Successforce Blog
AppExchange 101 Webcast: Everything You Need to Extend Your CRM Implementation
Join us for a FREE AppExchange Webinar — Live on June 14, at 11:00 AM PST. AppExchange is the first and only online marketplace for sharing applications. It makes finding and deploying new on-demand apps easy. Many of the apps in the AppExchange are free and all are pre-integrated with Salesforce. There are more than 250 apps to choose from including applications for every department like sales, service, HR, finance —and more. Find everything from project management to recruiting to email marketing and beyond. Learn what you need to know to get started with AppExchange. Plus, get all your questions answered in a live Q&A. Register for our free AppExchange 101 Webcast now.
AppExchange 101 Webcast: Everything You Need to Extend Your CRM Implementation
Join us for a FREE AppExchange Webinar — Live on June 14, at 11:00 AM PST. AppExchange is the first and only online marketplace for sharing applications. It makes finding and deploying new on-demand apps easy. Many of the apps in the AppExchange are free and all are pre-integrated with Salesforce. There are more than 250 apps to choose from including applications for every department like sales, service, HR, finance —and more. Find everything from project management to recruiting to email marketing and beyond. Learn what you need to know to get started with AppExchange. Plus, get all your questions answered in a live Q&A. Register for our free AppExchange 101 Webcast now.
New AppExchange Partner Success Blog
Allow me to introduce the new AppExchange Partner Success Blog. It's written by Rob lamb, Deanna Kung, Angela Kenniston and you guessed it, Wendy Close. They are involved with helping AppExchange partners become successful, and they're doing a great job. If you are an AppExchange Partner interested in promoting your product, this is a great blog to watch.
New AppExchange Partner Success Blog
Allow me to introduce the new AppExchange Partner Success Blog. It's written by Rob lamb, Deanna Kung, Angela Kenniston and you guessed it, Wendy Close. They are involved with helping AppExchange partners become successful, and they're doing a great job. If you are an AppExchange Partner interested in promoting your product, this is a great blog to watch.
New Podcasts from the AppForce Conference
If like me, work, distance or life kept you away from the AppForce conference, here is your chance to catch up with what happened. We have posted 3 sessions from the AppForce conference to our podcast, Salesforce.com on iTunes. The three sessions are (click the title to listen to a session on iTunes):
- Adam Gross ( of Salesforce.com): Introducing AppExchange.
- Matt Ho ( of Kieden): Building Great Apps
- Ken Norton ( of JotSpot): Building Great Apps
Technorati Tags: appexchange, salesforce, podcast, appforce, webservices, ondemand
New Podcasts from the AppForce Conference
If like me, work, distance or life kept you away from the AppForce conference, here is your chance to catch up with what happened. We have posted 3 sessions from the AppForce conference to our podcast, Salesforce.com on iTunes. The three sessions are (click the title to listen to a session on iTunes):
- Adam Gross ( of Salesforce.com): Introducing AppExchange.
- Matt Ho ( of Kieden): Building Great Apps
- Ken Norton ( of JotSpot): Building Great Apps
Technorati Tags: appexchange, salesforce, podcast, appforce, webservices, ondemand
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.
Technorati Tags: salesforce.com, excel, open source, integration
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.
Technorati Tags: salesforce.com, excel, open source, integration
Add Salesforce to Your Firefox Search Bar
For those
of you who haven’t made the switch to Firefox, this is yet another
incentive to do so. Paul Constantinides created a very simple plug-in which
allows you to run a Salesforce advanced search or a Supportforce solution
search, right from the Firefox search bar.
This is also exciting because it demonstrates the
extendibility and open nature of both salesforce.com and Firefox. For all the
developers reading this post, what other types of Firefox Extensions could you
build? Who’s going to be the first to design a salesforce widget?
Add Salesforce to Your Firefox Search Bar
For those
of you who haven’t made the switch to Firefox, this is yet another
incentive to do so. Paul Constantinides created a very simple plug-in which
allows you to run a Salesforce advanced search or a Supportforce solution
search, right from the Firefox search bar.
This is also exciting because it demonstrates the
extendibility and open nature of both salesforce.com and Firefox. For all the
developers reading this post, what other types of Firefox Extensions could you
build? Who’s going to be the first to design a salesforce widget?
Sforce Connector Available for Professional Edition Customers
Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here
to download the connector and view the documentation. Please note that
you must download Office Edition first for this tool to work.
Sforce Excel Connector Available for Professional Edition Customers
Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here to download the connector and view the documentation. Please note that you must download Office Edition first for this tool to work.
Sforce Connector Available for Professional Edition Customers
Update: We've created a new message board for discussing the Excel Connector. Please continue this conversation there.
Professional Edition customers have asked how to load custom objects. We've made a version of the popular open source Sforce Excel Connector available for Professional Edition Customers.
Click here to download the connector and view the documentation. Please note that you must download Office Edition first for this tool to work.
Salesforce to RSS
There was a very interesting post by a 3rd
party consultant who has come up with a simple way to publish salesforce.com
data to an RSS Feed.
It’s worth reading the full post, but the logic goes like this. You can create a workflow rule in salesforce which is triggered by an event. That event might be the creation of a new lead, the
closing of a deal, or an updated project status. The workflow rule would then
merge the event information into an email template which in turn would be sent
to an email-to-post address. This is a common feature on most blogging
applications including Blogger and Typepad. Now in most cases you’d want to
keep this information private, so you’d password protect the blog. From there
the blogging application can transform the posts into an RSS feed which can be picked up by any number of readers. All told the
author of this post said it took him less than an hour and required no fancy
code.
It’d be interesting to hear what other customers are doing with salesforce data and RSS. If you’ve got an use case or a wish list, please add your comments below.
Salesforce to RSS
There was a very interesting post by a 3rd
party consultant who has come up with a simple way to publish salesforce.com
data to an RSS Feed.
It’s worth reading the full post, but the logic goes like this. You can create a workflow rule in salesforce which is triggered by an event. That event might be the creation of a new lead, the
closing of a deal, or an updated project status. The workflow rule would then
merge the event information into an email template which in turn would be sent
to an email-to-post address. This is a common feature on most blogging
applications including Blogger and Typepad. Now in most cases you’d want to
keep this information private, so you’d password protect the blog. From there
the blogging application can transform the posts into an RSS feed which can be picked up by any number of readers. All told the
author of this post said it took him less than an hour and required no fancy
code.
It’d be interesting to hear what other customers are doing with salesforce data and RSS. If you’ve got an use case or a wish list, please add your comments below.
Google Maps Hacking for Sforce: Sample Now Available
This was
posted by Adam Gross on the Sforce Blog this afternoon.
I thought it was worth republishing an excerpt because it demonstrates some of the
exciting things that are going on in the developer community. I’d also like to
get people talking about potential use cases for this type of technology. In the example
below Adam is demonstrating how it might be used to plot accounts, but there are
all kinds of applications. Feel free to add your comments below.
Google Maps Hacking for Sforce: Sample Now Available
This was
posted by Adam Gross on the Sforce Blog this afternoon.
I thought it was worth republishing an excerpt because it demonstrates some of the
exciting things that are going on in the developer community. I’d also like to
get people talking about potential use cases for this type of technology. In the example
below Adam is demonstrating how it might be used to plot accounts, but there are
all kinds of applications. Feel free to add your comments below.
Inspiration for Your Sforce Project
If you’re considering a sforce
or customforce project, this case study might just provide the inspiration you
need to kick things off. RiskMetrics is a portfolio risk management company who
implemented Salesforce.com in less than three months. A couple of the more
technical highlights of their implementation include…
- Custom objects to support “networked” selling model (Risk Metrics tracks relationships between the customers and their customers’ customers.)
- Integration with account system (Epicor) for automatic renewal opportunity creation
- Data warehouse / analytics / DB rep with Microsoft SQL Server
- Integration written in Java and running on Resin
Inspiration for Your Sforce Project
If you’re considering a sforce
or customforce project, this case study might just provide the inspiration you
need to kick things off. RiskMetrics is a portfolio risk management company who
implemented Salesforce.com in less than three months. A couple of the more
technical highlights of their implementation include…
- Custom objects to support “networked” selling model (Risk Metrics tracks relationships between the customers and their customers’ customers.)
- Integration with account system (Epicor) for automatic renewal opportunity creation
- Data warehouse / analytics / DB rep with Microsoft SQL Server
- Integration written in Java and running on Resin
New Sforce Integration Whitepaper
There is
a new sforce integration
whitepaper that does a great job of describing how a
company might integrate their front-office CRM to their back-office accounting
and ERP counterparts. The document explains business process, data model,
connectivity, and technology considerations you’ll want to think through. If
you’ve been considering an integration project, this might be just what you
need to gain clarity and kick things off.
New Sforce Integration Whitepaper
There is
a new sforce integration
whitepaper that does a great job of describing how a
company might integrate their front-office CRM to their back-office accounting
and ERP counterparts. The document explains business process, data model,
connectivity, and technology considerations you’ll want to think through. If
you’ve been considering an integration project, this might be just what you
need to gain clarity and kick things off.
Sforce Developer Guide
For those
who have started leveraging the sforce API or are considering doing so, the Sforce Developer Guide is a great place to start. The guide explores:
- Basic concepts for how you can query, search, retrieve, and modify data through secure API calls
- Relationship diagrams for each of the entity diagrams within Salesforce so you can understand how it all fits together
- Sample code to get you started
If this
seems too much for you, but you’re still interested in learning more, take a
couple minutes to watch the presentation on Integration Basics.
Sforce Developer Guide
For those
who have started leveraging the sforce API or are considering doing so, the Sforce Developer Guide is a great place to start. The guide explores:
- Basic concepts for how you can query, search, retrieve, and modify data through secure API calls
- Relationship diagrams for each of the entity diagrams within Salesforce so you can understand how it all fits together
- Sample code to get you started
If this
seems too much for you, but you’re still interested in learning more, take a
couple minutes to watch the presentation on Integration Basics.
A New Approach to Web Applications
Ajax: A New Approach to Web Applications
By Jesse James Garrett
This is a great article breaking
down what Google has done with interactive design for their new Google Suggest and 
A New Approach to Web Applications
Ajax: A New Approach to Web Applications
By Jesse James Garrett
This is a great article breaking
down what Google has done with interactive design for their new Google Suggest and 
Automatically Creating Cases from Inbound Emails
Many
organizations depend on email communication with their customers for providing
initial contact for customer support. While manually reading and managing
email-based support requests works for some organizations, many companies
prefer to have those inbound requests processed as cases, so that they can be
automatically assigned to the appropriate support representative, and tracked. There is an interesting tech note for building inbound Email-to-Case functionality via the sforce
platform.
For a developer
familiar with sforce it’d take a couple hours to do a prototype, a week to
fully develop. If this is a hot button issue at your organization and you don’t
have the development resources to build it, you can also engage salesforce.com’s professional services team to scope out
the project.
Automatically Creating Cases from Inbound Emails
Many
organizations depend on email communication with their customers for providing
initial contact for customer support. While manually reading and managing
email-based support requests works for some organizations, many companies
prefer to have those inbound requests processed as cases, so that they can be
automatically assigned to the appropriate support representative, and tracked. There is an interesting tech note for building inbound Email-to-Case functionality via the sforce
platform.
For a developer
familiar with sforce it’d take a couple hours to do a prototype, a week to
fully develop. If this is a hot button issue at your organization and you don’t
have the development resources to build it, you can also engage salesforce.com’s professional services team to scope out
the project.
Dependent Drop Downs
Many companies require dependent drop downs for things like case categorization. There’s a neat trick using that Graham Rowe came up with leveraging scontrols, an enterprise edition feature. Attached are details on how to set it up along with screenshots. Keep in mind this requires some technical knowledge to execute.
Download dependent_drop_downs.PDF
Download double_drop_down_example.txt
Download triple_drop_down_example.txt
Dependent Drop Downs
Many companies require dependent drop downs for things like case categorization. There’s a neat trick using that Graham Rowe came up with leveraging scontrols, an enterprise edition feature. Attached are details on how to set it up along with screenshots. Keep in mind this requires some technical knowledge to execute.
Download dependent_drop_downs.PDF
Download double_drop_down_example.txt
Download triple_drop_down_example.txt
Security - Social Engineering
Companies
of all sizes are susceptible to security breaches via social engineering
(exploiting human factors.) This newsletter does a great job of explaining it
in laymen terms and explaining how you can protect your organization.
Salesforce.com Quarterly Security Newsletter - January 2005
Security - Social Engineering
Companies
of all sizes are susceptible to security breaches via social engineering
(exploiting human factors.) This newsletter does a great job of explaining it
in laymen terms and explaining how you can protect your organization.
Salesforce.com Quarterly Security Newsletter - January 2005









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