Successforce Blog
Drag and Drop Org Chart
When working with large customers, it’s important
to have an understanding of the account and contact hierarchies. You want to
know who reports to who and whether or not a company is a subsidiary of a
larger entity.
As many of you may well know this is standard
functionality in Salesforce.com, but thanks to a free plug-in from Dream Factory,
updating these hierarchies is easier than ever.
In a matter of minutes, you can create a custom
link on the account and contact page. All you have to do is cut and paste the
code below.
Once your org chart links are in place, your reps
will have the ability to launch the org chart and make changes on the fly in a
simple drag and drop interface.
https://www.dreamfactory.com/orgview/orgview.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_60}&
username={!User_Username}&
fullname={!User_FullName}&
linkid={!Account_ID}&
userid={!User_ID}
Drag and Drop Org Chart
When working with large customers, it’s important
to have an understanding of the account and contact hierarchies. You want to
know who reports to who and whether or not a company is a subsidiary of a
larger entity.
As many of you may well know this is standard
functionality in Salesforce.com, but thanks to a free plug-in from Dream Factory,
updating these hierarchies is easier than ever.
In a matter of minutes, you can create a custom
link on the account and contact page. All you have to do is cut and paste the
code below.
Once your org chart links are in place, your reps
will have the ability to launch the org chart and make changes on the fly in a
simple drag and drop interface.
https://www.dreamfactory.com/orgview/orgview.html?
sessionid={!API_Session_ID}&
serverurl={!API_Partner_Server_URL_60}&
username={!User_Username}&
fullname={!User_FullName}&
linkid={!Account_ID}&
userid={!User_ID}
November's Personalized Account Review
Today the
Personalized Account Review was sent out to all Salesforce.com Administrators
and those opted in to the Admin Newsletter.
November's Personalized Account Review
Today the
Personalized Account Review was sent out to all Salesforce.com Administrators
and those opted in to the Admin Newsletter.
F5 Networks Revamps its Partner Program with Salesforce
F5 Networks, a premier
Salesforce.com customer, has decided to strengthen its channel program with
enhanced collaborative selling tools. "The F5 vision of seamless
integration for our products also applies to how we want to work with our
channel," said Dean Darwin, Vice President of North American channel sales
for F5. "This is a new architecture for our channel programs and our goal is
to continue to add components that protect and support our partners across the
entire opportunity management lifecycle. F5 partners are a select group and
we're confident that this program will help them grow their F5 business, make
it more profitable, and make it easier to deliver the best solutions to our
joint customers." Click here for full details.
An article in Computer
Reseller News also showcases this program as a demonstration of F5 Network's
heightened commitment to adding more value to its partners' businesses.
"F5 Networks is overhauling its channel strategy, now pledging to turn
every sales lead over to a partner before its own field-sales force." Click here for full details.
We expect to see great
success for F5 Networks as they increase their channel revenues through
improved partner benefits. F5 is using standard Salesforce tools to manage and
measure this partner program.
F5 Networks Revamps its Partner Program with Salesforce
F5 Networks, a premier
Salesforce.com customer, has decided to strengthen its channel program with
enhanced collaborative selling tools. "The F5 vision of seamless
integration for our products also applies to how we want to work with our
channel," said Dean Darwin, Vice President of North American channel sales
for F5. "This is a new architecture for our channel programs and our goal is
to continue to add components that protect and support our partners across the
entire opportunity management lifecycle. F5 partners are a select group and
we're confident that this program will help them grow their F5 business, make
it more profitable, and make it easier to deliver the best solutions to our
joint customers." Click here for full details.
An article in Computer
Reseller News also showcases this program as a demonstration of F5 Network's
heightened commitment to adding more value to its partners' businesses.
"F5 Networks is overhauling its channel strategy, now pledging to turn
every sales lead over to a partner before its own field-sales force." Click here for full details.
We expect to see great
success for F5 Networks as they increase their channel revenues through
improved partner benefits. F5 is using standard Salesforce tools to manage and
measure this partner program.






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