Salesforce

It’s almost time to kickoff Dreamforce. In my last post, I talked about how much I am looking forward to spending a week in San Francisco. So much of that excitement focused on all things social, which has permeated almost every area of our lives. Personally and professionally, social is just a normal part of my everyday life. Earlier […]

By this time next week, Dreamforce will be in full swing! People from around the world will begin descending upon San Francisco as early as Friday night in anticipation of a great week #GTKTC, a.k.a. getting to know the community! While there will be plenty to do during the conference Tuesday through Friday, there is also an amazing city to […]

Why Community Matters So far, I have covered what I plan to learn at Dreamforce. A large part of that education will come from the sessions, but equally important is what I will learn from the community. If you’re like me, it’s not all about hitting the books, but also what can I learn from others. That’s […]

In my last post, I shared my excitement about attending Dreamforce for the first time. Now I will start to dive into the various reasons why, starting with education. After all the hype and hoopla surrounding the event is put aside, the primary reason I am going is to expand and reinforce my skills in the Salesforce ecosystem. Social sessions […]

In my last posting, I outlined some basics regarding the use and setup of basic Joined Reports.  In this article, I will focus on some of their more complex capabilities and considerations.  Specifically, we will review the following two techniques: Creation of a Sales Rep Scorecard Report that combines Opportunity and Activity data into one […]

I am ecstatic about attending the first of what I hope to be many Dreamforce events! Everyone I know who has gone raves about their experience. Finally I get to learn the secret handshake and get a firsthand perspective on the biggest and considered by some, the best event in our industry today. To celebrate, I have created a […]

In my last post, I covered two of the very first steps you should consider when planning your [Social] engagement. This post assumes you’re up on the concepts of having a strong foundation to spring from and that your organization has committed to taking time to LISTEN before jumping into social conversations. If you haven’t […]

The Spring ’12 release of Salesforce bore tremendous benefit in reporting functionality with the launch of Enterprise Analytics. Available to Developer, Enterprise and Unlimited Edition customers at no additional charge, the Enterprise Analytics module provides enhanced features within the Report Builder permitting users to take Salesforce reporting to a whole new level. The 3 primary […]

So you’re thinking about getting [socially] engaged with your customers, prospects, brand advocates, employees, potential employees, partners, affiliates? Well, congratulations! This is very exciting news. Done right, social media engagement can support many different types of business processes in a way that feels very “real”. Just as importantly, your organization can benefit from improved efficiency […]

Every day your sales teams engage with customers and prospects on the phone or at on-site meetings. They listen to customers talk about their challenges, work to build mutual trust, and help outline solutions to fit your customers’ needs. There’s an enormous social aspect to these live interactions. You could call it social selling. But […]

Chatter is two years old now, and as more and more companies embrace it I am starting to get some common questions.  Here are some of the most common technical questions — and some answers that may help you out: When do I use Chatter Feed Tracking and when do I use Field History Tracking? […]

Topic: Create Trending Reports with Analytic Snapshots A common misconception with Salesforce reporting is that you can’t produce trending reports based on Salesforce data. For example, let’s say you want to evaluate Agent Performance over time by taking a look into your historical Case data? Are my agents closing cases faster over time? What elements […]