Silicon Valley

WOW - What an event! Thx LucidEra & Sean Whiteley

WOW - What an event! Thx LucidEra & Sean Whiteley

Unbelievable - were you part of the largest SVUG meeting? We had well over 70 people last night! We had a great sponsor, LucidEra and a great guest speaker (Sean). Event w/o perfect wireless connection we managed to have a ball!

UG Members are interested in the following topics: (So come prepared to share/discuss these next meeting :L)
o    Configuration, Pricing, Proposal, and Contract Automation
o    Formulas
o    Best Practices for profiles (x2)
o    Google Apps (x2)
o    More effective use of the data stored in the Salesforce (treating the data like online db.)
o    Implementation
o    Pipeline Reports/Trends/Graphs Forecasting based on past sales as opposed to Oppty Forecasts
o    account clean-up and security without a sandbox
o    Reporting on multiple campaigns 
o    Volume pricing
o    Adaption of changes being made...how do you get people to adapt...using the partners side of SFDC.
o    We are facing Historical reporting issues
o    Sales Intelligence and data quality
o    Business-to-Consumer Limitation within for the Salesforce CRM.
o    flex and apex
o    Data Validation rules!
o    Territory Management.
o    Solutions for the reporting space....

Who we are? Here is how we describe ourselves (multi-select, >100%): (click image)

Whowearejune2008

How To Create A Goals Object In Salesforce - D. Belove

Hi There,
If you recall from last meeting... we discussed how to track goals in SFDC... David Belove created this file for your use... Enjoy... Thx David.

Download how_to_create_a_goals_object_in_salesforcefinal.pdf