Thanks again to James Carter at Marquis Inc for his presentation on marketing automation. Below are links to his slide presentation and to future Marquis webinars:

Power Point Slides:

http://www.marqui.com/files/PDF/Marqui_AppExchange_2008_UserGroup_Deck.pdf

Marqui Marketing Automation Webinars:

http://www.marqui.com/resources/Marketing-Automation-Webinars.aspx

Also thanks to Bryan Yeung at Salesforce for his overview of new features. Below are answers to questions that came up during his presentation:

Can a salesforce content document be attached to an object?

Yes

Is dashboard report scheduled per user or per organization? 

The particular dashboard refresh is scheduled for the organization.  If one users schedules a dashboard for a 6pm refresh, another user who attempts to schedule it, will see that it's been scheduled for 6pm and can make modifications on top of that, rather than create a brand new refresh job.  That’s at least what I confirm from my testing right now.

Can platform users use salesforce ideas?

Yes, http://blogs.salesforce.com/ideas/2007/12/different-views.html

On picklist values, we need to use a case statement, but we want to evaluate as a variable.  Can we do this?

The closest method is the ISPICKVAL() function which would allow you to compare a picklist to a value you specify.  The best way to get direct comparisons such as "IF(field1 = "value", "result if true", "result if false") noticed by the larger community is to post it up to the Ideas Exchange. 

Can a Salesforce content object page have custom fields?

Yes.  You can have fields such as product line, drop downs etc.

Denise Askelsen at OHSU has a job posting to share:

Description

Responsible for managing all aspects of Salesforce.com (CRM) system administration, including maintenance, configuration, dashboard/report creation, user training/adoption/support, and data integration/quality/analysis/reporting related to relationship development and other strategic planning initiatives; works with multiple departments to understand and support business processes and strategies.

Qualifications

***Applications will only be accepted from current OHSU Employees for the first 7 days of this posting*** Bachelor-s degree in a business field and one year of experience that included analytical, database, spreadsheet and/or financial experience, technical writing, quantitative analysis or use of statistical principles; OR Associate-s degree in a business field plus three years of experience that included analytical, database, spreadsheet and/or financial experience, technical writing, quantitative analysis or use of statistical principles; OR Five years of experience that included analytical, database, spreadsheet and/or financial experience, technical writing, quantitative analysis or use of statistical principles; OR An equivalent combination of education, training and/or experience. Strongly prefer 2+ years experience with CRM platforms including configuration, customization, data integration and reporting; experience working with sales, marketing or PR professionals; advanced spreadsheet skills; ability to translate customer requirements into system specifications.

Schedule and Salary Range

Salary Range: $20.01-27.14/hour; Location: Marquam Hill Campus.

Apply online at http://www.ohsu.edu/hr/.  If this is your first time applying for a position at OHSU you will need to first create an account and complete your profile under -My Application- before applying for this position. For a list of public locations where you can apply online go to: http://www.ohsu.edu/hr/other_places_to_apply.html

Questions

Portland Salesforce.com User Group members can contact Denise Askelson at askelson@ohsu.edu