Wednesday, August 31, 2011

Formula Ninjas

- Use $User formula to create dynamic reports and list views

$User and Createby ID

-- Field Name: Createdby$User
-- Datatype: Formal
-- Return Type: Number, 0 decimals
-- Formula:  If (CreatedbyID = $User.id, 1,0)

-- Use basic math to evaluate non-numeric fields

Using Images in formulas
-- SF has library of reusable images
-- All customer image files are stored
-- Usine image record and ID

IMAGE(Case( Rating,
"hot", img/samples/light_green.gif"
) "status color"

Using cross object formulas

Research ISBlank
  
To obtain slideshow.... and review in detail

More SFMOMA

Transforming the Customer, Partner, and Employee Experience with Service Cloud

Steve Roberts
Accenture
Partner Electronics and High Tech

Renee' Mckaskle
VP, IT Governance Services, Symantec
Over 40 centers, 3000 + agents, 600k customers +

Salesforce for Support Objectives @ Symantec

-- Simplify the support experience for customers and channel partners with enhanced self-heal and self service
-- Improve agent experience with SOP and internal collaboration
-- Reduce cost to serve and decommission point solutions
-- Allow for rapid integration of mergers and acquisition

-- Internal collaboration during support roll out, they held cross functional input meetings and prevented individuals speaking in their native knowledge language.  For example, IT people could not use "IT speak" or heavily technical terms.  Important to come to a common ground for collaboration.

Symantec Service Cloud functionality

-- Log cases / view case history
-- Initiate real time chat session
-- Search multilingual kb
-- Request account and contact updates
-- Channel partners can also create cases on behalf of their customers

-- Consider building Self-Service once, for deployment in other areas

Salesforce for Support Learnings

-- Enable sponsors, engage stakeholders early on
-- Understand data and possible data challenges upfront
-- Incorporate Customer and Channel Partner perspective
-- Take care when combining Sales & Service in one "instance"
-- Proactively educate teams on Agile working methods
-- Challenge cross-functional teams to work differently & together
-- Use adaptive Change Management practices
-- Strive to implement salesforce.com with minimal customization
-- Coordinate multi-party delivery through a primary program office.

SFMOMA

Saveology.com is using Force.com Sites

With a deep integration into Salesforce.



More Visualforce

-- During my scheduled 1 on 1 Success Clinic, Ketan recommended using Visualforce for Contact > Attendee integration in Salesforce for training management.
-- sites @ force.com

Caching - Leverage the Content Delivery Network (CDN)

Why Use Caching?

-- Improve page load times
-- Reach a global audience
-- Offload bandwidth to stay within limits

Things to Remember

-- Enter page content is static
-- Be mindful when setting the length of cache
-- Every unique URL is cached separately

-- Sites make it easy to set Caching within the configuration of each page
-- Research SEO best practices. 
-- Sites works well with SEO


Dreamforce

Opening Keynote with Mark B

-- your database has to track your customer's social world
-- database.com is available
-- touch.salesforce.com is all access for any mobile.
-- data.com is a new service.
-- Bob Toohey, President of Verizon.
-- support.avalara.com??
-- klm surprise, example of social enterprise.
-- Chatter Service is a new offering for Service Cloud
-- single interface from facebook, twitter, and youtube.
-- telephony integration, contact pop up within service cloud.
-- facetime from salesforce service cloud demo
-- Parker Harris, co founder of Salesforce.com
-- facebook.com/disney uses heroku.
-- MC Hammer is @ Dreamforce. Yes seriously. He is speaking in a crowd interview with CEO related to social feedback in music industry.
-- Gatorade and Dell have serious control centers listening on social media.
-- radian6 and heroku
-- Disney builds apps with Heroku within Facebook.
-- Listening and engagement.
-- Angela Ahrendts, CEO Burberry
--

Tuesday, August 30, 2011

Getting Started With Visualforce

Speaker: Chris Wall, salesforce.com

Benefits of Visualforce

-- Force.com, built on top of Apex and integrates with Force.com objects
-- Tightly integrated
-- Broad library of ready to serve components
-- Extend with custom components
-- Flexible

Rapid, Extensible, Flexible

-- 1.3 Bill requests/ month
-- Adopted internally
-- Junobaby.com

-- Pages can be created on the fly
-- Wisiwyg directly on page

Demo showed that....um..its pretty robust and intuitive from a creation standpoint.

-- Can use standard controllers to display SF information

Demoed the display of showing SF account info on a customer page with edit capability.

-- Using tests within Apex code is key. 70% of test must pass before acceptance. Provides some analytics.
-- Interface provides logs of apex calls
-- Visualforce pages can render in PDF
-- Wizards can be built
-- Mobile
-- Email Templates

Worst Practices

-- Ignoring standard web best practices, UX is paramount
-- Dump on a page, respect the limits
-- Desregarding viewstate
-- Redundancy
-- Straight to production

Key Take Aways

-- Comprehensive tag-based markup language
-- Controllers provide application logic
-- Charting will become available in '12

Hands On: Transform your Reports

admin@df11transformA064.com
df2011

-- Counting Records with the Power of One
-- Grouping on reports is inaccurate because it uses rows instead of actual values
-- Great use of a numeric value to get a true measure of reporting
-- New report builder makes it easy to work with formula fields in reports
-- Bucketing uses If Then Else...statements in reports


These formulas are for copying and pasting during the exercises.

 

Exercise 2: Group Records with Bucketing

IF(CONTAINS(TEXT(Product__c), "Printer"), "Printer",

IF(CONTAINS(TEXT(Product__c), "Laptop"), "Laptop",

IF(CONTAINS(TEXT(Product__c), "Desktop"), "Desktop", "Service Agreement")))

 

Exercise 3: Report on Different Time Frames

((YEAR(CloseDate) - YEAR(TODAY())) * 12) + (MONTH(CloseDate) - MONTH(TODAY()))

Hands On: Sessions

Fully equipped with laptops and exercise guides.

Key KPI's for Customer Service and Support: vmware metrics

Key KPI's for Customer Service and Support

Employee Satisfaction.....ESAT should be tracked

Sudha Rao - vmware
Senior Program Manager, Global Support Services
@sudharaofromsf

-- New implementation of Salesforce
-- Core set of goals that drove implementation focus
-- Use of dashboards are key for daily review and action
-- Rose first response rate by 10% and e-sat

Vala Afsharr
Chief Customer Officer
Enterasys Secure Networks
@valaafshar

-- Global services and company crm strategies
-- Strategy and talent are key attributes
-- Less than 2% employee attrition over last 5 years in service area
-- Has several levels of  recognition that approach works
-- Performance Management Strategy, next 3 bullets
-- Culture of transparency
-- Deliver on promises
-- From reactive to proactive
-- When a case opens, all relative sales individuals are notified.  No surprises.  Related to transparency
-- Share as much information within the organization to build trust.
-- Automated workflow, dashboards delivered to email.  Push deployment to agents and employees.
-- Action on delivery
-- Balance Performance Scorecards.  Key to success to measure and display performance. 
-- Any agent can see where they are at 1 instance.  Where they stand should be available.
-- Uses a weighted sum algorithm, 1 - 105, then ranks accordingly.  Uses baseball analogies (minor league to Hall of Fame) based on score.
-- Define a Hall of Fame service pro
-- Measure what matters
-- Doesn't care about talk time, focused on availability and other items.
-- Benchmark and communicate
-- Ask all members of the company what they define is a Hall of Fame agent is.  Grassroots approach at gathering requirements for benchmarking
-- Implement predictive analytics to deliver for agent view when case is opens to show temperature. 
-- Workflow can be managed better when predictive analysis is available in the beginning
-- Adopt a transparent culture, which relates to social collaboration.
-- Culture, people, process, and then tools - define a purposeful strategy.  


Oracle stopped by..

Double Bag Syndrome

If you plan to register the same day you plan to attend sessions, be aware if you bring a bag, you will get a bag.

All about the Social Enterprise..

Community Conference

Erica Kuhl and SF VP Jaime ??
Radian6...
Social Transformation..
Note to add video

The Benefit of Early Registration

No lines..