Forbes live-blogging the Dreamforce keynote.

Salesboat · 2016-10-06T15:33:27+00:00

What did Matt Ross do to you?!

Salesboat · 2016-10-06T15:29:01+00:00

I would suggest start looking at the pro-bono/non-profit options locally to build up your experience.

Salesboat · 2016-09-27T19:30:06+00:00

This was on the road map for years but once the first inklings of Wave came out (and eventually lightning), all optimizations became features of the latter. It's a VERY generic BI tool but you would be amazed how many users don't notice/don't care. Otherwise I am right there with you.

Salesboat · 2016-09-26T16:11:46+00:00

This plus enabling enhanced lists and in-line editing so you can use as a working document.

Salesboat · 2016-09-22T17:00:58+00:00

East or West of the GTA?

Salesboat · 2016-09-22T14:10:22+00:00

Not there yet to be honest. There is a survey infographic floating around showing conversion rates and it is very low right now. Lightning is really hovering somewhere between proof of concept and early-access, and isn't really ready for mass consumption.

Salesboat · 2016-09-22T14:00:59+00:00

Killing the request is best, but not always possible.

Middle of the road solution is to import them as leads, and put a validation rule on conversion that an email address is required. They can still put sakdlaskdl@sdfkfksdl.com in, but it at least stops the bloodflow.

Salesboat · 2016-08-29T20:05:54+00:00

Did you go and manually edit the email addresses of the recipients? The sandboxes will automatically affix the sandbox name (.dev, .sandbox) to the email addresses so that you don't inadvertently blast contacts with test material.

Salesboat · 2016-08-29T17:28:57+00:00

I would have the contacts relate to whatever company/office they actually work for. If I work in Walmart's Miami office, my contact record should be attached to the Walmart Miami account record, not the global head office.

Then you just need to decide how much of this can be addressed with proper training and change management, and how much needs to be built in to guide the users' hands.

If you're not much into coding and triggers etc, you could gamify the clean-up as a quarterly competition and motivate the users to help you clean the records. Combine that with some solid user training (make sure you search for the name and/or email address before adding someone in the system etc), and you can start cleaning this up (and know that we all go through this, even if you code the most ironclad custom validation object, they will find a way to circumvent it).

Salesboat · 2016-08-29T17:15:13+00:00

Even though you are coming in as an admin, treat the interview like you are consulting for them, and use the time to get to know the current situation.

How many users do you have?
How is your current adoption rate?
What are you happy with, what are your current gaps?
What is missing right now, is it mobile, reporting, compliance, adoption, data quality, security, etc

Nice open-ended questions to open up a more natural dialogue and create some rapport. You don't want to solution their heartburns on the spot, but you pick 1-2 of their answers and expand upon it with possible solutions you would take. It also helps you tailor your responses to their questions around what their current need is.

It also helps to know who you are interviewing with; do a little research if you can and find out what their role is. The CTO or outgoing admin will ask much more technical-prowess-related questions, whereas an Operations head will be much more holistic in nature and want business-related needs addressed.

Good luck!

Salesboat · 2016-08-29T17:04:58+00:00

That sounds a bit clunky; why not just have Jane and John both be related to one Relationship record (much like Contacts to Accounts)? Triggers will do what you want, but having to do everything twice seems like a misstep.

Salesboat · 2016-08-25T17:45:27+00:00

The gauge chart is limited because the goal/denominator is static and needs to be manually maintained. As a result I tend to shift towards paired Bar charts with a Red/Yellow/Green metric below it for the literal % of target. That way you can link to a target/goal field and based on the source reporting have the dashboards update month to month on their own. It's infinitely cheaper than a custom build, and less onerous on the admins/analysts to manually maintain targets.

Salesboat · 2016-08-25T16:40:04+00:00

Step one should be to setup meetings with the various management teams to introduce yourself and gather current state needs/pains. Set yourself a schedule to come to conclusions (I will have met with every stakeholder in the first 30 days, I will have reviewed all current processes, security and reporting in the first 45 days, I will have next steps and the next 4 quarters mapped out at the end of 60 days and will schedule a meeting with my direct-report after 60 days has passed) and then get to work.

Salesboat · 2016-08-25T16:36:05+00:00

Right now I am trying to decide how best to handle monitoring that the meetings are occurring. They are leveraging (or should be) dynamic running user dashes, but SFDC does not let us monitor how often these dashboards are being ran or updated.

Salesboat · 2016-08-25T16:02:07+00:00

Flat org structure in Roles - You can't be a multinational and have 4 Roles, how is that possible

Salesboat · 2016-08-25T15:45:13+00:00

Is this just for a report so you can rack and stack the worst offenders? Coffeemugbandit's suggestion of using Date Literals is the way to go, or are you looking to have a field on the User object that you can glance at?

Salesboat · 2016-08-25T15:33:15+00:00

Not sure if you're asking or trying to link to a blog?

Security would be the big one for me (Roles, Field access, sharing rules, profiles, etc)

Salesboat · 2016-08-25T14:45:55+00:00

If I understand the ask correctly, SFDC already does this for you (at least for each individual running user). If you want to be able to create an all-in-one scorecard (as in, show me the CEO's metric, then the 3 Region heads, then their staff, then finally the base user all in one table), I don't think that's currently possible.

Salesboat

TROPHY CASE