Make your Salesforce Project More Successful by Inviting a BA to the Party (Or Thinking Like One)


Today I welcome my good friend, Garry Polmateer as a guest blogger at CRMFYI. Garry is not only a Salesforce community rockstar, but he's planned and executed some great Salesforce implementations,

A Little Help from My Friends


In a demonstration of community and collaboration, Mike Gerholdt and I have created a blog post / demo video of utilizing inline Visualforce to display rich text info in standard page layouts without

Chatter-vantage #1 - No Need to Rush the Stage


Salesforce has created a conference attendee experience using Chatter that blows away all other conferences. Their Dreamforce Attendee Portal allows attendees to connect with speakers before, during

I Need You; to Join The Salesforce Channel Community


If you follow me on Twitter, it's hard to miss my regular status updates like,  "21 videos were posted to The Salesforce Channel today," but what's that all about? The Salesforce Channel is a website

Calling All Heroes! You Belong at Dreamforce


Earlier this year, I wrote about being a hero to your users, and the gist of it was that through social media, you can surround yourself with fantastic people who will make you a hero to your users. I

Productivity

Inline Data Editing Prototype…..Sweet!

Posted on by Jeff Grosse in Productivity, Prototype | Leave a comment

Inline editing teaserCan you imagine how many mouse clicks you can save by being able to edit Salesforce data inline; without hitting the Edit button button and refreshing the screen so many times?

Inline data editing has long been a desire of a huge number of users.  It adds convenience, saves time, and look at the features they’ve thought of already in their prototype that some of us might not have thought of.

As you roll your mouse over the detail page of a record, you’ll see the background change and icons appear that indicate whether that field is editable or read only.  As you click on an editable field, it highlights the test already there.  (You don’t have to backspace over it)  If it’s a lookup field, the lookup magnifying glass is right there, ready to help you search for it.  And there’s an Undo button so you can back up if you accidentally input bad data or erased the previous value. 

Inline editing detail

Once you leave a field you’ve edited, the field value changes color to indicate your changes have not yet been saved in Salesforce.  One click on the Undo button on any of those changed fields returns the original value of the field.

Inline editing detail 2

When you’re done editing all the fields, hit the Save button.  If you try and navigate away from the record before hitting Save, you are alerted with a message that your changes have not yet been saved and asks if you really want to leave that page. 

That’s a high level overview of this new prototyped feature.  Personally, I had no idea they were this far in developing it.  I’m thrilled to see it though and I encourage everyone to go out and try the prototype.  Does it do what you expected it to do?  How does your experience with any other web applications with inline data editing compare?   Are there any missing features you’d like to see in it?  The place to put all these comments is on the User Experience blog.  They’re asking for our ideas, give ‘em all you’ve got.

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That New Date Picker Keeps Getting Better

Posted on by Jeff Grosse in Productivity, Upgrades | 1 Comment

CalendarJust when I thought the new Date Picker in Salesforce.com Summer 07 was super convenient, I learned of the shortcuts they put in.  Nice!

Now when you click on a date field, you can type shortcuts to auto-fill the date.  See some of these examples.

Examples
mm-dd = that month and day, this year
mm/dd = that month and day, this year
mm.dd = that month and day, this year
yes = yesterday
tod = today
tom = tomorrow
sun = next Sunday
mon = next Monday
tue = next Tuesday
etc.

Non-English (US) locale users, unfortunately, this shortcut feature is not in yet for your locale, but here is your chance to vote for it on Idea Exchange and make it happen sooner. 

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What’s CRM Like on Your iPhone?

Posted on by Jeff Grosse in Competitors, Mobile, Productivity, Tools | Leave a comment

IPhone browserThough I am one who lusts after an iPhone, I’m not one who will run out and get one anytime soon.  Author and blogger, Paul Greenberg has opened up a little competition or bakeoff when it comes to CRM apps running on an iPhone.

He’s inviting EBSuite, Etelos, HEAP, NetSuite, and Salesforce.com to show off their apps on the iPhone and see who’s best.  This should be an interesting one to watch, provided everybody is up for the comparison.  While Greenberg says Zoho has come up with a great suite of desktop productivity apps for the iPhone, he says they haven’t put anything together yet for ZohoCRM.  (If you haven’t seen ZohoCRM, it’s amazingly similar to Salesforce.  So much so that Salesforce thinks it’s flattering.  Zoho lacks quite a lot compared to Salesforce, but it’s funny to look at how much they look alike.)

Having just watched some more video on the Adobe on AIR Bus tour today, I’m thinking that Salesforce would probably be able to make some pretty killer apps for iPhone using the Flex Toolkit.  But then again, this is Salesforce, so why would the vendor need to build the app.  Incubators?  Anybody up for the challenge?  With Dreamforce only eight weeks away, who will be showing off Salesforce on the iPhone? 

I’m sure the geekdom (I say that lovingly guys) of Salesforce HQ and the Incubator have plenty of iPhones floating around.  If you are using Salesforce on the iPhone, send me a screenshot of it.  Tell me what you think of it.  If you’re working on an app for the iPhone, let me know about it.  I’d like to hear what you’ve done, and most of all, I’d like to see it at Dreamforce.  Actually, it doesn’t matter who you are….tell me what Salesforce is like on your iPhone.

In the meantime, let’s watch how the competition heats up over at Paul’s blog and see who shows up for the party.

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Sometimes Little Changes Make Me So Happy

Posted on by Jeff Grosse in Productivity, Upgrades | 2 Comments

CalendarIt’s great when something that secretly annoys you is fixed, eliminated, or otherwise changed into something much better.  That’s the way I feel about the new date picker coming out with the Summer 07 release of Salesforce next month. 

It used to be that to pick a date on a date field, you had to click a button which launched a new browser window to pick the date you want.  That will soon be no longer.

With Summer 07, you just click the date field and very quickly, right in place, on your same window, there’s a calendar for you to pick the date, and it is fast.  Try clicking on the next and previous months and it keeps right up with you as fast as you can click.  No more waiting for the window to refresh with another month.  Even better, there’s a month dropdown as well as a year dropdown to quickly navigate to the exact month and year you want.

Calendar old wayCalendar new way

Kudos to the UI team that knew we were secretly annoyed by that old, archaic way. 

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Salesforce for the Fast and the Furious

Posted on by Jeff Grosse in Productivity, Tools | 4 Comments

Internet connection speeds have evolved in recent years to blinding speeds.  Today, we’re used to information delivered fast.  But what is your patience threshold?  How impatient do you get waiting for your browser to render the content you want to see?

I often resort to finger tapping or humming a little tune while waiting for my browser to render.  It seems though, that I have less time for humming and tapping since trying out the new beta version of Apple Safari for the PC.

Since Steve Jobs introduced Safari at WWDC, there’s been a lot of talk about why anybody who’s not on the Mac platform would want to use Safari over good browser options like Firefox.  Render speed may be one reason for me to at least keep at least one Safari window open, depending on what type of work I’m doing.

In truly unscientific tests, I’ve compared Safari, Firefox, and IE on the same PC hardware.  Head to head, Safari was leaps ahead of the competition loading record details, switching records in the console, and walking through Salesforce Setup and Customization.  I don’t have exact timing, but in many cases, it was rendering at about twice the speed of the competition.  Such performance gains make me tempted to keep Setup open in Safari, just to sail through Salesforce administration faster. 

I’ve read mixed reviews of people’s trouble installing Safari on Windows, but I got it in and running with no issues on Windows XP Professional and Home.  You can download Safari from Apple.

There are some things I’d miss if I tried to use Safari entirely, like Sxipper, Firefox Extensions, and things like custom buttons.  I’d also miss color.  Safari’s toolbars are almost entirely monochromatic so they’re clean, but almost too sterile looking.  But as with most Apple products, it’s functional and pretty intuitive.  If screen real estate is what you want, Safari delivers with minimal space required for most of the browser functions you’ll need.

If you like cruising through work, it’s worth taking a look at Safari and seeing if it’s right for you.  It may not become your primary browser, but it’s worth having on hand when speed counts.

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Simple Button; Quicker Access; Off You Go

Posted on by Jeff Grosse in Customization, Productivity, Tools | 3 Comments

How do you get into Salesforce.com?  Do you have it bookmarked?  Is it saved on your desktop?  Do you just type it each time?  Is it on your Google Homepage or maybe on My Yahoo?  Any way you get there, how quickly can you get yourself logged into Salesforce to do your work?

Here’s what I’ve found to be the easiest, and it’s just one click away from any web page I’m on.   

It looks like this Button and it sits on my Google Toolbar.  Apex Platform marketeer Jager McConnell created this little button and I use it every day.  Kudos to Jager!

The Google Toolbar is a productivity powerhouse that takes up just a little screen real estate, but packs a whopping punch.  It’s configurable and gives me access to things I need quickly, across browsers.  (Naturally, easy customization appeals to most users of Salesforce)

Here’s what Google Toolbar does for me

  • Gives me one click access to iGoogle, my information portal
  • Lets me search any search engine (including Salesforce) from any page
  • Lets me make one set of bookmarks across PCs and across browsers
  • Lets me add buttons to my own applications or search pages
  • Lets me translate web pages
  • Brings spell check to the browser

Now somebody might say, “Yeah, but Firefox can do most of that.”   And I’d respond by saying that it not only does translation, spell checking and more, it actually does it better than the Google Toolbar does in some respects.  But for those who really want or need to be on IE, there is help out there by using the Google Toolbar. 

For those hesitant to leave IE, I should let you know that there’s a Firefox plugin that puts the IE rendering engine in Firefox so saying that some application you use can only use IE so you can’t switch isn’t entirely true.  I’ve got a few web apps that require IE 6.0, but now I can work on them right inside Firefox. 

Bottom line, if you want to boost your productivity, give these four steps a try.

  1. Get Google Toolbar for Firefox or Internet Explorer.
  2. Get Jager’s Salesforce Login Button
  3. Get Sxipper (Firefox only) Read why I use it
  4. Add Salesforce search to your toolbar search

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Salesforce Search; It’s Not Just in “The App” Anymore

Posted on by Jeff Grosse in Customization, Productivity, Tools | 2 Comments

SearchYou’ve busy qualifying a lead or some other activity in your browser and you need to quick look something up in Salesforce.  How do you find it quick?  Adding Salesforce as a search engine is how and the Google Toolbar makes it quick and simple.

  1. If you don’t already have it, download the Google Toolbar for Firefox or Internet Explorer
  2. Log into Salesforce and look for a Search input box.  Right click on the input box and select Generate Custom Search.  When a dialogue box comes up type a Title and Description like Salesforce Search, and click Add.  Your search now appears as a button on the Google Toolbar.  You can remove that button by clicking on the Google Toolbar Settings button, selecting Options, and the Buttons tab.
  3. On the Google Toolbar, you’ll have an input box.  There’s a Google “G” with a black down arrow next to it.  (On the left of the input box for IE users and on the right of the input box for Firefox users)  Click the black down arrow to change your search engine to Salesforce Search. 

Now when you’re on any page, you can use the Google Toolbar search box to search all your Salesforce data.  You don’t have to be on a Salesforce page to do a Salesforce search.

Firefox users may want to opt for two Google search boxes by installing a plugin written by Paul Constantinides.  That way you can keep one search engine set to Google and the other set to Salesforce.

For other Salesforce productivity goodness with the Google Toolbar and a few reasons to give Firefox a try, visit my post Simple Button; Quicker Access; Off You Go

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How I Forgot All My Passwords and Kept Right on Working

Posted on by Jeff Grosse in Productivity, Tools | 3 Comments

My browser hits dozens of sites each day, whether work related or personal.  In order to provide a personal browsing experience, each one wants to know who I am.  Obviously certain applications like Salesforce.com use identity to ensure I see what I’m supposed to and nothing more.  My problem is, each site has one or more logins and remembering which login I use as well as which password I’ve associated with each site had grown to be a nightmare.  That’s when I found Sxipper.

Sxipper is a productivity plugin for Firefox that eases the burden of identity and password management.  Here’s how it works.  Once you’ve installed Sxipper, just go about your normal business on the web and when you come to a site that wants your identity, Sxipper will offer you any identities you’ve used in your browser before and with one simple click, you get logged in.  For new sites, Sxipper offers to pre-fill web forms for creating site identities and on your next visit, you can get in with one click.  Sxipper is also an OpenID provider so it works seamlessly with that identity on the web. 

A simple example of this is with Salesforce.com.  I have seven different logins to Salesforce, depending on which org and role I want to login as.  When I hit the login page, all seven identities are shown and all I have to do is click once on the user ID I want and I’m logged in.  It’s that simple.  This has really simplified administration in Salesforce as I can just hit Logout, and the next page I see has my seven identities on it.  No typing an email address or password, just a click and I’m in another org.

What works nice about this is that if I need to see what password I used for a site, I can just go into my Firefox Options and look it up.  To ensure I’m the only person who can lookup my passwords in Firefox, I set a master password which allows only me to be able to query on the passwords saved for each site.  If you install Sxipper, you should do the same, just to prevent anyone else form looking up saved passwords.

Sxipper comes from Sxip Identity, the enterprise identity management company founded by Dick Hardt.  If you haven’t seen Dick’s presentation of Identity 2.0, it’s well worth 15 minutes of your time.  It’s entertaining and helpful in understanding the types of identity we use every day, whether on the web or in the non-web world.  Dick was also a speaker at Dreamforce 06 on Identity 2.0, though you can’t see his slides on that video.  To fully “get it,” you need to watch the 15 minute one above.

If you look around on the web about Sxipper, you’d see that many people see it’s main function as just filling out web forms.  While that’s a noble function, that almost seems secondary to managing identity for me.  Take a look at the awards they’ve been nominated for at Next Web and WebWare.  Though still called Beta, I’ve found it to work like a champ for me and it’s been very stable.  To find out more information or to download Sxipper, visit their website.

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