Tuesday, September 27, 2011

Be Personable… to a Point (re: Using Facebook if You’re a Business)

I’m all for being personable on your business Facebook page.

In fact, I love interacting as a consumer with businesses on Facebook that are prompt and helpful, in addition to coming across in a friendly manner.

But, this (see below) is ridiculous.

2011-09-27_161122

I don’t follow your business page because I want to hear about your pets… or the food that you’re eating, or your medical problems. I follow you because I’m interested in your… uh… business.

If you are a photographer, I want to see photos, updates on sessions, insight into how you run your business. Keep your cat vomit stories to your personal profile please.

You may disagree. If you do, tell me why by leaving a comment. I’m interested.

--

Side note: I didn’t get my panties in a bunch because of this single post. I’m constantly wading through my feed – seeing updates from ‘businesses’ on Facebook that have nothing to do with their business. Call me crazy, but I don’t think it should work that way. And that’s my opinion as a consumer and as a page admin representing several businesses.

Jenna Baze is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Wednesday, September 7, 2011

New Mobile-Optimized Blog Format

I recently discovered that Blogger (formerly known as Blogspot), which I use to publish this blog, has introduced an optional mobile-optimized format.

So, whether you are viewing this blog on your computer or on your mobile device (such as an iPhone or BlackBerry), you should see the appropriate version for that medium.

On my iPhone it looks like this:







I hope that this improves the blog-viewing experience for all readers.


If you use Blogger, you can enable this setting by doing the following:

  • Log in to Blogger
  • Click on the blog for which you want to customize the format
  • Click on Template
  • Click on the cog icon under the 'Mobile' graphic and subheading
  • Choose the template that you wish to apply

Tuesday, September 6, 2011

#DF11 Afterglow (in brief)

While Dreamforce 2011 might be over, I am still compiling my notes and ideas.

I'll be sharing a post with my thoughts soon, but in the meantime, thanks to Salesforce for organizing yet another awesome conference. I appreciated getting to meet many new people and reconnecting with others.

I'm eagerly awaiting some of the new tools and features that will be coming in the next year.



Tuesday, August 30, 2011

It’s the @Dreamforce Community Conference!

This morning is kind of a big deal for all of us involved in the Salesforce community: the Community Conference. It’s an opportunity for us to share our experiences with Salesforce and our perspective as individual customers.

You can view the itinerary for the Community Conference here.

Where You Can Fine Me

I’ll be speaking in at least two sessions:

  • Building Your Brand (10am – 10:45am and 11am – 12pm)
  • AppExchange: Discover Top Apps on the Leading Cloud Marketplace (3:30pm – 4:30pm)

Come up and say hi! I’d love to meet you. And I’ve got quite a few extra geeky pins that I’m happy to share.

Monday, August 29, 2011

San Fran: Pre-Dreamforce, Day 1, in brief

I’m too exhausted to post much today but I’ll share some highlights so I can dive into them more later.

  • Took a course with a few other Salesforce MVPs - “Intro to Object Oriented Programming for Non-Developers.” It crammed a normally-5-day course into one day. Eek.
  • Did a scavenger hunt (involving some equally awesome and embarrassing moments) as part of a team building exercise for the MVPs, organized by Erica Kuhl.
  • Hung out with great people – a few familiar faces and some new ones too.

The community conference is tomorrow (more on that coming soon) and then the official Dreamforce conference follows. There is always so much to cram into such a short time, but we make memories here that last all year!

Note: I’ve still got quite a few geeky girl and guy pins available. Find me tomorrow to claim yours!

Jenna Baze is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Sunday, August 28, 2011

Awesome @Dreamforce Session Calendar Import Tool from Mavens Consulting

After finalizing my schedule for Dreamforce, I recalled a tweet from @BotosCloud about a neat tool that his company (Mavens Consulting) had put together.

In the Dreamforce app, you click on "My Calendar", then "Email My Calendar." Then forward the email you receive to dfcalendar@mavensconsulting.com. You'll receive back an email with an attachment that you can import and add to your calendar.

This is a great way to provide an integration that works for those of us that no longer use Outlook. (Yay for Google Apps!)

Also, I love that I'm now able to see all of my sessions and I can add my own meetings (like with my boss or evening events), which isn't possible with the Dreamforce app Calendar (yet - although I have suggested it. Maybe next year).

Thanks for sharing a neat solution guys!

Now my calendar looks like this:
My Google Calendar (screenshot)

Note: it appears that their website is currently down for maintenance, so I viewed a cached copy of the original link by going to Google, searching for the url and then clicking on 'cached.'

Http mavens force com dreamforce  Google Search 1

Saturday, August 27, 2011

Dreamforce Countdown: 2 days. San Fran: tomorrow.

I leave for San Francisco tomorrow to attend Salesforce.com's annual Dreamforce conference.

So far, I've got my schedule pretty well planned.

For those of you that might be looking to grab a pin, I'll be sharing my location on twitter periodically. I'll also be updating the Dreamforce app with the sessions that I'm in. I'm toying with the idea of posting a daily 'this is what I'm wearing' pic so that it makes it easier to find me. :)

If you're interested in listening to me speak (eek), you can attend one of these sessions:
  • Building Your Brand, Tuesday 8/30 10-10:45am, Moscone West 3022
    With Mike Gerholdt and Nick Westergaard. We've got some great tips for building your brand and blogging, whether you're a Salesforce admin or not. Note: It's possible that they've scheduled another session for us right after, so if there isn't room in the first one, please stop by the second!

  • AppExchange: Discover Top Apps on the Leading Cloud Marketplace, Tuesday 3:30-4:30pm, Marriott Marquis - Lower B2 Level - Yerba Buena Salons 1-3
    Discover a few apps that you might not have heard about and how we are using them. The solutions I'm discussing might appeal to smaller Salesforce orgs, while my co-presenters are from much larger orgs.
I hope that you all have a great learning and networking experience at Dreamforce 2011. And for those that aren't able to make it, don't forget that you can join online!

If you're interested, you can read about my experience at last year's Dreamforce conference here.

Thursday, August 25, 2011

Admin Journal: A Confession About Chatter

I have a confession… and I’m rather ashamed.

We don’t use Chatter (well, a post here and there). I haven’t devoted much time to training my users to use it. And, I haven’t tweaked it at all.

But, there’s hope. I plan to attend a session (or 2) at Dreamforce to learn about getting people on board and some customization options.

Anywhoo, something happened today that made me realize that I shouldn’t be so intimidated about discussing Chatter with my users.

I created a new user. 15 minutes later, I received a notification that she had commented on a chat.

15 minutes.

That tells me that I need to give my users more credit. It’s not that hard.

Additional Resources

 

Jenna Baze is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

A Letter to Juno: My Nana is Dead. Stop Charging Her.

Shame on you Juno. Shame on you for continuing to charge my dead Nana.

The other day, I was helping my mom type something up on the computer that we inherited from my Nana. She died a few months ago and we have slowly been picking up the pieces and getting through the grief.

As I showed my mom how to align her text, she mentioned that, despite several efforts of my family members to close down my Nana’s paid Juno account, the company was still charging her.

I couldn’t believe it.

First of all, I didn’t realize that people had to pay for Juno. Exactly what sort of ‘additional features’ are included in their premium plan. I decided to check out what $14.95/month gets you:

image

  • I think it’s rather likely that my Nana was already paying for internet service, so it’s nice to know that she was doubly covered for ‘Fastest Dial-Up Surfing You Can Get’.
  • Unlimited Access: What does that even mean? Unlimited access to The Internet? Uh, I didn’t realize you had to pay for that.
  • Spam and Email Virus Protection: Hey, did you know Gmail does that for free?
  • No Credit Card Required: Well, thank goodness that you’re willing to find alternative ways of taking peoples’ money for technology that should have been left behind in the 20th century.

Regardless of the ‘services’ provided, shame on you Juno. Shame on you for continuing to charge my dead Nana.

If a Juno representative happens to stumble upon this post, you can reach me via email at rathergeeky@gmail.com.

Jenna Baze is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Tuesday, August 23, 2011

The #DF11 Goodies Have Arrived. Yay! @Salesforce


Thanks to Zazzle and Moo, I'm ready for Dreamforce 2011 in San Fran. One more week to go!


Monday, August 15, 2011

Admin Journal: Saving Clicks When Logging in as a User - @Salesforce

Dear Admin Journal:

Based on their profile, I request that one or two users grant me login access to their accounts until 2090 (or somewhere around that time). This allows me to periodically check in on how the system appears after updates.

It has always been a bit cumbersome in my mind to first log in as myself (although I'm pretty much always logged in, then click on my name --> Setup --> expand Manage Users --> search for the person's name --> Login.

Today, I thought 'hey, I wonder if I could just bookmark the login link...'. I wanted to speed up the process as I was doing quite a bit of testing.

I dragged the login link to my bookmarks bar in my browser. Then, I clicked on it. And, poof! I was logged in as that user.

I'm always keen on saving clicks...

That's all for tonight,

Jenna, The Admin


Wednesday, August 10, 2011

Test Driving Clarify from @ScreenSteps. Awesomeness.


Recently, I shared my excitement about Clarify (currently in beta for Mac), a tool for creating and sharing step-by-step tutorials that are based on screen captures.

I took it for a test drive today.

I'm impressed.

Like, really.

I used it to create a tutorial to explain to a friend why she shouldn't create a brand new Facebook account just to share things with her family members. I explained in a few steps how you filter specific posts so they are visible to certain people.

Take a look here.

So far, my favorite thing about Clarify is that it starts with screen captures (rather than text-based steps and then adding screen captures later). It saved me a lot of time that I would normally spend toggling back and forth to grab a screen capture and then write my step details and back again.

Anyway, I'm excited about where this is going.

Monday, August 8, 2011

A Confession (I'm not in love with my Mac)

I've tried for weeks. Some days have been wonderful. Others, have made me question my intelligence.

And I've come to this decision: I'm not in love.

I'm talking about my Mac.

After years as a dedicated Windows-based PC user, I switched two months ago to a Mac. I purchased an iMac, mainly in an effort to improve my photography and partially because I love my iPhone so freakin' much that I figured I'd fall for another Apple product just as hard.

Nope.

I'm in the tech industry. I'm young. I'm adaptable, right? So why can't I adjust to a new OS? Why does it constantly make me question whether I really 'get' what the Mac is all about?

I haven't completely given up yet, but I thought I'd share a few of my main gripes.

  • The inability to resize windows from any corner except the lower right. This is often infuriating.
  • I can't keep the Shift, Control, Option, Command and Function keys straight. After training myself to be a keyboard shortcut ninja with my PC, I haven't yet gotten up to speed.
  • I struggle to adjust to the menu bar at the top left.
  • I can't maximize a window. I know that it might not make sense when the window is perfectly sized to the contents of the webpage I'm viewing, for example. But if I want crazy whitespace, GIMME SOME CRAZY WHITESPACE!
  • The fact that I have to pay for software that I was already using... or have to search in vain for alternatives.
I'm not saying there aren't things that I love about this computer. There are.... several in fact, such as:
  • It starts up crazy-fast.
  • It hasn't crashed. (Okay, maybe once.)
  • The magic mouse. Fantastic.
  • The minimalistic keyboard (and no separate CPU). When my mom first saw it, she said "That's your computer?! Don't you feel naked?" Ha.)
  • The graphics are lovely.
  • There is no glare on the screen - I don't have to tilt it a certain way for someone to read over my shoulder.
I do regret buying an iMac as opposed to a MacBook Pro, but that just wasn't in my budget. I should have waited. And actually, the more time that goes by, the more I find myself wishing I would have just upgraded my Dell laptop (gasp).

I want my comfortable keyboard shortcuts back. The software that I can rely on (don't laugh). The workflow that I had refined and perfected for post processing my photos. The file structure that I was used to.

I feel like I made a mistake.

Have you made the switch? Did you struggle? Make me feel like I'm not completely crazy by sharing a comment. Please. For my sanity. :)


Friday, August 5, 2011

My Experience at Dreamforce 2010 (24 Days Until #DF11) @Salesforce

It’s 24 days until Dreamforce 2011 and I just realized that I never posted my review of 2010… actually, I never even finished writing it. I’m hoping to have a more detailed post for the next conference!


I attended Dreamforce 2010 (the annual Salesforce conference) in San Francisco last fall. Though it was the second year that I attended, it was the first time I was actually involved (albeit in a small way). I participated in the Community Conference, talking about contributing to the IdeaExchange.





I was also interviewed as part of a roundtable about the community, along with Brad Gross, Garry Polmateer and Jeff Grosse by the lovely Karin Versace.



I was surprised (and totally psyched) to be included in the inaugural class of Salesforce MVPs along with Brandy Colmer, Matt Brown, Rebecca Dente, Tal Frankfurt, Mike Gerholdt, Andres Gluecksmann, Jeff Grosse, Steve Molis, Mark Passovoy, Gary Polmateer, Rhonda Ross, John Seabury, Alex Sutherland, Tom Fox, Mattias Nordin, Leyna Hoffer and Brad Gross. (See members of the Spring and Summer ‘11 classes here.)





Every time I think about Dreamforce, I am reminded of how great it is to be part of the community, on Twitter, Chatter and locally. Salesforce is really in tune with what’s happening in the community and, most importantly, listens. I’m a fan. :)

Much of this would not be possible without the support and encouragement of my boss, Antonio Montoya.



Here are my video highlights:


Photos courtesy of Antonio Montoya (flickr: mon*ari).

Additional Resources

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Tuesday, August 2, 2011

{Update} Val Rule to Prevent ‘Dear John L.’ has a Glitch – Fixed! #DataQuality @Salesforce

A few months ago, I shared a validation rule for Contacts to prevent sending emails with “Dear John L.”

My data quality check ensured that users didn’t enter a middle name in the first name field.

But, when I was doing some updates with the Excel Connector yesterday, I realized that my validation rule had a glitch.

It was correctly preventing middle names in the first name field, but it was also throwing the same error when they entered a name that happened to be abbreviated (such as “A. R.”). Or in this case, I was getting the error when I attempted to update the records en masse.

2011-08-01_144033

So, I’ve updated my rule to allow abbreviated first names by adding a function to my formula to cause it to fire only when the length of the field is greater than 5 characters.

This accounts for names where a space exists between the acronym or vice versa.

Here is the original error condition formula:

2011-08-01_144116

And here’s the updated one:

2011-08-01_144317

If you have a more effective way to accomplish this, please do share in the comments!

Related Posts

Jenna Baze is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Friday, July 29, 2011

Clarify: I’m Drooling Over Here. Good Stuff from @ScreenSteps @clarifyapp

Rarely does software make me salivate.

But, Blue Mango Learning Systems has a knack for making things that are awesome. I already use ScreenSteps, a software to quickly and easily create and export documentation.

They are now offering a new tool that is in beta for Mac: Clarify.

They posted an article today that highlights how Clarify will help you communicate. It’s a good, quick read.

Here are a few quotes that made me nod in agreement:

The only thing worse than being a disorganized thinker is having to read an email from a disorganized thinker.

Yes! Sometimes I find myself muttering “What is this even saying?!” as I read an email from a coworker. And frankly, the longer the email, the less likely I am to respond promptly.

Nobody has time to read lengthy emails.

I try to keep this in mind when drafting emails: Would I groan if this showed up in my inbox? I try to stick with the 5 Sentences (or less) concept. I certainly don’t want my emails to give this impression: “I have made this longer, because I have not had time to make it shorter.” (Blaise Pascal)

I can’t wait to start testing Clarify when I’m back home in WA next week (and using my Mac).

Have you signed up for the beta? If so, make sure to share your experience with the guys over at @ScreenSteps.

Side note: I’m not affiliated with ScreenSteps or Blue Mango Learning Systems. I just really love their software. I even made them cookies once.

Jenna Baze is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

#JavaScript Hack: Compose a New #Gmail Message with a Link to a #Salesforce Record

Today, I made tracks in putting an end to something that has irritated me for 3+ years. It’s a good day.

The Problem

Daily, I get emails like this: “Can you look at Opportunity 123? Something is wrong with it.”

After banging my head against my desk, I kindly reply “Would you mind sending me a link to the specific record you are viewing? Just copy and paste the url/webpage from your browser window. That way, I can make sure I’m viewing the exact same record that you are, since some have the same name.”

I’ve gotten a handful of my users trained to include the url in their initial email. But, the majority don’t. And I’m sure some of them aren’t quite sure how to copy/paste the url in the first place.

I needed an easy button.

The Idea

I’ve tweeted rants on this topic a few times. In the recent past, @SFDC_SteveMo sent me a link to a button he created that executed some JavaScript to compose a new email that automatically contained a link to the record.

It was a great idea, but unfortunately since it uses the standard mailto links, it opens the email in Outlook.

Bleh.

We use Google Apps for the Enterprise and I wanted the button to compose a new message to a specific email address (that we use for requests like this) in Gmail and fill in the Record Id. I also wanted to populate the subject line.

I don’t really know much about JavaScript, but after a bit of research, I found an example that I could hack. I tweaked it a bit and tested… and tweaked and tested… and sighed … and tweaked and tested…

To get my parameters right, I referred to this example. (eg: I discovered that “&SUBJECT” wasn’t passing correctly. The example showed me that I had to use “&su”.)

Finally, I had a working button.

2011-07-29_114225

Here’s what happens when I click on it:

image

Passing the Parameters

In order to pass the recipient address, subject line and default body text, I had to do the following:

Recipient address: ‘&to=myemailaddress@mydomain.com’
Subject Line: ‘&su=My Subject Line’
Body Text: ‘&body=My text.’

To include the link the Salesforce record, I added (location.href), which was noted in @SFDC_SteveMo’s example.

Here’s the code in full:

javascript:popw='';Q='';x=document;y=window;if(x.selection) {Q=x.selection.createRange().text;} else if (y.getSelection) {Q=y.getSelection();} else if (x.getSelection) {Q=x.getSelection();}popw = y.open('https://mail.google.com/mail?view=cm&tf=0' + escape(document.title) + '&su=Question re: Opportunity' + '&to=myemailaddress@mydomain.com' + '&body= I have a question about this Opportunity: ' + escape(location.href) + escape('\n') + escape('\n')  + 'My question is: ' ,'gmailForm','scrollbars=yes,width=680,height=510,top=175,left=75,status=no,resizable=yes');if (!document.all) T = setTimeout('popw.focus()',50);void(0);

I currently have the button as a Detail Page Link. I may change it to a Detail Page Button in the future.

image

Can you think of another way to use JavaScript with a custom button? Do share! (leave a comment below).

 

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

5 Ways to Make Your Blogger Blog Not Look Like, uh, a Blogger Blog

Blogger is a great (and free!) tool. I love it.

The problem is this: a lot of people use it. So, how do you make your blog unique?

Here are five quick and easy tricks to customize the appearance and standard content of your blog to put your own stamp on it.

1. Remove the Blogger Banner

The Blogger banner, by default located at the top of your blog, is ugly. I don’t care what color you change it to.

image

Especially if you have purchased your own domain (like rathergeeky.com), remove the blogger banner. It makes it look a tad more professional.

All you have to do is paste a little bit of code into the custom CSS area of your Blogger template design.

Here’s how:

  • Log in to Blogger.
  • Click on the Design tab of your blog –> Template Designer –> Advanced –> Add CSS

Paste this code in there:

#navbar-iframe {
display: none !important;
}



image



(source)



2. Create a Custom Header





The standard blog header is painfully obvious. Title and description. No thank you!



It’s easy to create your own header if you know how to use Photoshop, Paint.net, GIMP or even Paint. Just open up your editing software of choice and add some text to a rectangular canvas. It’s that easy.



Then, replace the standard header with your image.



Here’s how:




  • Log in to Blogger.


  • Click on the Design tab of your blog.


  • Click on Page Elements.


  • Click on the ‘Edit’ link next to your header in the layout design area.



image



image



Which do you prefer? The standard header or the custom graphic? (If you choose the former, we can’t be friends anymore.)



2011-07-28_1724512011-07-28_172528



3. Tweak Your Post Layout



You can add an area for comments or a starred rating system and quite a few other nifty items to each individual post.



Here’s how: 




  • Log in to Blogger.


  • Click on the Design tab of your blog.


  • Click on Page Elements.


  • Under the Blog Posts template component, click “Edit.”


  • Customize as you wish.



image



image



4. Customize the Colors and Styling of Your Template



Unless you’re using the old version of the template designer or hand modifying your html (which is an awesome exercise by the way!), you are probably using the Template Designer.



Don’t just pick a template and stop there. Choose the layout you want. Change up the color scheme. Pick a font that fits the style of your blog.



Here’s how: 




  • Log in to Blogger.


  • Click on the Design tab of your blog –> Template Designer


  • After choosing a template, modify the background (nothing too crazy please!), layout, width and text/link font and colors.



image



5. Enhance Your Sidebar with Extra Gadgets



I prefer a simplified layout myself, but you can add all sorts of widgets to your sidebar: photos, text, links, tweets, slideshows, etc.



Here’s how: 




  • Log in to Blogger.


  • Click on the Design tab of your blog.


  • Click on Page Elements.


  • Click on the “Add a Gadget” link.


  • Pick one.


  • Customize the options (if applicable).



image

















Those are a few tips to get you started.



Go forth and customize!







Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).

Email:
rathergeeky@gmail.com

Twitter: @RatherGeeky


Facebook: Rather Geeky Tips

Thursday, July 28, 2011

My Latest Love: Amazon Cloud Player

I have a Zune… and an iPhone and spread my computing time between 3 different machines. Occasionally I like to listen to my person music collection that is stored on one computer when I’m using another one. In the past, this has caused some frustration. Okay, quite a bit of frustration.

Enter the Amazon Cloud Player.

It allows me to upload MP3s I’ve already purchased and automatically imports music that I purchase from Amazon (which is my preferred method as I can transfer those files to either my Zune or iPhone).

I can also select the option to automatically download my music purchases onto one or more computers (and different devices).

When I want to play the music I have already downloaded or uploaded from my collection, I can use my preferred browser and launch the Cloud Player.

image

Consider yourself privileged. My musical choices are rather personal. I don’t show my collection to just anyone.

I’ve also heard some good things about Google Music but I haven’t tested it myself.

Wednesday, July 20, 2011

Who Wants a ‘Geeky Girl’ Pin for #DF11? #Salesforce

I’m ordering these for Dreamforce 2011:

image

I’ll have a limited number handy. All you’ll have to do is find me at the conference and ask for one!

I’m also considering creating a few “I support Geeky_Girls__c” for the guys. Thoughts?

Monday, July 18, 2011

A Simple @FogBugz Trick That Keeps My Coworkers In The Loop (Yay for New Functionality!)

I must not have read FogBugz’ latest release notes because somehow I missed out on something #awesome.

They’ve added a ‘Notify More Users’ field that lets you input a comma separated list of users. When you save the case, they receive an email notification with the details.

2011-07-18_175057

2011-07-18_175120

In my mind, this fits right between the Email and ‘Assign to’ functionality. There are some instances where I don’t want to compose a new email related to the case just to say ‘heads up’ and I don’t want to change the case assignment either.

Are there any other non-FogBugz employees out there blogging tips and tricks? I’d love to see what you are sharing! Please leave a comment with your blog url.

 

Additional Resources

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Thursday, June 23, 2011

The Sinking Realization That I Could Have Coded More Effectively #FogBugz #Salesforce

Sometimes, I’ll be working away resolving a FogBugz case and as I go to add my final comments, I realize that I could have done it more efficiently.

I type my way through my frustration. It helps, I swear.

2011-06-23_094028

Wednesday, June 15, 2011

Admin Journal: Things That Make a @Salesforce Admin Irritated #DataQuality #WhatUsersShouldntDo

dear_admin_journal

Sometimes I stumble upon things like this:

image

And the data quality lover inside me gets a bit weepy.

Argh. Data inconsistencies. Argh.

That is all. Just had to share my sadness.

 

dear_admin_journal_end

Monday, May 23, 2011

The @Salesforce Community Comes to the Rescue…. Again

I began my day a tad frustrated.

At the end of each month, I have to manually update the criteria in 4 list views so that I can send out a reminder email to users with a link to update records for the current fiscal period.

Background

Since a calendar month may not match a fiscal month exactly, we created a trigger to populate Fiscal Month and Fiscal Year (custom text fields) based on Opportunity Close Date and our custom fiscal year settings. Shamrock CRM developed this trigger for us and it’s working great!

However, I’m still left with the task of updating each list view manually like this:

image

After a year and a half of doing this, I decided that there had to be a better way. I tweeted my question.

Inspiration for a Solution

@hammnick, @knthornt and @michaelforce replied with suggestions.

I learned that you can filter based on Fiscal Quarter quite easily. Just use Close Date = THIS QUARTER. But, when it comes down to showing records for the current Fiscal Period, there is no date keyword to use. (Believe me, I tried. THIS PERIOD just gets an error.)

@michaelforce and @knthornt’s suggestions gave me an idea.

image

image

I create a new formula field that displays either “Current Fiscal Period”, “Previous Fiscal Period” or “Future Fiscal Period.” It compares the current date with 2 other custom fields that our trigger updates: Last_Day_of_Fiscal_Period__c and First_Day_of_Fiscal_Period__c. I created these fields and added them to the trigger, but hadn’t used them effectively in logic. I’m glad we have the data available though!

Here’s the formula.

image

And a closer look:

IF(
   AND(TODAY()>=First_Day_of_Fiscal_Period__c,TODAY()<=Last_Day_of_Fiscal_Period__c),"Current Fiscal Period",
      IF(TODAY()> Last_Day_of_Fiscal_Period__c,"Previous Fiscal Period",
         IF(TODAY()<Last_Day_of_Fiscal_Period__c,"Future Fiscal Period","unknown")
)
)

 

Side note: I believe that I covered all scenarios, but I added the “unknown” text just in case.

It works!

Now, I don’t have to manually update my list views each month. I just filter based on this formula which does the work for me.

image

And the complex criteria in this other list view is greatly simplified!

Before

image

After

image

This will save me a bit of time (and potential headaches) each month.

Thanks again guys! (Gotta love the Salesforce Twitter community.)

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Tuesday, May 17, 2011

Wal*Mart Wins: How I Scanned 119 Photos in 1 Hour for $2.99 (and saved hundreds of dollars)

I was on a mission: get 119 hardcopy photos scanned onto disc in two hours.

I needed to get the pictures (spanning the life of my nana) into a format that my family could review before passing the pictures on to the funeral home. I don't have a scanner, so I knew I'd have to pay for the service.

My first stop was Office Depot. They told me that it would cost an additional $2.99 for hand setting...each picture. They could group several photos on each page, but even if they put 4 images on a page, I would still have to pay more than $75 just for someone to put the photos on the scanner. I asked if they had any self-scanners. Nope. I left.

Next, I went to Ritz Camera. The cost there would be 19 cents per picture, but they wouldn't have them finished for another day.

I checked in at a local shipping and mailing store. When I saw the cost of $3 per scan, I walked out.

By this time, I was getting a bit antsy. I was eating into my time to actually get the photos scanned.

I decided to try one last place: Wal*Mart. The lady at the photo desk was quite helpful. She showed me how to use the scanning machine and I got to work. Fortunately, I could scan up to 5 pictures at a time and the machine would automatically split them into individual files. I figured I'd spend at least 19 cents per picture.

After about an hour of scanning the pictures, I was done. 5 minutes after I removed my last photo from the scanner, I had a disc in my hands. When I went to the register to pay, my total was: $2.99.

I did a happy dance and left. I got back home just in time to give the disc to my mom, who was on her way to check in with the rest of the family.

Thanks for saving the day Wal*Mart.

Friday, May 13, 2011

I’m (Going to Be) a Mac

After months of deliberation, I did it. I bought a Mac.

product-imac-215in

I’ve ‘been a PC’ all my life. I’m nervous – nervous that I won’t adapt to the UI, that I’ll feel lost. But, I have heard such wonderful things about Macs from friends (computer savvy friends especially), so I’m hoping that I’ll be able to adjust quickly.

My iMac (21.5'-inch, 2.7GHz) should arrive in a few days.

I decided to purchase an iMac because I want to slowly limit my unnecessary computer-time. I currently have both a work laptop and a personal laptop and I often end up cradling my personal laptop in bed before I nod off to sleep. I figured that if I had a desktop computer, it would force me to go to bed… and sleep, not browse/play/work until the wee hours of the morning.

Eventually, I’ll get an iPad so that I can have the option of emailing/browsing on the go (or while I’m snuggled under the covers, on occasion).

Photo from: http://store.apple.com/us/browse/home/shop_mac/family/imac/select?mco=MjIwNTQyNjE

Jenna Baze is a rather geeky girl with average social skills and an affinity for: all things Google, Remember the Milk, Salesforce.com, Inbox Zero, Etsy, natural light photography and finding creative ways to avoid doing dishes (which includes updating a handful of blogs).
Email:
rathergeeky@gmail.com
Twitter: @RatherGeeky
Facebook: Rather Geeky Tips

Thursday, May 5, 2011

SocialDitto, or ‘How to Share Your Friend’s Facebook Comments Without His/Her Permission’

I stumbled upon a tool called SocialDitto today.

It allows you to embed your Facebook posts + comments somewhere else, such as a blog.

My first thought: “How cool!”

My second thought: “But, of course, you wouldn’t be able to share comments if someone has their account protected, right?”

So, I decided to test it out.

And, based on this message, I’m led to believe that you can share posts and comments without your friend’s knowledge.

image

Hmm.

I can see some neat applications of this in professional settings, but it also makes me a bit nervous. Doesn’t that defeat the purpose of Facebook ‘privacy’?

I do believe it’s important to keep in mind that whatever you share online is potentially visible to someone else. But, I also realize that many people share personal information without much concern about it becoming public.

Food for thought.

Here’s a post from one of my Facebook Pages (my alter ego) that I maintain, as a test:

The Awkward PhotographerSome photographers outsource their post processing. Personally, I don't think I would ever do this. I want to have complete control over my images artistically from composition to lighting adjustments. What do you think?

(Granted, anything shared via a Facebook Page is not protected in the same way as posts from a Profile page.)

Would you use a tool like SocialDitto? Please share your thoughts below.

Admin Journal: A Quick @Salesforce Fix = Ego Points

dear_admin_journal 

As I’ve mentioned before, I love using Google Chat to communicate quickly with my users. Sometimes a phone call or desk visit is necessary to address a more complex question, but for the most part, I stick to chat if their status indicates they are available.

It’s one of the great things about using Google Apps for the Enterprise.

Today, a user emailed me with a question about the hierarchy for several accounts that were not related currently in the system but needed to be. He wasn’t sure how to reflect the hierarchy of their corporate structure in Salesforce.

I fleshed out the hierarchy for him, doing a little quick copy/pasting with the Salesforce Connector in Excel (my favorite for small batches of changes) and then sent him a link to verify via chat.

Here was his response.

2011-05-05_134207

It’s experiences like this that make me enjoy my job. First of all, to be able to leverage the Salesforce platform + integrations to provide such quick support, and secondly, to work with people that express their gratitude… and that use proper grammar (you’re).

dear_admin_journal_end

Related Posts Plugin for WordPress, Blogger...