Archive for Salesforce.com

DreamForce ’10

It’s that time of year again! DreamForce ’10. A little later than usual, in years past the event was held in Oct or Nov, DreamForce is now in early December (12/6-  12/9). Ahhh, a salesforce.com holiday in San Francisco! Interesting timing but not altogether a bad thing. The year is winding down, companies are looking to [...]

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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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Salesforce ServiceCloud 2

The announcement from salesforce.com this week regarding the new Service Cloud functionality is very exciting. We have been working with a number of clients that will benefit greatly from the new Salesforce Answers and Salesforce Knowledge offerings. The big win with Salesforce Knowledge is dimensions. Specifically the ability to further refine the taxonomy of a [...]

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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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On-Demand CRM and Case Tracking for Law Firms: Maximize Client Acquisition and Retention

On-Demand Client Matter Tracking with Salesforce.com from Force by Design. Traditionally, law firms have obtained the majority of their clients through personal connections and references. More progressive firms are taking advantage of new technology such as webinars, blogs, email blasts, and even YouTube to attract and maintain clients. How does your firm track all these [...]

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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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Officially a fan of Google Chrome (Beta)

This week we have seen no shortage of commentary on the Google Chrome browser. Today I am going to give you my take on why Chrome is a superior browser for the key web apps that I use on a daily basis. So to set the stage, I am a functional consultant who spends most [...]

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