select view | Pin favorites | | Filter | 🔽 Filter icon → Add conditions | Save as new view | | Sort | Click column header | Shift+click for multi-sort | | Inline Edit | Double-click cell | Select multiple → mass edit | | Export | ⚙️ → Export | Up to 2000 records | - name: Keyboard Shortcuts content: | ## Time-Saving Shortcuts ### Global Shortcuts | Action | Windows | Mac | Description | |--------|---------|-----|-------------| | Global Search | / | / | Focus search box | | Create New | Ctrl+Alt+N | Cmd+Opt+N | New record menu | | Save | Ctrl+S | Cmd+S | Save current record | | Cancel | Esc | Esc | Cancel edit mode | | Home | Alt+Shift+H | Opt+Shift+H | Go to Home | | Setup | Alt+Shift+S | Opt+Shift+S | Open Setup | ### List View Shortcuts ``` Navigation: ↑/↓ = Move between records Enter = Open selected record Shift+Click = Select range Ctrl/Cmd+Click = Select multiple Actions: E = Edit selected D = Delete selected F = Follow/Unfollow ``` - name: Mobile Quick Guide content: | ## Salesforce Mobile App ### Mobile-Specific Features | Feature | How To Use | Best For | |---------|------------|----------| | Quick Actions | + button (bottom) | Create records on-go | | Offline Access | Auto-syncs starred items | Field work | | Voice Notes | Tap microphone in notes | Meeting notes | | Business Cards | Camera → Scan card | Event networking | | Check-In | Tap location icon | Customer visits | | Today View | Swipe right from Home | Daily planning | ### Mobile Tips ``` Optimize for Mobile: ✓ Star important records for offline ✓ Customize mobile navigation ✓ Use compact layouts ✓ Enable push notifications ✓ Download mobile reports ``` - name: Quick Troubleshooting content: | ## Common Issues & Solutions ### Login Problems | Issue | Solution | Prevention | |-------|----------|------------| | Forgot Password | Click "Forgot Password" → Check email | Use password manager | | Account Locked | Wait 30 min or contact admin | Don't exceed 5 attempts | | Invalid Username | Check email address used | Bookmark login page | | Session Timeout | Log in again | Extend timeout in settings | ### Data Issues ``` Can't Find Record: ├─ Check spelling in search ├─ Try partial search (John*) ├─ Verify correct object type ├─ Check your list view filters └─ May lack permissions - ask admin Can't Edit Field: ├─ Check if record is locked ├─ Verify field-level security ├─ Some fields are read-only └─ Validation rules may block Missing Features: ├─ Check correct app selected ├─ May need different license └─ Ask admin for access ``` - name: Tips and Best Practices content: | ## Power User Tips ### Time Savers | Tip | How | Benefit | |-----|-----|---------| | Favorites | Star important records | Quick access | | Chatter Follow | Follow records for updates | Stay informed | | Email Templates | Settings → Email → Templates | Consistent messaging | | Report Subscriptions | Schedule report emails | Automated insights | | Macros | Service Console feature | One-click actions | | Kanban View | Opportunities → Kanban | Visual pipeline | ### Data Quality Tips ``` Before Saving: ✓ Check for duplicates (system warns) ✓ Complete all required fields (red *) ✓ Use standard naming conventions ✓ Add next steps/follow-up tasks ✓ Link related records ``` ### Productivity Boosters 1. **Clone Records**: Save time on similar entries 2. **Mass Update**: Select multiple → Mass actions 3. **Quick Text**: Settings → Quick Text (snippets) 4. **Related Lists**: Customize which appear 5. **Bookmarks**: Browser bookmarks for reports/views - name: Important Links content: | ## Resources & Support ### Quick Links ``` Internal Resources: 🏠 Salesforce Home: [URL] 📊 Key Reports Dashboard: [URL] 📚 Training Materials: [URL] 💬 Chatter Support Group: [URL] 📧 Email-to-Case: support@company.com External Resources: 🎓 Trailhead: trailhead.salesforce.com 📖 Help & Training: help.salesforce.com 💡 Success Community: success.salesforce.com 🎥 YouTube: youtube.com/salesforce ``` ### Support Contacts | Need | Contact | Response Time | |------|---------|---------------| | Password Reset | IT Help Desk x1234 | 15 minutes | | Permissions | Salesforce Admin | 4 hours | | Training | Training Team | 24 hours | | Bug Report | sf-support@company.com | 24 hours | | Feature Request | Submit via Chatter | Weekly review | ### Emergency Contacts **System Down**: Call IT Hotline: 555-911-HELP **Data Emergency**: Email: data-team@company.com **Security Issue**: security@company.com (URGENT in subject) - name: Cheat Sheet content: | ## One-Page Cheat Sheet ### Essential Formulas & Functions ``` Common Formula Fields: TODAY() = Current date NOW() = Current date/time ISBLANK(field) = Check if empty CONTAINS(field, "text") = Search text IF(condition, true, false) = Logic Report Formulas: PARENTGROUPVAL = Parent subtotal PREVGROUPVAL = Previous group ``` ### Quick Actions Reference | Icon | Meaning | Action | |------|---------|--------| | ➕ | New/Create | Add records | | ✏️ | Edit | Modify record | | 🗑️ | Delete | Remove (careful!) | | 📎 | Attach | Add files | | 📧 | Email | Send email | | 📅 | Calendar | Schedule event | | 🔄 | Refresh | Update view | | ⭐ | Favorite | Quick access | | 👁️ | Preview | Quick view | | 📤 | Share | Share record | ### Status Indicators ``` Opportunity Stages: 🟦 Prospecting (10%) 🟦 Qualification (20%) 🟨 Needs Analysis (40%) 🟨 Proposal (60%) 🟧 Negotiation (80%) 🟩 Closed Won (100%) 🟥 Closed Lost (0%) Case Status: 🔵 New 🟡 Working 🟠 Escalated 🟢 Closed ``` - name: Print Version content: | ## Printable Quick Reference Card ``` ┌─────────────────────────────────────┐ │ SALESFORCE QUICK REFERENCE │ ├─────────────────────────────────────┤ │ LOGIN: company.my.salesforce.com │ │ HELP: x1234 or help@company.com │ ├─────────────────────────────────────┤ │ DAILY TASKS │ │ • Home → Check tasks & calendar │ │ • Log calls after each interaction │ │ • Update opportunity stages │ │ • Check dashboard before EOD │ ├─────────────────────────────────────┤ │ SHORTCUTS │ │ Search: / │ │ New Record: Ctrl+Alt+N │ │ Save: Ctrl+S │ │ Home: Alt+Shift+H │ ├─────────────────────────────────────┤ │ QUICK TIPS │ │ • Star important records │ │ • Use global search for everything │ │ • Double-click to inline edit │ │ • Follow records for updates │ └─────────────────────────────────────┘ ``` processing-instructions: | When creating quick reference guides: 1. Keep it concise and scannable 2. Use visual elements and icons 3. Focus on most common tasks 4. Include keyboard shortcuts 5. Provide troubleshooting tips 6. Make it printable 7. Update regularly 8. Get user feedback 9. Include support contacts 10. Test with new users metadata: version: "1.0" category: training complexity: low estimated-time: "2-3 hours creation" review-required: false