Monthly Archives: June 2010

Salesforce.com Chatter is Generally Available …

Salesforce Chatter is a new way to collaborate with people in your company, in real time, in a private, completely secure way.

Transcript :

  • This is your homepage. Right away you can see how Chatter brings your business applications to life.The first thing you see is your picture and your latest status update.
  • When you click on your picture, or on the profile tab,you’re brought to your work profile where you can share your skills and background with everyone in your company.
  • In the middle of the page is where you post your status. It’s where you let everyone know what you’re working on.
  • You can also attach links and files to go with your updates whether you’re at a conference looking for new business or just asking your colleagues for advice.
  • People can see your status in real time, and respond immediately with helpful information.
  • Now let’s take a look at the people tab,here you have a private corporate directory that makes it easy to find colleagues and follow them if you want to see their updates.
  • Back on our homepage, you can open your main Chatter Feed. It puts all of your updates right in front of you in one place.
  • You can see updates from the people you’re following,plus you can immediately see when new files have been updated, like this presentation.
  • But Chatter helps you do a lot more than follow people, you can also keep track of everything that’s happening with your applications and specific records that matter to you.
  • Like updates from your deals, your customer cases, and your custom app records like this project. You can even get updates from Non-Salesforce apps like back office finance or HR systems. Here you can see an update to an account you’re following. From your feed you can drill right into the underlying detail.
  • Here we are on the account record. You can see all of the account details, and expand the Chatter feed to see the latest updates. At the top is where you can choose to follow this account.
  • Here you can see who else is following it. And if you created or own this record, you will automatically follow it.You will also automatically follow the people and records you work with most often.
  • With Chatter, every record also has it’s own feed. For example, people from across the company who work on this account can collaborate on it right here. When someone makes a change, or a document is modified, everyone who is following is immediately updated.
  • With Chatter, you can also create groups to collaborate on any team project whether it’s a Sales opportunity, an HR project, a product, or your team.
  • You can create groups in just a couple of clicks. You simply choose whether you want a public or private group,and then invite your colleagues to join. Here’s a group for a consulting project related to this account.
  • Chatter also makes it easy for groups to collaborate on documents. Here’s a project plan that someone just posted to the group. You can preview and comment on it right in the feed.
  • Finally, you can bring Chatter with you on the road. It works with your mobile device, like your iPad, iPhone or Blackberry. No matter where you go, Chatter makes sure you have your realtime updates right at your fingertips.
  • That was a quick look at Chatter. A powerful way to collaborate with people in your company in realtime, in a private, completely secure way. So what are you waiting for? It only takes a minute to get started. Simply create your profile, follow your colleagues, and let people know what you’re working on.

Salesforce.com Setup Enhancer (Easy Search Setup)

Setup Enhancer for Salesforce is about to make navigating the Setup tree a whole lot easier. It makes your life really easy by searching and showing you only the matched setup options. Full marks to this small yet useful script.

Setup Enhancer for Salesforce is a Greasemonkey script that helps you find just what you’re looking for in Setup with a minimal number of keystrokes. Looking for Account Validation Rules? Don’t hit all those plus signs out there and scroll down endlessly. Type “val” and you’ll have one list of just validation rules. To learn more, check out the video.


All you need to run Setup Enhancer for Salesforce is

This is the Salesforce administrator’s new best friend. If you try it and like it, please leave a five-star review of it at UserScripts and leave some feedback.

Source : CRM FYI

Salesforce.com App ‘Action Plans’ – Reusable Task Templates

Action Plans is a new, free app 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.

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.

PDF – World’s favourite document format!

The PDF file format was created by Adobe Systems in the early 1990s for document exchange. PDF represents documents in a way that is independent of hardware, software and operating systems. While initially PDF was a proprietary format, it was officially released as an open standard in July of 2008 and was published by the International Organization for Standardization as ISO 32000-1:2008.

Adobe recognized PDF’s intrinsic value for universal content exchange and chose to turn the specification over to AIIM, the enterprise content management industry association. AIIM, on behalf of ANSI (American National Standards Institute), in essence, serves as the custodian or steward for the PDF standard. Under the AIIM standards program, PDF continues to evolve to meet the diversified needs of the information management industry. There are currently five committees working to further develop the PDF standard. Subsets of PDF include:

PDF/Archive, or PDF/A, is the electronic document file format for long-term preservation. PDF/A became an ISO standard (ISO 19005-1) in September 2005. It was developed to provide a file format with a mechanism for representing electronic documents in a manner that preserves their visual content over time. Documents stored in PDF/A will always be able to be viewed by future versions of the Acrobat Reader. A revision to ISO 19005-1 is currently being worked on by the ISO working group that will add some functionality to the archival electronic document file.

PDF/Engineering, or PDF/E (ISO 24517-1), is the standard file format for the exchange of engineering documents. This standard enables organizations to streamline engineering workflows that incorporate diverse sets of complex engineering documents, resulting in improved productivity and the ability to more quickly deliver better products to market. In addition to improving workflows in engineering organizations, this standard specifies the proper use of PDF for on-screen display and printing of engineering documents.

PDF/Universal Access, PDF/UA (ISO/CD 14289), is currently being developed to enable individuals with disabilities to be able to render PDF documents. The committee tasked with this standard is working on a PDF standard to produce electronic documents that are maximally accessible to those who use assistive technologies to read documents.

PDF Healthcare is the latest standard spawned from PDF. This project is unique in that it is not initially a file format standard but rather a best-practices guide that will describe the attributes of the Portable Document Format (PDF) that facilitate the capture, exchange, preservation and protection of healthcare information. These best practices are especially valuable in aiding the compliance of regulatory guidelines such as the Health Insurance Portability and Accountability Act (HIPAA), which ensures patient information privacy and protection.

PDF Healthcare best practices enables healthcare providers and consumers to develop a secure, electronic container that can store and transmit relevant healthcare information including (but not limited to) personal documents, clinical notes, lab reports, electronic forms, scanned images, photographs, digital X-rays, and EKGs, that are critical for maintaining and improving patient care.

Source: AIIM Infomagazine March/April 2010