Posts tagged ‘business’

April 11, 2014

A Spring Fling!

Remember that Spring 14 release we were talking about months and months ago? Well it’s finally here for everyone. Just last week, NA6, NA7, NA8, and NA9 were upgraded. And next weekend, the remaining servers will finally be moved to Spring 14.

The official statement from Salesforce came via email to administrators when the delay was announced back in January. The statement noted: 

At salesforce.com, ensuring customer success through trusted system availability, performance, and reliability is our top priority. We’ve made the decision to postpone the rollout of Spring ’14 to your ### instance with these priorities in mind.

We have identified open items related to the performance and functionality of the Spring ’14 release and are working around the clock to identify, test, and apply fixes for these issues. To give customers the best possible experience with the Spring ’14 release, we are rescheduling the release to complete additional testing.

We appreciate your patience and apologize for any inconvenience this change may cause for you or your organization.

A setback, but understandable. I personally would rather wait for a finished product that functions properly than have the release rushed to meet some arbitrary deadline that they’ve set for themselves. But then it gets a bit more complex because, two months later, we all received the same email again. Now, I’ve been doing this awhile, and have only ever seen one other release reschedule (back in Spring of 2010).

What is is about these Spring releases that are so tricky? My theory is this: the winter release always delivers fast wins from announcements made at Dreamforce. People hear about something & they want to use it right away, and Salesforce tries it’s best to deliver. But then that lets the poor Spring release to do clean up work, and to round out projects that may require a bit more refinement. This is a tall order considering that it’s all coming from the world’s most innovative company, so the spring release gets packed with a lot of tiny nuances that add up to a complex upgrade.

Do you have your own theory on what happened with this release? Share in the comments below! And don’t get too comfortable. The Summer 14 release is just 3 months away!

February 21, 2014

Got time?

We’ve all seen the trend. There is a hunger for analytics, and it’s only growing day by day. One of my favorite things about Salesforce is that they help us all to stay on top of that demand, and provide that valuable data back to our constituents. (Don’t agree that Salesforce is committed to analytics? Check out all the goodness coming in Spring 14 & then we can talk.)

clock

One of the requests I hear over and over, with companies I’ve work for & as questions that get raised in User Groups or the Answers Boards, is around time-stamping records. As recently as two weeks ago, I had someone ask about the best way to capture when a lead hits or passes a stage. This is a classic example, but the answer is the same for anything similar.

First, create your Date/Time field (or, if you only care about data-stamping, then a straight-up Date field will work). To help everyone understand when this field is, I would suggestion including ‘Timestamp’ in the name of the field & always add in some help text. (Alternatively, if these data points will only be used in aggregate, consider leaving it off the page layout altogether.)

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July 26, 2013

Don’t go on autopilot

With all my raving on the automagic in salesforce.com, the title of this post may cause you to do a double-take. But I assure you, dear reader, that I am completely serious when I tell you not to go on autopilot. Perhaps a bit of an explanation is necessary.

AutopilotAs Salesforce admins, we have a bevy of tools at our disposal for making Salesforce appear to have that automagic. We can use workflow rules to make fields update, emails gets sent or tasks get assigned. We can leverage triggers to create new records, sum values of non-detail objects or update multiple records. We can use schedules to deliver reports & dashboards to an executives inbox. And with the new Chatter Actions, you can extend that automagic even further. And all of that is great & fantastic, and I am in no way advocating that you stop doing it. In fact, do LOTS of it!

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June 14, 2013

Summertime & the Livin’s Easy

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

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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February 1, 2013

Spring’s the Thing!

Yes dear readers, it’s RELEASE NOTES TIME!! Cue the fun noises!

Click through to access the release notes.

Click through to access the release notes.

Salesforce has dubbed this the release that will allow you to “Connect to Your Customers in a Whole New Way” – which is fantastic for organizations that are ready to take on all the awesome new functionality that is being released. But I’m here to look past the shiny new stuff (Communities, Chatter Answers, etc) to the bits that are going to matter to all the rest of us.

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