Tuesday, October 08, 2013

Dreamforce Nostalgia



Dreamforce 2013 will mark my 6th consecutive DF. Over the years I started associating the Dreamforce band and the key announcements.
Back in the day it was easy, 1 or 2 major product announcements.
 However, for the past few years we have been making so many revolutionary product announcements that it's getting hard to keep things straight. The fact that I' getting older does not help matters much ;)

2008: Foo Fighters, Force.com Sites
2009: Black Crows, Sales Cloud 2, Service Cloud 2, and, of course, Chatter
2010: Stevie Wonder/Will.I.Am, Database.com, the Heroku acquisition and more Chatter enhancements
2011: Metalica, The Social Enterprise, Social, Touch, Mobility and expansion of Heroku’s capabilities
2012: Red Hot Chili Peppers, Business is Social, Work.com, Marketing Cloud
2013: Looking forward to Green Day and The Customer Company Revolution

Monday, July 15, 2013

Secure Video Posts in Chatter

A common request that I receive is regarding posting videos in Chatter, specifically: "Can I post video files in Chatter?". The current answer is somewhat convoluted, while you can indeed post any file you like in Chatter, when it comes to video files, typically people want streamable playback.

Unfortunately what you get is download, followed by local playback.

However there are a few workarounds that can help get you closer to where you want to be.

Option 1: YouTube
If you first upload your video content to YouTube, then share the resulting URL as a Link in Chatter, Chatter embeds the video within the Chatter feed. This gives the impression that the video is actually in Chatter.

The downside of this is that YouTube videos are public, more often than not, and in some cases your company might be blocking YouTube entirely.

While YouTube allows some privacy, it can be somewhat inflexible. Currently you have 2 options "unlisted" which means that a user needs to specifically know a given video URL. This would be practical for non-sensitive videos, however most would consider this to be "security-by-obscurity" (aka not secure). The other option is "private", this would have promise, however anyone you share your video with must already be a YouTube user. Not very practical for corporations.

Option 2: Vimeo.com
Vimeo offers an interesting take on video sharing, unlike YouTube, you can add a simple password to a video to limit the viewing audience. While not as secure as having the video behind your firewall, this does offer a slightly better security experience.

Step 1: Upload your video to Vimeo and click the Video Settings button (gear icon in the top left). Several options exist, including the option to password protect.

Step 2: Grab the link using the Share button in Vimeo

Step 2: Create your Chatter post, use the link that you created in Step 2 as the Link in your Chatter post

Notice that the video thumbnail and event the video name are obfuscated.

Step 3: Click play on the video and the user is prompted for a password

After the password is provided, the video plays inside the Chatter feed 

In Closing
While Salesforce.com does not (yet) provide native video embedding in Chatter, such functionality can be achieved by leveraging the services of YouTube or Vimeo. Vimeo has the advantage of accommodating individual video paswords.

Salesforce.com leverages the services of Embed.ly to provide the rich media linking and embedding. For a comprehensive list of all supported providers, see http://embed.ly/embed/features/providers

Thursday, May 02, 2013

Some Usefull Salesforce.com Lead Validation Rules

In a recent customer event, we discussed some useful validation rules for Leads. Many of the sample validation rules in the Help&Training application focus on Accounts and Contacts, however very few are specific to Leads. Fortunately, these can be easily "translated".

Requiring a 2 Digit country code (ISO 3166)

OR( LEN( Country ) = 1, NOT( CONTAINS( "AF:AX:AL:DZ:AS:AD:AO:AI:AQ:AG:AR:AM:" & "AW:AU:AZ:BS:BH:BD:BB:BY:BE:BZ:BJ:BM:BT:BO:" & "BA:BW:BV:BR:IO:BN:BG:BF:BI:KH:CM:CA:CV:KY:" & "CF:TD:CL:CN:CX:CC:CO:KM:CG:CD:CK:CR:CI:HR:" & "CU:CY:CZ:DK:DJ:DM:DO:EC:EG:SV:GQ:ER:EE:ET:FK:" & "FO:FJ:FI:FR:GF:PF:TF:GA:GM:GE:DE:GH:GI:GR:GL:" & "GD:GP:GU:GT:GG:GN:GW:GY:HT:HM:VA:HN:HK:HU:" & "IS:IN:ID:IR:IQ:IE:IM:IL:IT:JM:JP:JE:JO:KZ:KE:KI:" & "KP:KR:KW:KG:LA:LV:LB:LS:LR:LY:LI:LT:LU:MO:MK:" & "MG:MW:MY:MV:ML:MT:MH:MQ:MR:MU:YT:MX:FM:MD:MC:" & "MC:MN:ME:MS:MA:MZ:MM:MA:NR:NP:NL:AN:NC:NZ:NI:" & "NE:NG:NU:NF:MP:NO:OM:PK:PW:PS:PA:PG:PY:PE:PH:" & "PN:PL:PT:PR:QA:RE:RO:RU:RW:SH:KN:LC:PM:VC:WS:" & "SM:ST:SA:SN:RS:SC:SL:SG:SK:SI:SB:SO:ZA:GS:ES:" & "LK:SD:SR:SJ:SZ:SE:CH:SY:TW:TJ:TZ:TH:TL:TG:TK:" & "TO:TT:TN:TR:TM:TC:TV:UG:UA:AE:GB:US:UM:UY:UZ:" & "VU:VE:VN:VG:VI:WF:EH:YE:ZM:ZW", Country)))

Requiring Zip+4 Postal Codes for US Leads

AND( OR( Country = "USA", Country = "US"), NOT(REGEX( PostalCode , "\\d{5}(-\\d{4})?")) )
Note: More details on Regular Expressions REGEX can be found in the J2SE documentation, basically \\d{5} indicates 5 digits, whereas \\D{5} indicates 5 non-digits.

Requiring 10-Digit US Phone Number for US Leads

AND( OR( Country = "USA", Country = "US"), NOT(REGEX( Phone , "\\D*?(\\d\\D*?){10}")) )

Simple example for requiring a positive number in a custom Monthly Budget field

Monthly_Budget__c < 0

Thursday, April 18, 2013

Salesforce.com Summer '13 Release Notes Now Available

Official release notes for the Salesforce Summer '13 are available here. I encourage to read the as this is a very substantial release. Here are a few of the highlights.



  • Salesforce Communities now Generally Available! Communities provides private, branded spaces for your employees, customers, and partners to connect. Ultimately, Salesforce communities will supersede both Customer Portal and Partner Portal, however existing orgs with either portal technology in place will continue to function as before.
    • New license type introduced: Partner Community & Partner Community
    • Capabilities to “brand” and personalize your communities site
    • Chatter-capable: Employees, customers, and partners to collaborate on Chatter and business processes (records)
    • Options for SAML SSO
    • Self-registration capabilities
    • Facilities for page creation both within the secure environment as well as external (public) pages
    • Chatter Answers capabilities (Moderated Q/A Forums)
    • Ideas functionality
    • Knowledge Functionality – Assuming that the Knowledge application is enabled in the org
    • Site.com and Force.com Sites capabilities
    • Profile management for customers and partners
    • I think of this as Customer Portal and Partner Portal meet Chatter, Chatter Answers, Ideas, Knowledge and Site.com all-in-one
  • Chatter Updates
    • Chatter Tasks, introduced in Spring ’13, are now replaced by “Publisher Actions”
    • Chatter Topics now supersedes simple Chatter Hashtags
    • Find In Feed – Searching specific feeds in Chatter is now extended to searching across Chatter in specific profiles and records in addition to groups
    • Additional support for external content previews: Bloomberg.com, Box.com, wikipedia.org and others
    • Emails replies to Chatter: Do more from your old email client: bookmark, comment, follow, like, respond, unfollow, unlike
    • Chatter Desktop 3.2 (coming in April): configurable desktop alerts, post to public groups, keep on top, delete feeds (where you have access)
    • Chatter API updates
    • Chatter in Apex
  • Sales Cloud Updates
    • Relate up to 50 contacts to events or tasks
    • Collaborative Forecasting: Quantity forecasts in addition to Revenue forecasts, along with Quota Quantities in addition to Revenue Quantities and requisite reporting capabilities
    • Opportunity Splits: Accommodates splitting credit across opportunity team members
    • Customizable Price books: Customize fields, page layouts, record types, and more
    • Salesforce for Outlook: Side Panel improvements: Add emails to multiple contacts, Selectively sync contacts, tasks and events, view Cases for contacts in side panel 
  • Service Cloud Updates
    • Additional options for Case Feed setup
    • Updates to Case feed filters and feed items
    • Chatter Answers now available to all Sales Cloud and Service Cloud orgs – Too many updates to list, read the release notes
    • Chatter Answers no officially supersedes the legacy Answers application and integrated into Salesforce Communities
    • Entitlements: (Pilot) Create Multiple Versions of Entitlement Processes
    • Ideas now integrated into Salesforce Communities; Reputation tracking, Ideas organized into “Zones”, API Access to photos, page layout, trigger and API updates
    • Live Agent updates: Session Page, Session Reporting, Supervisor Page and Whisper Coaching
    • New OpenCTI Methods
    • Service Cloud Console Enhancements: Updated UI and keyboard shortcuts as well as API updates
  • Analytics Updates
    • Stricter Permissions on Report Folders…yeah!
    • Fine-Grained Sharing for Report and Dashboard Folders: Users and administrators get more detailed control over access to folders that contain reports or dashboards
    • Dashboards on iPhone, in addition to iPad
    • Communities access to Dashboards
  • Mobile Updates
    • Salesforce Touch mobile browser and downloadable apps are generally available for Apple iPad and iPhone
    • Viewing Records Offline with Salesforce Touch (Pilot)
    • Chatter for Android – Version 3.1 Generally Available: Now accommodates record access and in-line commenting (just like the iOS version)
  • Additional updates regarding Data.com, Force.com and Site.com (see documentation)


Know your Salesforce Success Resources


Great Podcast from Button Click Admin featuring Kevin Sherman from Salesforce.com, Discusses Salesforce Success Resources

Kevin Sherman on leveraging your Salesforce resources » ButtonClick Admin