Archive for Admin’s Corner

Five Hits from the Salesforce Summer ’12 Release

Ahh, summer! Time for barbecues, suntan lotion, and the inevitable sand between your toes at the beach. And for us Salesforce zealots, it’s time for the next release – Summer ’12 edition! Salesforce.com will be updating all servers on June 1, 8, and 9, and once again the update will contain over 100 enhancements and [...]

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Your Cure-All Prescription for Salesforce Searching

One of the reasons we enjoy working with our clients is that they bring us knowledge that we can pass along to others. Recently, a client reached out to us asking how to add search capabilities for their long text fields on a custom object. We immediately thought of Salesforce’s Global Search feature, so we [...]

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Does Your Business Have an A+ in Data Integrity?

Here’s a pop quiz for all of you Salesforce gurus: When crafting a new user record but lacking an open seat, administrators can change the username and email of a former user’s salesforce.com user record to allow the new user to log in to the system and all is well, right? Wrong! When beginner administrators [...]

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Cloudforce 2 Tour: San Jose

Join the Force By Design team at this event on Tuesday, June 22nd at the San Jose Convention Center. The agenda includes a Keynote speech delivered by Marc Benioff, followed by 18 breakout sessions for sales, customer service, developers, IT executives, ISVs, and entrepreneurs. Lunch is included. It’s a great place for networking with peers, [...]

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Vote for our Dreamforce Presentation

Our client Spencer Bolles and one of our founders, Micaiah Filkins, are trying to get on stage at Dreamforce! Would you help us? We just need you to sign into the Ideas Portal with your standard salesforce.com user login and vote for the paper below. https://sites.secure.force.com/dreamforceideas/ideaView?c=09a30000000GzZs&id=08730000000HZT0&returnUrl=/apex/ideaList%3Fc%3D09a30000000GzZs%26sort%3Drecent Please send this to everyone asking them to vote [...]

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It’s that time again: Dreamforce ’10

Mark your calendars! It’s the event that all of us Cloud fanatics look forward to every year! Be a part of the experience: hear the latest in Salesforce.com news, interactive sessions, guest speakers, a great place for networking! Where: Moscone Center, SF When: December 6-9, 2010 Take advantage of Salesforce.com’s special early bird offer: $799 [...]

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AppExchange gets an upgrade!

Salesforce.com introduces Aloha Apps! Aloha Apps have special permissions that allow them to run without encountering Object and Tab limits among other advantages. We highly recommend searching through these apps and installing a few of them! Some of our favorite Aloha Apps include: FinancialForce – An online accounting system built completely on Force.com platform. What [...]

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Useful Salesforce.com Short Hand and Keyboard Shortcuts

Many of us spend our entire work day in Salesforce.com. Since we create and update so many records in a day, small time savers really add up over the course of a work day. These tips will help you save valuable time inside the system. Phone Number Formatting Short Hand Type any domestic US phone [...]

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Creating year-over-year-to-date Comparison Forumlas

Have you ever had a metric that you wanted to see on a graph showing where you are this year versus lastyear?

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The Modern and Chic Suggestion Box

There is hardly an organization today that does not have a wooden box in the office that has a slot in the top and is meant to accept suggestions for anyone willing to take the time to write an idea down on paper. This has been an old standard that we have all come to [...]

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