Kara Allen

  For those of you who don’t have time to read the Salesforce Spring ’15 Release Notes, here are the top three new Salesforce Communities features that you need to know about: Create a Case from a Question in your Community  Let’s say that a member of your self-service community posts a question about a […]

About to migrate to Salesforce Communities? Here are 10 things that you should plan to do as part of your migration efforts. Determine the Scope of Your Migration. See my blog on 3 Things to Consider Before Migrating to Salesforce Communities for more information. Plan Your Roll Out Strategy. Depending on the scope of your migration, […]

I recently blogged about the The Top 10 Reasons to migrate to Salesforce Communities from Salesforce Portals. If you think you are ready to take the plunge, here are three things that you need to think about before starting your migration efforts: Do you want to add enhancements when migrating? Most of the customers who come to us to migrate are doing so […]

I have spoken to many customers recently who are thinking of migrating from a Salesforce Portal to Salesforce Communities, and want to know what differs between the two platforms. First off, there are many ways the two are similar – at the most basic level, both Portals and Communities allow you to leverage the power […]

If you read my recent blog about how to customize your Community URL, you already know that the URL Salesforce uses for Communities differs from the native Salesforce URL that internal users are used to seeing. Due to this difference, it is critical that you setup all hyperlinks in the Community correctly if using Force.com to […]

A common ask from our customers around Salesforce Communities is: “I want my Community URL to look like my company’s brand.” As with most things Salesforce related, the answer is: “Yes, we can do that!” The even better news is that it’s relatively easy to do. Here are the key things you should know about how to customize your Community URL, […]

Today at Dreamforce, I had the opportunity to attend the “Pardot Integration with Salesforce: An Inside Look” session. The implications of this integration are dramatic. By bringing key marketing data into Salesforce (into a native Marketing Actions object), the integration will break down the silos that Sales and Marketing often operate in and natively give both […]

A smarter way of collaborating, tighter security, and integrating with enterprise software like Microsoft Sharepoint or Office 365. While these three new Chatter features in the Winter ’15 release may not have much in common at first, what they represent to me is the true maturity of Chatter product. Chatter Questions: If you use Chatter internally, […]

Salesforce.com is launching the Community Designer as part of their Winter ’15 release. With this product launch there are now three core tools available, Site.com and the Force.com being the other two, to customize a Salesforce Community. Here are some considerations to help you make the selection that is right for your business and technical skills. Community […]

How are you engaging your partners and customers in your Salesforce Community? Salesforce appropriately named their Communities platform as such to highlight the social aspects that the Communities platform offers over its predecessor, the Salesforce Portal platform. A community is defined in the dictionary as “a feeling of fellowship with others, as a result of sharing common […]

I recently blogged here about the top three reasons that you would consider enabling Territory Management 2.0, a Beta feature that Salesforce release this summer that can be enabled in place of the original Territory Management. While it offers some very exciting features, there are three limits that every organization should be aware of before […]

In Summer ’14, Territory Management 2.0 became available through a Beta program. It is an exciting offering, but still has some limits to consider before making the switch from the original Territory Management. Here are three reasons why you might want to consider using Territory Management 2.0. Our Favorite Features: Maintain multiple versions of your […]