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Successforce Blog

Posts from the month of April 2006. Click here for all posts in Successforce Blog.

Post Your Questions about the Excel Connector on the Discussion Boards

Our earlier post about the Excel Connector has attracted a steady stream of comments about it's usage, so we decided to create a new discussion board just for it:The Excel Connector Discussion.

For all three of you who don't know about it, the Excel Connector is a useful tool to easily import data, insert new records into both standard and custom objects, query data from salesforce and perform mass updates in Excel. It's available for both, Professional and Enterprise Edition cutomers. Though it's not officially supported, several Salesforce.com gurus, including Benji Jasik and Ron Hess (the original author of the connector), frequent the Successforce boards, making it a much better place to discuss it. I've also copied the comments from the earlier post onto the board so that everything is in one place.

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Post Your Questions about the Excel Connector on the Discussion Boards

Our earlier post about the Excel Connector has attracted a steady stream of comments about it's usage, so we decided to create a new discussion board just for it:The Excel Connector Discussion.

For all three of you who don't know about it, the Excel Connector is a useful tool to easily import data, insert new records into both standard and custom objects, query data from salesforce and perform mass updates in Excel. It's available for both, Professional and Enterprise Edition cutomers. Though it's not officially supported, several Salesforce.com gurus, including Benji Jasik and Ron Hess (the original author of the connector), frequent the Successforce boards, making it a much better place to discuss it. I've also copied the comments from the earlier post onto the board so that everything is in one place.

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Curiosity killed the mother of invention

Just like necessity is the mother of invention, curiosity is the mother of discovery. Scott Hemmeter was curious about how many test drives his AppExchange application had been taken for, so he found a way to use the login history to find out. Not only did he end up finding out who was test driving his app, but he also found that he could find what browsers they were using, where they were located etc.

login_history_graph.png


Technorati Tags: , , ,

Curiosity killed the mother of invention

Just like necessity is the mother of invention, curiosity is the mother of discovery. Scott Hemmeter was curious about how many test drives his AppExchange application had been taken for, so he found a way to use the login history to find out. Not only did he end up finding out who was test driving his app, but he also found that he could find what browsers they were using, where they were located etc.

login_history_graph.png


Technorati Tags: , , ,

Edit and Delete Records Directly from a Report with Custom Buttons

Today on the message boards gokubi posted a great best practice idea for initiating actions directly from a report.

The way Salesforce's reporting tool works is that you click through to view the record but it's one more click if you want to edit it or delete it. Gokubi created a custom formula field for edit, delete, and add to campaign which can be added as a column to your custom reports.

Edit_delete_on_report_1

To see how he did it read the full post on his blog.

Edit and Delete Records Directly from a Report with Custom Buttons

Today on the message boards gokubi posted a great best practice idea for initiating actions directly from a report.

The way Salesforce's reporting tool works is that you click through to view the record but it's one more click if you want to edit it or delete it. Gokubi created a custom formula field for edit, delete, and add to campaign which can be added as a column to your custom reports.

Edit_delete_on_report_1

To see how he did it read the full post on his blog.

Converting Date/Time function output into HH:MM:SS

Spazure Silicon blogged this tip on his/her blog with the caveat that "So, even though this formula won't ever be on the CRM Best Practices Custom Formula blog, I hope somebody finds it, and finds it useful." So, mainly to prove him/her wrong, but also because it's very useful, here it is - a function to convert Date/Time into HH:MM:SS.

This particular formula was designed for cases, calculating the elapsed time in HH:MM:SS between right now and the time the case was created. As you see, I had to use the TEXT() function to convert the numerically output Date/Time function results into text, which were then fed into the Concatenate function to make everything display nicely on one field. My original version of this formula actually used multiple fields, {!Hours} {!Seconds} {!Minutes}. This made the final formula look prettier, and helped with debugging, but ultimately was impractical for distribution.

So, even though this formula won't ever be on the CRM Best Practices Custom Formula blog, I hope somebody finds it, and finds it useful. If you use my formula, please comment -- not because I want credit, but because I really do like to know where my code ends up. :-)

Text(FLOOR((NOW() - {!CreatedDate}) * 24))

&":"&Text(FLOOR(((NOW() - {!CreatedDate}) * 24 - FLOOR((NOW() - {!CreatedDate}) * 24))* 60))

&":"&Text(FLOOR((( (NOW() - {!CreatedDate}) * 24 - FLOOR((NOW() - {!CreatedDate}) * 24 )) * 60 - FLOOR(((NOW() - {!CreatedDate}) * 24 - FLOOR((NOW() - {!CreatedDate}) * 24 )) * 60 )) * 60 ))

Converting Date/Time function output into HH:MM:SS

Spazure Silicon blogged this tip on his/her blog with the caveat that "So, even though this formula won't ever be on the CRM Best Practices Custom Formula blog, I hope somebody finds it, and finds it useful." So, mainly to prove him/her wrong, but also because it's very useful, here it is - a function to convert Date/Time into HH:MM:SS.

This particular formula was designed for cases, calculating the elapsed time in HH:MM:SS between right now and the time the case was created. As you see, I had to use the TEXT() function to convert the numerically output Date/Time function results into text, which were then fed into the Concatenate function to make everything display nicely on one field. My original version of this formula actually used multiple fields, {!Hours} {!Seconds} {!Minutes}. This made the final formula look prettier, and helped with debugging, but ultimately was impractical for distribution.

So, even though this formula won't ever be on the CRM Best Practices Custom Formula blog, I hope somebody finds it, and finds it useful. If you use my formula, please comment -- not because I want credit, but because I really do like to know where my code ends up. :-)

Text(FLOOR((NOW() - {!CreatedDate}) * 24))

&":"&Text(FLOOR(((NOW() - {!CreatedDate}) * 24 - FLOOR((NOW() - {!CreatedDate}) * 24))* 60))

&":"&Text(FLOOR((( (NOW() - {!CreatedDate}) * 24 - FLOOR((NOW() - {!CreatedDate}) * 24 )) * 60 - FLOOR(((NOW() - {!CreatedDate}) * 24 - FLOOR((NOW() - {!CreatedDate}) * 24 )) * 60 )) * 60 ))

Adoption Dashboards 3.1

About a week ago we wrote about an Adoption Dashboard posted to the AppExchange by Arrowpoint. This was the first such example that I’d seen of a customer sharing a pre-build dashboard independent of a bundled application. So far it’s gotten rave reviews, with customers commenting that it’s super easy to install and a big time saver.  

This week a new set of adoption dashboards were posted to the AppExchange, this time by Pat Cameron a salesforce.com customer success manager. I’d be very interested in hearing what the community thinks. This set of dashboards seems to go a step further, tracking not only adoption but also data quality and business performance.

Adoptionusage Adoptiondataquality

Adoptionbusinessperformance








Take a test drive of each and pick the one that works best for your company. Also make sure to write a quick review. This information is very valuable to other customers as well as the authors of the AppExchange apps.

Testdrive_2

Adoption Dashboards 3.1

About a week ago we wrote about an Adoption Dashboard posted to the AppExchange by Arrowpoint. This was the first such example that I’d seen of a customer sharing a pre-build dashboard independent of a bundled application. So far it’s gotten rave reviews, with customers commenting that it’s super easy to install and a big time saver.  

This week a new set of adoption dashboards were posted to the AppExchange, this time by Pat Cameron a salesforce.com customer success manager. I’d be very interested in hearing what the community thinks. This set of dashboards seems to go a step further, tracking not only adoption but also data quality and business performance.

Adoptionusage Adoptiondataquality

Adoptionbusinessperformance








Take a test drive of each and pick the one that works best for your company. Also make sure to write a quick review. This information is very valuable to other customers as well as the authors of the AppExchange apps.

Testdrive_2