Archive for January, 2014

January 24, 2014

Full Blossom

Last week, I started to share all the things I love about Salesforce’s Spring14 release, but there is some much that I wanted to talk about that I only made it as far as the analytics enhancements.  Instead of trying to jam too much into one post, I decide to split the Spring14 goodness into two posts. This week, I am hoping to highlight a few other Spring14things that I’m excited about in Spring 14.

First up – Chatter Enhancements! More specifically, the new Announcements in Groups functionality in particular is interesting to me. It is definitely a feature that end users have asked for, and I think it has the potential to get very useful, but I’m waiting to see how this one plays out. The ability to have them expire is super cool though, and definitely not something I would have thought of, so nicely done Salesforce. One thing I think it will need is the ability to change the label from “Announcement” to something that maybe resonate better with your users. Right now, that’s not possible, but hopefully coming in a future release. Maybe I just spent too many years at summer camp, but that word just makes me think of

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January 17, 2014

Bloom & Blossom

It’s my favorite time of year – the Salesforce Spring release! For some reason, I look forward to the Spring releases more than any other. Perhaps it’s because I get to start thinking about Spring in the dead of winter. No matter what it is, this year is no different. There are some very exciting things coming in Spring 14, and I’m excited to share my thoughts.

Click for Release Notes

Click for Release Notes

Before you even dive into the new Salesforce features, you run across one of my favorite things about the Spring 14 release – the HTML release notes! Yes, you’ve always been able to be green and read the release notes via PDF instead of printing them out, but now you can easily navigate to the features you want to see & bookmark them. (And as a blogger, I can now provide links that will send you directly to the feature that I’m writing about – total win!)

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January 10, 2014

Small but Mighty

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OK, so maybe a small group of citizens doesn’t apply here. But what about a small group of fields? Oh perhaps even just one simple field.

This is a field that I’ve added to many orgs that I’ve worked with, and shared with even more admins who have added it to theirs as well. It’s a field that several Salesforce MVPs have their own twist on. A field that when I tell folks about it, I get some pretty amazing reactions, especially for companies that have high-touch processes. And I can’t believe that it took me 4 years of working with Salesforce before I thought to make this field – and once you hear it, I bet that you will think that same thing.

So what’s the field? A time-zone formula field for Leads, Contacts and Accounts (and really, any other object you what to throw it on). Now you want the formula, right?

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January 3, 2014

Let’s Get It Started

New year, new you!

At least, that’s how the saying goes. We often like to start a new year with a list of things we will do more, or less, or better. (I know that I have.) And while I can certainly think of many things I’d like to do better, I also just love the idea of a clean slate. And while every day is a new beginning, there is something special about a new year that gives us all a chance to start over.

I mentioned my Passion Planner before, and even though I’m less than a week into using it, I have become obsessed. Using it passion plannerhas really helped me to find my focus for the upcoming weeks and months. It is really helping me to train my focus in order to help me achieve the goals that I’ve laid out for the year. In our very digital world, this certainly is not the tool for everyone, but the idea behind it is. State your intentions, and then design a plan to work toward those goals.

One of the things that I love most about the Passion Planner is that it help you to organize both personal and professional goals. It allows me to plan out both my runs for the week, as well as meetings with co-workers to insure that we meet deadlines.

And yes, my Passion Planner is already filled with Salesforce goodies – reminders to take release exams (you have until February 28th to get Summer 13 done), dates for Dreamforce 2014, calls with Salesforce friends. And all of these are tasks on my plate to achieve my goals for 2014. It all boils down to something I heard a co-worker say at my very first job – “Plan your work & then work your plan.”

Have you picked your passions for 2014?

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