Tired of waiting on your admin to set up permission, well then take matters in to your own hands with Public Groups or Default teams. That's right, if you're in a private org, and need to share data with you co-workers in ways that only makes sense to you when your in the moment, on a record by record bases, then this is the solution you've been waiting for! Take control of your data by creating and using your own Public Groups or Default Teams (Default Account Teams and Default Opportunity Teams). If you want even more power over your sharing with a Team and Group, then have the admin auto add you to your own Default Account Teams. Now you can manually share with a single user, create Public groups or teams to manually share with several users or use teams to auto share with users. Never again will you need to wait for the admin or put up with limits on criteria based sharing rules (nor need to come up with criteria.) Best of all you can watch the below video & start sharing today!
Public Groups:
- Created By Admin
- All Users can use
- Great for sharing with Global, Domain knowledge or helper users
- Any user can share records with a Public Group
- Admins can user Public groups for sharing folders, List, email alerts, and more
Personal Groups:
- Created by 1 user for their own person use
- Seen Only by the Creator
- Great if you share with several different groups of people
Default teams:
- Created by User or Admin
- Only Admin can increase access level
- Great for if only on one team or need more power
Tuesday, July 9, 2013
Monday, June 3, 2013
Why Cloud isn't used for IT projects?
Traditionally making changes to software requires a tedious process of waiting on the IT depart to make any seaming little change. We in IT no that even the smallest change requires impact analyst. However, with Cloud based software like Facebook, SalesForce, LinkedIn, Google, and more, the IT department doesn't need to maintain and ignores the software.
For example, Marketer may be able to update the companies Facebook page with no help for the IT department; as a result the IT department is not kept in the loop as to what happens on Facebook. Therefor the Cloud Admin works in a silo without creating system documentation, collaborating with other IT, or being included in the companies current and future Roadmap plans.
Similarly SalesForce or other Clouds that could be used for company wide IT projects are seen as managed by the users; and therefor not considered or more importantly evaluated by the IT department. By being too easy for the user to use, the IT department does not need to be involved with the software, and therefor focuses on software that requires their attention. This results in a lack of interest and skill on the unfamiliar cloud & ultimately limits its use and growth to what the user can do on their own with what ever free time they have to do it. Further more, the cloud software admin is usually doing jobs so the time spent on changes is rushed instead of thought out for impact analyst.
Like it of not, the new Cloud admins may be part time with primary job as a Marketer, Coordinator, Administrative Assistant, or other. This means they are part of the IT department and should be included in the IT discussions for future company wide IT projects, and Cloud platforms considered as useful tools. The IT department doesn't need to learn how to develop in every platform as most of these don't require maintenance and you can always find a temporary contractor to find to do the work. Like with Agile development its the collaboration and impact analyst that is most important to the successful implementation of any project.
For example, Marketer may be able to update the companies Facebook page with no help for the IT department; as a result the IT department is not kept in the loop as to what happens on Facebook. Therefor the Cloud Admin works in a silo without creating system documentation, collaborating with other IT, or being included in the companies current and future Roadmap plans.
Similarly SalesForce or other Clouds that could be used for company wide IT projects are seen as managed by the users; and therefor not considered or more importantly evaluated by the IT department. By being too easy for the user to use, the IT department does not need to be involved with the software, and therefor focuses on software that requires their attention. This results in a lack of interest and skill on the unfamiliar cloud & ultimately limits its use and growth to what the user can do on their own with what ever free time they have to do it. Further more, the cloud software admin is usually doing jobs so the time spent on changes is rushed instead of thought out for impact analyst.
Like it of not, the new Cloud admins may be part time with primary job as a Marketer, Coordinator, Administrative Assistant, or other. This means they are part of the IT department and should be included in the IT discussions for future company wide IT projects, and Cloud platforms considered as useful tools. The IT department doesn't need to learn how to develop in every platform as most of these don't require maintenance and you can always find a temporary contractor to find to do the work. Like with Agile development its the collaboration and impact analyst that is most important to the successful implementation of any project.
Monday, May 6, 2013
What is SalesForce: an Excel & Outlook comparison
Many Salesforce beginner's don't know what SalesForce is, so but they do know what Excel and Outlook are; therefor I building upon what they know to teach them what they don't know.
The below video, briefly discusses quickly what is Salesforce.com.
It covers: (editable views) excel; Outlook (contacts, tasks and events); It builds upon outlook contacts to get companies/accounts; continues on to Opportunities and sharing.
I've been working a project recently, were I started verbally giving this explanation to user that didn't know what SalesForce, as part of streamlining on boarding new users. I wanted the video to limit its scope to the minimum info the users needed for out of the box functionality, so as not to confuse the users and to keep them focused. However, I believe this will make a good intro for anyone that doesn't know what SalesForce is, as big issue is people don't know what they are ordering until they see and taste it.
The below video, briefly discusses quickly what is Salesforce.com.
It covers: (editable views) excel; Outlook (contacts, tasks and events); It builds upon outlook contacts to get companies/accounts; continues on to Opportunities and sharing.
I've been working a project recently, were I started verbally giving this explanation to user that didn't know what SalesForce, as part of streamlining on boarding new users. I wanted the video to limit its scope to the minimum info the users needed for out of the box functionality, so as not to confuse the users and to keep them focused. However, I believe this will make a good intro for anyone that doesn't know what SalesForce is, as big issue is people don't know what they are ordering until they see and taste it.
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