The end of the year typically means fewer meetings and a quieter office. For many of us, this is the time of year to get some real, uninterrupted work done! With people out of the office and some time to focus, I like to leverage the quiet and get some special work done. Just like a […]Read more "Auditing Your Salesforce Org"
Tracking competitors in Salesforce? I thought CRM was for tracking customers! Well, in fact your CRM is the perfect place to record competitive information. Picklists seem to be the most common form of tracking competitors. How many of you do this today? The problem is that picklists are static and static values don’t have context. […]Read more "Managing Competitors in Salesforce"
Chatter publisher actions are one of my favorite Salesforce functions. Using publisher actions instead of a custom button encourages Chatter adoption, improves user efficiency, enhances the Salesforce1 mobile experience and allows your end users to get $#!+ done. If Chatter is not enabled in your org, take a moment to read It’s Time to Reevaluate […]Read more "Get $#!+ Done with Chatter Publisher Actions"
In Implementing State and Country Picklists Part 1, we looked at the setup process which should take place prior to activating the picklist functionality. Part 1 outlines some thoughts on how to evaluate your org to ensure that all bases are covered including how the change will impact users and how to minimize the impact. […]Read more "Implementing State and Country Picklists Part 2"
7 years, 362 comments and 53,300 points. This is what it took to get State and Country Picklists for standard address fields implemented in Salesforce! Winter ’14 brought this wonderful feature to us thanks to the wonderful Product Manager Shawna Wolverton and her team! Thank you! If you have been an administrator, developer, consultant or […]Read more "Implementing State and Country Picklists Part 1"
Some starts burn brighter than others. The reason stars shine at all is because they are continually imploding on themselves causing high rates of friction which creates light. I guess society didn’t realize this when we began calling people stars. People imploding would be cause for concern and result in quite a mess! Either way, […]Read more "How to Clone Your Power Users"
In Deploying Salesforce for Outlook: What I Learned I discuss the tactics used to deploy the application to my organization as we launched Salesforce. Nearly two years since we launched, and a year after the original post, I thought it would be good to expand on the original and provide some cautionary tales for those […]Read more "Deploying Salesforce for Outlook: What I Learned – Part 2"