One interesting question came up a month or so ago on the Salesforce Success Community page, and it reminded me of some customizations I have done for some clients in the past. And the time saver centres around measuring the time between a lead creation (first touch) and opportunity close. With salesforce.com native, you can…
Summer Begins when Bluesfest Begins!
Ah, the beginning of July means the true beginning of summer to me. It means Bluesfest, an annual concert that Steph and I (along with hundreds of thousands of others) have parktaken for what seems forever. For those not from Ottawa, Bluesfest is a two week music festival that is pretty darn good (I know…
Timesaver # 5 – Viewing Comments on Activity History Related List
Hey all, So, one thing that has come up every once in a while are clients who want to see the comments, or part of the comments on an Activity History related list. The comments field is a Long Text Field; as such, unfortunately you cannot just add that field to the related list and…
Two Upcoming Webinars from salesforce.com
Hope everyone is enjoying March so far – my March came in like a lamb weather-wise, but a lion health wise….ah, the joys of school-aged children and the bugs they bring home! Just wanted to let you know about two upcoming salesforce.com webinars next week… The first is on the development side. On March 9th,…
I Will Possess Your Heart (or, learning Apex and Visualforce)
So, like many nights after Hockey Night in Canada is done, I found myself alone in the house (with the wife sleeping, as well as the kiddies) and Saturday Night Live not doing it for me anymore. So, what do I do? Jump in front of the computer to do some work. Last night, it…
Hockey Talk – Pens/Isles, Lemieux and 5 tweaks
So, typically I have used my blog to talk about salesforce.com, and every once in a while (especially the first post of the year) I talk about music. Another passion of mine is hockey – as a child I played hockey, as a dad I play hockey taxi dad and coach, and as a Canadian,…
TimeSaver #4 – Minimizing Issues with Multi-Level Account Hierarchies
Hey all! A while since I posted a time saver – not because I didn’t want to though! Just been a busy six months. Have a few time savers that people have told me I should pass along. Here is the first…I’ll post the others as time allows! Some clients we have use Account hierarchies…
Songs From 2010 – my Top 10 List
Wow – just noticed that it has been over six months since I have posted. I am sorry for anyone who checks this out every once in a while…I do have four or five posts around my usual conversation point – salesforce.com – but as of right now, I think I will kick it off…
Anything You can do, I can do better…
Well, here we are folks – it’s been a couple of months, and it has been an extremely busy time with family (the kids are out of school for the summer) and xLerate (not to boast, but we’ve been at over 100 percent billable for the past two months, with the docket in July and…
TimeSaver # 3 – Using a Custom Button for Common Activities
Today was meeting day for the Ottawa Salesforce.com User Group, and we had a wonderful presentation from Customer Success Manager Greg Curgenven who went through about 10 add-ons and shortcuts to help with the efficiency of your Salesforce. One he touched on was using custom buttons for common activities. This is a favourite of mine…