Wednesday, September 17, 2014

Productivity Advisors' Pro Bono Work for JCF


Interested in advising a nonprofit? The Federation's Pro Bono Consulting Practice connects talented professionals with results-oriented engagements at Jewish nonprofits.

Skills WANTED in:
 Marketing
 Social Media
 Branding
 Writing
 Graphic Design
 IT & Web Development
 Accounting
 Financial Planning
 Business, HR & more!

View the Pro Bono Portal for short or longer-term opportunities.

"My skills were deployed immediately and strategically. Great to give a few hours and get such high return." Greg Robin, Managing Partner, Productivity Advisors.

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. 


Tuesday, June 24, 2014

So you want to learn Salesforce...

Taking up Salesforce is daunting, no doubt about it. But the developer marketing folks at Salesforce have a plethora of resources to check out. Here’s a guide to some of the essential and free resources that will help you get started:
  • Sign up for a Developer Force account - The best way to start is to have your own developer environment to build and experiment with.   Then leverage a great online community that promotes learning, growth and contribution for the Force.com platform.
  • Check out some examples via workbooks :
    • Force.com - point-and click configuration for setting up and administration of the    environment
    • Visualforce - Page markup like HTML
    • APEX - Programming language
  • Cheat sheet for Salesforce 1 Developer.  This is just one of many examples...
  • Videos - For the visual learner, Salesforce has hundreds upon thousands of videos up on Youtube.



Wednesday, May 28, 2014

Interesting Start-up Funding event hosted by my buddy Nate Beckord (June 26th, 2014 in SF)

Startup Funding 2.0 is about innovation in early stage finance.  

Topics include:
 
+Rise of the Platforms: how perk- and equity-based crowdfunding platforms are changing the game.

+March of the Young Turks: how hot new seed funds are innovating the venture model.

+Acceleration of the Accelerators: how incubators are opening up new paths to funding...

...and much more. 

Our rockstar speaker list includes Gil Penchina (leader of the largest AngelList Syndicate), Satya Patel (VC at Homebrew), Ash Fontana (Product at AngelList), Ryan Caldbeck (CEO of CircleUp),Boris Wertz (VC at Version One), Ann Miura-Ko (VC at Floodgate) and more TBA. 

Register soon-- tickets are limited, and prices are going up. This event will sell out. 
More details: www.fundingv2.com
Produced by Foundersuite.com, and hosted by Automattic.
Sponsored by BootStrap Labs, Founders Network, and Bizzabo. 
Sorry, no refunds or exchanges.
Come early, stay late. 
See you June 26! 
Have questions about Startup Funding 2.0: The Brave New World of Early Stage Finance?Contact Foundersuite.com

Thursday, May 15, 2014

Learning how to code in Salesforce... #apex4admins

I have been a point and click admin/consultant in Salesforce for about 5 years (and working in SaaS for more than 10 years with QuickBase), but I haven't been interested in coding since earlier in my career -- I mostly configure.  Well, just as I was feeling like I would steer clear of coding (forever), I started reading Salesforce Community BLOGs regarding learning to code this summer with David Liu (a Salesforce MVP and Salesforce architect at Google).  It has sparked a new interest in me to dig a bit deeper and get more technical.  The thing I have enjoyed, (so far, I have reviewed his website www.sfdc99.com and listened in on the first webinar), is the ease in how the subject is presented.  Here's a screen shot, that in a colorful way, explains the nomenclature that makes up basic code in Salesforce.  


If you're interested, I strongly recommend visiting David's site and checking out the two remaining webinars in the series.

Wednesday, May 07, 2014

What are the business requirements for your....

"fill-in the blank" system.   On our continued theme (last article was on selecting a proper app platform), of helping businesses get from point A to point B, its good to get very clear on where you are (point A) and where you're going (point B) and also your budget for this journey (by Uber X or TownCar).   We built a deck to help companies select the correct web-based software for their business.  Embedded in the deck is the following slide, which highlights some (but not all) of the questions a business must answer, when choosing between software solutions.  




Additionally, we have used the following 10 steps to help clients both assess their vendor selection choice and address the software configuration process.