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Category: Salesforce

A Dreamforce Recap – Day 1

Posted on 16 October 2014 by Nik Panter

So, it’s Dreamforce again. That big ball of crazy that is 145,000 people invading downtown San Francisco for four days of deep immersion into all things Salesforce. Sales Cloud to Heroku, Exact Target to the Internet of Things … There’s a little bit of everything here from the Hilton to the Palace Hotels. Day 1…

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When Dreamforce Overwhelms, or Help, I’m Alive….

Posted on 30 August 201230 August 2012 by Nik Panter

Well, the countdown is officially on – Dreamforce ’12 is in it’s final motions…as I write this the counter tells me it is just 18 days away.  And if you are like me, you are getting giddy with anticipation.  This year looks to be a blazing amazing time, with the Keynote, Jeff Immelt, Gen. Colin…

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TimeSaver # 9 – Expanding the Body of an email with an HTML using Letterhead Template

Posted on 23 March 2012 by Nik Panter

So, I thought I’d pass along this hint for Salesforce – I am not sure if it saves you time if you just live with the issue, but it certainly saves you time if you wanted to send templated emails without needing to know HTML!  Of course, many use email templates during their day to…

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New Release Feature: How You Could Use Cross Object Workflows

Posted on 17 February 2012 by Nik Panter

So, Winter Spring ’12 is out and one of the new features released is Cross Object Workflow.  This has been a long time idea on the IdeaExchange, and put a big old smile one my face.  With this release you are able to perform cross-object field updates on: Custom Object to Custom Object (children of the…

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Timesaver #8 – Calculating Business Days

Posted on 11 November 2011 by Nik Panter

Hey all, So, on Twitter this week Jon Adams from Florida asked a question using the #askforce hash – “Is there a way to replicate the WORKDAY function in Excel in SFDC?”.  My first response was to send him as link to an answer on the Salesforce Community page which laid out how to calculate…

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Know that I’m gonna be your dangerous side effect …

Posted on 9 November 2011 by Nik Panter

So, this past week, salesforce.com released a new feature within their core application called “Social Contacts”.  Those who happened to attend or watch Dreamforce this year know that the Social Enterprise and the social contacts function got some major airplay during the Keynote speech by salesforce.com CEO Mark Benioff (if you watch again, you can actually…

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Hello out there, we’re on the air, it’s ‘Hockey Night’ tonight…

Posted on 4 November 2011 by Nik Panter

So, those who know me know that my love of what I do for a living is superseded likely only by my love of hockey (of course my wife and kids come first for everything….).  I played hockey for a very long time, until I couldn’t anymore, and now I spend a many a night listening and…

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Timesaver #7 – Forcing Opportunities During Lead Conversion

Posted on 16 September 2011 by Nik Panter

A couple of days ago, a good friend and fellow MVP, Becka who is also known as @SFDC_Nerd, put out a tweet using the AskForce hashtag. It was as follows: “Any way to have a trigger fire before lead convert? Trying to force oppty creation on all leads. #askforce (yeah, I’m back to this again)”….

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It’s the End of the World As We Know It, And I Feel Fine

Posted on 2 September 2011 by Nik Panter

So, I sit here in the lobby of the Marriott Marquis, killing time before my red eye flight takes off from SFO. Another Dreamforce has come and gone, and once again salesforce.com put on an amazing show. From the Monday night pre-dreamforce meet ups and greet ups right to this morning’s final sessions, Dreamforce was…

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When Something Stands For Nothing

Posted on 21 August 2011 by Nik Panter

So, while listening to the new Headstones song (BINTHISWAYFORYEARS…check it out!) I was also looking through twitter, when yet another #SFDCrevealed tweet came across my stream. Now, those who know me understand that I am not a big fan of the “attack ad”, or using any method of advertisement that boosts your service/product through the…

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