Focus On Success - Next Meeting Confirmed - 26 June
The next London User Group Meeting will be held at The Institute of Directors, 116 Pall Mall, on Tuesday 26 June from 4pm until 6:30pm. As always drinks will be taking place after the event to enable time to network and meet with other SFDC users and partners.
At the last meeting a frequent topic of conversation was that there are now other factors impacting the time required to implement and evolve a working salesforce.com solution, and that getting the technology right was often simpler than other considerations when making your SFDC programme successful.
This covers a very broad spectrum which couldn't possibly be addressed in a single session, however coupled with the initial user group survey; I would like to propose the following for the next London User Group meeting.
There will be three tracks:
1. Managing stakeholder expectations of your SFDC programme
2. Finding and selling to the business the right functionality to meet your business needs
3. Providing executives with the information they need to champion the programme.
Each track will provide feedback on their findings to the whole group, the aim is to demonstrate and share good practice. Please also let us know if you have a preference for which of the above tracks you wish participate in.
Once again the IOD is the central London location for this event, although I am looking for User Group members to host these meetings in the future. If anyone would like to host an event even if outside of London it would be much appreciated.
I look forward to seeing you in June.
Thanks
Lawrence
Comments
Looks like we have another expert in our midst:
Kimberly Jansen (a regular at the London events) has posted a great account merge tool for free on the AppExchange.
Please try it and provide a review - it's good to see some European action on the AppExchange and we should encourage more of it!
http://www.salesforce.com/appexchange/detail_overview.jsp?id=a0330000003eUVjAAM&NavCode__c=
Best wishes all
Gareth.
Posted by: Gareth Davies | Jun 22, 2007 7:15:09 AM
"If( Account_Plan__c ,
HYPERLINK(""file://uklon-fs2/fd-data/Account Plans/""&Name&"" - ""& Site & "".doc"", Name & "" - ""& Site&"".doc""),
"""")"
Posted by: Stefan | Jun 27, 2007 4:45:03 AM
Account page - hyperlink to account plan on a network drive:
During our tables discussion last night I was asked to post how I did this:
Create two custom fields on account tab
Account plan
Checkbox
Account Plan File
Formula field
Text
If( Account_Plan__c ,
HYPERLINK("file://NetworkServerName/DirectoryName/Account Plans/"&Name&" - "& Site & ".doc", Name & " - "& Site),
"")
If the account plan file field is checked, the Account Plan File field displays a Hyperlink based on Account name – Account site
Clicking on the hyperlink opens the word account plan for view / edit
The person who creates the account plan:
- drags across the Hyperlink to select it.
- Copies the hyperlink using right mouse click or Edit menu
- Pastes the file name into the Word save dialogue
Posted by: Stefan | Jun 27, 2007 5:29:57 AM