Dallas Salesforce User Group

1
Dallas SalesforceUser Group

• Co-Leaders
• Scott Kincaid, Usability Sciences Corporation
• Laura Hendrix, Freeman

2
About the Group

• Register
• http//usergroups.salesforce.com/dallas/
• Logistics
• Meetings are scheduled every other month
• Lunch provided from a Sponsor
• Attendance is typically 25-30 folks (and
  growing!)
• Your leaders are volunteers
• Meeting Agenda
• Light-bulbs Short presentation from a sponsor
• Spotlight Case Study, example scenario
• Flashlights general QA, sharing tips, etc.

3
Whats in it for you?

• Networking
• New ideas
• Tips tricks
• Explore partner tools and services
• Access to inside assistance
• Jeanine Thorpe  Sr. Manager, Customer Marketing
  Programs
• salesforce.com  415.901.7059  jthorpe_at_salesforc
  e.com

4
A couple of sites to bookmark

• Dallas User Group
• http//usergroups.salesforce.com/dallas
• Partner Solutions
• www.appexchange.com
• Online Networking and Idea Sharing
• http//success.salesforce.com
• Submit Vote on New Feature Requests
• http//ideas.salesforce.com
• ConnectOn Demand
• http//connectondemand.leveragesoftware.com/
• Free Developer Account
• http//www.salesforce.com/developer
• Posting a Job / Looking for a Job
• http//community.salesforce.com/sforce/board?board
  .idjobs

5
Meeting Sponsor

• Carolyn Phelps
• LucidEra

6
Couple reminders

• Dreamforce registration is now available
• Administrator and Developer Certification
  Programs are now being offered
• Next Meeting is Wednesday, September 24th

7
Dreamforce 2008 Nov 2-5 in San Francisco, CA

• Salesforce.com special discount for our members
  (300 if you register before September 5).
• Speakers
• Michael Dell
• Malcolm Gladwell are already scheduled to give
  keynotes
• New sessions - learn from salesforce.com experts
  and other customers
• You can peruse/register here http//www.salesforce
  .com/dreamforce
• During registration, just enter promo code PROUS1
  and it will automatically reduce the reg fee
  (List price 1199 User Group Member 899).
• Call for Dreamforce Speakers is currently open. 
• If you are chosen to speak, your pass to the
  conference is free. 

8
Summer 08 New SFA Features

• Analytic Snapshots
• Opportunity History Tracking
• Multi-Day Events
• Tasks Hovers on Home Page
• Public Tagging
• Advanced Lookups

9
Analytic Snapshots
10
Opportunity History Tracking
11
Multi-Day Events
12
Tasks Hovers on Home Page
13
Public Tagging
14
Advanced Lookups
15
Headlights General QA / Tip Sharing
16
Tips Tricks (I know, I know, I've mentioned
these before)

• Shift key to open in a new window
• Excel Connector
• Created by Ron Hess (who now works at salesforce)
• http//sforce.sourceforge.net/excel/index.htm
• (very cool, but very dangerous!)
• A shortcut for the Quick Launch bar
• Login url https//www.salesforce.com/login.jsp?u
  nUSERNAME40DOMAIN.compwPASSWORD (Note the
  pwpassword is optional)
• Dont forget the Recent Reports tab
• Record Types
• (very cool, but slightly more advanced!)
• Formula Fields
• http//www.crmsuccess.com/browse/feature_detail.js
  p?id00630000001wV4yAAEflid02n3000000004bYAAQsl
  idtlid02o300000000DcgAAE
• www.appexchange.com

17
A couple of sites to bookmark

• http//usergroups.salesforce.com/dallas
• www.appexchange.com
• http//success.salesforce.com
• http//ideas.salesforce.com
• http//www.salesforce.com/developer
• Posting a Job / Looking for a Job
• http//community.salesforce.com/sforce/board?board
  .idjobs

18
Final Thoughts

• Dreamforce registration is now available
• Administrator and Developer Certification
  Programs are now being offered
• Next Meeting is Wednesday, September 24th