Friday, September 21, 2012

Session: Making Salesforce Analytics Commingle with External Data

The completed URL: https://na14.salesforce.com/00Od0000003CzPQ?pv0=Large&pv1=Express+Logistics+and+Transport&pv2=Web%20Portal&pv3=Total%20Records

The Custom Link with Merge fields: https://na14.salesforce.com/00Od0000003CzPQ?pv0={!Account.Client_Size__c}&pv1={!Account.Name}&pv2=Web%20Portal&pv3=Total%20Records

Alternatively you could leave off "NA .salesforce.com" and just do /*ReportID*?pv0=... 

Here's a good blog post on the subject: http://sfdc.arrowpointe.com/2005/06/09/auto-create-reports-from-web-links/

The Service Cloud

Email Response Console

CTI Toolkit 4.0o

Knowledge Chatter

 

FARO is using Solutions http://www.faro.com/site/support going through migration to Knowledge

 

I got the deck..more good stuff to consider

 

 

demarcus wells | service operations / programs mgr. | avalara®
direct: 206.641.2317 email: demarcus.wells@avalara.com

 

This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited. Please also be aware Avalara does not provide client-specific tax management advice. Recipients seeking advice on specific tax matters should conduct their own due diligence and seek advice from a qualified tax practitioner before relying on any information contained herein.

Tuesday, September 18, 2012

SQL with SF

Progress DataDirect is a key partner in data integration.

This is pretty cool.

Gamifying Social Collaboration

A key definition is that Social = Collaborative knowledge

 

28% - email

 

19% - tracking down information

 

25% potential reduction in the 2 with social

 

Internal Survey

 

1.       Go Social Portal

2.       Profiles

3.       Gamification

 

Clear guidelines on behavior

 

Skills matrix in SF

Profiles, managed inside.

Points for activities

Rewards store

 

 

                                                                                                                     

This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited. Please also be aware Avalara does not provide client-specific tax management advice. Recipients seeking advice on specific tax matters should conduct their own due diligence and seek advice from a qualified tax practitioner before relying on any information contained herein.

9 Ways to Support


Sunday, September 2, 2012

We in here...

 

demarcus wells | service operations / programs mgr. | avalara®
direct: 206.641.2317 email: demarcus.wells@avalara.com

 

This communication, including attachments, is confidential and may contain proprietary information intended only for the proposed recipient. Please notify the sender and delete this message if you believe that you have received this message in error or if you are not the proposed recipient. Unauthorized disclosure, copying, or distribution of the information is strictly prohibited. Please also be aware Avalara does not provide client-specific tax management advice. Recipients seeking advice on specific tax matters should conduct their own due diligence and seek advice from a qualified tax practitioner before relying on any information contained herein.