tag:blogger.com,1999:blog-70355082363189825772024-03-13T07:03:05.246-05:00Cloudy CumulusOne little Cloud and his computer follow the path to Salesforce success.Unknownnoreply@blogger.comBlogger31125tag:blogger.com,1999:blog-7035508236318982577.post-45393202823289110642015-07-22T10:19:00.001-05:002016-05-03T14:32:46.461-05:00Cloudy's Favorite Apps: SyncApps by Cazoomi<b:if cond='data:blog.url == "http://cloudycumulus.blogspot.com/2015/07/cloudys-favorite-apps-syncapps-by.html"'>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9CkNjeOSG1bX3njRGnf1gA-TVnkUWCD84ZnAyWvkM4NQiP9KyX4sv-si9m9G8axydTY3tytoT2jWntetpqT2Au3YUgKbV9wWAs0k5CIAmEm7MT9vJZABIIGEcRgyg3X79i9rEXM18nlIJ/s1600/Cloudy+email.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="243" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9CkNjeOSG1bX3njRGnf1gA-TVnkUWCD84ZnAyWvkM4NQiP9KyX4sv-si9m9G8axydTY3tytoT2jWntetpqT2Au3YUgKbV9wWAs0k5CIAmEm7MT9vJZABIIGEcRgyg3X79i9rEXM18nlIJ/s400/Cloudy+email.jpg" width="400" /></span></a></div>
<span style="font-family: "arial" , "helvetica" , sans-serif;">So your Salesforce org is up and running, and you are starting to think about how to connect it to other systems.</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br />
If you are like many others, <b>Email Integration </b>is at the top of your list. Email integration can be a big slippery subject, as there are many possible requirements, and just as many possible solutions! </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br />Recently, Cloudy discovered a solution that is both robust AND user friendly: <b><a href="https://syncapps.cazoomi.com/">SyncApps by Cazoomi</a> </b>offers an "integration framework", capable of connecting Salesforce with many common Email platforms (among other things). </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br />
Let's see how SyncApps by Cazoomi is able to connect Salesforce with one popular Email Marketing tool, <a href="http://mailchimp.com/why-mailchimp/">MailChimp.</a>*</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">To get started, <a href="http://www.cazoomi.com/">sign up for a free trial</a> SyncApps account and create a "Sync Profile" for your Salesforce-MailChimp connection. </span><br />
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<ul>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">The setup wizard walks you through the process, where you will enter your login credentials for both platforms, and select the sync options you prefer from a list of check boxes. </span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">The wizard also allows you to specify which Salesforce object to sync your lists with: Campaigns, or a new custom object called "Marketing Lists". Cloudy likes the custom object; it's nice and simple, and keeps your Salesforce campaigns less confused.</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">If you choose to sync MailChimp email responses as well as lists, these will sync to Salesforce Campaigns. Each MailChimp email you send to a synced list creates a new Salesforce Campaign, with the current list members as Campaign Members, logging opens, clicks, and bounces on the Campaign Member record. The Campaign will display summary totals of opens, clicks, and bounces for that email.</span></li>
<li><span style="font-family: "arial" , "helvetica" , sans-serif;">When you look at a Contact record in Salesforce, you will see which MailChimp groups they belong to (in the "Marketing Lists" related list, if you use it) and the details of their interactions with each individual email in the Campaign History related list. </span></li>
</ul>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Here are screen shots of an example setup, and a chart that explains how the sync will work:</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcvDZj9ooZEYCZSwNneq17Q9BioPhuEECzfOUM3A5UWuknVPwm6jEz2q2mYXX-lxnKKxf-1s3PN5h6tPJmtKYGbbb8YI9VhYUIucpJuvjA9GwUBaueKnbKJlUVuaBuwE-5xKAbNBTdc79B/s1600/2015-07-20_1640.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="125" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhcvDZj9ooZEYCZSwNneq17Q9BioPhuEECzfOUM3A5UWuknVPwm6jEz2q2mYXX-lxnKKxf-1s3PN5h6tPJmtKYGbbb8YI9VhYUIucpJuvjA9GwUBaueKnbKJlUVuaBuwE-5xKAbNBTdc79B/s640/2015-07-20_1640.png" width="640" /></span></a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRQRFmEQRdUMBtNjfc80FlfJjZgxNfXrVhPobgnIZw2jPdj_ywETBLpl7EDKEZblZJLP4wLO5KHtlnBHjynVxCjE6CDWp0zRNzcjhGZodHvs3wPfytRFE21JtCByAdaxPH18ROegsyBUwP/s1600/2015-07-20_1641.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="208" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRQRFmEQRdUMBtNjfc80FlfJjZgxNfXrVhPobgnIZw2jPdj_ywETBLpl7EDKEZblZJLP4wLO5KHtlnBHjynVxCjE6CDWp0zRNzcjhGZodHvs3wPfytRFE21JtCByAdaxPH18ROegsyBUwP/s640/2015-07-20_1641.png" width="640" /></span></a></div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><span id="docs-internal-guid-2c879ea3-ad93-25b5-6294-105bb70439a2"><br /></span>
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<div dir="ltr" style="margin-left: 0pt;">
<table style="border-collapse: collapse; border: none;"><colgroup><col width="337"></col><col width="388"></col></colgroup><tbody>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Action:</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Sync result</span></span></div>
</td></tr>
<tr style="height: 0px;"><td colspan="2" style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Salesforce side</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">NEW Contact is added to Salesforce with NO email address, and is not added to a Marketing List.</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Nothing</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">NEW Contact is added to Salesforce WITH email address, but is not added to any Marketing List</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Nothing</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">NEW Contact is added to Salesforce with NO email address and IS added to a Marketing List</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Nothing</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">NEW Contact is added to Salesforce WITH email address, and IS added to a Marketing List</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Contact will be added to MailChimp Master List and added to the matching SyncApps Groups</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact Name is updated in Salesforce</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">FN and LN will be updated in MailChimp Contact with matching email address</span></span></div>
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<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact Email is updated in Salesforce (and this contact is on at least one Marketing List)</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">The email will be updated on the contact in MailChimp</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact has “Email Opt-Out” Checked in Salesforce</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Contact will be opted out in MailChimp too.</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Contact is DELETED</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Email address is deleted in MailChimp (**If this option is selected in sync settings**)</span></span></div>
</td></tr>
<tr style="height: 0px;"><td colspan="2" style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: bold; text-decoration: underline; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">MailChimp Side</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact Email is updated in MailChimp</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">The matching contact in Salesforce will be updated as well.</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact Name is updated in Mailchimp</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">If the “MailChimp Update Form” was used, the update will push to Salesforce. Otherwise, the change in MailChimp will be overwritten by data in Salesforce.</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">NEW Contact is added to MailChimp but is not added to a SyncApps Group</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">New Contact is created in Salesforce</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">NEW Contact is added to MailChimp and IS added to a SyncApps Group</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">New Contact is created in Salesforce and is added to a Marketing List</span></span></div>
</td></tr>
<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact Unsubscribes from all lists thru MailChimp</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Salesforce Contact will be removed from all Marketing Lists and "Email Opt-out" is checked "true" (**if this option is checked in sync settings**)</span></span></div>
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<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Existing Contact updates subscriptions thru MailChimp - ie. Unsubscribes from one group, and/or Subscribes to a different group</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Salesforce Contact will be removed and/or added to Marketing Lists, accordingly</span></span></div>
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<tr style="height: 0px;"><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Subscriber is DELETED</span></span></div>
</td><td style="border-bottom: solid #cccccc 1px; border-left: solid #cccccc 1px; border-right: solid #cccccc 1px; border-top: solid #cccccc 1px; padding: 3px 3px 3px 3px; vertical-align: bottom;"><div dir="ltr" style="line-height: 1.38; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: white; color: #222222; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;"><span style="font-family: "arial" , "helvetica" , sans-serif;">Contact will be removed from synced Marketing Lists </span></span></div>
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</tbody></table>
</div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">If you would like Cloudy's help implementing SyncApps by Cazoomi for your org, or evaluating other tools for your integration <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<span style="font-family: "arial" , "helvetica" , sans-serif;">*<b>If you use MailChimp</b>, you may have noticed they offer a <i>free Salesforce integration</i>. <u>Cloudy does not really recommend using this sync</u>, as it has some serious downsides and limitations: it does not sync opt-outs, it can <i>only</i> sync new subscribers as leads (not contacts), it creates copious amounts of records which can get you into a bind with <i>data storage, </i>and customer support is limited.</span><br />
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<u><span style="font-family: "arial" , "helvetica" , sans-serif;">Read about more of Cloudy's Favorite Apps:</span></u><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/06/cloudys-favorite-apps-apsona.html" target="_blank">Cloudy's Favorite Apps: Apsona</a> </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2014/07/cloudys-favorite-apps-more-from-apsona.html">Cloudy's Favorite Apps: More from Apsona!</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-dupecatcher.html" target="_blank">Cloudy's Favorite Apps: DupeCatcher</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-rollup-helper.html" target="_blank">Cloudy's Favorite Apps: Rollup Helper</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html" target="_blank">Cloudy's Favorite Apps: FormAssembly</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html" target="_blank">Cloudy's Favorite Apps: Conga Composer</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-favorite-apps-fliptop-social.html" target="_blank">Cloudy's Favorite Apps: FlipTop Social Profiles</a></span><br />
<a href="http://cloudycumulus.blogspot.com/2013/11/cloudys-favorite-apps-mass-edit-mass.html" target="_blank"><span style="font-family: "arial" , "helvetica" , sans-serif;">Cloudy's Favorite Apps: Mass Edit + Mass Update + Mass Delete</span></a>Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-77716095539589811272014-07-17T11:06:00.000-05:002016-05-03T14:38:52.788-05:00Cloudy's Favorite Apps: MORE from Apsona!<b:if cond='data:blog.url == "http://cloudycumulus.blogspot.com/2014/07/cloudys-favorite-apps-more-from-apsona.html"'>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmtvedC2yyyrLNw0uzhDfvyBXZcptYTpiGz1bujveabo4Gx7YYCQlcxcXsr7Z6b8156rg73XMeJl8ZoWFntUkxK-A4k59iOl2LdiJPrGU2_RecxMzSXxFKqboA7L7AudcVPYMhf6D4JEhq/s1600/CloudyThank+You1.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhmtvedC2yyyrLNw0uzhDfvyBXZcptYTpiGz1bujveabo4Gx7YYCQlcxcXsr7Z6b8156rg73XMeJl8ZoWFntUkxK-A4k59iOl2LdiJPrGU2_RecxMzSXxFKqboA7L7AudcVPYMhf6D4JEhq/s1600/CloudyThank+You1.jpg" width="400" /></a></div>
<span style="font-family: "arial" , "helvetica" , sans-serif;"><b>One of Cloudy's Favorite Apps just keeps getting better!</b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://apsona.com/pages/sfdc/apsona-for-salesforce.html" target="_blank">Apsona</a> has long been one of <a href="http://cloudycumulus.blogspot.com/2013/06/cloudys-favorite-apps-apsona.html" target="_blank">Cloudy's top picks for enabling all kinds of easy data management tasks in salesforce.com.</a> </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">Now there is an add-on that allows easy<b> merges</b> to documents, spreadsheets, or email. Read on to see how easy it is to set up a merge for Thank You letters - in batches <u>or</u> one at a time!</span><br />
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<i>(**note: this demo uses Salesforce + Non Profit Starter Pack with 1:1 model. Other data models and merge processes will vary in the details**)</i></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br />First <b>create a Word document</b> with merge fields for the data you wish to pull in to your Thank You - this probably includes data from both the Donation record and the Contact record of the Donor. Upload this doc to the "Documents" tab in salesforce.com.</span><br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiAA8_hLzzcN7bROP87wSVAsjH9pMzG0NjELuqVqWz3xf_xsf6jEAOIb5_cTMqeikQu6vDtboDCDU4ko7boEBOZ8eVIClmrTruDVK7puPMbFKfLsKwnVZ2H6QzD0q5aPgubHhjjBs8fm7-B/s1600/11.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="281" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiAA8_hLzzcN7bROP87wSVAsjH9pMzG0NjELuqVqWz3xf_xsf6jEAOIb5_cTMqeikQu6vDtboDCDU4ko7boEBOZ8eVIClmrTruDVK7puPMbFKfLsKwnVZ2H6QzD0q5aPgubHhjjBs8fm7-B/s1600/11.png" width="400" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><i style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 12.800000190734863px; text-align: start;"><span style="font-family: "arial" , "helvetica" , sans-serif;">The merge fields needn't conform to any rules or format conventions - just call them whatever makes sense to you.</span></i></td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Next, <b>create a report</b> on the Donation Contact Roles tab in Apsona. Pull all of your merge field data into the report. Add any filter terms as needed, for example:</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">-Filter so that Donation "Stage=Posted/Closed Won"</span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">-Consider</span><span style="font-family: "arial" , "helvetica" , sans-serif;"> creating a custom checkbox on donations that marks "Thank You Sent"; filter so that the report only shows un-thanked donations. </span></div>
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWdRCWVBUxwZQ2xrjnX4mjmNmHUCsMVaVTEylNbAtIBvDxi4Ifk9fzZfhTzN20EVwDzInoExX-8SfbqA5sUSh2nD1SHy5tu48dM-c-WOU7fGYX2fMjxIyi7kMwoYL9XLJrZJn7EJ9QuQAr/s1600/2014-07-15_1505.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="186" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjWdRCWVBUxwZQ2xrjnX4mjmNmHUCsMVaVTEylNbAtIBvDxi4Ifk9fzZfhTzN20EVwDzInoExX-8SfbqA5sUSh2nD1SHy5tu48dM-c-WOU7fGYX2fMjxIyi7kMwoYL9XLJrZJn7EJ9QuQAr/s1600/2014-07-15_1505.png" width="400" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif; text-align: start;"><span style="font-size: x-small;"><i>If you don't see this tab, you must first create a custom tab "Configuration" under "Settings", then "Clear Cache" under settings to make it visible.</i></span></span></td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Run the report to preview the data. The list you see should be a complete list of un-thanked Donations. If everything looks good, <b>you are ready to create your merge</b>; click "Merge/Mail" at the top of your report.</span></div>
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<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgOcXs5iqplo50DkIgYPZatjk6Ukfz-mUmYfjXVzmXNp8q5I0n_wncMNUEkXMvN-mgYbZja7BpHLHNbXbLFOuS2xxBXcGhXUcREV0CzUK-UJKOEC00sMq9xSQOHxi6dmdpJYYqwdiEcwdr_/s1600/2014-07-15_1553.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="159" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgOcXs5iqplo50DkIgYPZatjk6Ukfz-mUmYfjXVzmXNp8q5I0n_wncMNUEkXMvN-mgYbZja7BpHLHNbXbLFOuS2xxBXcGhXUcREV0CzUK-UJKOEC00sMq9xSQOHxi6dmdpJYYqwdiEcwdr_/s1600/2014-07-15_1553.png" width="400" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><i><b>Pro-Tip!</b> If you want your Merge to *AUTOMATICALLY* update a field on a record, such as a "Thank You Sent" checkbox, <u>you must include the ID field for that record in the report </u>(ie. Donation ID).</i></span></td></tr>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">The Merge Wizard that appears will walk you through the merge setup: Your uploaded Word template will be available to select, and you will be able to match your Word merge fields to the data columns in your report. Finally, <b>note the options available in Step 4</b> of the merge: </span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuaWljuVSdsW6WMRLUhj5uWf-Mbd8jfXxjK-gx9Q4cJRRMEn6RoOUmBCbrJ-ghOOXlPi0kREsjraO0ev37lbzG5gmdPaIAI7D3DGZLBd5zr9eEC7W5VpaUwvf1NCYV4VKQ5yxQE1d80c7H/s1600/5.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="262" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhuaWljuVSdsW6WMRLUhj5uWf-Mbd8jfXxjK-gx9Q4cJRRMEn6RoOUmBCbrJ-ghOOXlPi0kREsjraO0ev37lbzG5gmdPaIAI7D3DGZLBd5zr9eEC7W5VpaUwvf1NCYV4VKQ5yxQE1d80c7H/s1600/5.png" width="400" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">You can <b>log a Task</b> on each donation record, showing that a Thank You was generated. Even better, you can <b>update a field</b> on the record with a given value. </span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;">For this process, check the custom "Thank You Sent" checkbox on the Donation record. You filtered the Merge report so that it only pulls donations where "Thank You Sent=False"; now you can run the Merge and <b>it always creates a perfect set of the latest Thank Yous!</b></span><br />
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<span style="font-family: "arial" , "helvetica" , sans-serif;">When it's time to create the next batch of Thank Yous, there is no need to go back to the report on Donation Contact Roles. Your new Merge can now be found and run under Settings>Merge Actions. </span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhElRc72KrZG_29WanjZdzykS20GV96xBQFJXHUw6OZKdSBsb8TyO1CHaDv4dlmDfBVKEVLMR1GM_j67dIwaZUKgsU5Dkhu8q3mWz05LDijBz9o6S1LUKzC6pcZU9hyphenhyphenBCzD3NxWiT2ZIhBD/s1600/7.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="150" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhElRc72KrZG_29WanjZdzykS20GV96xBQFJXHUw6OZKdSBsb8TyO1CHaDv4dlmDfBVKEVLMR1GM_j67dIwaZUKgsU5Dkhu8q3mWz05LDijBz9o6S1LUKzC6pcZU9hyphenhyphenBCzD3NxWiT2ZIhBD/s1600/7.png" width="400" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">One more amazing feature of Apsona Merge is the ability to very easily create a Merge <b>Button </b>on a record. For this example, a button right on the donation record can generate quick, one-off Thank Yous as needed. To create it, simply go to <b>Settings>VF pages & buttons</b>, look up your Merge, and click the "Generate code" button.</span><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjrWSox49RaF2EqCqpjw7e4hu64ElE7qQBBZvhotU98L0OK2xUkA5z_Ln9RqDVwPFw2P7-OS82_rE3tIWVoHcf-n4EMNfVpoqyCrcgUKXFxT9BX6LIXXKZPqvrtyz8oIyXwt8J2B0TFwU19/s1600/9.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em; text-align: center;"><span style="font-family: "arial" , "helvetica" , sans-serif;"></span></a><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi2ZdB83ro7QpDI47GMVAiwg22o7GsBb4u8dT2Xp5uUflOFUqsW6H0q-GyQUb_UAXWG8QFUdsoPgnse-8iwYk8OoJfgzX4rttnLOJDlYbVQbs2PnZm7ZJ34R7-GCcTu00HRi41N65ja8fUC/s1600/9.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="221" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi2ZdB83ro7QpDI47GMVAiwg22o7GsBb4u8dT2Xp5uUflOFUqsW6H0q-GyQUb_UAXWG8QFUdsoPgnse-8iwYk8OoJfgzX4rttnLOJDlYbVQbs2PnZm7ZJ34R7-GCcTu00HRi41N65ja8fUC/s1600/9.png" width="400" /></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">Copy this code into a new "Button" on Donations and add it to the Donation page layout. Now you can create a one-off Thank You on a Donation with a single click.</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9ts39y03OQbjFecGbzv_82ZWrr9CSBGRW57uFj0LjSUEZRAxEaSWA2jlzh_K9wDaasAbn7CM2QffJQklXquNyguYNOQ5-32Lmou2rwi7iz2vUk1xn35PzzFzJNxO6W40bJRhBL_7A1dW2/s1600/10.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: "arial" , "helvetica" , sans-serif;"><img border="0" height="230" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh9ts39y03OQbjFecGbzv_82ZWrr9CSBGRW57uFj0LjSUEZRAxEaSWA2jlzh_K9wDaasAbn7CM2QffJQklXquNyguYNOQ5-32Lmou2rwi7iz2vUk1xn35PzzFzJNxO6W40bJRhBL_7A1dW2/s1600/10.png" width="400" /></span></a></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;"><b><u>These Thank You letters look great, Cloudy!</u></b></span></div>
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<span style="font-family: "arial" , "helvetica" , sans-serif;">If you would like some help evaluating this tool for your salesforce.com, please <a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">Contact Us!</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><br /></span>
<u><span style="font-family: "arial" , "helvetica" , sans-serif;">Read about more of Cloudy's Favorite Apps:</span></u><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/06/cloudys-favorite-apps-apsona.html" target="_blank">Cloudy's Favorite Apps: Apsona</a> (Part 1!)</span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-dupecatcher.html" target="_blank">Cloudy's Favorite Apps: DupeCatcher</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-rollup-helper.html" target="_blank">Cloudy's Favorite Apps: Rollup Helper</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html" target="_blank">Cloudy's Favorite Apps: FormAssembly</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html" target="_blank">Cloudy's Favorite Apps: Conga Composer</a></span><br />
<span style="font-family: "arial" , "helvetica" , sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-favorite-apps-fliptop-social.html" target="_blank">Cloudy's Favorite Apps: FlipTop Social Profiles</a></span><br />
<a href="http://cloudycumulus.blogspot.com/2013/11/cloudys-favorite-apps-mass-edit-mass.html" target="_blank"><span style="font-family: "arial" , "helvetica" , sans-serif;">Cloudy's Favorite Apps: Mass Edit + Mass Update + Mass Delete</span></a></div>Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-11406650616867370362014-05-05T13:10:00.000-05:002016-05-03T14:51:49.111-05:00Big Data - Small Business : Part III<div class="separator" style="clear: both; text-align: center;">
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;">Big Data means bringing <b>all</b> the parts of your business into <b>one </b>place.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">If you have followed along with P<a href="http://cloudycumulus.blogspot.com/2014/01/big-data-small-business-part-i.html" target="_blank">art I</a> and <a href="http://cloudycumulus.blogspot.com/2014/01/big-data-small-business-part-ii.html" target="_blank">Part II</a> of this series, you are beginning to understand what Big Data means to your small business or nonprofit, and may be wondering if you are up to the challenges. Here are some important pointers to guide you on your journey:</span><br />
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Leverage</b> the salesforce.com platform. Not only should you bring all your data IN, but make sure you are using the tools available in salesforce.com: workflow automation, live reporting, systems integration, AppExchange add-ons, etc.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Act:</b> You are about to gain unprecedented insight into your business. Get ready to make changes, measure, and react.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Bring it ALL in!</b> Systems and departments that you thought were less important may turn out to be very important. Don't turn your back on your own data.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Get a good implementation partner.</b> Successful organizations agree that this is key. Talk to your salesforce.com Account Exec, visit a local user group to get recommendations, or contact <a href="http://www.redpathcg.com/page/1/contact.jsp">Redpath</a>.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Invest:</b> The cost of a major transition can be significant, but is worth it!</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Leadership Alignment: </b>Are your team leaders trying to build the same company? Get aligned now!</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Imagine:</b> Where is your business now? Where should it be? Accessing your big data will be a critical leap towards your business goals.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Information: </b>Knowledge is power. Give your team the tools to excel by putting more information in their hands.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Keep an open mind:</b> What is your data really telling you?</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>Time:</b> It takes time to collect big data and see results. Be patient and don't give up now - you're almost there!</span></li>
</ul>
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<span style="background-color: white; font-family: Arial, Helvetica, sans-serif;">Cloudy and the consultants at Redpath have helped many salesforce.com customers on this exciting journey. To learn more, please </span><a href="http://www.redpathcg.com/page/1/contact.jsp" style="background-color: white; color: #1155cc; font-family: Arial, Helvetica, sans-serif;">Contact Us!</a></div>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-18511894880935323612014-01-23T08:24:00.001-06:002016-05-03T14:41:53.721-05:00Big Data - Small Business : Part II<b:if cond='data:blog.url == "http://cloudycumulus.blogspot.com/2014/01/big-data-small-business-part-ii.html"'>
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<span style="font-family: Arial, Helvetica, sans-serif;">Last week we discussed what Big Data means to your small business or nonprofit. It is now commonly touted that<a href="http://www.sintef.no/home/Press-Room/Research-News/Big-Data--for-better-or-worse/"> "90% of all the data in the world has been created in the last two years."</a> Even if you feel you are a tiny star in the universe of big data, you would probably agree that your own company's data inputs are growing. But if your information is segmented in different little orbits, you are not getting the benefits you should from your data. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
Salesforce.com is a standard-bearer in the big data movement. Cloudy and the consultants at <a href="http://www.redpathcg.com/">Redpath </a>have helped <a href="http://www.redpathcg.com/page/1/our-work.jsp">many businesses</a> consolidate their big data, simplify their business, and automate their business processes using salesforce.com. Here is what we have learned along the way:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<span style="font-size: large;"><b>Challenges:</b> What are the obstacles you may face as you integrate all your data inputs into salesforce.com?</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-size: large;"><br /></span><b>
1) User Adoption</b></span><br />
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Big data success depends on your users to input the information. (Read more about user adoption strategy <u><a href="http://cloudycumulus.blogspot.com/2012/11/guaranteed-salesforce-success-with-this.html">here</a></u> and <u><a href="http://www.redpathcg.com/page/1/End-User-Adoption.jsp">here</a>.</u>)</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Users and departments who have previously been more independent may resent what feels like additional oversight of their work.</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;"><u>Bottom line:</u> It is critical that users understand WHY changes are being made, and that they are given incentive and opportunity to buy in to the process.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>2) Volume</b></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><u>Bottom line:</u> How will you process and understand the huge quantities of data you will now have access to?</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>3) Assumptions</b></span></div>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Are you ready to see the truth if the data shows you that your assumptions about your business are not correct?</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;"><u>Bottom line: </u>Get ready for paradigm shift.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Next time,</b> Cloudy has some important tips for you to harness Big Data for your business.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">If you would like to talk to a Redpath consultant, <a href="https://www.blogger.com/Big%20Data%20-%20Small%20Business%20:%20Part%20II">Click Here.</a> </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-38892320240833448262014-01-06T17:24:00.000-06:002016-05-03T14:43:16.005-05:00Big Data - Small Business : Part I<b:if cond='data:blog.url == "http://cloudycumulus.blogspot.com/2014/01/big-data-small-business-part-i.html"'>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;">What does <b>Big Data</b> mean for your Small Business or Nonprofit?</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Big Data simply means bringing ALL the parts of your business into ONE PLACE.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">No matter the size of your enterprise, you are juggling many data sources and data points:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Customers * </span><span style="font-family: Arial, Helvetica, sans-serif;">Clients * </span><span style="font-family: Arial, Helvetica, sans-serif;"><b>Leads </b>* </span><span style="font-family: Arial, Helvetica, sans-serif;">Lists * </span><span style="font-family: Arial, Helvetica, sans-serif;"><i>Registrations</i></span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Customer Service Issues</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><b><span style="font-family: Arial, Helvetica, sans-serif;">Social Media Contacts</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span></b><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Important Relationships</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;"><i>Vendors</i></span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Partners</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Content</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">*<b> </b></span><b><span style="font-family: Arial, Helvetica, sans-serif;">Board Memebers</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span></b><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;"><i>Web Inquiries</i></span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Marketing Initiatives</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;"><b>Documentation</b></span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;"><i>Email and Marketing Analytics</i></span><span style="font-family: Arial, Helvetica, sans-serif; font-weight: bold;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Event Attendees</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Roles and Responsibilities in your organization</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;"><b>Accounting and Financials</b></span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;">Spreadsheets and multiple databases</span><span style="font-family: Arial, Helvetica, sans-serif;"> </span><span style="font-family: Arial, Helvetica, sans-serif;">* </span><span style="font-family: Arial, Helvetica, sans-serif;"><i>The list could go on...</i></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">At least a handful of these are certainly familiar to your business, and perhaps you can think of more. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Have you brought ALL of your business under one salesforce.com roof? Probably not! Historically, it was very common for businesses to manage their data in a segmented way. Even though it is now possible to get your Big Data into one place, many have not taken the leap. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;">Why aren't more businesses managing <b>more</b> of their business in salesforce.com?</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">1) Many <b>do not realize it is possible.</b> </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">With the salesforce.com sales cloud, service cloud, and custom cloud, along with 2,000+ Apps on the worldwide AppExchange marketplace, it is possible to manage every aspect of your business in salesforce.com. Despite the name, salesforce.com is NOT just for sales!</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">2) Many more <b>do not understand the benefits. </b>Here are just a few:</span></div>
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<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Efficiency: Make better use of your resources. Grow your business without growing your workforce.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Effective project management: Catch problems and identify potential growth areas earlier rather than later.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Visibility: Understand what is working and what is not. Identify your best customers. Put your focus in the right place. Gain insight into what is really most important.</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;">Tune in next time for Big Data - Small Business : Part II and Part III, where we will discuss some challenges and some helpful pointers to guide you on your journey to harnessing your Big Data.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">If you would like to talk to a consultant about your big data dreams, <a href="http://www.redpathcg.com/page/1/contact.jsp">Contact Us!</a></span></div>
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<br /></div>Unknownnoreply@blogger.com2tag:blogger.com,1999:blog-7035508236318982577.post-77583875804330748982013-11-12T12:14:00.000-06:002016-05-03T14:44:45.158-05:00Cloudy's Favorite Apps: Mass Edit + Mass Update + Mass Delete<b:if cond='data:blog.url == "http://cloudycumulus.blogspot.com/2013/11/cloudys-favorite-apps-mass-edit-mass.html"'>
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What do you do when you want to <b>edit the addresses</b> of a couple dozen contacts?<br />
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Or what if you need to <b>update the Stage</b> of numerous Opportunities at once?<br />
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Or might you wish to <b>quickly delete</b> all Leads who have had no activity in the past year?</div>
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This is the type of important data management that keeps your salesforce.com vital, but if it is a hassle, it might not get done. These jobs are too small to bother with data loader, but as you search, open, and edit each record individually, you will surely wish there was a better way.</div>
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<b>One of Cloudy's favorite FREE apps makes this possible:</b><br />
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<a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003J6KcEAK" target="_blank">Mass Edit + Mass Update + Mass Delete</a> -- the name says it all! After the easy installation of this app, all you need to do is go to the Search Layouts page of the standard object where you would like to use this button. (Step by step instructions appear in the install guide on the app)<br />
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The new buttons will appear on any list view on those object tabs. For specific data management tasks, you may want to create filtered list views that narrow down a list to the records you want to Mass Edit/Update/Delete. <i> </i>ie.<i> "All Contact with No Mailing Address", "All My Opportunities in Negotiation", </i>or<i> "All Leads with No Recent Activity".</i> You will have a chance choose specifically which records you are going to edit/update/delete from a list by checking the box next to the record.<br />
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwMI7Zm0gzmLXXt9Zk__OCIwRapAbvt5rHaU1N5iuN8y7arUzb4tztBb5ovf2reMU0PGWfc8OLOZif5cDdjdre5ojS3PXRxkcktZW1qaaiNQisvurOQY6j4WiOeIZyhPb1z68cpgHbSp4Y/s1600/Mass_Edit.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="192" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjwMI7Zm0gzmLXXt9Zk__OCIwRapAbvt5rHaU1N5iuN8y7arUzb4tztBb5ovf2reMU0PGWfc8OLOZif5cDdjdre5ojS3PXRxkcktZW1qaaiNQisvurOQY6j4WiOeIZyhPb1z68cpgHbSp4Y/s640/Mass_Edit.png" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-size: small; text-align: start;"><span style="color: #0b5394;">Here is an example of a "Mass Edit" view of Contact records. </span></span><br />
<span style="font-size: small; text-align: start;"><span style="color: #0b5394;">From here it's a snap to edit all four records at once and then save! </span></span><br />
<span style="font-size: small; text-align: start;"><span style="color: #0b5394;">Use Mass Edit when you want to Edit multiple records at once, but with different information for each one. </span></span><span style="color: #0b5394; font-size: small; text-align: start;"> For instance, each contact above likely has different phone and address information.</span></td></tr>
</tbody></table>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZyNNusaghWs5bo4K0HEI3ZTWA55WhyC6nBVUxdDkhLhGQN2vW58ithPHcazJprTMV8bB_8II3ldjMsp5HZRajsKua7G4NgbkUaoyI8eckKkFhejyGymeiGYhoP20I-aGgA1aaYAx6wGC1/s1600/Mass_Update.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><img border="0" height="182" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZyNNusaghWs5bo4K0HEI3ZTWA55WhyC6nBVUxdDkhLhGQN2vW58ithPHcazJprTMV8bB_8II3ldjMsp5HZRajsKua7G4NgbkUaoyI8eckKkFhejyGymeiGYhoP20I-aGgA1aaYAx6wGC1/s640/Mass_Update.png" width="640" /></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-size: small; text-align: start;"><span style="color: #0b5394;">Here is an example of a "Mass Update" view of Opportunity records. </span></span><br />
<span style="font-size: small; text-align: start;"><span style="color: #0b5394;">From the list view, select several Opportunities to update, and on this page choose the field to update (Stage), and the value to update to. Use Mass Update when you want to update multiple records with the SAME information. For instance, I can change all of these Opportunities to "Closed Lost".</span></span></td></tr>
</tbody></table>
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<b>BONUS:</b><br />
Once you are in the groove of using Mass Edit + Mass Update + Mass Delete for your small-batch data management needs, you might wish you could use the buttons on custom objects, or that you could customize the Mass Edit fields available. Since this free app is an "Unmanaged Package", it is possible, and easier than you might think, to extend its capabilities in these ways. You can find some how-to help among other app users on the "reviews" tab of the appexchange listing. <br />
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If you need more customization, training, or help, please <a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">Contact Us!</a><br />
<br />
For instructions on test-driving an App in your salesforce.com sandbox:<br />
<a href="http://cloudycumulus.blogspot.com/2012/11/test-drive-app-in-your-salesforce.html" target="_blank">Test Drive an App in your Salesforce.com Sandbox</a><br />
<br />
More of Cloudy's Favorite Apps:<br />
<a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-dupecatcher.html" target="_blank">Dupe Catcher</a><br />
<a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html" target="_blank">Conga Composer</a><br />
<a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html" target="_blank">Form Assembly</a><br />
<a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-rollup-helper.html" target="_blank">Rollup Helper</a><br />
<br />
<br /></div>Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-84742954496058119762013-10-08T15:55:00.000-05:002013-10-09T14:55:51.594-05:00Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 2<div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhbbTEhDXmb73hVfmfa-u4-DkYVhJVcQV1aWJbhXXtNGQqmVCTagAKWjq1rtjr_9NMPvcUCPspAFTgYneNS6t9Pd5SRFnuDw_YZXeZBy64PubD-N2ja1vdqNElQ_38KIL4KNfycNxwxqRET/s1600/cloudy+phone+copy.gif" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="265" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhbbTEhDXmb73hVfmfa-u4-DkYVhJVcQV1aWJbhXXtNGQqmVCTagAKWjq1rtjr_9NMPvcUCPspAFTgYneNS6t9Pd5SRFnuDw_YZXeZBy64PubD-N2ja1vdqNElQ_38KIL4KNfycNxwxqRET/s400/cloudy+phone+copy.gif" width="400" /></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/10/cloudys-chalkboard-tracking-stars-in.html">Last week we started creating a complex dashboard table that could help a nonprofit keep tabs on its most important donors</a>. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">We created the report that will be the basis for the dashboard component. Today we will finish by actually adding it to the dashboard!</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 1</b>: Add a chart to your source report</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b><i><u>In order to create a complex dashboard table, you must first add a chart to the source report. </u></i>The chart on the report itself does not have to look meaningful: in fact, it usually doesn't! </b></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Go to your report, click "Customize" and then click "Add Chart":</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif; margin-left: 1em; margin-right: 1em;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVWtdacDpY-dWCbiJijejxt_CdQTR3nGZRosTpVYWDmuPIJaxhHpJUSrj-9wwBHXKUzKe_94X0xuh5WLKE9MeNVi-_0oqJD2wbgbnLRt330K9mvUhs2zTk6Vo8xkHGebNKdcYo1Qp6EjdP/s1600/2013-10-04_1251.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="182" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiVWtdacDpY-dWCbiJijejxt_CdQTR3nGZRosTpVYWDmuPIJaxhHpJUSrj-9wwBHXKUzKe_94X0xuh5WLKE9MeNVi-_0oqJD2wbgbnLRt330K9mvUhs2zTk6Vo8xkHGebNKdcYo1Qp6EjdP/s400/2013-10-04_1251.png" width="400" /></a></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Choose a scatter chart as the type of chart, and on the chart data tab, set all four chart data fields to the meaningful groupings of your report, as shown:</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNSZibpQH0Q1EO2kKa5Hw4IKmOAlwdRec82JPdPCBTuaDcDZuwA9h2oKHObGHPWS2k389ODsvwMfQ1jwE3RsV4QK3R6SerA7LO6QYItv0MxjkdguQkPDriWqeNptZHlqcxlpqfi9sfy08s/s1600/2013-10-04_1309.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="266" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjNSZibpQH0Q1EO2kKa5Hw4IKmOAlwdRec82JPdPCBTuaDcDZuwA9h2oKHObGHPWS2k389ODsvwMfQ1jwE3RsV4QK3R6SerA7LO6QYItv0MxjkdguQkPDriWqeNptZHlqcxlpqfi9sfy08s/s640/2013-10-04_1309.png" width="640" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Click "OK" and then Save and Run your report. You will notice that the resulting scatter chart is not very interesting as a chart, but it allows us to create a more complex dashboard table. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">**If you want to make the chart less prominent on the report itself go to the "Formatting" tab on the chart editor and choose to make the chart size "Tiny" and the chart location "Below Report"!**</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 2:</b> Go to your dashboard</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">You probably have multiple dashboards in your salesforce org; choose the one where you would like to add this component, or start a new one. For more about creating and editing dashboards, check out: <span style="background-color: white; color: #222222;"><a href="http://cloudycumulus.blogspot.com/2013/01/cloudys-chalkboard-creating-dashboards.html">Cloudy's Chalkboard: Creating Dashboards</a></span></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">When you are on the correct dashboard, click "edit"</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 3:</b> Drag a table component onto the dashboard</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeHcvxDQhlcwmLsbyT2Ctv0l_CCyWauwIwdU7S_NXCk3Wm4tPc3INeOvnP7kp60fV1kadvI87TGJjMLkhzuJIWC4cRuaIkFBqk5FE3ekreTn_RXHRf5Aqb9smn1qEKhGNGWGnTk-kGFrGV/s1600/2013-10-04_1230.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="260" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeHcvxDQhlcwmLsbyT2Ctv0l_CCyWauwIwdU7S_NXCk3Wm4tPc3INeOvnP7kp60fV1kadvI87TGJjMLkhzuJIWC4cRuaIkFBqk5FE3ekreTn_RXHRf5Aqb9smn1qEKhGNGWGnTk-kGFrGV/s640/2013-10-04_1230.png" width="640" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 4:</b> Drag the correct report onto the component.</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiffYHthagWkVBW39dBjTPi4DqZpa3smuGLCyQJbnzLBRZtDwmLglT30t-QoRiqwzu6TenNon-JRr0SAIvezC3Olvj2Xn_os_AYhW5LLpXlQyAVToMDC-1R-b79hIUFJqEaP7H3ST8STzj4/s1600/2013-10-04_1233.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="264" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiffYHthagWkVBW39dBjTPi4DqZpa3smuGLCyQJbnzLBRZtDwmLglT30t-QoRiqwzu6TenNon-JRr0SAIvezC3Olvj2Xn_os_AYhW5LLpXlQyAVToMDC-1R-b79hIUFJqEaP7H3ST8STzj4/s640/2013-10-04_1233.png" width="640" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Note that you must switch from the "Components" tab to the "Data Sources" tab in the Dashboard Builder palette on the left side. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;"><br /></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">(For instructions about how to build this report, see last week's post: </span></div>
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-weight: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;"><a href="http://cloudycumulus.blogspot.com/2013/10/cloudys-chalkboard-tracking-stars-in.html">Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 1</a>)</span></h3>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 5: </b>Edit the table</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">The default settings of the table that appears will only show 2 columns. Click the wrench in the upper right corner of the table to see more options.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">On the Component Editor that appears, choose the Formatting tab and click "<i>Customize table</i>". You will now be able to edit the table columns to show all four data points: </span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5-QeCLaKAhpeq4xhtcHXxS1nYdAgv9HiqEhlSNHzCnufcPTM_HYd946YqyeE9RTzvq420UIBbfafh_LLCMwfLT7XGHasbnFlpiK91PYzaYZSvoRFAeAHtwHclN51Mx_S7QzdclgVJa7tp/s1600/2013-10-04_1316.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" height="416" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi5-QeCLaKAhpeq4xhtcHXxS1nYdAgv9HiqEhlSNHzCnufcPTM_HYd946YqyeE9RTzvq420UIBbfafh_LLCMwfLT7XGHasbnFlpiK91PYzaYZSvoRFAeAHtwHclN51Mx_S7QzdclgVJa7tp/s640/2013-10-04_1316.png" style="cursor: move;" width="640" /></a>Congratulations! You have created a complex dashboard table that will allow you to keep track of important donor relationships that might be at risk. Consider scheduling this dashboard to refresh regularly, and/or have it emailed to interested parties automatically.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirX-VF-8IL6D4t8mZQEsEU6NEBhTrWC1DbWK9q5xSBwNyomi3HzclI4QY2XSOM1vP3wFH8GP2jOk4IWUGT8V9GsmN7dtENsspiINWYdNHtArSB5pd1SvHIL26EpeRsSmJrvqEVFJruW5bz/s1600/2013-10-01_1127.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEirX-VF-8IL6D4t8mZQEsEU6NEBhTrWC1DbWK9q5xSBwNyomi3HzclI4QY2XSOM1vP3wFH8GP2jOk4IWUGT8V9GsmN7dtENsspiINWYdNHtArSB5pd1SvHIL26EpeRsSmJrvqEVFJruW5bz/s320/2013-10-01_1127.png" width="273" /></a></div>
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Following similar steps, you can create tables to track other parts of your business as well. If you would like help with your reporting and dashboards, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a><br />
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Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-4460522361633166902013-10-01T14:39:00.000-05:002013-10-01T15:04:11.506-05:00Cloudy's Chalkboard: Tracking the stars in your salesforce universe - Part 1<div class="separator" style="clear: both; text-align: center;">
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjZCKQ6xNHvTb5H_DbVQGp00Xkp_p_hQx4ZgrdWPWDAbgIWgPVROKxVSUt9L31OqOhEiYfbG7AUFqFgdm0QiYoFhGVi14kb_7A1awkwOPcF1Ob69aVlN6xa91go3P9inTaDk2Avrwv5b0Ca/s1600/starrysky.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"></span></a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4nboNmunR8T-XsI9I1E1pF7zapDbM0d64oKOE9Pi7BIAIXny2kpzQGkmhndTJXPtAvpJip_U_2CPavr7xBjJBT5SxYmIid84Ko8Oya0BYKMPH5kw8tPErgWmxJORc630ZllP2CG4igU8f/s1600/starrysky.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="Who are the STARS in your salesforce.com org?" border="0" height="261" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg4nboNmunR8T-XsI9I1E1pF7zapDbM0d64oKOE9Pi7BIAIXny2kpzQGkmhndTJXPtAvpJip_U_2CPavr7xBjJBT5SxYmIid84Ko8Oya0BYKMPH5kw8tPErgWmxJORc630ZllP2CG4igU8f/s400/starrysky.jpg" title="Who are the STARS in your salesforce.com org?" width="400" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;"><b>Who are your </b></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;"><b>STAR clients?</b></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;"><b><br /></b></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;"><b>Are any of those </b></span></div>
<div style="text-align: center;">
<span style="font-family: Arial, Helvetica, sans-serif; font-size: large;"><b>relationships at risk?</b></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">If you are using <a href="http://salesforce.com/">salesforce.com</a> CRM, you understand the<i> idea </i>of <a href="http://blogs.salesforce.com/company/2013/01/what-is-crm-your-business-nerve-center.html"><b>C</b>ustomer <b>R</b>elationship <b>M</b>anagement</a>: you want to track the relationships and transactions of your customers or constituents and gain a 360 degree view of your business. You know that you can look at a single contact record and see all of their information, including lifetime transactions, campaign involvement, and activity history. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<b>But how do you leverage that information at a higher level?</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
Let's learn how to create a complex dashboard table that displays critical relationship updates at a fictitious nonprofit organization called Cartoon.org:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
</span><br />
<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: left; margin-right: 1em; text-align: left;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhM_lHufRya9lL_qKlbC1dH53-OqvWiedrLlrTcCT3Tlh17gd71H3-DA0B19x_2yxFNblrmNbx8_xnO-LrSH9euTdVv9x78oVEGtkvsfZrtrrTdCLzo8BsXUFQmndnrZRW6QPxbpIG6dKls/s1600/2013-10-01_1127.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img alt="Donor Relationship Dashboard" border="0" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhM_lHufRya9lL_qKlbC1dH53-OqvWiedrLlrTcCT3Tlh17gd71H3-DA0B19x_2yxFNblrmNbx8_xnO-LrSH9euTdVv9x78oVEGtkvsfZrtrrTdCLzo8BsXUFQmndnrZRW6QPxbpIG6dKls/s400/2013-10-01_1127.png" title="Donor Relationship Dashboard" width="341" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="color: #990000;">This example relies on some fields that are standard<br />in the salesforce.com Non Profit Starter Pack.<br />A for-profit company can create a metric to fit their business<br />using the same basic process described here.</span></span></td></tr>
</tbody></table>
<span style="font-family: Arial, Helvetica, sans-serif;">Cartoon.org puts a high value on two types of donors:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
1) Those who have donated more than $2,000 in their lifetime.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
2) Those who have donated more than 5 times in their lifetime, regardless of amount.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
These donors have shown, either by the amount OR frequency of their donations, that they are invested in the mission of Cartoon.org: it would be unwise to let those relationships founder!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
The head of development at Cartoon.org wants to see a table of these high-value donors who HAVE NOT DONATED in the last six months. She will use this information to target these donors with some special attention to make sure they don't forget about their favorite charitable organization!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<br />
This two-part demo will show you how to create this report and dashboard for your organization.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<b><span style="font-size: large;">Step 1: Create a new report</span></b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
Go to Reports>New Report>Accounts & Contacts>Contacts & Accounts>Create</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><i>("Accounts" may be renamed "Organizations" in your org!)</i></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><i><br /></i>
<b><span style="font-size: large;">Step 2: Set Filters and Filter Logic</span></b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span id="docs-internal-guid-309359b0-7534-54b2-f287-f0896182d712"><br /><span style="font-size: 15px; vertical-align: baseline; white-space: pre-wrap;"></span></span>
</span><br />
<div dir="ltr">
<table style="border-collapse: collapse; border: none; width: 624px;"><colgroup><col width="*"></col><col width="*"></col></colgroup><tbody>
<tr style="height: 0px;"><td style="border: 0px solid #ffffff; padding: 7px 7px 7px 7px; vertical-align: top;"><div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Standard Filters: </span></div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Show = All Accounts (/All Organizations)</span></div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Date Field = Created Date</span></div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Range = All Time</span></div>
</td><td style="border: 0px solid #ffffff; padding: 7px 7px 7px 7px; vertical-align: top;"><div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: italic; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Custom Filters:</span></div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Total Number of Gifts >= 5</span></div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Total Gifts >= $2,000</span></div>
<div dir="ltr" style="line-height: 1.15; margin-bottom: 0pt; margin-top: 0pt;">
<span style="background-color: transparent; color: black; font-family: Arial, Helvetica, sans-serif; font-size: 15px; font-style: normal; font-variant: normal; font-weight: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;">Last Gift Date < "6 MONTHS AGO"</span></div>
</td></tr>
</tbody></table>
</div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><i>(**NOTE: You will probably need to adjust the custom filter values to reflect donation totals, donation frequency, and time frames that are meaningful to your organization!)</i></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDdDk2KxKqxTVYHoRgLEePkj43zoI19AojV5RGj_d3kqT-z5WtZ1eEA8TXAWcs1pJu2thkh90RPEl3qOJ8qFzlYDF562Uceh-QDv_3y5cYB5DLTW7ZznnCFP7z80EPBEbEa-eL3vBqcBZo/s1600/2013-10-01_1208.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img alt="Finding at-risk relationships" border="0" height="171" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgDdDk2KxKqxTVYHoRgLEePkj43zoI19AojV5RGj_d3kqT-z5WtZ1eEA8TXAWcs1pJu2thkh90RPEl3qOJ8qFzlYDF562Uceh-QDv_3y5cYB5DLTW7ZznnCFP7z80EPBEbEa-eL3vBqcBZo/s640/2013-10-01_1208.png" title="Finding at-risk relationships" width="640" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><i>Filter Logic:</i></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Adjust the filter logic by clicking the little down arrow next to "Filters" and select "Filter Logic".</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">The default logic that is displayed will be "1 AND 2 AND 3".</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Edit it to be "(1 OR 2) AND 3" as shown above.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<b><span style="font-size: large;">Step 3: Set Columns and Summarize</span></b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
You can quickly clear the default columns by clicking "Remove All Columns" Link</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWHlkx9JQs4EWVZR9nt2kGNbvEDltNTikLROHn2E_O1MKOqkrrw9jiECUbAqcS4NbLr-9niIMqCrnryD-WuVGyb386ttVZJcmihUVog_AMq3HLqCvUegcpZidxkoP-YzxOoPevYC4tFKl7/s1600/Untitled-1+copy.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img alt="reporting in salesforce.com" border="0" height="288" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgWHlkx9JQs4EWVZR9nt2kGNbvEDltNTikLROHn2E_O1MKOqkrrw9jiECUbAqcS4NbLr-9niIMqCrnryD-WuVGyb386ttVZJcmihUVog_AMq3HLqCvUegcpZidxkoP-YzxOoPevYC4tFKl7/s640/Untitled-1+copy.jpg" title="reporting in salesforce.com" width="640" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
Add the four columns we need for this report: </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Name, Last Gift Date, Total Number of Gifts, and Total Gifts</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
Summarize the two "Total" columns:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Hover over the column header, click the down arrow, select "Summarize this Field" and click "Sum" on the dialogue box.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<b><span style="font-size: large;">Step 4: Add report groupings</span></b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
Group by "<i>Last Gift Date</i>" and "<i>Name</i>":</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Hover over the column header, click the down arrow and select "Group by this Field" for both columns.</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_0HSC6oljrEqUoa-UfIk27UTbjNXA5cG8INX5vPdqf-ZCDycP6jOJ-iYGynWMqqRiSBUyNfO9uCHtcpE4Gge_L72wBHTm7AolyEGTwSzUSMlKuv8ovH7kxJ53j4OLXafeFNlhhtfrVPGf/s1600/Untitled-2+copy.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img alt="Report grouping in salesforce.com" border="0" height="289" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj_0HSC6oljrEqUoa-UfIk27UTbjNXA5cG8INX5vPdqf-ZCDycP6jOJ-iYGynWMqqRiSBUyNfO9uCHtcpE4Gge_L72wBHTm7AolyEGTwSzUSMlKuv8ovH7kxJ53j4OLXafeFNlhhtfrVPGf/s640/Untitled-2+copy.jpg" title="Report grouping in salesforce.com" width="640" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
Run the report; it should look like this: </span><br />
<div class="separator" style="clear: both; text-align: center;">
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXQjJMD9_bV1t6s8b3-6_hyphenhyphenKQuU7BS3KeAfsLE2IVhYtiur52t8L1NSd6rt8v3JcttNEuyKaQQOcvjQYlEyVhVqR7MKImLIFdCD-rrxkzIx4NaCAhNNg2tBCyE3wsKTWhA7QgXCNXIbY36/s1600/2013-10-01_1248.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img alt="salesforce.com run report " border="0" height="400" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhXQjJMD9_bV1t6s8b3-6_hyphenhyphenKQuU7BS3KeAfsLE2IVhYtiur52t8L1NSd6rt8v3JcttNEuyKaQQOcvjQYlEyVhVqR7MKImLIFdCD-rrxkzIx4NaCAhNNg2tBCyE3wsKTWhA7QgXCNXIbY36/s400/2013-10-01_1248.png" title="salesforce.com run report " width="215" /></a></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
<b><span style="font-size: large;">Step 5: Save your report</span></b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
Click "Save" and save your report with a meaningful name and description. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<span style="color: #990000;"><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * *</b></span></span><br />
<span style="color: #990000; font-family: Arial, Helvetica, sans-serif;"><b>This report is ready to be shared </b></span><br />
<span style="color: #990000; font-family: Arial, Helvetica, sans-serif;"><b>with your development team: </b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="color: #990000;"><b><br /></b></span>
<span style="color: #990000;"><b>These are </b><b>your most important at-risk donors.</b></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><span style="color: #990000;"><br /></span></b>
<b><span style="color: #990000;">Make a plan to follow up with them!</span></b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><span style="color: #990000;"><br /></span></b>
<span style="color: #990000;"><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * * </b><b>* * * * *</b></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
Tune in next week to create a handy dashboard component with this information.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
</span><br />
<h3>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>If you would like help creating more meaningful reports and dashboards for your organization, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a></b></span></h3>
<br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">More dashboard tutorials from Cloudy:</span><br />
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 22px; font-weight: normal; margin: 0.75em 0px 0px; position: relative;">
<a href="http://cloudycumulus.blogspot.com/2013/01/cloudys-chalkboard-creating-dashboards.html">Cloudy's Chalkboard: Creating Dashboards</a></h3>
<div>
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-family: Arial, Tahoma, Helvetica, FreeSans, sans-serif; font-size: 22px; font-weight: normal; margin: 0.75em 0px 0px; position: relative;">
<a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-chalkboard-grouped-bar-charts.html">Cloudy's Chalkboard: Grouped Bar Charts</a></h3>
</div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b></span>Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-7035508236318982577.post-68934428411097281202013-09-03T15:32:00.001-05:002013-10-01T11:12:33.781-05:00Cloudy's Chalkboard: Use a Workflow to send an Email<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKJ77cYus9CnItkl2HqsSKNDwsEHwzjW4MMZFCA5aTRnaHjYP2GItkKBOi6NuOAbK4tjuNrNSp1uJCnfmzOAn0QWVUogdrcuAOlRhTuJzzrjKHFOZHxSXYUT4vYHxuZlg7cfBlE4nSc7XL/s1600/emailworkflow.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="243" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgKJ77cYus9CnItkl2HqsSKNDwsEHwzjW4MMZFCA5aTRnaHjYP2GItkKBOi6NuOAbK4tjuNrNSp1uJCnfmzOAn0QWVUogdrcuAOlRhTuJzzrjKHFOZHxSXYUT4vYHxuZlg7cfBlE4nSc7XL/s400/emailworkflow.jpg" width="400" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Using workflows in salesforce.com to automate your business processes saves you time, money and frustrating busywork. Today, we will set up a workflow to send an email. Emails can be automatically sent not only to salesforce.com users, but to other employees, business partners, and customers. Merge fields in the email template can bring in the recipient's name as well as other information from their record.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
If you are not yet using workflows, you might not know when you should use one! Here are some examples of when you might use a workflow to send an email:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
-When an Opportunity worth more than $50k is Closed-Lost, the sales manager should be notified for follow-up.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">-When a Sales Rep completes a demo with a client, a Thank You email should be sent to the client.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">-When a new Account is created in a given geographic location, the regional manager should be notified.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
These specific examples might not apply to your business, but can help you start thinking about the kinds of events and processes in your org that should trigger an automatic email or alert.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
</span><br />
<div style="text-align: center;">
<span style="font-family: Arial, Helvetica, sans-serif;">****************</span></div>
<div style="text-align: center;">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Let's use the example of the Thank You note after a demo. After completing a product demo with a contact, the Sales Rep marks a custom checkbox called "Demo Participant" on the contact records of the participants. When this box is checked, we want to automatically send out a personalized thank you email to that contact.</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2i7MlS79Ekc3oTmypgGIPuel4NBLTzrJF86q9cGePD4gwd-zplKP-FoWJ760l3zv3dIZpPWEMVsgJHMKIuK4BNA4F-aeAWfUwyXbbxY9DgsKz6_EX2Acp7c1LmfvfTDdeHqEHI0oSe9j5/s1600/2013-08-07_1418.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="102" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2i7MlS79Ekc3oTmypgGIPuel4NBLTzrJF86q9cGePD4gwd-zplKP-FoWJ760l3zv3dIZpPWEMVsgJHMKIuK4BNA4F-aeAWfUwyXbbxY9DgsKz6_EX2Acp7c1LmfvfTDdeHqEHI0oSe9j5/s400/2013-08-07_1418.png" width="400" /></span></a></div>
<b><span style="font-family: Arial, Helvetica, sans-serif;">Step 1: Create the Email Template</span></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
</span><br />
<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgYsZSFlbnSJKFsYXl0sb9_R8UBD2HenJ5DHt2xM5hD7qySSkkYJ3Rd83LAS61Xpzq-5W3mj_o-2vksYrLObNP6IC_IgwG3m2hC_a33BHmXgJYpG9dJLKfajH5rhX48Bd_ZJXnEY9oACBW/s1600/2013-08-07_1443.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="188" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgYsZSFlbnSJKFsYXl0sb9_R8UBD2HenJ5DHt2xM5hD7qySSkkYJ3Rd83LAS61Xpzq-5W3mj_o-2vksYrLObNP6IC_IgwG3m2hC_a33BHmXgJYpG9dJLKfajH5rhX48Bd_ZJXnEY9oACBW/s320/2013-08-07_1443.png" width="320" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: small;"><span style="text-align: start;">The Merge Fields on your template should be related to "Contact." For step-by-step instructions to create an email template, check out</span><a href="http://cloudycumulus.blogspot.com/2013/08/cloudys-chalkboard-how-to-create-email.html" style="text-align: start;"> Cloudy's Chalkboard: How to Create an Email Template.</a><span style="text-align: start;"> </span><i style="text-align: start;">Be sure to mark the "Available for Use" checkbox before you are done!</i></span></td></tr>
</tbody></table>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
<b>Step 2: Create the Workflow Rule</b></span><br />
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Go to Setup>Create>Workflow & Approvals>Workflow Rules and click "New."</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select the object where the trigger action will occur. (In this case, "Contact".) Click "Next".</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Name and describe the rule. <i>As a best practice, begin the rule name with the name of the object, or an abbreviation thereof. (When you have a lot of workflows, this helps keep related rules grouped together in the list.)</i></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Under Evaluation Criteria, choose "created, and any time it's edited to subsequently meet criteria".</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Under Rule Criteria, define the field values or formula test that will trigger the action. For this example "Contact: Demo Participant" + "equals" + "TRUE"</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click "Save & Next"</span></li>
</ul>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgjIZf6GLy_ldf7JdjfIc90EpWyJRsevbh0Z2rLA3ukS1OcHkMt_HHKYf1Y8YT7-LrMcmFGvkUyDoTVleEiVdW06QSu6Nree044vWT0A0UGZVqO2BEY3R_mGY75IvHEc5EpfwXlvLVs9EP/s1600/2013-08-07_1425.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="363" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhgjIZf6GLy_ldf7JdjfIc90EpWyJRsevbh0Z2rLA3ukS1OcHkMt_HHKYf1Y8YT7-LrMcmFGvkUyDoTVleEiVdW06QSu6Nree044vWT0A0UGZVqO2BEY3R_mGY75IvHEc5EpfwXlvLVs9EP/s640/2013-08-07_1425.png" width="640" /></span></a></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjU6JjRj2EJfkHKTIVG2qP5FrGHUrHZySKyRKu4y_5NgHa3ul7L59O1oZChoiSAWDdxOaQ-Xnk8oEDiqCUYeWPqsccrpefcX1D9bmbVAw8y6W7s5vqIvAeTaAZ0TVif87bHXELe9ayJCw36/s1600/2013-08-07_1448.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></a><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjU6JjRj2EJfkHKTIVG2qP5FrGHUrHZySKyRKu4y_5NgHa3ul7L59O1oZChoiSAWDdxOaQ-Xnk8oEDiqCUYeWPqsccrpefcX1D9bmbVAw8y6W7s5vqIvAeTaAZ0TVif87bHXELe9ayJCw36/s1600/2013-08-07_1448.png" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="200" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjU6JjRj2EJfkHKTIVG2qP5FrGHUrHZySKyRKu4y_5NgHa3ul7L59O1oZChoiSAWDdxOaQ-Xnk8oEDiqCUYeWPqsccrpefcX1D9bmbVAw8y6W7s5vqIvAeTaAZ0TVif87bHXELe9ayJCw36/s200/2013-08-07_1448.png" width="167" /></span></a></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<b><span style="font-family: Arial, Helvetica, sans-serif;">Step 3: Add the Workflow Action</span></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<br />
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select "New Email Alert" from the Add Workflow Action menu. A new screen will appear.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Add a short description (the unique name will auto-pupulate based on the description).</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select your email template from the lookup.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Under Recipient Type, select "Email Field" and from the dual panes below, select the correct contact email address.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click "Save."<i> On the final screen that appears, click "<u>Activate</u>".</i><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8b_kO2P6SdWW-lFJpWmd5mbFwjyoQw3tVRgHwUpdYMGOb0ylZ3DyCkZ907VPuL4KQ7zS-STOdTX5qeWWOWxje8BSXSKt_iaKRoaSOmzVxOyM4dMFm-pYZz-JZrS_4AxcR_fLanVjusQKF/s1600/2013-08-07_1455.png" imageanchor="1" style="clear: left; display: inline !important; font-family: Arial, Helvetica, sans-serif; margin-bottom: 1em; margin-right: 1em; text-align: center;"><img border="0" height="640" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8b_kO2P6SdWW-lFJpWmd5mbFwjyoQw3tVRgHwUpdYMGOb0ylZ3DyCkZ907VPuL4KQ7zS-STOdTX5qeWWOWxje8BSXSKt_iaKRoaSOmzVxOyM4dMFm-pYZz-JZrS_4AxcR_fLanVjusQKF/s640/2013-08-07_1455.png" width="600" /></a></span></li>
</ul>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">You are ready to test your workflow!</span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;">If you would like help adding process automation to your salesforce.com, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-635930189345168682013-08-22T08:38:00.001-05:002013-10-01T11:11:18.711-05:00Cloudy's Chalkboard: Email Template Pro Tips!<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgfPOTgHV7yPRGKZVavdP2MMPFsK0Q4SwM_XiambmfLtJTUJrqXsA_y1BnNWwkgj1PSDmKVxi9ZbXIf7wwhdsP4ckkvSwqNqWVwNvswL7kvfjheHqF-ZC5guRz-EcOaW63OITzU6CMktNEq/s1600/Cloudy's+Chalkboard+Pro+Tips.JPG" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img alt="Salesforce Pro Tips" border="0" height="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgfPOTgHV7yPRGKZVavdP2MMPFsK0Q4SwM_XiambmfLtJTUJrqXsA_y1BnNWwkgj1PSDmKVxi9ZbXIf7wwhdsP4ckkvSwqNqWVwNvswL7kvfjheHqF-ZC5guRz-EcOaW63OITzU6CMktNEq/s400/Cloudy's+Chalkboard+Pro+Tips.JPG" title="Salesforce 101" width="400" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://www.cloudycumulus.blogspot.com/2013/08/cloudys-chalkboard-how-to-create-email.html">In Cloudy's last two posts, you learned how to set up salesforce.com email letterheads and templates.</a> Once you get started with email templates, you won't want to quit! The possibilities for saving time and streamlining processes are many, but you will encounter questions and roadblocks as your imagination kicks in. Here are a couple of Cloudy's favorite Pro Tips for getting the most out of Email Templates:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<b><span style="font-family: Arial, Helvetica, sans-serif;">Pro Tip #1: Merging information from related records</span></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">You may have noticed that unlike elsewhere in salesforce.com (such as in the advanced formula editor), the Merge Field menu does <i>not </i>allow you to navigate through layers of related records to grab the Merge Field you want. For instance, if you are sending a Contact-related email, you cannot insert a field from their related Account record.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Get around this by adding a formula field to the Contact record which captures the related Account field that you need for your email! You don't have to put this field on your page layout, and you may want to give it a distinctive name and description so that you and other administrators can easily remember its function. <i> ie. "THIS IS AN EMAIL TEMPLATE FORMULA FIELD!"</i></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><i><br /></i>
<b>Pro Tip #2: "Sending User" Information</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
If you have numerous reps all using the same Template to email Contacts, you may want a way for each rep's contact information to populate in the template automatically - for instance, as a personalized "signature". </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Simply select "Sending User Fields" from the "Select Field Type" picklist. Whereas most of your template merge fields must come from the Object that the email will be related to (ie. "Contact"), the Sending User fields are an exception.</span><br />
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgix7yz3uxF3O5USYjEoHG_A5Qp9t-IwKxdQqyWl91cOm09bonWIDb8WNm7qHCQ5VH0g1Ri-E46-JL6WBZOKuaApPsnDUweFigtnG-Yu1kw_7Pt2mLIYT4OBPUHBIl-8_llEydgcO3mUgCw/s1600/2013-08-05_1001.png" imageanchor="1" style="margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="91" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgix7yz3uxF3O5USYjEoHG_A5Qp9t-IwKxdQqyWl91cOm09bonWIDb8WNm7qHCQ5VH0g1Ri-E46-JL6WBZOKuaApPsnDUweFigtnG-Yu1kw_7Pt2mLIYT4OBPUHBIl-8_llEydgcO3mUgCw/s640/2013-08-05_1001.png" width="640" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">This merge field will allow the recipient to easily call the rep who sent the email.</span></td></tr>
</tbody></table>
<span style="font-family: Arial, Helvetica, sans-serif;"><i>**IF YOUR "SENDING USER" MERGE FIELDS ARE NOT POPULATING CORRECTLY</i>: check that the correct user information is entered on the User record!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<b><span style="font-family: Arial, Helvetica, sans-serif;">Pro Tip #3: Dynamic URLs</span></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b><br /></b>
You can add a basic URL link by:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">1: Type the text as you would like it to appear and highlight it.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">2: Click the LINK icon on the tool bar.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">3: Enter the web url in the box that appears.</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRZ-0N0g9xzA-xwBlgtCiz-ngWNBkhfSl8bzEvUX-a2yF_pRyshcWV5U7A_WdDtbFSMGSZHr8VEAkcMHelieTl5z8vkQvDoiy4jdPQysaJBXbpKe-ev1qFlsf88J5nLM9DucbpzomD7nWe/s1600/2013-08-05_0940+copy.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="272" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiRZ-0N0g9xzA-xwBlgtCiz-ngWNBkhfSl8bzEvUX-a2yF_pRyshcWV5U7A_WdDtbFSMGSZHr8VEAkcMHelieTl5z8vkQvDoiy4jdPQysaJBXbpKe-ev1qFlsf88J5nLM9DucbpzomD7nWe/s640/2013-08-05_0940+copy.jpg" width="640" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">But what if you don't want to link to a STATIC website, and instead you want to send a <i>dynamic/individualized URL </i>based on the record you are sending from?</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Simply create a URL field on the primary object, and populate it with your individualized URL links. Then on your template, follow the same steps as above but paste the MERGE FIELD for your new URL field in the text box.</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgdt6MJj084SO5ErcV699RINPKcECQJop8gUL9KjP6xnZKQOcGBT31-K_4hn211Q2ZtCjMv7sDGmSl_Xws9fs_eE9IepThNRRCMoPkooDBaoZ3fSepVJ5eJpV1Bv2qI_mg9gRnYGh0LxX4M/s1600/2013-08-05_0946.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="168" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgdt6MJj084SO5ErcV699RINPKcECQJop8gUL9KjP6xnZKQOcGBT31-K_4hn211Q2ZtCjMv7sDGmSl_Xws9fs_eE9IepThNRRCMoPkooDBaoZ3fSepVJ5eJpV1Bv2qI_mg9gRnYGh0LxX4M/s320/2013-08-05_0946.png" width="320" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">You now have a dynamic URL link that will change based on the record it is sent from!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">These are just a few of Cloudy's favorite email template tips. If you have more questions about advanced functionality with salesforce.com email templates, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Related Posts:</span><br />
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-weight: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;"><a href="http://www.cloudycumulus.blogspot.com/2013/06/cloudys-chalkboard-how-to-create-email.html">Cloudy's Chalkboard: How to Create an Email Letterhead</a></span></h3>
<h3 class="post-title entry-title" itemprop="name" style="background-color: white; color: #222222; font-weight: normal; margin: 0.75em 0px 0px; position: relative;">
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;"><a href="http://www.cloudycumulus.blogspot.com/2013/08/cloudys-chalkboard-how-to-create-email.html">Cloudy's Chalkboard: How to Create an Email Template</a></span></h3>
<br />Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-69812127745826173132013-08-05T10:14:00.002-05:002013-08-06T08:46:21.429-05:00Cloudy's Chalkboard: How to Create an Email Template<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmsksRDEBrL2h-3r5Qe6z-4bHjBvR3XKtCO73NiF_KpM6rKN1RFaprcHOTS1vo2gvz31oJRBGdm_EiInHT0gugDkPQvrNyzik7seizUgigIjU2gJGimrCldEUxSkWgyA3WMrYbe8me4jRm/s1600/cloudy+madlibs1+copy.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="250" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgmsksRDEBrL2h-3r5Qe6z-4bHjBvR3XKtCO73NiF_KpM6rKN1RFaprcHOTS1vo2gvz31oJRBGdm_EiInHT0gugDkPQvrNyzik7seizUgigIjU2gJGimrCldEUxSkWgyA3WMrYbe8me4jRm/s400/cloudy+madlibs1+copy.jpg" width="400" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Hopefully you are already using the emailing capabilities of salesforce.com to not only streamline and automate your email processes, but to capture relevant records of all your client communications!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /><a href="http://www.cloudycumulus.blogspot.com/2013/06/cloudys-chalkboard-how-to-create-email.html">Last time, Cloudy illustrated the steps to create an email letterhead.</a> A themed letterhead with your logo will give your emails a consistent, branded look and feel. Today we will create an email template. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">With email templates you get simplicity and quality control:</span><br />
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Standardize the email messages used by your team.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Keep all messaging in line with your brand.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Enhance speed and productivity.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Personalize with easy merge fields.</span></li>
</ul>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 1: Create a new email template</b> Go to Setup>Communication Templates>Email Templates.</span></div>
<div>
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;"><i>If you do not have any custom template folders set up, this is a good time to create one! Just click the "Create New Folder" link next to the Folders menu and give your new folder a distinctive name, such as "</i>Your Company Name<i> Email Templates".</i></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click the "New Template" button.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select "HTML (Using Letterhead)" </span></li>
</ul>
<div>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 2: Name your template</b></span></div>
</div>
<div>
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Confirm the correct destination folder is selected.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Check the "Available For Use" check box.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Name your template - be descriptive!</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Select the Letterhead you created last time from the menu</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Choose an email layout; for your first template, try the "Free Form Letter" and check out the other options at another time.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Enter a detailed description of the content and intended use of this template.</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Click "Next".</span></li>
</ul>
<div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj9XZyGdZPhwoYjSyaCVYfcpILgLQvhdOaBDzX2KkLzbZnzMnvfBr5xwZ9qSgH5nxfZB6I12fLHHVKbWe1ymJMnGOuiF_Unbp_qx1xQpUrJEyVfPTHX1dL5wPAz6o7Tzxj_fsg30b6QcGK7/s1600/2013-08-05_0931.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="264" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj9XZyGdZPhwoYjSyaCVYfcpILgLQvhdOaBDzX2KkLzbZnzMnvfBr5xwZ9qSgH5nxfZB6I12fLHHVKbWe1ymJMnGOuiF_Unbp_qx1xQpUrJEyVfPTHX1dL5wPAz6o7Tzxj_fsg30b6QcGK7/s640/2013-08-05_0931.png" width="640" /></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 3: Compose your email template</b> Read the tips at the top of this salesforce.com page!</span></div>
</div>
<div>
<ul>
<li><span style="font-family: Arial, Helvetica, sans-serif;">Start by typing the text as you would like it to appear. Note where you would like to insert merge fields; for instance "Dear <i>FIRST NAME</i>,"...</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">When the basic text is in place, you are ready to insert merge fields! In the "Available Merge Fields" tool bar, select the OBJECT that this email will be sent from or related to. CONTACT is the most common choice, but Leads and Opportunities are also common. <i>The Object you choose should be the one that contains the information you want to use as merge fields.</i></span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">After selecting the object, find the field you want from the second picklist. ie. "First Name"</span></li>
<li><span style="font-family: Arial, Helvetica, sans-serif;">The Merge Field "code" will appear highlighted in the third field of the tool bar. Copy and paste it into the correct position in your template.</span></li>
</ul>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimYXao9mfq5idh_nwTCfR3YeqZCWY8kv26JD8_sQzIlbFxMxSOrQdJbSoCWlmiOjY4hGojQb3Z-pTjMtOEE0J45n_zSl8TWT816hQk0ZV6Bjh79kYAzaXAX_pIvWSYqieR1M4dszViiwOf/s1600/2013-08-05_0932.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="86" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEimYXao9mfq5idh_nwTCfR3YeqZCWY8kv26JD8_sQzIlbFxMxSOrQdJbSoCWlmiOjY4hGojQb3Z-pTjMtOEE0J45n_zSl8TWT816hQk0ZV6Bjh79kYAzaXAX_pIvWSYqieR1M4dszViiwOf/s640/2013-08-05_0932.png" width="640" /></a></div>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">When you are ready to test the template, click next, copy your content into the Text-only editor, and click "Save." Now you will see a button to "Send test and verify Merge fields." If the test goes well, your template is complete!</span></li>
</ul>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Tune in next week for Cloudy's Email Template <i>Pro Tips</i>!</b></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">If you would like Cloudy's help with salesforce.com templates or anything else, please <a href="http://redpathcg.com/page/1/contact.jsp">CONTACT US!</a></span></div>
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Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0Minneapolis, MN, USA44.983334 -93.26666999999997644.802624 -93.590766499999972 45.164044 -92.94257349999998tag:blogger.com,1999:blog-7035508236318982577.post-61146522803951294792013-06-17T10:48:00.000-05:002013-08-06T08:48:06.627-05:00Cloudy's Chalkboard: How to Create an Email Letterhead<div class="separator" style="clear: both; text-align: center;">
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbWQPMw0MqLJRVmHXOECHgvP8OrV5huA6Qv5PlXPmdj4VaZQp5_7mcNJnGouepr8nVdEFl5P1UAC00093LuY6_hYzsGThQkfKTworaJztjiLH5x9T1yNChyr6ab-XZjS5E9-WxwsG5YkTu/s1600/cloudy+letterhead.tif" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="318" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgbWQPMw0MqLJRVmHXOECHgvP8OrV5huA6Qv5PlXPmdj4VaZQp5_7mcNJnGouepr8nVdEFl5P1UAC00093LuY6_hYzsGThQkfKTworaJztjiLH5x9T1yNChyr6ab-XZjS5E9-WxwsG5YkTu/s400/cloudy+letterhead.tif" width="400" /></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Creating an <b>email letterhead</b> is the first step toward fully harnessing the power of email from within salesforce.com.</span><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span><span style="font-family: Arial, Helvetica, sans-serif;">If you are not already using email within (or integrated with) your salesforce.com, let's briefly consider a few benefits of doing so:</span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;"><b>360 degree view of all communication</b> with a Contact: As you and your teammates communicate with your contacts, all emails are tracked on the contact record so that everyone can see the full story of those interactions (alongside logged calls and other activities).</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Automation: If you are using the Enterprise or Unlimited edition of salesforce.com,<b> email messages can be <u>automatically</u> sent and logged,</b> based on criteria you set.</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Consistent messaging: By utilizing Letterheads and Templates, you can standardize your messaging, reduce the time spent composing emails, and give all your emails a <b>consistent brand identity</b>, using a Letterhead with your colors and logos.</span></li>
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<span style="font-family: Arial, Helvetica, sans-serif;">Get started down this path by following along with Cloudy to create a salesforce.com letterhead like this simple example:</span></div>
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<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: left; margin-right: 1em; text-align: left;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhd_lkjmdOaAmwm4zvUoc7ewg1haS8QGTCmyAsRFwcdYTo3VKgdIHirkGCiSMyai8eyC8I7-yPU_4t1j8yU20vGwmHoilFa4i35U6c63zolcTfcy3hJV7BuBMH9zKaOmt1hIweQCPlR6K9B/s1600/2013-06-03_1643.png" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="184" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhd_lkjmdOaAmwm4zvUoc7ewg1haS8QGTCmyAsRFwcdYTo3VKgdIHirkGCiSMyai8eyC8I7-yPU_4t1j8yU20vGwmHoilFa4i35U6c63zolcTfcy3hJV7BuBMH9zKaOmt1hIweQCPlR6K9B/s200/2013-06-03_1643.png" width="200" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-size: xx-small; text-align: start;"><span style="color: #999999; font-family: Arial, Helvetica, sans-serif;">With just a logo and a few color choices,<br /> Redpath now has a letterhead that will ensure a consistent, <br />branded look for all of their outgoing email.</span></span></td></tr>
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<b><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></b>
<b><span style="font-family: Arial, Helvetica, sans-serif;">Step 1: Upload your logo (or other image) to the Documents tab in your salesforce.com. </span></b><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;"> If you cannot see this tab, find it by clicking the "+" to the right of your tabs. </span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">If you don't have any document folders set up, you can create one by clicking the "Create New Folder" link. For instance, create a folder called "Logos."</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Before uploading, make sure the logo is the exact <b>size</b> you want for the Letterhead. Unlike other familiar document and image interfaces, such as Word or Google Docs, you will not be able to adjust the size of the image after loading it. (If you make a mistake on the size of the image, simply replace your original image or load it as a separate document.</span></li>
</ul>
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<li><b><i><span style="font-family: Arial, Helvetica, sans-serif;">Be sure to select the "Externally Available Image" checkbox!</span></i></b></li>
</ul>
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span><b><span style="font-family: Arial, Helvetica, sans-serif;">Step 2: Create the Letterhead</span></b><span style="font-family: Arial, Helvetica, sans-serif;">
Go to Your Name> Setup> Communication Templates> Letterheads> New Letterhead.</span><span style="font-family: Arial, Helvetica, sans-serif;"><br /></span><br />
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Give your letterhead a descriptive name and <b><i>be sure to check the "Available for Use" checkbox. </i></b>Click "Next".</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">On the Letterhead edit page which appears, add your Logo by clicking the "Select Logo" button and finding the logo you uploaded in the correct folder. <i>If you do not see your logo in the correct folder, you probably forgot to select the "Externally Available Image" checkbox! </i> You can fix it by going back to the Documents tab, find the logo, click "edit" and select the checkbox.</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Click through the other "Edit" boxes on the Letterhead editor to choose colors and styles for the rest of the letterhead.</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Click the "Preview" button above the editor to see how it looks!</span></li>
</ul>
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<li><span style="font-family: Arial, Helvetica, sans-serif;">Click "Save". (You can always come back and edit it more later)</span></li>
</ul>
<span style="font-family: Arial, Helvetica, sans-serif;">Your Letterhead is ready to use. Try it out by navigating to a contact record and clicking "Send an Email." on the Activity History related list. At the top of the email interface that appears, you will see a "Select Template" button. (If you do not see your template in the pop-up dialogue, <i>you probably forgot to select the "Available for Use" checkbox! </i>You can fix it by going back to the Letterheads page, clicking "edit" next to your letterhead, and marking the checkbox on the edit page.) </span><span style="font-family: Arial, Helvetica, sans-serif;">With just this set up, you can send free form emails from salesforce.com that will have a consistent company brand, and the emails will be automatically attached to the correct contact records.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span><span style="font-family: Arial, Helvetica, sans-serif;">Next week, Cloudy will help you reach the next level of emailing in salesforce.com by creating Email Templates!</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Read more Cloudy's Chalkboard tutorials:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-chalkboard-create-roll-up.html" target="_blank">Cloudy's Dashboard - Create Roll-up Summaries</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/01/cloudys-chalkboard-creating-dashboards.html" target="_blank">Cloudy's Dashboard - Creating Dashboards</a></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-chalkboard-grouped-bar-charts.html" target="_blank">Cloudy's Dashboard - Grouped Bar Charts</a></span></div>
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<br />Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0Minneapolis, MN, USA44.983334 -93.26666999999997644.802624 -93.590766499999972 45.164044 -92.94257349999998tag:blogger.com,1999:blog-7035508236318982577.post-9008949150634409392013-06-03T15:17:00.000-05:002013-08-06T08:50:24.786-05:00Cloudy's Favorite Apps: Apsona<div class="separator" style="clear: both; text-align: center;">
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMu7GMBRQckhc-uP3wA5f4ugRjobU4qg6eqNTNxemK1zgxT_xiBA5Bo0EKEfYiaOzRRJlCea2cFTjrXISV_dR5ElOdkIiWOxlpi1OyZrIIoc8xEewllIMM45ALyc1ETtsSb7MbP5xGH3iO/s1600/cloudy+data2backgrnd+copy.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="218" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgMu7GMBRQckhc-uP3wA5f4ugRjobU4qg6eqNTNxemK1zgxT_xiBA5Bo0EKEfYiaOzRRJlCea2cFTjrXISV_dR5ElOdkIiWOxlpi1OyZrIIoc8xEewllIMM45ALyc1ETtsSb7MbP5xGH3iO/s400/cloudy+data2backgrnd+copy.jpg" width="400" /></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Have you ever wished you could <b>import and export</b> all of your salesforce.com data without firing up an external application or digging out your security token?</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Have you ever encountered the limits of Salesforce.com reporting, wished that you could create more <b>sophisticated reporting filters</b>, or gotten frustrated while managing a list of custom report types?</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">How much time would you save if you could perform<b> inline-editing</b> on a whole list of records, without clicking into each one individually?</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIjHToeueWQ4kVD-uQFpvuCI5TyzVAnStkhfEWYz1yuw-x3usfiN-7hLs0jiiD4MOOUZVsnuyV4S07AHZsGMfKo8E0LS9-8-pEUD8Nh1-vq7QZFCjSPJTtY9dabNbAB_ZcDnh4Fw0Y4l1A/s1600/cloudy+databkgrn+copy.jpg" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" height="320" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIjHToeueWQ4kVD-uQFpvuCI5TyzVAnStkhfEWYz1yuw-x3usfiN-7hLs0jiiD4MOOUZVsnuyV4S07AHZsGMfKo8E0LS9-8-pEUD8Nh1-vq7QZFCjSPJTtY9dabNbAB_ZcDnh4Fw0Y4l1A/s320/cloudy+databkgrn+copy.jpg" width="278" /></a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">What if you could realize all of these functions and more with a single inexpensive app?</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/06/cloudys-favorite-apps-apsona.html" target="_blank">Apsona</a> is one of Cloudy's favorite <a href="https://appexchange.salesforce.com/" target="_blank">AppExchange </a>apps, with such varied and powerful functionality that it can benefit any organization. What's more, <b>nonprofits </b>have access to 10 free licenses! </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Cloudy recently created an awesome report for a nonprofit client, allowing them to see which of their donors contributed to last year's matching grant Campaign, but did not contribute to the same Campaign this year. This insight will enable them to do a targeted and informed "ask" of those invested donors for this year's matching grant challenge! The information on how to create this report using <i>nested filters</i> was right on the Apsona website:</span><br />
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<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: center;"><tbody>
<tr><td style="text-align: center;"><img alt="" border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjy6r5Ay6lgIwR0gF_PRsTestzMmYB4R7cYBJPILoF7aTwMMOzNxZHpFiwPyhTX4qnSyPdwYSE921NLcEM6NyUncQCeU3xfEmwnHxX4SWj2_Pti1rWWcsf_pFkq4LmZo7Ka4H6-MpK-t0rS/s1600/2013-05-30_1455.png" style="margin-left: auto; margin-right: auto;" title="Apsona website help resources" /></td></tr>
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<span style="color: blue; font-family: Arial, Helvetica, sans-serif; font-size: small;"><i>The Apsona Website has lots of eye-opening use-cases and tutorials like this one!</i></span></td></tr>
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<span style="color: #222222; font-family: Arial, Helvetica, sans-serif; line-height: 16.354167938232422px;">Surely you are already considering the possibilities, but here are even more exciting ideas to ponder:</span></div>
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<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;"><br /></span></span>
<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;">-Create Exception Reports: ie. Show all Accounts WITHOUT Opportunities</span></span><br />
<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;">-Quickly change record ownership en mass.</span></span><br />
<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;">-Import into multiple objects.</span></span><br />
<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;">-Cleanse and import data in a single, integrated process.</span></span><br />
<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;"><br /></span></span>
<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;">Visit this page for some short, informative demos to see how powerful yet simple Apsona can be: </span></span><a href="http://apsona.com/pages/sfdc/demos.html" style="font-family: Arial, Helvetica, sans-serif;">Apsona Demos on the AppExchange</a><span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">If you would like help evaluating this App for your salesforce.com, installing it, or creating your first custom reports, <a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">CONTACT US</a>!</span><br />
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<span style="color: #222222; font-family: Arial, Helvetica, sans-serif;"><span style="line-height: 16.354167938232422px;"><br /></span></span>
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white; color: #222222; line-height: 16.363636016845703px;">Read Cloudy's reviews of other popular Apps:</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html" target="_blank">Form Assembly</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html" target="_blank">Conga Composer</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-favorite-apps-fliptop-social.html" target="_blank">Flip Top Social Profiles</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-dupecatcher.html" target="_blank">Dupe Catcher</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-dupecatcher.html" target="_blank">Rollup Helper</a></span></div>
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Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com2Minneapolis, MN, USA44.983334 -93.26666999999997644.802624 -93.590766499999972 45.164044 -92.94257349999998tag:blogger.com,1999:blog-7035508236318982577.post-91010894485988557512013-05-29T13:07:00.000-05:002013-05-29T14:20:05.175-05:00Makeover Magic: Page Layouts! <div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjUY5-wH3nwED4fhGdthXtnxhLrg8xhNqRv1Rhq0qiyN4GWgC1L5LVdcMHQuV3MvAEPhHNqtZAvyxl9VJtU_WkYmM4rX1G4tpUyh6qMn6iyd0nLgi3Df-UtVmGfM0CX0tTGrLhFBt9J25RW/s1600/cloudybefore&after1.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjUY5-wH3nwED4fhGdthXtnxhLrg8xhNqRv1Rhq0qiyN4GWgC1L5LVdcMHQuV3MvAEPhHNqtZAvyxl9VJtU_WkYmM4rX1G4tpUyh6qMn6iyd0nLgi3Df-UtVmGfM0CX0tTGrLhFBt9J25RW/s400/cloudybefore&after1.jpg" width="400" /></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">One of the most impactful things you can do in your salesforce.com to increase adoption, satisfaction, efficiency, and productivity among your users is to give your page layouts and related lists a <b>makeover</b>. </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">It's true! While custom fields, relationships, formulas, workflows and reports are the workhorses that make your salesforce.com such a powerful tool, it is hard to harness that power if the environment is not optimized. <b>New users can be confused and discouraged</b> by complex customizations that are cramped and cluttered. And as you know, poor user adoption leads to bad data and frustrated admins!</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Check out these dramatic before & after photos to see the difference a page layout makeover can make.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Page Layout Detail View:</span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7YXOL0-mAqmc-f0hEMk0Jp8JC6X5vxzw_UfgnHQABwqW6KHieBENzFKv1VR0qC9_kUEXKeVVB_jl1ViYOqDl2DWW95zH1BuNt-_dvStlV2G13QhQ20W4Q7ZFWY04lsQyQnHsJ1U5nOYQI/s1600/Related+List+Clean+up.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="" border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg7YXOL0-mAqmc-f0hEMk0Jp8JC6X5vxzw_UfgnHQABwqW6KHieBENzFKv1VR0qC9_kUEXKeVVB_jl1ViYOqDl2DWW95zH1BuNt-_dvStlV2G13QhQ20W4Q7ZFWY04lsQyQnHsJ1U5nOYQI/s1600/Related+List+Clean+up.jpg" title="Salesforce related lists" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Take a look at your records with these ideas in mind. For even more about page layouts, check out this post from Mike at <a href="http://buttonclickadmin.com/">buttonclickadmin.com</a>:<a href="http://buttonclickadmin.com/how-to-make-your-salesforce-page-layouts-awesome/"> How to Make Your Salesforce Page Layouts Awesome</a>.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">If you would like some help optimizing your salesforce.com org, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us</a>! The consultants at Redpath are experts in salesforce.com evaluation, field utilization analysis, <a href="http://cloudycumulus.blogspot.com/2012/12/clean-all-data-part-i.html">data validation and cleanup</a>, and general salesforce.com tune-ups. </span></div>
Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-61480522259140997722013-04-29T12:34:00.000-05:002013-04-29T12:34:26.369-05:00Cloudy's Favorite Apps: DupeCatcher<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzoYGrjQgRIsKluJmmHXhf8BInZ96DYWy6flW-7owc1aGyUXQFM-eTPz5YVczN2v5-UfX7pZuNFFASjtsmp1ksxwYEO17F0eDVbfm55cL8SzMG2mpl2c1JOLECP0m170danDOy4IWSsZUv/s1600/cloudydupe.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="272" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhzoYGrjQgRIsKluJmmHXhf8BInZ96DYWy6flW-7owc1aGyUXQFM-eTPz5YVczN2v5-UfX7pZuNFFASjtsmp1ksxwYEO17F0eDVbfm55cL8SzMG2mpl2c1JOLECP0m170danDOy4IWSsZUv/s400/cloudydupe.jpg" width="400" /></span></a></div>
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The number one Salesforce.com data quality complaint at most organizations is <b>duplicate accounts and contacts</b>. Without safeguards in place, it can be all too easy to add duplicate records. When this problem reaches a critical threshold, is it impossible to trust your data and make the daily decisions that depend on it. </span><br />
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Salesforce.com experts and developers have many strategies, tools, and apps to address this common issue, including proper search technique for users and good matching criteria for data uploads. The third strategy used by many companies who are winning the battle against "dupes" is <a href="http://www.dupecatcher.com/" target="_blank">DupeCatcher</a> from <a href="http://www.symphonicsource.com/" target="_blank">Symphonic Source</a>. This simple, free app stops dupes on their way in, based on rules that you define. </span><br />
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If you have never installed an AppExchange app in your Salesforce.com org, DupeCatcher is a great first choice. Start the process by going to the <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO" target="_blank">AppExchange listing</a> and clicking the green "Get it now" button. After you follow the step-by-step directions to install it in your org, you will find you have a new listing for Dupecatcher in the App menu drop-down in the upper right corner of your Salesforce.com. If you click on it, you will have a new view of the collection of tabs that comprise the DupeCatcher App. To start blocking dupes in your org only requires two steps:</span><br />
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<b>Step 1: Create a Filter</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">On the "DupeCatcher Filters" tab, click "New" to create a new filter. From the drop-downs, select whether the filter will apply to Contacts, Accounts, or Leads and define the action you want to occur when a duplicate is detected. For instance, do you want the duplicate to be completely blocked, or just display a warning to the user?</span><br />
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<b>Step 2: Define the Filter Rules</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Once you have saved your filter, it is time to define the duplicate-matching criteria. On the filter record, scroll down the the DupeCatcher Filter Rules related list and click the "New DupeCatcher Filter Rule" button. You will probably want to add several rules to have a well defined filter. </span><br />
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Here is an example of a good set of rules for one contact filter:</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDDCtgoFv5ICXdvs4OrmItVp9s3zn5G6EKZhddI09XXBqUpvK1AQJ_uac0Qmo6pKp75Du4yZ81gDNj-bSWsHCMTY7qawSMK7qEYgDGyRy2meINz3vEfkUW5lcNk8vbhtEE20-lbHD508hy/s1600/ScreenShot134.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="104" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjDDCtgoFv5ICXdvs4OrmItVp9s3zn5G6EKZhddI09XXBqUpvK1AQJ_uac0Qmo6pKp75Du4yZ81gDNj-bSWsHCMTY7qawSMK7qEYgDGyRy2meINz3vEfkUW5lcNk8vbhtEE20-lbHD508hy/s640/ScreenShot134.jpg" width="640" /></span></a></div>
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<b>Resources:</b></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO" target="_blank">DupeCatcher on the AppExchange</a> <--Go here to download to your Salesforce.com org</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://www.dupecatcher.com/">www.DupeCatcher.com</a> <--For more information and resources about this app</span><br />
<a href="http://www.dupecatcher.com/downloadables/DC%20Quick%20Start%20New.pdf" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Cloudy's favorite: Quick-Start Guide from DupeCatcher</span></a><br />
<a href="http://cloudycumulus.blogspot.com/2012/11/test-drive-app-in-your-salesforce.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Cloudy's Step-by-Step Direction to install an app</span></a><br />
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For more of Cloudy's advise about Dirty Data:</span><br />
<a href="http://cloudycumulus.blogspot.com/2012/12/clean-all-data-part-i.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Clean ALL the Data!!! Part I</span></a><br />
<a href="http://cloudycumulus.blogspot.com/2012/12/clean-all-data-part-ii.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Clean ALL the Data!!! Part II</span></a><br />
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If you would like help setting up DupeCatcher in your org, if you are struggling with duplicates and need help cleaning up the mess, or if you would like more resources and training on how to effectively manage your data, please <a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">Contact Us!</a></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">More of Cloudy's Favorite Apps:</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html">FormAssembly</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-favorite-apps-rollup-helper.html">Rollup Helper</a></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html">Conga Composer</a></span><br />
<a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-favorite-apps-fliptop-social.html"><span style="font-family: Arial, Helvetica, sans-serif;">FlipTop</span></a><br />
<br />Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-76167800672179913312013-04-22T13:38:00.000-05:002013-08-06T08:53:57.708-05:00Cloudy's Top Ten: About Salesforce.com User Groups<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0v7i2Qb7Nx-__0Vh_EAKG_JmB32BcjfmkpQUxvVZ2fFSRginMu_1es7X8xBert-m6agKFD-wPxGrg3_jR6eqOoiQf9t1QGltqRei56ud_lKtR0epGFgt4hePFFL7oOUTOkmoPE0EECe5N/s1600/cloudygroup.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="246" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg0v7i2Qb7Nx-__0Vh_EAKG_JmB32BcjfmkpQUxvVZ2fFSRginMu_1es7X8xBert-m6agKFD-wPxGrg3_jR6eqOoiQf9t1QGltqRei56ud_lKtR0epGFgt4hePFFL7oOUTOkmoPE0EECe5N/s400/cloudygroup.jpg" width="400" /></a></div>
<span style="background-color: white; color: #222222; font-family: arial, sans-serif;">"<i>None of us is as smart as all of us</i>" - Ken Blanchard</span><br />
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<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">10 - Salesforce.com helps organize <b>User Groups all over the world</b>. <a href="https://success.salesforce.com/ideaHome?c=09a30000000D9xyAAC" target="_blank"> Search for a meeting near you.</a></span><br />
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<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">9 - If there is no User Group near you, Salesforce.com will help you <b>start one </b>by providing resources and training to help you get started. <a href="http://buttonclickadmin.com/bryan-boroughf-on-the-power-of-salesforce-user-groups-volunteering/" target="_blank">Check out this ButtonClick Admin post and podcast for great additional information about leading a Salesforce.com User Group.</a></span><br />
<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><br /></span><span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">8 - User Groups are an excellent free way to develop your Salesforce.com <b>knowledge and skills</b> in an engaging, structured, and social environment.</span><br />
<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><br /></span><span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">7 - They are a great place to meet smart and enthusiastic Salesforce.com users. The next time you want to brainstorm, you might have a new <b>friend to call</b>.</span><br />
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<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">6 - User Groups are an excellent resource to find out about <b>job openings and career opportunities</b> in other organizations that are using Salesforce.com. </span><br />
<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><br /></span><span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">5 - Speaking of other organizations, there is tremendous value to be found in building your professional network among other businesses that are using similar technology tools. You will learn <b>how other businesses are leveraging the cloud</b> to enhance all their business processes, from Marketing, to Sales, to Customer Support.</span><br />
<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><br /></span><span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">4 - If you have trouble keeping up with the <b>seasonal releases and new features</b> of Salesforce, User Groups can be a place to get these updates in an easy format.</span><br />
<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><br /></span><span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">3 - While most User Groups attendees are regular users and admins, Salesforce.com Partner Consultants are often in attendance as well. There are rules that make sure they don't use the opportunity to try to sell you anything, so it can be a great opportunity to <b>get novel ideas and best practices advice from the experts</b>.</span><br />
<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><br /></span><span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">2 - <a href="https://appexchange.salesforce.com/" target="_blank">Salesforce.com AppExchange</a> vendors are enthusiastic to demonstrate their products at User Groups, whether via a virtual presentation or by sending a representative to your group. This is a great way to learn about <b>powerful and interesting apps</b>, and to learn how other businesses are using them.</span><br />
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<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;">1 - User Groups are run by other users on a volunteer basis, so they are likely to be very responsive if you would like to help or add your own ideas to the mix. If you are interested in <b>leadership opportunity</b> to enhance your resume and grow your own Salesforce.com knowledge and skills, consider offering to do a presentation at your user group, or joining the leadership team.</span><br />
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<span style="background-color: white; color: #222222; font-family: arial, sans-serif; font-size: 13.333333969116211px;"><a href="http://redpathcg.com/page/1/Team.jsp" target="_blank">Cloudy and the team at Redpath Consulting Group</a> are involved in several Salesforce User Groups in the Twin Cities, MN area, including the general area user group, as well as smaller groups for nonprofit users and for Salesforce.com developers. <a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">Contact us</a> if you would like to find out when the next meetings of these groups will be held, or if you would like to get in touch with Twin Cities area group leaders.</span>Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0Minneapolis, MN, USA44.983334 -93.26666999999997644.802624 -93.590766499999972 45.164044 -92.94257349999998tag:blogger.com,1999:blog-7035508236318982577.post-80804210712247251842013-04-15T10:35:00.000-05:002013-04-15T10:40:32.348-05:00Cloudy's Favorite Apps: Rollup Helper<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjCVxBZOkqDX8xy86obZ7u2VFjv_S5HORcHba2SOLyfBn7a1vCokiPj1Lf6L03ziD31zCKSFkqDfRBJKu234s9WTI5kCJNc3t6hftDtd9hSnqFJBhhfcTbpMktoFrgne_8g3J3cpXFNbq1/s1600/cloudyrollupbackgrnd+copy.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="295" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgjCVxBZOkqDX8xy86obZ7u2VFjv_S5HORcHba2SOLyfBn7a1vCokiPj1Lf6L03ziD31zCKSFkqDfRBJKu234s9WTI5kCJNc3t6hftDtd9hSnqFJBhhfcTbpMktoFrgne_8g3J3cpXFNbq1/s400/cloudyrollupbackgrnd+copy.jpg" width="400" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"><a href="http://cloudycumulus.blogspot.com/2013/04/cloudys-chalkboard-create-roll-up.html" target="_blank">Last week, Cloudy demonstrated how to set up a simple Roll-up Summary field in your Salesforce.com org.</a> If you are already using Roll-up Summary fields, you know how useful they are for understanding your data and creating meaningful reports. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">But if you are a fan of Roll-ups, then you are probably frustrated by their limitations as well!</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Roll-up Summary fields can only be created on Master objects in Master-Detail relationships, and there are tight limits on the numbers and configurations of Master-Detail relationships in an org. If you have run into these limits, you have probably wished that Roll-Up Summary fields could be set up on simple Look-up relationships. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Well now they can! <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI" target="_blank">Rollup Helper</a>, from <a href="http://www.thinkreid.com/products/rollup-helper" target="_blank">Passage Technology</a> has created an App that allows you to create Roll-up Summaries almost anywhere. Not only that, it also expands the concept of Roll-ups beyond counts, sums, and min/max to include concatenated text and formulas. Consider these cases:</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">-Display an aggregated count and <i>description </i>of all products purchased on an account record.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">-Count the Events or Tasks of a certain type on account or contact records.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">-Display the number of campaigns that a contact has participated in.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">-Count the numbers of contacts of certain types on accounts.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">-Calculate membership renewal dates and amounts, based on information in related records.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">The list could go on and on, but perhaps these ideas have sparked your imagination!</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Rollup Helper is available in a FREE Community Edition, or as a paid, supported app. The version that is right for you will depend on your organization's needs. The free version is not supported beyond helping you set up your first roll-up, and there is some lag-time on the roll-ups, especially for very large amounts of data. The paid version includes unlimited tech support to set up your roll-ups and answer questions, as well as fast-paced, real-time calculations on large quantities of data.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Cloudy recommends that anyone who is interested in more roll-ups with more flexibility start with the free version of Rollup Helper. As your organization gains value from the tool, you will be able to gauge whether you require the additional support and processing power of the paid app.</span><br />
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<a href="http://cloudycumulus.blogspot.com/2012/11/test-drive-app-in-your-salesforce.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Cloudy always recommends trying an app for the first time in your Sandbox! </span></a><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
<span style="font-family: Arial, Helvetica, sans-serif;">Read Cloudy's reviews of other popular apps:</span><br />
<a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Conga Composer</span></a><br />
<a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-favorite-apps-fliptop-social.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">FlipTop Social Profiles</span></a><br />
<a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">FormAssembly</span></a><br />
<br />Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com12Minneapolis, MN, USA44.983334 -93.26666999999997644.803594 -93.589393499999971 45.163074 -92.943946499999981tag:blogger.com,1999:blog-7035508236318982577.post-14665770975034249552013-04-09T11:44:00.000-05:002013-04-15T10:37:56.048-05:00Cloudy's Chalkboard: Create Roll-up Summaries<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjF-MHdRzV7gB86Dx9QT47qIOkmCIXRavOhyLie1jvn6hLWsl2wz9k-QG0xmSWMnVICWNTehRiOfKTYtXwBJTtxX1D7JEPgunV1GIpEliVBY4ShLT_CA8JM-8Izk82kPT3rpzM5QSKS8BMW/s1600/Cloudy's+Chalkboard+Rollups.JPG" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjF-MHdRzV7gB86Dx9QT47qIOkmCIXRavOhyLie1jvn6hLWsl2wz9k-QG0xmSWMnVICWNTehRiOfKTYtXwBJTtxX1D7JEPgunV1GIpEliVBY4ShLT_CA8JM-8Izk82kPT3rpzM5QSKS8BMW/s400/Cloudy's+Chalkboard+Rollups.JPG" width="400" /></a></div>
<a href="http://na14.salesforce.com/help/doc/en/fields_about_roll_up_summary_fields.htm" target="_blank">Roll-up Summary fields</a> are a way to view accumulated data from <a href="http://www.salesforce.com/us/developer/docs/api/Content/relationships_among_objects.htm" target="_blank">Detail records on a Master Record</a> in Salesforce. The Roll-up can calculate sums, counts, minimums or maximums.<br />
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A Rollup Summary on an Account (Organization) record could calculate the total of all related Opportunities (or Donations). It could also show the maximum or largest sale on each account. Your salespeople would have a quick gauge of how much a customer has bought and might be willing to buy, and you can run reports showing your best customers. <br />
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A Roll-Up Summary field can be created on any Master record in a Master-Detail relationship, including any custom objects. Follow Cloudy's instructions to create a Roll-Up Summary in your Salesforce Org, and you may soon wonder how you lived without them!<br />
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For this example, we will create a Roll-up Summary showing the total value of all Closed-Won Opportunities on an Account record. You can follow the same steps to create a Roll-up on any Master record with related detail records.<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh64DEK20d5ogB72kyfiGthjWrrscVxdpR4bh-WsJQ0u-S4f1WNW8RUynD5FmRxaew5zu1UYjts6yuYpgduJumP6xlnfk6IM10aFnFn0rk8_dEBy5cZYM-eWrA6C8tJ9l84GRIIXC9oK-yQ/s1600/ScreenShot129.jpg" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" height="145" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh64DEK20d5ogB72kyfiGthjWrrscVxdpR4bh-WsJQ0u-S4f1WNW8RUynD5FmRxaew5zu1UYjts6yuYpgduJumP6xlnfk6IM10aFnFn0rk8_dEBy5cZYM-eWrA6C8tJ9l84GRIIXC9oK-yQ/s200/ScreenShot129.jpg" width="200" /></a></div>
1) Go to Your Name > Setup > Customize > Accounts > Fields<br />
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2) Click the "New" button in the "Custom Fields and Relationships" area.<br />
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3)Select "Roll-Up Summary" as the field type and click "Next".<br />
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4) Name your field. For this example, let's name it "Account Sales Total" and in the Help & Description fields, we will indicate that only Closed-Won Opportunities are summed. Click "Next".<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6SA46dZZ84eBsbfUz9a9jOobk10Yzull5BqkD8u56JKtHmbt4amHxZ9GHaKI0rlAWuIkcd3ncfCa-K7-n7ADVOtaih4CQOtahenE6hMVY7MskXOSNBK4WTSbcPkZ_JE2TDeXxI2ZuWA3A/s1600/ScreenShot131.jpg" imageanchor="1" style="clear: right; float: right; margin-bottom: 1em; margin-left: 1em;"><img border="0" height="175" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg6SA46dZZ84eBsbfUz9a9jOobk10Yzull5BqkD8u56JKtHmbt4amHxZ9GHaKI0rlAWuIkcd3ncfCa-K7-n7ADVOtaih4CQOtahenE6hMVY7MskXOSNBK4WTSbcPkZ_JE2TDeXxI2ZuWA3A/s200/ScreenShot131.jpg" width="200" /></a></div>
5) From the "Select Object to Summarize" picklist, select "Opportunities". <br />
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Under "Select Roll-Up Type", choose "SUM", and from the "Field to Aggregate" picklist, select "Amount."<br />
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In the "Filter Criteria" section, we will set the parameters to only include Closed Won Opportunities. Select the "Only certain records..." radio button, which opens up the Filter Criteria picklists. For our example, we will set a filter of "Stage + Equals + Closed Won".<br />
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6) Click "Next", "Next", and "Save" to finish creating the field. Go to the page layout for Accounts to set the placement of the new field, and then view it on your Account records!<br />
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Roll-up summaries are a great way to get better insight into your data, both at the record-level and for reporting. As you start to leverage the power of roll-up summaries, you might find you wish you had greater flexibility than Salesforce roll-ups allow. For instance: the ability to roll-up from activities, or between Look-up related objects. For these cases, <a href="https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009i3UpEAI" target="_blank">Rollup Helper</a>, on the <a href="https://appexchange.salesforce.com/" target="_blank">Salesforce AppExchange</a> might be just the ticket. Tune in next week for a Cloudy's full review of this powerful App.<br />
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If you would like more help with creating and reporting on Roll-up Summaries in your Salesforce.com org, <a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">Contact Us</a>!<br />
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Read more Cloudy's Chalkboard tutorials:<br />
<a href="http://cloudycumulus.blogspot.com/2013/01/cloudys-chalkboard-creating-dashboards.html" target="_blank">Creating Dashboards</a><br />
<a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-chalkboard-grouped-bar-charts.html" target="_blank">Grouped Bar Charts</a>Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com1tag:blogger.com,1999:blog-7035508236318982577.post-57369584298607918232013-01-28T09:13:00.002-06:002013-08-06T08:55:59.207-05:00Salesforce.com for Nonprofits - The sky is the limit!<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcZfihQd-W6LUnGWLDLZCxzQf1W8dBV7IaRg0GFOmk0LllnqFbGuh3BcqAcGvn_xcflTGLjvsreIQW8vqtSzXo2LOEOzBFXYJILa7dyFuz8SWiWQODw1geUMyI9skxQYqAVo9vOEuCixkg/s1600/cloudysky1.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="266" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgcZfihQd-W6LUnGWLDLZCxzQf1W8dBV7IaRg0GFOmk0LllnqFbGuh3BcqAcGvn_xcflTGLjvsreIQW8vqtSzXo2LOEOzBFXYJILa7dyFuz8SWiWQODw1geUMyI9skxQYqAVo9vOEuCixkg/s400/cloudysky1.jpg" width="400" /></a></div>
<b id="internal-source-marker_0.586745232809335" style="font-weight: normal;"><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://cloudycumulus.blogspot.com/2013/01/the-power-of-cloud-within-reach-for.html">Last week</a> Cloudy explained a little bit about the <a href="http://www.salesforcefoundation.org/" target="_blank">Salesforce.com Foundation</a> and how it supports Nonprofit and Higher Education organizations by providing ten free Salesforce.com user licenses. </span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">What could your organization do with those ten free licenses?</span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">-Build deeper relationships with your partners, donors, clients, and volunteers. Salesforce allows you to see all your related information and interactions in one place, including donation history, emails sent, phone calls logged, events attended, relationships and affiliations recorded, and any custom information you collect. This 360 degree view of your relationships is invaluable as your team works to partner with donors and volunteers, and to better serve your clients! </span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">-Manage your donation and grant cycle, tracking your “asks,” pledged money, and received donations, with a full view of your data relating to each donor. Standardize the donation process, see which campaigns and events are most effective, and analyze your donation pipeline with custom reports and graphs. Automate some of your most common tasks, such as Thank You emails and receipts. </span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">-Integrate your email, Quickbooks, event management, or other systems, and eliminate double-data-entry once and for all!</span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">-Use Chatter to tap into the knowledge of your entire organization. See what your teammates are working on as they add comments to records you are following. Get a real-time feed of updates on the items you care about send right to your phone, using the Chatter Mobile app.</span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">-Create reports and <a href="http://cloudycumulus.blogspot.com/2013/01/cloudys-chalkboard-creating-dashboards.html" target="_blank">charts</a> that give everyone at your organization the information they need to make educated decisions. Your charts and reports will update automatically as data flows into place; you don’t have to keep creating them! Executives, board members, program staff, and even volunteers can each see just the information they need.</span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">-Check out the <a href="http://appexchange.salesforce.com/" target="_blank">Salesforce AppExchange</a> and click “Nonprofits” under “Industry Solutions” to see some of the Apps that have been designed specially for you. A Salesforce App is simply a way of adding features and functions to your Salesforce.com; many great Apps are free, and many more offer significant discounts to Non Profits.</span></b><br />
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<b style="font-weight: normal;"><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><br /></span></b>
<span style="font-family: Arial;"><span style="white-space: pre-wrap;">Read <a href="http://cloudycumulus.blogspot.com/2013/01/the-power-of-cloud-within-reach-for.html" target="_blank">Cloudy's previous post </a> for a little more about Salesforce.com and how it relates to nonprofits.</span></span><br />
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<span style="font-family: Arial;"><span style="white-space: pre-wrap;">Here are Cloudy's reviews of a some salesforce apps that are being used by a few nonprofits he knows: </span></span><br />
<span style="font-family: Arial;"><span style="white-space: pre-wrap;"><a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html" target="_blank">Conga Composer</a></span></span><br />
<span style="font-family: Arial;"><span style="white-space: pre-wrap;"><a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html" target="_blank">FormAssemby</a></span></span><br />
<span style="font-family: Arial;"><br /></span>
<span style="font-family: Arial;">For an hour of free consulting for your nonprofit, <a href="http://cloudycumulus.blogspot.com/2013/01/cloudys-chalkboard-creating-dashboards.html" target="_blank">contact us!</a></span>Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0Minneapolis, MN, USA44.983334 -93.26666999999997644.802624 -93.590766499999972 45.164044 -92.94257349999998tag:blogger.com,1999:blog-7035508236318982577.post-77054843989699400302013-01-21T09:34:00.000-06:002013-05-14T13:12:43.905-05:00The Power of the Cloud: Within Reach for Nonprofits!<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: left; margin-right: 1em; text-align: left;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh1fplXgPo15oKB9cpLHGdxtN4iiUqa90yQ_kosJxjD5Qyh2-3imuGIYEvbGs6OpY9SCxOZCmLjgpbSoUI1pfG75Ehbpv-UzJH0LvCEcyBA1w9PnZxgRAu8Vr9YHlZVLHLXtCWi1e5jAPfV/s1600/sunnysky.jpg" imageanchor="1" style="clear: left; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><img border="0" height="266" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEh1fplXgPo15oKB9cpLHGdxtN4iiUqa90yQ_kosJxjD5Qyh2-3imuGIYEvbGs6OpY9SCxOZCmLjgpbSoUI1pfG75Ehbpv-UzJH0LvCEcyBA1w9PnZxgRAu8Vr9YHlZVLHLXtCWi1e5jAPfV/s400/sunnysky.jpg" width="400" /></a></td></tr>
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<b id="internal-source-marker_0.5759272135328501" style="font-weight: normal;"><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">If you work at a nonprofit organization, you know all about doing more with less. When the economy is down, you don’t have the luxury of scaling back for a while, because that is when your mission in your community becomes most critical! </span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://salesforce.com/">Salesforce.com</a></span><span style="background-color: white; color: #4a86e8; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"> </span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">is the industry leader in cloud based enterprise information and relationship management systems, known as CRMs. It is used by<a href="http://www.salesforce.com/showcase/#view=grid&cursor=0&sort=a_z&filter=customers" target="_blank"> </a></span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://www.salesforce.com/showcase/#view=grid&cursor=0&sort=a_z&filter=customers" target="_blank">more than 100,000 businesses worldwide</a> to drive many types of business processes.</span></b><br />
<b style="font-weight: normal;"><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><br /></span></b>
<b id="internal-source-marker_0.5759272135328501" style="font-weight: normal;"><span style="background-color: white; color: #222222; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">You might be wondering what a nonprofit organization needs with a tool that sounds like it is all about “sales”. The truth is that the name is a little misleading, and even in the for-profit sector, salesforce.com is an extremely flexible, multi-purpose CRM: it is used to manage not only sales, but marketing, customers service, and the list goes on. For nonprofits, salesforce.com has developed the “Nonprofit Starter Pack,” which is a free package that gets you started with functionality that suits the nonprofit world. With a few additional Apps and customizations, you could soon be managing many of the facets of your organization in one place!</span></b><br />
<b style="font-weight: normal;"><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><br /></span></b>
<b style="font-weight: normal;"><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">The power of a tool like Salesforce.com is undeniable, but without the </span><span style="background-color: white; color: blue; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://www.salesforcefoundation.org/" target="_blank">Salesforce.com Foundation</a></span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">, it would be out of reach for most nonprofits. Founded in the year 2000, the Foundation is committed to supporting organizations that “make the world a better place.” To that end, the Salesforce.com Foundation donates ten free user licenses to nonprofit and Higher Education organizations. </span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">At this time, more than 16,000 such organizations are using these free licenses to achieve their mission. Some that you have heard of are the American Red Cross, Goodwill, and Teach for America. </span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">It is safe to assume that Non Profits in your area are using Salesforce.com to drive their processes. There might even be a local User Group that you could attend to learn more about how your peers in the Non Profit sector are leveraging the power of the Cloud. If you are in the Twin Cities area, </span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://redpathcg.com/page/1/contact.jsp" target="_blank">contact Cloudy</a></span><span style="background-color: white; color: blue; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"> </span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">at <a href="http://redpathcg.com/" target="_blank">Redpath</a> and he can tell you when the next local User Group is meeting! If you are in other areas of the country, Cloudy might be able to guide you to your local resources.</span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">Next, <a href="http://cloudycumulus.blogspot.com/2013/01/salesforcecom-for-nonprofits-sky-is.html" target="_blank">Cloudy explains more about what your organization could do with ten free Salesforce.com licenses.</a></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"></span><br /><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">(Or, check out </span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://cloudycumulus.blogspot.com/2012/11/in-depth-with-cloudy-paul-seway-founder.html" target="_blank">Paul</a></span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">’s blog on this topic </span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;"><a href="http://redpathcg.com/page/1/blog.jsp?tag=Salesforce+NPSP" target="_blank">HERE</a></span><span style="background-color: white; font-family: Arial; vertical-align: baseline; white-space: pre-wrap;">.)</span></b><br />
<br />Anonymoushttp://www.blogger.com/profile/16931925098497514181noreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-65976148950189301392013-01-15T16:21:00.000-06:002013-10-01T14:31:41.203-05:00Cloudy's Chalkboard: Creating Dashboards<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeU0xJ-AvV9d028vIcwgNvZJj-pAH1RQey4ZQzztWm4wFUn6BSMIoHPxGGEwuJ8nYz1eMQ5FbAMnHDToJVZHF9d9yMWbxCe_Gsc2XAwmvIeKCWKTEcc-PUgcp4ui-4iV7SRkjj5U_PvWb1/s1600/Cloudy%2527s+Chalkboard+Dashboards.JPG" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="256" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjeU0xJ-AvV9d028vIcwgNvZJj-pAH1RQey4ZQzztWm4wFUn6BSMIoHPxGGEwuJ8nYz1eMQ5FbAMnHDToJVZHF9d9yMWbxCe_Gsc2XAwmvIeKCWKTEcc-PUgcp4ui-4iV7SRkjj5U_PvWb1/s400/Cloudy%2527s+Chalkboard+Dashboards.JPG" width="400" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Salesforce.com reports are a powerful tool for understanding your data, but when you have many reports, levels of complexity, and large amounts of data, it can be a lot to take in. Charts and Dashboards are the best way to create snapshot views of your data.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Good dashboards give executives the answers to the questions they care about most, give managers a handy tool to drive meetings, and give users an organized view of the things they need to prioritize. If you have never created a dashboard, here is a step by step tutorial to get you started.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 1</b>: A dashboard is simply a visual representation of a collection of reports, so the first step is to create or identify the folder where you will store these reports. If Cloudy is creating a Sales Dashboard, he will create a new report folder and call it "Sales Dashboard Reports." Since report privacy is set at the folder level, now is the time to think about who gets to see this data and make the appropriate settings on the folder. To create a new report folder, go to the Reports tab, click the folder icon at the top right of the folder menu, and select "New Report Folder."</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 2</b>: Create Summary or Matrix reports showing what you want to represent with your chart components (<i>Tabular reports cannot be used for dashboards</i>). The Format settings menu is found in the Preview pane of the Report Builder; if you are relatively new to report building, start with a Summary report! Save your reports in the folder you created in Step 1.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 3</b>: Create or identify the folder where you will store your dashboard. As with reports, privacy is determined at the folder level, so consider those security questions now. To create a new dashboard folder, go to the Reports tab, click the folder icon at the top of the left hand folder menu, and select "New Dashboard Folder."</span><br />
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<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: left; text-align: right;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkM_DFLQbOJKzHZoN3gEHgE2jMx7gBGzdJzrY-0_AAB_7z0cUUHaEJFDtFstfalXCxuTsxjzYPToHIgh_btmsGIGJv_SR8FlfjVyW8YRalESWm5Ta-P9pu_VfTUJItTpZthKc3Um4Do7iK/s1600/list.jpg" imageanchor="1" style="clear: right; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhkM_DFLQbOJKzHZoN3gEHgE2jMx7gBGzdJzrY-0_AAB_7z0cUUHaEJFDtFstfalXCxuTsxjzYPToHIgh_btmsGIGJv_SR8FlfjVyW8YRalESWm5Ta-P9pu_VfTUJItTpZthKc3Um4Do7iK/s1600/list.jpg" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">A table can be configured to link</span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">directly to the listed records.</span></td></tr>
</tbody></table>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: right;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEht-FJeSgH2J2eD__AGluDtua0kOBoLtTEsSKsImNTmq5DMWotlb1GIt3Vd9JutHvXhC6_gf6_YrHKiZVqqryn9bxjY_zyMrYPdhSLsrQ1SQrRuZdN8mFkfPamD2iwFpGzAgnoCu_WyuwvM/s1600/pie.jpg" imageanchor="1" style="clear: right; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEht-FJeSgH2J2eD__AGluDtua0kOBoLtTEsSKsImNTmq5DMWotlb1GIt3Vd9JutHvXhC6_gf6_YrHKiZVqqryn9bxjY_zyMrYPdhSLsrQ1SQrRuZdN8mFkfPamD2iwFpGzAgnoCu_WyuwvM/s1600/pie.jpg" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">Use a pie chart to show</span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">proportions against the total.</span></td></tr>
</tbody></table>
<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 4</b>: Create your Dashboard by going to the Reports tab and clicking the "New Dashboard" button. Using the drag-and-drop interface, add the chart types you want to use from the "Components" tab, and then find the matching reports from the "Data Sources" tab and drag them onto the correct components. You can use the same report for more than one chart if you want to represent the data in more than one way. </span><br />
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<table cellpadding="0" cellspacing="0" class="tr-caption-container" style="float: left; text-align: right;"><tbody>
<tr><td style="text-align: center;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5LKU8AkzGi02zEKJMwALkEoliyN6f6Yx29x-nf1SgPidrqzNm8ImXIALVReuxrNpaBteW45Jweq6Lk7DwiQYFxVcD5L2wJjDO-9lUIa4Et3WsJkEGxu6ARy-FIhZOW3L9PM9uAY3uA6dJ/s1600/gauge.jpg" imageanchor="1" style="clear: right; margin-bottom: 1em; margin-left: auto; margin-right: auto;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg5LKU8AkzGi02zEKJMwALkEoliyN6f6Yx29x-nf1SgPidrqzNm8ImXIALVReuxrNpaBteW45Jweq6Lk7DwiQYFxVcD5L2wJjDO-9lUIa4Et3WsJkEGxu6ARy-FIhZOW3L9PM9uAY3uA6dJ/s1600/gauge.jpg" /></span></a></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">A gauge shows progress</span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">toward a goal or a limit.</span></td></tr>
</tbody></table>
<table align="center" cellpadding="0" cellspacing="0" class="tr-caption-container" style="margin-left: auto; margin-right: auto; text-align: right;"><tbody>
<tr><td style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjnLXIv9EinzLX9j5H1k4pCiFhGcMQCpHJF4StZLb4l95YT4pOQXD9OFYNasR3fxqskK3__IUTH38bbxepuNl0PuQwRzlWn0ddhSPAdnhsRn4duHJWBFtNZlFqAW5CpD4cCllc8TlJFe2Hj/s1600/lines.jpg" style="margin-left: auto; margin-right: auto;" /></span></td></tr>
<tr><td class="tr-caption" style="text-align: center;"><span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">A grouped line chart show data </span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;">trends over time</span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: small;"> </span></td></tr>
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<span style="font-family: Arial, Helvetica, sans-serif;"><b>Step 5</b>: Customize your chart components. You can add a title, subtitle, and footer simply by clicking in those spaces. Click the wrench in the upper right corner of each component to view further formatting options. (For a tutorial on one advanced formatting option, see <a href="http://cloudycumulus.blogspot.com/2012/12/cloudys-chalkboard-grouped-bar-charts.html">Cloudy's Chalkboard - Grouped Bar Charts</a>)</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">When you are ready to view your completed dashboard, Click "Save As" and save the dashboard to the correct folder, then click "Close." On the Dashboard viewing page, a "Refresh" button appears at the top of the page. Your dashboard will not refresh automatically; you must either click the button or schedule refreshes to occur regularly by clicking the down arrow next to "Refresh" and selecting "Schedule Refresh." On this page, you will also see the option to have a dashboard emailed to you or any other user on a recurring schedule. This is a great way to keep managers or teams up to date.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">If you have other questions about using dashboards, please leave a comment below, or <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white; color: #222222; line-height: 20px; white-space: pre-wrap;">Cloudy Cumulus is part of </span><a href="http://www.redpathcg.com/" style="background-color: white; color: #674ea7; line-height: 16.363636016845703px; text-decoration: initial;">Redpath Consulting Group</a><span style="background-color: white; color: #222222; line-height: 20px; white-space: pre-wrap;">, based in Minneapolis, MN (c) 2012</span></span>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-25471009130132622742012-12-31T12:37:00.002-06:002013-04-10T13:10:19.494-05:00Clean ALL the Data!!! Part II<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhy8vzfVBRkdaxbqsUEZNo27w_rCBJdFblwpi7-1ehRY2Cl-N-VGOxWKF399NQLbgoOb0KFhIeBGR6lwk9jSHEarLIDSqhIPfoE1NCZ49wgBNgU_EE6LiVjGR0vd67nhS4lnrF4PSbaiqRX/s1600/cleanallthedata+copy.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="281" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhy8vzfVBRkdaxbqsUEZNo27w_rCBJdFblwpi7-1ehRY2Cl-N-VGOxWKF399NQLbgoOb0KFhIeBGR6lwk9jSHEarLIDSqhIPfoE1NCZ49wgBNgU_EE6LiVjGR0vd67nhS4lnrF4PSbaiqRX/s400/cleanallthedata+copy.jpg" width="400" /></a></div>
<b id="internal-source-marker_0.3124274907168001" style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="vertical-align: baseline; white-space: pre-wrap;">When it comes to<span id="goog_1727291977"></span> defeating <a href="http://cloudycumulus.blogspot.com/2012/12/clean-all-data-part-i.html">dirty data in Salesforce.com</a><span id="goog_1727291978"></span>, the best offense is a good defense: start by giving your records, layouts, and fields a major tune-up. </span><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="vertical-align: baseline;">1) Eliminate all the unneeded fields cluttering your records. </span><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="vertical-align: baseline; white-space: pre-wrap;">2) When possible, use pick lists instead of free-entry fields to reduce the impact of typos. </span><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="vertical-align: baseline; white-space: pre-wrap;">3) Establish naming conventions and standards for record-completeness and make sure your users understand them.</span><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="vertical-align: baseline; white-space: pre-wrap;">4) Go over your page layouts and check the tab-order on your records to ensure that the settings are optimized for efficient data-entry.</span><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="vertical-align: baseline; white-space: pre-wrap;">5) Make the most important fields “required” on the page layout to ensure complete data entry.</span><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif; vertical-align: baseline; white-space: pre-wrap;">6) Implement some helpful validation rules on fields that tend to accumulate errors to help your users check themselves. </span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="white-space: pre-wrap;"><br /></span><span style="vertical-align: baseline; white-space: pre-wrap;">Talk to your users to make sure that the new required fields and validation rules are helpful to them: a heavy-handed application of these rules can be annoying and hurt user adoption, but when used judiciously, they are good for all! Make sure that users understand how to search for dupes BEFORE entering new information in the system.</span></span></b><br />
<b style="font-weight: normal;"><span style="font-family: Arial, Helvetica, sans-serif;"><span style="white-space: pre-wrap;"><br /></span><span style="vertical-align: baseline; white-space: pre-wrap;">Once you have established these standards for clean data entry, apply them to all your data sources, whether lists, syncs, imports, or web-to-lead sources. If you have not already, consider installing <a href="http://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IYLlEAO">DupeCatcher</a> in your org.</span></span></b><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><b style="font-weight: normal;"><span style="vertical-align: baseline; white-space: pre-wrap;"><br /></span></b>
<span style="white-space: pre-wrap;">Having taken these steps to prevent dirty data, you may now turn your attention to cleaning up an existing mess. Here are two of Cloudy's favorite clean-up tools:</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="white-space: pre-wrap;"><br /></span>
<span style="white-space: pre-wrap;"><a href="http://www.crmfusion.com/demandtools/index.php">DemandTools</a>: This is the go-to app for administrators looking to clean up their org. According to the provider, <i>"DemandTools contains modules for data deduplication, normalization, standardization, comparison, verification, import, export, mass delete to name a few." </i>It offers a free trial, free subscriptions to non-profits, and significantly reduced rates for small to medium businesses.</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="white-space: pre-wrap;"><br /></span>
<span style="white-space: pre-wrap;"><a href="http://appexchange.salesforce.com/listingDetail?listingId=a0N300000016cshEAA">Data Quality Analysis Dashboards</a>: This FREE app provides a set of dashboards that give you a quick and easy view of data quality in your org, especially as it relates to record completeness. You can quickly see which types of records in your org are most in need of remedial attention, which fields are most often being ignored, and how individual users rank in terms of data entry performance. The app offers great out-of-the-box functionality, and can easily be customized to show you what you really need to see.</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="white-space: pre-wrap;"><br /></span>
<span style="white-space: pre-wrap;">If you would like help with dirty data prevention, remediation, and user training, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us!</a></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<a href="http://cloudycumulus.blogspot.com/2012/12/clean-all-data-part-i.html">Click Here to read Clean ALL the Data!!! Part I</a>: Cloudy's report on how dirty data hurts your business.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><br />
<span style="background-color: white; color: #222222; line-height: 20px; white-space: pre-wrap;">Cloudy Cumulus is part of </span><a href="http://www.redpathcg.com/" style="background-color: white; color: #674ea7; font-family: Arial, Helvetica, sans-serif; font-size: 13.63636302947998px; line-height: 16.363636016845703px; text-decoration: initial;">Redpath Consulting Group</a><span style="background-color: white; color: #222222; line-height: 20px; white-space: pre-wrap;">, based in Minneapolis, MN (c) 2012</span></span><br />
<span style="font-family: Arial;"><span style="white-space: pre-wrap;"><br /></span></span>Unknownnoreply@blogger.com1tag:blogger.com,1999:blog-7035508236318982577.post-53428626375063453532012-12-31T10:03:00.001-06:002013-04-10T13:09:31.883-05:00Clean ALL the Data!!! Part I<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijZkHhnXs0Ydx6NuY64_9pf1BIvLfHNJDncnXFvQFSxMxn-c7xwfibWMzx7tg3OPiiBYpET9Xw4yAf3KBT4fbtSjmsrLrug3BR06-SErKUl7EaigIPSdDE6LvrAPo-f5xWGaBjf16YUp6h/s1600/cloudypolluted.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img alt="dirty data in Salesforce.com?" border="0" height="291" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEijZkHhnXs0Ydx6NuY64_9pf1BIvLfHNJDncnXFvQFSxMxn-c7xwfibWMzx7tg3OPiiBYpET9Xw4yAf3KBT4fbtSjmsrLrug3BR06-SErKUl7EaigIPSdDE6LvrAPo-f5xWGaBjf16YUp6h/s400/cloudypolluted.jpg" title="dirty data in Salesforce.com?" width="400" /></a></div>
<b>What does it mean to have dirty data in your Salesforce.com org?</b><br />
<br />
Here a few common kinds of dirty data:<br />
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<b>Duplicate Data:</b> <i>Various users in your org unknowingly create three entries for the same account. Confusion reigns and time is wasted when users try to track down the account and its correct related records.</i><br />
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<b>Missing Data: </b><i>Busy users leave fields blank in their rush to move on to other tasks. Reports become inaccurate and automatic processes are derailed as critical information is missing in action.</i><br />
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<b>Incorrect Data: </b><i>Human error results in inevitable typos or data entered in the wrong field. Poorly enforced data entry policies mean one rep might enter a country as "USA" and another enters it as "U.S." As a result, filtered reports and list views are missing essential data.</i><br />
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As a result of dirty data,<i> </i>your business cannot make good decisions because your reports and forecasts are incorrect. Your customer service reps lose their edge because they can't find accurate or complete information on customers who call in. Your Salesforce.com user adoption goes from bad to worse as your employees feel that their Salesforce.com data is inaccurate and unhelpful. The bottom line is wasted time and money.<br />
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The good news is this does not have to happen! Tune in next week to learn Cloudy's favorite strategies to clean up, and better yet, PREVENT dirty data in your Salesforce.com org.<br />
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If you can't wait until next week and want help cleaning up your dirty data today, <a href="http://redpathcg.com/page/1/contact.jsp">Contact Us.</a>Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-15099183256379694622012-12-20T10:40:00.002-06:002013-10-01T14:31:17.824-05:00Cloudy's Chalkboard: Grouped Bar Charts<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGFi3sU00dCZOkNPvtx7RRezmmmjFLRiaFOdX8TcaqS6dfooZ7fXwB2_0qNagOCwz1qnCff7ehDLpApdJCw_HKZJBmJy6m37bJ2-A38t-weRKMnGFMQwoN4STkNDdFzpi1Ys_FUl0lAoAh/s1600/Cloudy's+Chalkboard.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="205" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGFi3sU00dCZOkNPvtx7RRezmmmjFLRiaFOdX8TcaqS6dfooZ7fXwB2_0qNagOCwz1qnCff7ehDLpApdJCw_HKZJBmJy6m37bJ2-A38t-weRKMnGFMQwoN4STkNDdFzpi1Ys_FUl0lAoAh/s320/Cloudy's+Chalkboard.jpg" width="320" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">Salesforce.com charts and dashboards create useful snapshot views of your data. Bar charts are popular because you can easily add valuable detail to a basic bar chart by using groupings. </span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Look at Cloudy's examples below and then follow the step-by-step instructions to create a grouped bar chart for your report or dashboard:</span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJ7Zy1VYho00K5-sw53mxp5WaZSI_elVBVRjrMRkTBvWQ6_tVc2MKrmEfHkCwD-8kiT7IB0HhPvpRWugg0i783YMJQYuFzjbQ9dqwMXtwpQ0ysboCUAxFdS0ZXwWx38WyG1GJD8C3hAcJH/s1600/2groupedcharts.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img alt="Salesforce.com grouped bar charts" border="0" height="444" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhJ7Zy1VYho00K5-sw53mxp5WaZSI_elVBVRjrMRkTBvWQ6_tVc2MKrmEfHkCwD-8kiT7IB0HhPvpRWugg0i783YMJQYuFzjbQ9dqwMXtwpQ0ysboCUAxFdS0ZXwWx38WyG1GJD8C3hAcJH/s640/2groupedcharts.jpg" title="Salesforce.com grouped bar charts" width="640" /></span></a></div>
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<b><span style="font-family: Arial, Helvetica, sans-serif;">Step 1: Create your report.</span></b><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">You need to include at least 3 fields:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Record Name or ID (ie. Activity ID)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Group Category 1 (ie. Activity Type)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Group Category 2 (ie. Assigned to)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Check your filters:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Set the date filters to the time frame you are interested in.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Add any other filters needed to zoom in on the records you want to see.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Summarize:</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-In the report Preview pane, select the Format drop-down and choose "Summary."</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Drag the Group Categories into the Summary drop zones in any order you wish.</span></div>
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<b><span style="font-family: Arial, Helvetica, sans-serif;">Step 2: Create your chart.</span></b></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">You can create a chart on a dashboard or on the report itself. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Chart Editor: </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif; font-size: x-small;">(these instructions assume a horizontal bar chart. Switch X and Y axis instructions in the case of a vertical bar chart)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-If you are on the report itself, the Chart Editor appears automatically when you add a chart. If you are on a dashboard, click the wrench icon to open Chart Editor.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Click the "Chart Data" tab</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-For the X-Axis, choose the correct measurement metric (ie. Record Count, $ amount, etc.)</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-For the Y-Axis, choose the first Group Category you want to see. These will be the bars on your chart.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Next, click the "Group By" drop down and choose the OTHER Group Category. </span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">-Select the type of Grouped Bar Chart by clicking the icons below the Group By menu. For stacked grouping like the example above, click the middle icon.</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Click OK to view your Grouped Bar Chart!</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Read more of Cloudy's Salesforce.com step-by-step instructions:</span></div>
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<a href="http://cloudycumulus.blogspot.com/2012/11/test-drive-app-in-your-salesforce.html"><span style="font-family: Arial, Helvetica, sans-serif;">How-to install an App in your sandbox</span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">If you would like help creating these or other dashboard components, <a href="http://redpathcg.com/page/1/contact.jsp">CONTACT US</a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">Learn more about our Salesforce.com services <a href="http://redpathcg.com/page/1/Salesforce.jsp">HERE</a></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><span style="background-color: white; color: #222222; font-size: 13.333333969116211px; line-height: 20px; white-space: pre-wrap;">Cloudy Cumulus is part of </span><a href="http://www.redpathcg.com/" style="background-color: white; color: #674ea7; font-size: 13.63636302947998px; line-height: 16.363636016845703px; text-decoration: initial;">Redpath Consulting Group</a><span style="background-color: white; color: #222222; font-size: 13.333333969116211px; line-height: 20px; white-space: pre-wrap;">, based in Minneapolis, MN (c) 2012</span></span></div>
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<br />Unknownnoreply@blogger.com0tag:blogger.com,1999:blog-7035508236318982577.post-69971901707458104542012-12-12T12:00:00.003-06:002013-01-23T11:00:08.207-06:00Cloudy's Favorite Apps: FlipTop Social Profiles<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCgQKR1sp3pYbvTdrbHIpjaOC4HC1uFGeanKLx7GVIJLluKiMShMhLGnfnqouIUViU3cJEqbSzbyGG9Zm4ZMP3Dx1dl8hfpvZfxqRNH51_cJ1fvfA3y-h_fm9gKE8EX7WThRwB7klaEaZZ/s1600/CloudyCheese.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="274" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgCgQKR1sp3pYbvTdrbHIpjaOC4HC1uFGeanKLx7GVIJLluKiMShMhLGnfnqouIUViU3cJEqbSzbyGG9Zm4ZMP3Dx1dl8hfpvZfxqRNH51_cJ1fvfA3y-h_fm9gKE8EX7WThRwB7klaEaZZ/s400/CloudyCheese.jpg" width="400" /></a>If you are using Salesforce to track your contacts and leads, you already know what a great tool it is for getting a detailed view of the the people, records, and relationships that are important to you. When you are preparing to call or meet one of your clients or potential customers, one look at their record in Salesforce provides the information you need to have a more personal and up-to-date interaction. The only thing that is missing is an easy way to view the public social media presence of your contact. Sure, Salesforce provides the social media links at the top of the page, but often they lead to dead ends, and you have no way to know where the useful information might lie until you click on all five links!<br />
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<a href="http://www.fliptop.com/">FlipTop Social Profiles</a>, available in a free version on the <a href="http://appexchange.salesforce.com/">AppExchange</a>, provides a snapshot of your contact or lead's public social media presence right on their record. It makes a match using the email on the record and displays a photo and links to Twitter, LinkedIn, and Facebook accounts. Of course, the matching only works if the email in your records is the one that your leads or contact use for their social media accounts, and if they have made their photos and profiles publicly searchable. <br />
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If tracking the social media presence of your contacts and leads is part of your toolkit for nurturing business relationships, by all means give FlipTop a try! <br />
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<a href="http://cloudycumulus.blogspot.com/2012/11/in-depth-with-cloudy-paul-seway-founder.html">Click hear to read about why FlipTop is Paul Selway's favorite free social media App!</a><br />
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If you would like help evaluating or installing FlipTop in your Salesforce org, <a href="http://redpathcg.com/page/1/contact.jsp">Click Here.</a><br />
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Read Cloudy's reviews of other popular Apps:<br />
<a href="http://cloudycumulus.blogspot.com/2012/11/cloudys-favorite-apps-conga-composer.html">Conga Composer</a><br />
<a href="http://cloudycumulus.blogspot.com/2012/11/formassembly.html">Form Assembly</a><br />
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<span style="background-color: white; color: #222222; font-family: Arial; font-size: 13.333333969116211px; line-height: 20px; white-space: pre-wrap;">Cloudy Cumulus is part of </span><a href="http://www.redpathcg.com/">Redpath Consulting Group</a><span style="background-color: white; color: #222222; font-family: Arial; font-size: 13.333333969116211px; line-height: 20px; white-space: pre-wrap;">, based in Minneapolis, MN (c) 2012</span><br />
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<br />Unknownnoreply@blogger.com0