June 14, 2013
Yes dear readers, it’s true. Just as Jesus did with Lazarus, I am reviving this blog – and just in time to talk Summer 13! Normally, its the winter releases that I get all amped up about, but Summer 13 is packing some HEAT!
Click for the release notes
There are so many features that I want to discuss, that it was really hard to narrow it down for this post. Thankfully, I was given a chance to chat about some features on the ButtonClick Admin podcast yesterday, so I can use this post to talk about a few of the items that we didn’t have a chance to cover them.
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August 24, 2012
In honor of the AppExchange relaunch (should be in the next few hours), I thought now would be the perfect time for my second in the “If I Had a Hammer…” series.
“So what’s a talking hammer?”, you might asked. Not really sure, we should ask Walt Disney. What I’m referring to are my favorite marketing apps. (Follow my train of thought there?) There are hundreds of options out there, and for now I don’t want to focus on the marketing automation apps (messaging hammers?), but some other apps that help marketers give value within a Salesforce org. Here we go…
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May 11, 2012
With it’s very own version of an app store (the AppExchange), there are thousands of tools out there to augment your admin skills & add to your tool box. There is absolutely no way I could cover them all in one post, but this will be my first in “If I had a Hammer” series.
I’m going to kick things off with everyone’s favorite kind of apps – free ones! Not just free in terms of cost, but these are all Aloha apps, meaning they will not count toward your tab limits – awesome news for folks not on Unlimited Edition (that’s most of you). Ok, let’s go!
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November 4, 2011
For those of you who follow me on Twitter, you may have seen this post coming. For those of you who don’t, I will summarize by saying that the past few weeks, I’ve been struggling with
an AppExchange partner (nope, it would be wrong to call them that) a vendor who is attempting to provide a service inside of salesforce.com. And they have gotten wrong on so many levels. So this week might be a bit off topic for me, but I want to share some tips on how to be a great AppExchange partner.
- Provide documentation – The first thing I asked for from this company was some documentation for the Admin install. Sure, I could wing it, but 1) I wanted to make sure that I was covering all my bases and 2) it’s one of our internal requirements for working with any AppExchange vendor. Guess what? They had nothing. Best that they could provide me with was the user guide. Total fail.
- Don’t be a tab hog – This is especially true if you aren’t an Aloha app (whose bits don’t count against your orgs limits). This install had SIX tabs, which already is far too many, but they all pointed to the same thing! Very few people besides UE orgs will be able to use your app, and even those of us on UE are going to be annoyed. (The answer I got when I questioned them about this was that Salesforce.com made them do it to pass the security review. I’m not buying it. My guess was that it was to avoid another security review and have it only be an ‘update’ to the previous version.)
- Know the difference between Leads, Accounts and Contacts – And truly, as a partner, you should know more than that. Please have someone who understand basic Salesforce.com architecture. And understand the customizable nature of the platform. One of their support people decided that he needed to see fields on my lead page layout (Why page layout matters is beyond me anyway, shouldn’t you be asking about field level security? Oh right, you should be.). He asked me for a screenshot of the “top section on leads” – yes, because that’s exactly where I put all the fields you are looking for. No matter that we have HUNDREDS of lead fields. The ones you need will be *right* there. (Another gem – when looking at a Lead list view, they asked me to click on Company Name instead of the Lead name to see if that made a difference in whether their product worked or not.)
- Don’t ask me to change my security settings to get your product to work. – This should be another given. My internal security model shouldn’t affect whether your product works or not. Or, if it is, at least have that documented so that it doesn’t take you 4 days to figure out what the problem is.
- It’s not the “app exchanged”
- Don’t review your own product on the AppExchange. – I mean really…that’s just a given.
Now readers, please be honest – am I asking too much?