Thursday, January 15, 2015

Things Your Consultant Won’t Say To Your Face

This article is from the Salesforce ButtonClickAdmin BLOG
A key nugget we appreciated was:
2.   Don’t fall in love with your requirements.
Documenting your own processes and creating a list of requirements before finding a consultant is a great thing to do. It will help save time and guide us in the right direction. Just don’t fall in love with the document. Use the requirements as a platform to start a conversation with your consultant and be open to making changes.

Consultants write up requirements all day, every day.  Most users do this only when they are tasked with adding new functionality and providing guidance to consultants. Don't get me wrong, I love it when clients actually write up requirements, I just think they represent a starting point, not the finishing point. Good systems come from teams collaborating and having a conversation that involves probing, exploring options and prototyping.

Sunday, November 30, 2014

Control over Task Assignment Notifications in Salesforce - Winter '15

New functionality: Administrators can enable a setting that allows individual users to control task assignment notification emails. When this setting is enabled, users can go to My Settings > Reminders & Alerts to modify the “Email me when someone assigns me a task” checkbox. Disabling this checkbox turns off all task assignment email notifications.



Our Thoughts: In case users complain about receiving too many email notifications, they will absolutely love this new feature. This setting allows individual users turn notification emails on or off for all task assignments globally. 

Tuesday, November 11, 2014

CS183B is a class being taught at Stanford. It’s designed to be a sort of one-class business course for people who want to start startups....

We have subscribed to the class feed and have been perusing the class readings and videos since the start of the semester. It's definitely the who's who of Silicon Valley, that's participating. Here's a link to the site and a glimpse of the content featured.


Wednesday, October 15, 2014

"Glue" the main difference in system costs for SMB

The same system can have a 4 figure, 5 figure or 6 figure solution, the difference is in the glue -- human glue vs machine glue. Machine glue is short time more expensive, but cheaper in the long run.  Think about what type of glue you are using today. 

Wednesday, September 17, 2014

Productivity Advisors' Pro Bono Work for JCF


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Join your colleagues as change-makers in our community. And, please spread the word: Facebook | Twitter | LinkedIn

Thursday, September 11, 2014

De-centralize Report and Dashboard Management in Salesforce

Salesforce's paradigm for granting users access to create and manage report and dashboard access is via the Folder. There are a variety of permissions available to Profiles or Permission Sets to grant users (or groups of users) access to folders for creating and managing access and also for receiving Scheduled Reports. Additionally, Salesforce supports setting certain users as Managers of a specific Report or Dashboard folder, so that they may manage access at the granular, single folder level.


Given our recent work with report folders, here are some Best Practices to keep in mind:

  1. use Profiles as the management tool for Admin, Super User and Power User Profiles
  2. use Permission Sets for key power users who are apart of a more general Profile -- so only specific users then have broad access across all or many folders
  3. use the Manager access right, per folder, for granular user management at the report or dashboard folder level. 
Additionally, if you are looking to schedule reports or dashboards to specific users, so not broad Groups or Roles, then each user must individually be Shared access to the folder to be "select-able" for report or dashboard scheduling (so search by User in the Scheduling interface).


Wednesday, June 25, 2014

Summary of our 4D Process for Client Delivery

Our 4 "D" process is an iterative approach for determining client needs and requirements to deliver better solutions in less time than traditional software development practices.