Monday, December 23, 2013

Wipebook: The Reusable Notebook I've Been Seeking


Last year, when I started using Evernote more purposefully, I thought that a reusable notebook would be a great idea.

While I love using digital tools, I still find myself missing the experience of jotting down notes or brainstorming on paper. I wanted to combine writing notes on paper with the digital storage of Evernote, in a way that reduced waste.

I don't currently own a tablet (so I can't take advantage of Penultimate, which is only for iPad anyway) and the idea of taking paper notes and then scanning them later seemed like it would be a waste of effort and resources.

I tried making my own reusable notebook by laminating plain white paper and writing with whiteboard markers. But, my method doesn't allow for precise writing, the side of my hand often rubs off what I've written and it's rather messy to clean off the sheets.

Enter the solution I've been seeking: Wipeboard!

I misspelled reusable. Too bad there's no autocorrect IRL. (Using my DIY reusable paper here.)


I originally discovered Wipeboard on Lifehacker, and pinned it on Pinterest for future reference. But, when I went back today to learn more, I discovered that I missed out on their Kickstarter by a few hours. Argh!

I'm looking forward to when their product is available for purchase. But until then, I'll probably just watch the demo videos over and over.


Note: I haven't been compensated by anyone for this post. I just love the concept.

Thursday, December 5, 2013

Finding the Ultimate Parent in an Account Hierarchy with a Simple Formula

Traversing the account hierarchy via the Parent Account field can be challenging.

I was doing some research into including 'Ultimate Parent' in reports - so that you can see all Opportunities for any account in the hierarchy, for example.

I knew I had read something about it... and after spending a few hours searching, I discovered that not only had I read something, I had actually already implemented it. Ha.

I don't remember where I got this formula, so if it looks familiar to you, please let me know. It's a pretty awesome way to use standard functionality and can go through a hierarchy of up to 10 levels.

How to Do It:

  1. Create a text formula field named 'Ultimate Parent Name' on the Account object.
  2. Paste the following into the formula:
  3. IF( LEN(Parent.Name)<1 ,HYPERLINK("/"&Id, Name,"_parent"), IF( LEN( Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Id,Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Id,Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Id,Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), IF( LEN( Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name )<1 ,HYPERLINK("/"&Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Id,Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Parent.Name,"_parent"), "Ultimate Parent Beyond 10 Levels"))))))))))

What it looks like:



I can now use this field in reports for grouping or filtering if I want to see all Opportunities belonging to any account in this particular hierarchy. Cool!

Note: We've already implemented the customizable inline account hierarchy (that's what you're seeing in the picture, with the formula field below it), which displays the hierarchy as a visualforce page on the Account page layout. Super handy!

Thursday, October 31, 2013

Salesforce Admin Journal: Creating Groups based on Criteria with Workbench

I have so many posts in draft that I just haven't gotten around to finishing. So, instead of waiting and stressing and feeling ridiculous about it, here's something short that I stumbled upon today.

Scenario:

I wanted to create several public groups based on some criteria (in my case, I was using email domain). I discovered that was pretty much impossible in Setup. I was only seeing an option for creating a group and then adding users manually or by role/profile.



Solution:

  1. I created my groups in Setup. I don't think you can create a group without a single member, so I added someone I knew would be included anyway based on my criteria.
  2. I exported a query of all my active users as a csv (I used LexiLoader but Workbench would work great too).

    Select Id, LastName, FirstName, Email FROM User WHERE IsActive = True 
  3. I opened my csv in Excel and sorted it by the field I wanted to use to segment my groups and added a column for Group ID.
  4. I copied the id from the url for each newly created group.
  5. I pasted the group id into my sorted csv for each user as I wanted to segment them in my groups.


  6. I did a 'save as' on my csv.
  7. I used workbench to upload the file in the GroupMembers object.




Ta da! Done! Perfect!

This process was much easier for me than trying to manually add the users to these new groups.

I haven't used Workbench that much in the past but I'm realizing that it is pretty stinkin' handy. I've been a bit frustrated with LexiLoader lately (which is the Mac version of DataLoader) and I often miss the Excel Connector (which is only for Windows OS) but even that had its flaws. 

And that's all for today... until I finish those almost done blog posts that are glaring at me.


Thursday, July 25, 2013

How to Create Easily Customizable Raw HTML-Email Templates with TextExpander

On a fairly regular basis, I need to customize html emails to create a branded template in Salesforce or for sending with Vertical Response.

The structure of each email is usually the same (top banner, sidebar, footer, etc) but the specific graphical elements and text change, along with hyperlinks and utm codes.

For the past several years, I have done the same thing over and over: cloned the latest and greatest template and then sorted through the html looking for the fields to modify. I typically make my changes in a notepad software like TextWrangler and then copy/paste.

This process isn't the best because:

  1. It requires a lot of manual changes, which means it's.....
  2. Prone to user error, especially when I'm manually modifying the same text in multiple places, and...
  3. It makes my eyeballs hurt.
Today, I was in the middle of just such a project and realized that I could use TextExpander to improve my workflow. While it takes a bit more time to set up, the future time-saving benefits are worth it!

So, here's what I did:

  1. Copied and pasted my raw html email template into a new TextExpander snippet
  2. Determined the text/html that could be turned into 'variables' (aka: which text or code would change for every email)
  3. Converted my variable text/html into fill-in fields (mainly single line, multi-line and optional sections) in the template, along with default values and instructions so I could remember specific formatting if necessary
  4. Copied/pasted any repeating variables (eg: utm code that would be appended to every link) - This means that I only need to modify this text once and it will be updated anywhere else it is inserted in the template
  5. Tested

Examples of code and text that I turned into variables:

  • Banner image (this changes per email template)
  • UTM codes (for tracking campaign source, medium, etc) that are appended to each hyperlink in the email
  • Sender contact information (eg: name, title, phone number) if I'm creating the email for a specific sender. If it will be a Salesforce email template, I would use variables like {!User.FirstName} {!User.LastName} in the email signature instead.
  • Email body/content
  • Call to action, whether a button or a link (or both - I put each in as an optional fill-in)

This will save me a lot of time in the future. As an added bonus, if any of my coworkers need to accomplish a similar task, I can share my TextExpander snippet with them.

Here are some screen captures of what my TextExpander snippet looks like when executed:





Are you using text expansion software to speed up your Salesforce Admin tasks or marketing duties? You can share your tips with me in the comments.

Software Used: Chrome, TextExpander, TextWrangler

Note: I use TextExpander (Mac) but you can use any text expansion software that supports similar functionality.

Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Thursday, July 11, 2013

Creating a New Salesforce Record with One Click: Passing URL Parameters from Google Form Responses

Today, I spent several hours figuring out a URL parameter hack to save me a few minutes of entering data into Salesforce.

While it may not have been the most efficient use of my time, I learned some things that will help me when attempting similar tasks in the future.

I thought I'd share the requirement I was facing and how I accomplished it.

The Requirement


I needed a way to have users submit information to create a Lead but not have to manually input this data directly into Salesforce. For my own sanity, I didn't want to the process of inserting records to be too labor intensive.

How I Did It


I started by creating a Google Form with the information I wanted to gather. Then, I went into the form responses spreadsheet and added a few more columns.

In these columns, I put a HYPERLINK() formula that would create a link into which values entered in the form would be passed as parameters.



The result? With a single click of the link I can create a Lead or Task in Salesforce with information that was entered into the Google Form.

The concept can be used in a variety of ways.

If you'd like a more in-depth explanation, check out the steps here.

PS - I love using Clarify to document my process, as shown in the link above. If you haven't checked it out and find yourself sending screen captures on a regular basis, do! This post wasn't sponsored and I'm not being compensated. I just love their product.


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Wednesday, July 3, 2013

2 Ways to Quickly Jump to a FogBugz Case in Your Browser

In the past, when I wanted to view a particular FogBugz case and knew the number, I had to navigate to FogBugz and then search for the case #.

But, I just stumbled upon a Chrome extension that will let me jump to a case directly from the address bar (aka: omnibox). And then I thought "I'll bet there's a way to automate this with TextExpander", my favorite text expansion tool.

So, here are the 2 methods I came up with to quickly jump to a FogBugz case from the omnibox.

Method 1: FB Case Jump Chrome Extension


This extension lets you type FB then tab (or space) then the case number in the omni bar to jump directly to the case.



Get+the+Extension

Method 2: Use TextExpander


TextExpander lets you insert text using an abbreviation. eg: If I type 'lmk', it will expand to 'let me know'.

In this case, I'm using it to expand the url for my case, then put my cursor at the end of the url and let me type in the number.


Note: You could use fb as your shortcut, but I'm using s.cs because I'm testing out both methods and using FB would trigger the Chrome extension from Method 1.

Get+TextExpander+%28Mac%29

Get+PhraseExpress+%28Windows%29

In Review


Each of these solutions takes about the same amount of effort. It involves typing an abbreviation and then a case number.

If you're a lover of keyboard shortcuts like me, being able to jump to a specific case without ever picking up the mouse should be appealing.

So, to review the difference, here's a comparison of my then/now process.

Then:
  1. Open new tab. (CMD/CTRL + T)
  2. Click on FogBugz bookmark.
  3. Type case number in search box. 
  4. Press enter.

Now - Method 1:

  1. Open new tab. (CMD/CTRL + T)
  2. Type FB.
  3. Press space.
  4. Type case #.
  5. Press enter.

Now - Method 2:
  1. Open new tab. (CMD/TRL + T)
  2. Type FB (or whatever shortcut you're using)
  3. Type case number.
  4. Press enter.

Using one of these new methods takes less time because I never have to lift my hands off the keyboard. That's always a win for me!


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Wednesday, June 26, 2013

New from IFTTT: Instagram Video Triggers

Yesterday, I posted my hack for saving an Instagram video.

Today, IFTTT announced that you can add Instagram videos to your triggers.


That's a much better solution - efficient, automated, easy!

Check it out here.

Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Tuesday, June 25, 2013

High Five! App for Salesfore from Red Argyle - You Need These Fields and Reports

In today's AppExchange Digest email from Salesforce, I spotted an app that looked interesting.

It's High Five! from Red Argyle.

This free app installs 5 fields that help analyze Account activity through Opportunities, along with 4 reports such as 'Repeat Customers' and 'Neglected Accounts'.

Take a look on their app page on the AppExchange to learn more!

I wish I would have known about it when we first started using Salesforce. So, I decided to share for any new admins that might find it interesting.

Disclosure: I wrote this post without any prompting from Red Argyle. I happen to know a few of the awesome guys that work there and felt like sharing something that they have created to benefit the Salesforce community.

Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

How to Save an Instagram Video to Your Computer

[UPDATE 6/26/13 10:45am] IFTTT just announced support for Instagram video triggers. I recommend that option instead of my post below. You can learn more here.

Before I get started with the main focus of this post, here is a little backstory:

I love Instagram for sharing photos of my life with my close friends and family, but soon after I started using it, I realized that accessing those images from my computer was rather tricky.

I could export my photos with Instaport.me but I wanted to automate the process.

I later discovered IFTTT, one of my favorite online tools. Using it, I created a trigger (known as a 'recipe') that saves a copy to Dropbox of any photo that I (or my husband) post to Instagram. Then, I can easily access all of our photos for printing, sharing or creating an annual yearbook of our life together, which I'm pretty sure will become a tradition.

And now, back to the reason for my post...

Instagram released video sharing functionality recently. After waiting a bit for the Android version to roll out, I was finally able to test it out today.

As soon as I was able to test out the video functionality, I wondered how it would interact with my IFTTT recipe. It seems that IFTTT doesn't support Instagram videos yet. Neither my video nor the still I chose to represent the video have been passed to Dropbox.

But, I found a manual workaround. I'm using Chrome, but I'm sure something similar could be accomplished with any other modern browser although a few steps might be different.

How to Save a Local Copy of an Instagram Video using Chrome:


1. Log into Instagram on your computer.

2. Locate the video.



3. Right click and choose 'Inspect Element.'


4. Locate the .mp4 file in the code that appears. It should be hyperlinked. Click on it.


5. Right click on the video that opens in a new tab.



6. Choose 'Save Video As'.

7. Choose a location to save the video on your computer.


And that's it! 

Do you have any thoughts about the new video sharing functionality in Instagram? Feel free to share them by leaving a comment.


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Tuesday, June 18, 2013

Organize Your Tasks for the Day with the 1-3-5 Method

I've been using the 1-3-5 method of day planning off and on for the past few months. It involves making a list of what you want to accomplish for the day: 1 'big' thing, 3 'medium' things and 5 'little' things.

I first read about the concept on Lifehacker and liked it immediately for its simplicity.

I started off by jotting down my outline in a paper notebook. Then, I tried creating a template in Evernote, but it wasn't quite what I was looking for.

After a bit of googling, I stumbled upon this minimalistic website. Drafting my plan for the day now takes just a few minutes.



I pin the tab in Chrome and use it in conjunction with several other task management tools that I plan to blog about soon.

How do you organize what you want to accomplish during your work day? Please share your tips in the comments.


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Thursday, June 13, 2013

Tracking Clicks/Opens in Gmail with ContactMonkey

I met with Alex from ContactMonkey earlier this week to learn more about their neat extension for Gmail/Outlook and Salesforce. After our conversation, I activated their free 14-day trial to test it out.

The extension works in Gmail for Chrome or within Outlook. I use Gmail, so I'm focusing on that portion.

There are two main parts: 1) click/open tracking and 2) Salesforce integration.

Here are my comments based on my experience so far:

At the moment, I'm using the first component and not yet the Salesforce integration as I'm waiting for some additional features coming in the next few weeks to be released (specifically - Salesforce email template integration and link tracking).

Enabling the ContactMonkey extension was simple. You can find it on the Chrome Web Store here.

After it was enabled, I noticed the collapsible sidebar added to Gmail. I tested sending a few messages and observed that I could see when the messages were opened along with the location.



I found this rather interesting when it came to an email that I sent with some feedback to ContactMonkey. I noticed that it was opened by the main recipient and then must have been forwarded as I could see other locations where it was opened.




Another nice thing is that it doesn't interfere terribly with Cirrus Insight, another collapsible sidebar I have installed. ContactMonkey does stay on top of whatever Gmail window I have open when it is expanded (which at this time seems to also include the new compose window), but I'm fine with collapsing it when I'm not referring to it.


I think that it would be especially helpful for inside sales teams. To be able to see when someone opened the email, as well as if it was opened on a mobile device and then later opened on a computer, could be quite useful.

Have you tried ContactMonkey yet? If so, please share your experience in the comments.

Disclosure: I have not been compensated for this post and ContactMonkey did not request that I write it. I just wanted to share my thoughts so far on this nifty extension.

Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Wednesday, May 29, 2013

Falling in Love with MightyText

I've been using Google Voice primarily for texting from my computer for several years.
If you use an Android device and want to text from your computer, MightyText is a great option.

What I Don't Like About Google Voice:

  • I often receive 'who is this?' texts because people don't have both numbers stored in their phone.
  • Messages don't sync well with my phone and conversations aren't always in chronological order.
  • On my Samsung Galaxy S3, it's hard to tell which number the person is receiving the messages from because they all appear in the standard messaging app.
  • Texts I send to the same person in a single conversation may appear in separate threads because I alternate between texting from Google Voice and my cell phone.

All in all, it makes for a rather confusing thread to follow. But, because I love the convenience of texting from my computer, I've stuck with Google Voice for this purpose for several years.

Recently though, I discovered a better option: MightyText.



MightyText is an app that lets you text from your computer using your own phone number. There is also a Chrome extension that allows texting right from your gmail inbox, in a similar format to Hangout Chat (formerly Google Talk).


 What I Like About MightyText:

  • Syncing to my phone is almost immediate. 
  • Recipients have no idea that I'm texting from my computer vs. my phone.
  • I can pick up the conversation on my phone with no missing texts in the thread.
  • In contrast to online texting options my service provider offers, my contacts are automatically synced from my phone. (After all, what's the point of texting from your computer if you have to manually type all the numbers?!)
  • It has a nice UI, with several ways to view messages (including one reminiscent of a Pinterest board that lets me manage multiple conversations at once).

Are you interested in trying MightyText?
Install their Chrome app or just go to mightytext.net for instructions on how to use it with your Android device (phone or tablet).

Disclosure: I'm not being compensated by MightyText, nor was I asked to write this post by them. I'm just a happy user and wanted to share my experience.

Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Friday, April 19, 2013

Using iDoneThis to Figure Out What the Heck I Did Today

I struggle with remembering everything I accomplished during my work day. I think iDoneThis will help.
"What did you get done last week?"

If answering that question would be a struggle, iDoneThis might be able to help.

My Problem with Logging Tasks


I've been using Google Tasks + Google Calendar to document my plans and accomplishments for the day. But, inevitably, I leave something out. I may, for example, spend several hours running unplanned reports and forget to add it as a completed task, or I get bogged down in email correspondence (which I never add to my calendar) and wonder where my day went.

And when it comes to preparing my timesheet, I sometimes struggle to see exactly how my week went.

Where iDoneThis Comes In 


After reading about it somewhere (Lifehacker? Twitter? Eh, I forget.) and only finding team account pricing, I suggested that iDoneThis should have a free personal account. Turns out, they already do. Yay!

While the name makes me cringe a little, the functionality is rather cool. Simply put, it lets you easily track what you accomplished each day by either 1) adding it to an online calendar, 2) replying to a daily email with a list of tasks or 3) adding things as they happen via email or the web interface.



It works for teams or individuals. I'm using it just for me.

There are some additional handy features, such as:



So far, I haven't missed a day; today will be my fifth day of use. I like the tickler that helps me remember what I got done.


I'm excited about the potential of displaying my iDoneThis daily reports on my Google Calendar (shown in purple in the screen capture below). I've contacted their help desk to suggest some improvements, but it's a great start.



Time will tell if iDoneThis becomes part of my long-term productivity plans. But, I definitely feel like it fills a gap in my process and I plan to continue using it.

Side note: iDoneThis hasn't asked me write this post, or compensated me in any way. I'm just a happy user wanting to share my experience.


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Wednesday, April 17, 2013

How I Use TextExpander to Link to a FogBugz Case in Gmail with 0 Clicks

Here's an easy way to use TextExpander to insert a link to a FogBugz case... with 0 clicks.

You heard me. 0. Nada. None.

Why?


I was tired of copying a FogBugz case url manually and pasting it as a link when emailing coworkers. So, I came up with a shortcut.

I knew that case links were formatted consistently like this: https://ourdomain.fogbugz.com/default.asp?casenumber

Here's how: 


I created a snippet in TextExpander to pass all of the url except the case number and prompt me for it. I gave it a shortcut of 'casel' for 'case link'.


In Gmail, I know that the shortcut to insert a link is CMD (Mac) CTRL (Windows) + k.

So, when I've highlighted text to link, here are my keystrokes.
  1. [CMD] + [k]
  2. casel
  3. case #, eg: 3158
  4. [enter]
  5. [enter]
  6. Done!

No clicks! Just typing and a few [enter]s. After a few times, I swear that my muscle memory kicks in and this process takes just about a second. Woo hoo!

Notes

  • If I wanted to speed this up even more, I could change my shortcut for this snippet to something even shorter than 'casel'. 
  • I also avoid clicks by highlighting text with my keyboard (for Mac, [shift] + [option] + arrow keys to highlight words).
  • You can use any text expansion software that prompts you with a prompt/fill-in field to accomplish this.

Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Thursday, April 11, 2013

Getting Over Google Reader

Have you heard the news about Google Reader? (In case you hadn't, here's the low down.) The official date to say goodbye is July 1, 2013.

I'm sad to see a tool with such potential shut down, especially considering my affection for most Google products.

Did you know? You can use Google Takeout to download your Google Reader data.
I've been trying to reorganize the blogs that I follow recently, as I tried stepping back from Facebook as my preferred method for updates. So, I went through and relabeled, reorganized, unsubscribed and resubscribed. That's when I heard about the announcement.

I'm looking at this as an opportunity to start fresh... again.

I've taken a look at a few alternatives, like Feedly, Bloglines, Google Currents, Good Noows and Taptu.

I haven't found anything that I like as much as Google Reader. But, I think Feedly is my favorite option so far.

Have you settled on one yet? Let me know in the comments.


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Friday, March 8, 2013

Video Tutorial: How To Use a List of Record IDs as a Report Filter in Salesforce

I sometimes have to generate reports based on specific record ids.

I've found a little trick to format these ids (if they are in a list) so that I can pop them in as either a report or list view filter.

View the tutorial by clicking on the screencapture below.




Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile

Thursday, January 31, 2013

KeyRocket: A Handy Chrome Extension for Gmail Newbies

KeyRocket for Gmail is a Chrome extension that can start you off on the road to being a Gmail power user.

Gmail supports quite a few keyboard shortcuts that help you navigate without moving your hand to your mouse. Although I've been an enthusiastic Gmail user and keyboard shortcut aficionado for years, I still find myself clicking on occasion because I forget about them. (I'm not talking about the 'c', 'r' or '#' shortcuts. Those have become second nature.)

This extension pops up unobtrusive tips right after you click to accomplish rather than using a keyboard shortcut (if a keyboard shortcut exists for that particular function).

For example, when I click on 'Inbox' to go back to my inbox, it pops up the keyboard shortcut for that function in the lower right hand corner. It disappears in a few seconds and it's well out of the way (so it doesn't bother me at all like many app popups do).

If you are a new Gmail user or just looking to brush up on your productivity, give KeyRocket for Gmail a try. It's easy to disable when you find that you don't need the help anymore.

Do you have any Chrome extensions for Gmail or any other Google Apps that help you to be more productive? I'd love to hear about them in the comments.


Jenna Weiner is a rather geeky girl with average social skills and an affinity for: Google Apps, Salesforce.com, Pinterest, Firefly, dresses, indoor plants and life-hacking. Have a suggestion for a post or a question? Feel free to get in touch.
Email: rathergeeky@gmail.com
Twitter: @RatherGeeky
LinkedIn: View My Profile
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