Posts Tagged ‘Communities’

Dream Team… Assemble in the Cloud! It’s finally come and gone! After months and weeks of buildup, including my own running buildup to the event, Dreamforce was wonderous week! This is an exciting time! I got to hang with almost twenty of my colleagues as a team. No small feat considering we’re coming from all over North America, spanning multiple time […]

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 […]

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 […]

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 […]

We work with a number of clients who’ve come to us after initially rolling out Salesforce on their own.  At first, things were fine, but growth, change, new process, new people, and multiple administrators over time have started putting pressure on their initial configuration.  Perhaps you’ve faced this exact dilemma. They come to us with […]

Let’s Be Realistic A newborn baby can’t be expected to drive to the store to pick up some milk. Even if you really need milk. There are a host of reasons why: the kid can’t even hold his head up (for one), no WAY those legs will reach the pedals, and he’s got a complete […]

When it comes to cloud solutions, do any of these statements sound familiar? “Moving to the cloud is easy. All you need is connectivity and a credit card to get started.” “Moving to the cloud was easy, but now that it’s actually providing value to our company, IT and procurement want to control it. I’m […]

In a prior blog we discussed how to decide between custom development (“code”) and using native Salesforce Force.com configuration (“clicks”). Practically speaking it’s not a decision of using one or the other but a question of degrees. This post illustrates three Perficient client examples, each highlighting varied amounts of custom development ranging from high to […]