Salesforce Summer 10 Logo

Salesforce Summer ’10 release is here and is even better than before. Here are my top 5 favorite features from the new release.

1. Chatter

What is Chatter? Chatter is a collaboration application that can help you join forces with your co-workers, the applications in with which you work, and the content on which you work, in real-time. For example, your development team can use chatter to share updates and exchange information directly on the Donations records – no more endless email exchange (did you send the thank you letter? Did we receive the donation? Etc…)

To enable Chatter:

Setup | Customize | Chatter | Settings

Note:

  • To turn on Chatter, the new user interface is required.
  • All users have Chatter profiles with a personal photo, contact information, and professional experience.
  • The People Tab provides a list of all users.
  • Feeds provide real-time information (just like Facebook…i.e when a person changes a status on Facebook, you get notified. For Chatter, when collaborating on a document and your coworkers complete a thank you email, you get notified with a status update immediately. )

2. Cloud Scheduler

Wow! This will make my life easier! The Cloud Scheduler allows users to propose multiple meeting times – this should reduce all the back and forth communication when scheduling a multi-attendance meeting. You can let Salesforce propose meeting times, based on the Salesforce users’ calendar (it should be up-to-date!), or select your own meeting times.

To enable the Cloud Scheduler:

  1. Setup | Customize | Activities | Activity Settings  and click on Show Requested Meetings in Calendar Section.
  2. Add the new Meeting Request button to the page layouts for Contacts and Leads.

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3. Campaigns

More control over the Campaign Members object. For example, with cross-object formula fields it is now possible to display information from Leads, Contacts or Organizations on the Campaign Members object.

4. Answers Available in Force.com Sites!

Force.com Sites allows people create public websites and applications that are directly integrated with your Salesforce database. We have already delivered several Site based solutions for nonprofits, such as a fully featured university admission process (we also used Salesforce Customer Portal) and program enrollment forms.

Now, it is possible to expose the Answers community on Sites as well! The new release even enables the moderator to escalate a question into a case or promote a reply to an article. Salesforce has been using Answers for a while now. Check it out!

5. Last but not least, Drag-and-Drop Dashboards

Dashboards are great, but they can take time to create. With the new release most dashboard customizations happen on a single screen, therefore, it makes it easier for administrators to edit dashboards and minimize the time that it takes to create a new dashboards. The builder layout is a completely new way of creating dashboards and was very much-needed.

Note: Your profile should include “Drag-and-Drop Dashboard Builder”

Release Resources:

Summer ‘10 Release Preview
Summer ‘10 Release Webinar
Summer ’10 Release Notes
Developer Preview
Spring ’10 Release
Summer ’10 Release Training
Information about the release dates
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Action Plans is a new, free add-on for Salesforce.com (from the Force.com Labs) that in a nutshell puts best practices into reusable “task templates”. Task templates can help you create automatic follow ups when your organization receives new donations and normalize the staff’s task generations on new leads.

 Force.com Labs

For example, when I served as the director of resource development of a NPO we had a very organized procedure to follow up on the president’s leads from conferences (you know what I am talking about, all these big stacks of business cards…). Seven days after the conference, the president sends a follow up email to the lead in which he introduces me. Then, I send an introduction email and 14 days after the conference we usually met to discuss all leads.

Action Plans allow your organization to create multiple tasks (independent and/or dependent) for a lead (or other Salesforce.com objects), assign tasks to a specific user, and supports the creation of up to 20 action plans at a time.

I would love to hear your comments on this great add-on!

Here is a video that shows how it works:

A storm of applications is coming… Google unveiled their Google Apps Marketplace today. With 25 million users in more than 2 million businesses, there is clearly a need for more collaboration tools than Google Apps can offer today. Sound familiar? Unlike Salesforce.com’s AppExchange, developers don’t need to build their apps on Google’s platform (with Salesforce.com you have to develop on the force.com).


The big advantage of these applications is that they will integrate with your Google Apps so you can better share and collaborate with your team. Once you download an application into Google Apps, it will appear on your main Apps Dashboard alongside all the other Google applications you use. It will even appear in the “more” drop down across the Google properties.

I could not resist the new Marketplace and had to download an application – Manymoon. It is a cool project management/team collaboration solution. Manymoon allows your team to attach Google Docs to tasks, projects and events; add project information to shared Google Calendars and much more. For nonprofit organizations this is a great tool to manage educational programs, fundraising campaigns or even advocacy efforts. Best of all it is free!

To add an application to your domain from the Marketplace:

1. Click “Add it now
2. Agree to the vendor’s Terms of Service
3. Grant access to the data that the app is requesting
4.  Turn it on and start enjoying your increased productivity

Did you find a useful application? Please share your experience in the comments.


Here’s a short clip that explains what the commotion is all about:

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Spring ’10 is salesforce.com’s 31st release and it brings many exciting new features! I would like to add/update my earlier post about the release and this time, share with you my top 10 favorite features.

Did I miss anything? I am sure I did… so please share your favorite new features in the comments sections as well!

1. Rich Text Support – A new (and exciting) rich text field type!

2. Mobile Lite – View and update accounts, leads, opportunities, cases, solutions and dashboards – ensuring that you can stay connected even when you are on the go.

3. Enhanced Dashboards

a. Create tables with up to four columns.
b. Quickly search for a dashboard in a dashboard finder.

4. Answers – I love this one! Harness the expertise of your community right on your Web site.  It seems to be the “answer” to the Ideas module.

5. Personalized Email alerts – You can now set the “From” Email Address in email alerts to the address of the default workflow user.

6. Search Box – Providing an auto-complete capability that works just like Google.

7. My Domain – Brand your login and navigation URLs,  such as: http://cloud4good.my.salesforce.com (limited release).

8. Adobe Flash Builder for Force.com – A powerful tool that will enable Adobe Flash(R) development on the Force.com platform.

9. New Report Builder for tabular reports (developer preview).

10. New UI? I am still waiting for this one… 🙂 [UPDATE: It’s Alive!!! Learn how to activate it]