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Posts Tagged ‘best practices’

Tips for Installing SharePoint on a Windows 7 laptop

​One of the things that can come in handy for a SharePoint consultant is to install SharePoint on one’s personal laptop. I speak at many conferences and sometimes do not have the luxury of an internet connection to a virtual server and my laptop only has 6GB of RAM, so a virtual machine running on […]

Collaboration is a Culture, Not a Set of Tools

Troy Larsen at Business2Community.com has an article entitled, “Collaboration is a Culture, Not a Set of Tools” (Thanks to Erin Moloney (@ErinE) for pointing me to the article) In it he speaks to a recent quote from RedHat CEO Jim Whitehurst giving that short and spiffy little sound bit. while collaboration is an important characteristic […]

WebSphere Portal 8: New Modular Theme Framework

IBM has been reworking WebSphere Portal themes for a long time now.  The feedback I get on themes in Portal 7 is they are too complicated, too slow, and not well documented.  With WebSphere Portal 8, IBM is addressing these concerns with a new theme architecture.  IBM is touting the new theme as very modular, […]

Salesforce Best Practices: Where Permission Sets Shine

A few months ago, I read a blog on permission sets and how another consulting company (Arkus) had managed to do an implementation with just two profiles. That same company has now created a tool called The Permissioner to mass assign users a permission set, which I think is a great help to system administrators who, like Arkus, […]

Salesforce Best Practices: Did you Chatter it?

Last week I was meeting with one of my practice managers and reviewing a few reports with him. As we were going through the data, he shared an experience of how the team had helped him via Chatter create one of the summary reports. Evidently he was struggling to get it to work the way […]

Salesforce Best Practices. List Views & Portals: Remember To Keep It Clean

A frequent challenge when using portals is list view visibility. Many companies new to Salesforce do not lock down the “Manage Public List Views” profile permissions. This enables business users to create a list view for themselves, such as “Mary’s Cases,” and then unknowingly make it visible to everyone, both internally and externally. Be sure […]

Salesforce Portal Strategies: Buy vs build?

Over the years, we’ve worked with clients on a great many portal implementations. And we’ve seen a lot of different paths companies take based on their unique processes and end-user needs. But I am always surprised when companies choose to build their own portal infrastructure rather than license a portal such as the Salesforce Customer […]

Installing IBM WebSphere Portal 8

I’ve started experimenting with the new IBM WebSphere Portal 8 (Enable version).  My first adventure that I’d like to share with you was downloading and installing this new version.  I’ve installed previos versions of Portal many, many times starting with version 5.0.  So I jumped onto the IBM website, found the install images and started […]

Total Economic Impact of IBM's Exceptional Web Experience

Forrester recently released a study on the Total Economic Impact of IBM’s Exceptional Web Experience solutions.  You can obtain a copy of the full report here after you register.  The study was commissioned by IBM and they did have some input into the study, but the analysis was completed by Forrester. In the study, Forrester […]

Total Economic Impact of IBM’s Exceptional Web Experience

Forrester recently released a study on the Total Economic Impact of IBM’s Exceptional Web Experience solutions.  You can obtain a copy of the full report here after you register.  The study was commissioned by IBM and they did have some input into the study, but the analysis was completed by Forrester. In the study, Forrester […]

Salesforce Best Practices: Swim in Your Customer’s Pool.

Last week I was talking with one of our customers about a new project. The customer was already a big Salesforce Sales Cloud user, and now they were adopting Service Cloud. The project focused on migrating a portion of their service infrastructure from an old email response system to Salesforce…and potentially still using email as […]

Salesforce best practices: Sharing is caring. But know what you are sharing…and with whom.

One of my favorite features of Salesforce is the ability to share information with your community, be it through the Partner Portal or Customer Portal, Salesforce Sites, Siteforce, or Salesforce-to-Salesforce. Bringing a Salesforce Cloud to your community is a great way to foster better and more efficient communication.

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