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

Upgrades

The Case Against the $113.4 Million Software Upgrade

Posted on by Jeff Grosse in News, Upgrades | 13 Comments

CDSuppose 63,000 companies that use the same software decide to take part in the world’s largest mass software upgrade event.  They all wanted to take advantage of some the great new features made available in “Snowman 10″, the code-name given to this new release.  They divide themselves into two groups and agree that group A will upgrade on one Friday night and group B will upgrade the following Friday night.

All the companies realize that in order to make this upgrade happen, they’re going to have to plan ahead.  They’re going to need test servers, database space, project managers, network engineers, application administrators, data backups, and most of all, they’re all going to need time.  Time to setup, time to install, time to configure, time to test, time to backup, time to deploy, time to test, and time to celebrate the completion of a successful software upgrade.

For the sake of easy math, let’s only look at the cost of the upgrade weekend.  Let’s assume that each company will need 1.5 people for 12 hours on the weekend of the upgrade, pretty much equal to 18 man-hours.  Assuming an average wage of $100 per hour, each company will pay approximately $1,800 in labor that weekend.  That doesn’t sound so bad, does it?

$1,800 x 63,000 companies = $113.4 million

Assuming a happy outcome and all the companies get upgraded with no glitches, everyone’s happy.  But what happens to that $1,800 price tag when something goes wrong?  It goes up like crazy and for most companies, they’ve got to scramble to get that software running again by Monday morning or somebody’s going to be updating their resume.

The point is, that upgrade would cost a lot of money.
By contrast……
Salesforce.com upgrades their applications 3 times a year.  Who takes responsibility for upgrading all their customers?  They do.  And amazingly enough, they do the upgrade in six hours on a Friday night.  Multi tenancy allows Salesforce to upgrade customers by the thousands and with very little service disruption.  Their customers can test the new applications about a month before the upgrade and know with the utmost of confidence that their applications will work after that upgrade.
My company was upgraded to Salesforce Winter 10 this past weekend and I have to say it’s always a joy to come into work on a Monday morning after a Salesforce upgrade and know each of the following:
  • Salesforce is up and running
  • I didn’t have to even lose a wink of sleep to get it that way
  • I didn’t have to employ a project staff to make the upgrade happen
  • We didn’t have to install O/S patches
  • We didn’t have to upgrade databases
  • We didn’t have to recompile any applications
  • We didn’t have to deploy any .war files
  • Salesforce provided me with a sandbox to try everything out ahead of time
  • It’s like Christmas when I’ve got new features to turn on and try out
  • Salesforce took care of the upgrade for me, regardless of whether I’m on Contact Manager Edition or Unlimited Edition of their applications
Congratulations Salesforce Infrastructure Team!  You’ve got half of us upgraded.  After next weekend we’ll all be on Winter 10.  Thank you for all you do to make upgrades inexpensive, worry-free, and frankly, a pleasure to go through.  That’s certainly not the way it is elsewhere in the legacy software market.
Author’s footnote
Sure, I know the numbers above are entirely unmeasurable, but for the sake of illustration, let’s just agree with the fact that any company wanting to get 63,000 of their customers upgraded is going to cost a lot of dough, regardless of whether many of those customers are large or small implementations.  Bottom line, it’s big math.

Winter 08 Upgrade Coming November 2 to NA1 and NA5

Posted on by Jeff Grosse in News, Upgrades | 3 Comments

Ice cubeThe day is coming!  I just got notified that NA1 and NA5 will be upgraded to Winter 08 on November 2.  The maintenance window will be from 8:30 PM PDT to 1:30 AM PDT on November 3. 

To see what features are coming in Winter 08, just go to the Idea Exchange and search on “Coming in Winter 08.”  You can also subscribe to an RSS feed of these changes coming in Winter 08.

This is a very significant release and I really look forward to using it.  As admin previews and release notes are available, I’ll post links to them as well. 

UPDATE:  NA2, NA3, NA4, and EU0 will be upgraded on November 9 and 10.  (Thanks for the info Neal)  You can get all the detailed times at http://trust.salesforce.com/.

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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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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Summer 07 coming to NA1 on August 4; NA2 and NA3 on August 11

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

UPDATE:  NA2 and NA3 are being upgraded August 10 from 8 PM PDT until 1 AM.  Thank you Lisa and Darcy for the info.

Summer_07I got notice recently that my org of Salesforce, NA1, will be upgraded to the new Summer 07 release on August 3, from 8 PM PDT until 1 AM. 

If you haven’t seen what’s coming yet in this release, here are some great resources to check out.

Overview
Feature details
Admin Preview (pdf)
Detailed Release Notes (pdf)

One of the greatest features Salesforce has added to the Release Notes is the Summary of Features and Impact on Salesforce users that you can find on page 3 (literal page 5).  This helps administrators map out what change this upgrade will have on their users the next time they log in after the upgrade.  Be sure to check that out.  And to Salesforce, thank you very much for adding that feature in Spring 07!

I have accounts on NA2, NA3, and NA4 so when I hear about them being upgraded, I’ll let you know as well, but if you get word on any other dates first, please drop me an email.

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