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Tip of the Week – Dreamforce Tips #6 – Become a part of the Salesforce Community

Tip of the Week – Dreamforce Tips #6 – Become a part of the Salesforce Community

by | Nov 6, 2015 | Salesforce Tips

Salesforce is an incredibly robust tool, and with great power comes great complexity. If you use Salesforce, there will come a day where you just don’t know what to do. From end user to Admin to Developer, something will come up that is just beyond your skill set. Maybe you don’t know how to find that record you accidentally deleted, are having trouble with a complex Workflow, can’t quite figure out what’s wrong with your Trigger, or maybe you’re just looking for the next great new enhancement for your org. Not to worry, there are copious tools at your disposal, and in this final installment of Dreamforce Tips, I’d like to recommend one of the most valuable – the Salesforce Success Community.

I’ve told you about the #askforce community on Twitter, which is an invaluable tool for getting help fast. But sometimes you need more than 140 characters to solve your problem, and #askforce isn’t the easiest place to find previous challenges and solutions. The Success Community can be a little slower, but the same incredible people who help you out on Twitter also scour the Community to offer the same level of support and assistance. And if you have Salesforce, you already have access. All you have to do is click Help in the top right corner from any page in Salesforce then click the Success Community icon. There, you can search for solutions, post questions and ideas, browse help and training documentation, and more! Join us next week for a post about an incredible success from the Salesforce community!

-Jared and the Salesforce Guys

Dreamforce Sock Update:

Dreamforce Socks

And we have cuffs! Now to get these guys off the needles in time for Veterans’ Day! Wish me luck

Tip of the Week – Dreamforce Tips #2: Plan ahead for success

Tip of the Week – Dreamforce Tips #2: Plan ahead for success

by | Oct 9, 2015 | Salesforce Tips

Scheduling

In last week’s Tip, the first in our Dreamforce Tips series, I let Sondheim do the talking on taking a phased approach to system building. This week’s tip goes hand in hand with that. So you’ve worked hard, built a solid foundation, planned appropriately, and created a state of the art new Salesforce org. You can’t wait for your team to start using it. But when you try and roll it out, things start falling apart, your team isn’t adopting it, and you’re starting to realize there’s a bigger learning curve than you thought. This seems unavoidable and insurmountable, but believe it or not, there’s a solution! It’s called planning for rollout.

This was the second most repeated tip I got from the Salesforce team at Dreamforce this year. It doesn’t matter how methodically and carefully you work to build a new system if your rollout falls apart. A little planning ahead can go a long way. Just like we recommended you build bit by bit, rolling your system out to your team should go the same way. Pick the quick wins first, things that will really get your team excited by saving them time and helping them do their job with less stress. As they gain confidence and see value, they’ll be motivated to spend more energy learning and be less stressed when a bug crops up. It may take a little time to get everything out to your team, but everyone from executives to sales assistants will thank you later.

-Jared and the Salesforce Guys

Dreamforce Sock Update:

Dreamforce Socks

The Dreamforce Socks are making amazing progress! I’m about almost to the heels, and I hope they’ll be turned by the end of next week. Wish me luck!