Entries in Awesome (19)

Monday
Jun172013

Mike Gerholdt Joins Red Argyle as Director of Client Engagement

We are happy to announce that Mike Gerholdt is joining Red Argyle as Director of Client Engagement!

Mike Gerholdt is the founder of ButtonClickAdmin.com, which is one of the top Salesforce blogs (and now, podcast!).  As one of the inaugural members to the Salesforce MVP Program, his dedication to the community has been recognized since 2010.  His former tenure included managing a 350 seat implementation over 6 years, growing adoption by 1200%.  

As Red Argyle has grown, we have the desire to build a new practice. We were in need of someone who can be focused on ensuring the continued success and adoption of projects.  This success management is what Mike is going to bring to the table.  Between crafting world class training, adoption plans, and coaching stakeholder groups to maximize their Salesforce experience, Mike will be ensuring that the long term success of a project is attained and measured.  A project is much more than a build and a go-live.  The magic happens months after go-live, and we’re going to make sure our customers get the benefit of this.

In addition to project and client involvement, we’re excited to begin our quest to make Red Argyle’s blog truly world class.  Between Mike’s astuteness, consistency, and creativity, we can’t wait to have his insights contributing to our blog.  You can be sure that we’ll be bringing some great content to the table both from Mike and also the rest of our talented team.

This truly is an exciting announcement for us to make and a very exciting time for Red Argyle, our customers, and the Salesforce community.  We are committed to being the best, and one step to getting us there is to have the best people on our team.  Please join me in welcoming Mike, and let’s go get AWESOME!


 

Wednesday
May152013

Proud to Announce - High Five! is Live on the AppExchange

This application has a funny story.

Late in 2012, I was asked to post to the Salesforce community blog.  I wrote this article:

http://blogs.salesforce.com/company/2012/12/5-fields-every-salesforce-instance-should-have.html

As it turns out, I got some feedback, folks thought I was on to something.  They asked me "Hey, can I get the 5 fields?".  So, I did the thing any Salesforce ISV partner would do, I turned it onto an application!

So here it is, hereby dubbed "High Five!", THE 5 fields every Salesforce instance should have, along with a few bonus reports, FREE and ready for installation:

https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B3GloEAF

I love how we were able to take an idea, "Appify it", and get it posted to share with the world in a very short period of time.  Sure, it's a simple application, but simple or complex, the process is the same.  Idea to market quick and not having to build the infrastructure!

If you install the application, I'd love to hear your feedback or if I can make any enhancements.  Have at it!

Monday
Sep242012

Dreamforce 2012 - The Big Picture and Takeaways

Another Dreamforce has come and gone.  As in the past, I came home and needed a day just to get my head back on straight and my feet back on the ground.  I'm going to do two things in this blog post.  First I'll talk about a few major themes that I picked up on in the messaging from Salesforce.  Second I have a few tips to share about coming back from Dreamforce and making the most of the experience.

Business is Social

Yes, it's a pretty buzzword laden term, but hear me out.  People working together is what gets things done, and now tools are being created AND USED to make this happen.  Chatter is one way to tie people together, but it also fits into a larger ecosystem of "socializing" your enterprise applications.  In the past, social components were always an addon that required users to learn additional systems and replicate data in more places.  With Chatter and other platform level social tools, this is no longer the case and it's all happening in one place.

Thinking out to the larger enterprise picture, more and more companies are investing in social infrastructure to both increase their employees effectiveness, and interact with customers.  Remember when people used to write a physical letter to a company?  And 10 years ago that became email?  Now those communications are coming in through Tweets and Facebook Messages.  Listening technology is finally catching up.

It's a Trust Revolution, Baby!

I've never heard the term Trust Revolution until Benioff's main keynote.  At first I thought "Great, more buzzwords", until he started painting a picture of what this means.  I picked up on two themes - First, a trust revolution is that providers of cloud technology have proven the technology.  Cloud tech is now trusted and reliable, and in many instances (Especially Salesforce), transparent.  Check out trust.salesforce.com to see how Salesforce outlines system status.  It's the best in the business.

The second theme with the Trust Revolution is that with many cloud applications, there has been a lack of interoperability between them since we are effectively using many vendor's infrastructures.  Initially, many vendors tried to be "everything to everyone", but the focus is shifting back to a "best of breed" approach.  With this new focus, there have been HUGE gains made in federated login and identity management.  Salesforce annouced that they will now be an identity provider and is actively working with many vendors to implement support for it.  Imagine, log into Salesforce and also login to all of your enterprise applications at the same time.  It's truly turning the browser into your operating system.  Exciting stuff, although potentially more forward looking than some of the other things at the conference.  If you're interested in this, talk to your account executive to get information on timing of releases.

Mobile - Still a Big Deal

Mobile is still HOT.  Salesforce gave touch.salesforce.com a lot of love during keynotes and product demonstrations.  Touch has been a bit quiet since last Dreamforce, it turns out they were digging in and really making the product more robust to "re-release" it at this year's conference as generally available.  

At Red Argyle, our mobile app developers are chomping at the bit to start implementing touch solutions so this is great news, as we now can start building native, touch enabled applications that will work on any modern browser, on any device.

Marketing - BOOM!

Salesforce unveiled a new cloud, called the "Marketing Cloud".  It combines a few key services that Salesforce has acquired over the past year.  Radian6, Site.com, and Buddy Media into a potent marketing engine to drive enterprise scale messaging.  And being Salesforce, this is all incorporated right into the core Salesforce platform, instantly combined with and adding to your data.

There's a big shift going on and Salesforce is leading the pack bringing this offering to the market. They believe that marketing budgets will exceed IT budgets within 5 years and they are making a play to get ahead of this. I can see the truth in this statement, as IT infrastructure diminishes and the need for social engagement increases, there could very well be a shift of spending into marketing activity.

OK So Now What?

Every year I get back from Dreamforce and feel like I have a Post-Dreamforce hangover.  The week was such an emotional high, so much fun, and so much magic, that coming back to the desk is like going from color back to black and white.  I'm here to tell you - It does not have to be that way.

In my experience, the only half of the value of a conference happens from attending, the other half comes from properly applying what you learned while there.  Whatever you're doing right now, stop and think hard about the feeling of total awesomeness you had last week and bottle it up.  Literally, remember hard what it felt like and hold on to it.  Now the challenge is strategically tapping into that feeling throughout the year to keep the energy high.  Of course there are some practical things to help with that.

#1 - If you made friends, keep them!  Linkedin/Follow/Friend anyone that you had great conversations with.  Even reach out to them and have a chat.  Surrounding yourself with like-minded Dreamforcers will help you keep the energy high.  Another often overlooked thing is that session presenters are MUCH more available than you think and they present because they're passionate about the topic.  They'll be happy to talk to you if you have questions.

#2 - Go back through your agenda and organize your notes.  If you didn't take notes, make some right now.  Write down three takeaways from each session you wanted to attend and three action items that you can followup on.  Did you see a product at a session that looks interesting?  Schedule a demo, did you learn a great new formula?  Take a note of it and implement it.

#3 - The other sessions are coming.  Over the next few weeks, Dreamforce will begin releasing them to Youtube.  Recommend reviewing the session listing and picking out all the ones you wanted to attend but couldn't and make your own list that you can then sit back and review session content.

#4 - Schedule time to dream.  On your calendar, schedule an hour of Dreamforce followup/education per week for a year.  Make this your "special happy time" to do the above and keep making small progress every week.  I'm a big fan of "Getting Things Done" system and identifying a few actionable items per week will keep you moving forward.

Alright, I hope this was a helpful roundup and followups for you regarding Dreamforce.  I'd love if you had any other thematic observations from the conference to share or actionable followup items, leave a comment and don't be shy!

Garry

Monday
Jul302012

Dealing with Multiple Address Blocks on Lead Conversion

I've had a few clients that needed the ability to track multiple address blocks on the lead and have them convert into the two account address blocks.  It seems like a fairly common requirement and Salesforce is a bit limited here.  It's easy to map and convert custom field to custom field but there is no facility to map into the Account address fields.

The first time this happend, I asked Tom to write a trigger to facilitiate this.  It worked perfect.  The second time though, I wanted to try and push the envelope and here's what I came up with.  As a refresher, this article describes how standard fields are mapped during lead conversion.  (Basically the one Address block on Lead maps to the Billing Address on Account and the Mailing Address on Contact)

Disclaimer - this fix requires Enterprise edition since it utilizes workflow.  (Sorry my PE,GE friends...)

My requirement was that I needed both address blocks on the lead to map into the Account address blocks.  So here's the workaround:

 

  1. Create another set of address fields on the Lead object.  I created Street, City, State, Zip to keep things simple.
  2. Create another set of address fields on the Account object.  I called these "Temp Street, Temp City, Temp State, Temp Zip", since they are a holding location only.
  3. Map the 2nd Lead Address Block to the Shipping Account Address block.
  4. Create a workflow rule that runs upon create.  Create 4 field actions in the workflow rule to populate the Shipping Street, Shipping City, Shipping State, Shipping Zip block.

 

And that's it!  When the Lead is created, two address blocks are filled out.  The custom 2nd address maps to a secret 3rd address block on Account, and then a workflow rule moves things back to the standard address block on the Account.

What do you think?  Do you have any other snazzy tricks using the great features of the Salesforce platform?  Post a comment here!

-Garry

Follow me on Twitter here:  http://twitter.com/DarthGarry

Friday
Apr062012

You Really Need to Know About List Views

Salesforce has lots of ways to get to your data, but one of my favorite is the venerable "List View".  I often see the usefulness of list views glossed over in trainings and implementations, but it's worth a few minutes to understand their full power.  First let's review the difference between a report and a list view.  

Reports rock when... 

  • Need to display a lot of data from multiple objects
  • Need to VIEW data
  • Need to perform calculations on data
  • Need charting/graphing capabilities
  • Want to include in a dashboard
  • Want to export to Excel or CSV

List Views rule when...

  • Need to show data on one object
  • Need to EDIT data
  • Need to perform mass data or other operations to records
  • You need to throw one together quick.  They are easy to build.

List View Super Basics

To open a list view, there is an innocuous little "Go" button on each tab to open the selected list view.  Salesforce does a pretty good job of making standard views available to get started with.  

When you've opened a list view, it may not look amazing, but there's a lot of power in this screen.  Here's a few nice features:

 

  • Click a column header to sort on that column
  • Click "Delete" to delete a record
  • Cliclk "Edit" to edit a record
  • Double click a field to change its value
  • Check multiple records and then double click a field to modify multiple records at the same time

 

Using List Views Effectively

List views are a great tool, especially if you use them for the right stuff.  I think many job functions can be managed through a few simple list views.  Here's a few ideas to get you started:

 

  • New Leads this week - tear through a list of leads and possibly qualify/disqualify by list view fields
  • Opportunities whose close date is in the past - great for data integrity, creates happy sales managers and administrators
  • Contacts with no activities in 90 days - who needs a good talking to?
  • All My Open Leads - show all the leads you are currently working and quick access to work them!
  • All My Opportunities - imagine updating your "Next Step" fields all from one place instead of banging through dozens of records one at a time

 

I would also advocate for creation of a daily/weekly list view lap checklist.  Keeping your list views in order means that your data is in order, and list views let you do it faster and more efficiently than any other Salesforce path.  I wrote a blog on checklists here, if you want some ideas for that.  If you want more technical information regarding creating, modifying, and using list views, it is available in your Salesforce help.

I'll leave with one final thought - If you end up with a few favorite list views, and have Chatter enabled, you can click the Chatter button from a list view and then "Favorite" that list view.  Then, all your daily "faves" show up in your Chatter favories, making it easy to run your daily list view lap.

I hope this is helpful, if you have any good ideas for useful list views, please leave a comment below.  If you cannot create list views but think they will help your daily work, contact your administrator and ask about them.  We're always happy to answer questions regarding this blog here as well.

Thanks for reading!

-Garry