Posts tagged ‘technology’

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!

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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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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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December 20, 2013

All I Want for Christmas…

With Christmas just days away (and Chanukah already come & gone), I would hope that you have all of your holiday shopping done – for your sake! But if perhaps that’s not the case, I put together my last minute shopping guide for all the Salesforce admins & developers in your life. And yes, there are lots of apps and tools out there that I would recommend, but this is a list of tangible things that you can wrap and put under the tree.

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August 2, 2013

Have a Bad Field-ing

Apparently what I really have is a bad pun problem (see – the title of this post). But what I also have is a dislike for some of the field types in Salesforce. checks

There is one field type that I hate above all other. And secretly, I think the more disdain I have for the field, the more requests I get from people to use it. What field is it? The checkbox. Now, I should clarify because the idea of a binary data point is actually a great one, and I am in full support of it. But the problem with the checkbox is the assumption of data. Too often people want to use checkboxes in situation where you shouldn’t because of the implications of an unchecked box.

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