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

Prototype

Want to See the Future of Salesforce? You Can

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

Next Gen UIHow would you like to see the next generation of Salesforce user interface and influence the features that they work on for the future?  You can do that by participating in usability studies with Salesforce that are going on all the time.  Not only can you see all this, you’ll get compensated for the hour of your time that it takes to participate.  Depending on the testing, you can get a $50 or $100 Amazon gift card for just that hour of your time and ideas.

I’ve participated in this program for years and I’m impressed to see how the user experience team has grown and just how many people they hire, just to make sure that these apps look, feel, and act the way we need and expect them to.

Whether you can participate now, or sometime in the future, the person to contact is Miriam Melo. She’ll get you added to the list and as opportunities come up for testing, you’ll just get an email invitation.  Respond if you’re available and she’ll work on getting you in.  It’s that simple.  

Dreamforce 07 Breakout Sessions Begin Showing Up Online

Posted on by Jeff Grosse in Analytics, AppExchange, Customization, Data Mining, Dreamforce, Integration, International, Local, Marketing, Mobile, News, Productivity, Prototype, Sales, Service and Support, Social Networking, Tools | 1 Comment

Logo_videoSee the sessions you missed at Dreamforce 07.  They’re starting to show up on Google Video.  About 50 of the breakout sessions are available already and more will be added soon. 

To see what’s available now, search Google Video for Dreamforce and sort the results by Date.  If you’d like to know when new videos are posted, you can subscribe to the RSS feed for new videos with the Dreamforce tag.

You’ll also find some user submitted videos of the excitement of Dreamforce as well as some footage from the volunteer project run by the Salesforce Foundation held Saturday, September 15. 

As the keynote sessions are added, I’ll be sure to let you know as they are worth a second watch.

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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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