Houston User Group Meeting, Best Practices Idea Share and Summer Release

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Houston User Group Meeting, Best Practices- Idea
Share and Summer Release

• June 4, 2008

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Agenda

• Welcome introductions
• Resources for you
• Best Practices Sharing
• Summer Release
• Open Forum

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Group Resources (links are live)

• Houston User Group Blog http//usergroups.salesfo
  rce.com/houston/
• Houston User Group on Linked In
  http//www.linkedin.com/e/gis/92428/6A209061BA4E
• Saleforcetimes.com Founded by a Salesforce.com
  Admin news, blogs, tips and event postings.
  Looking for writers!

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Sforce Looking for Help (links are live)

• Submit a Dreamforce Idea Submit ideas for
  sessions or vote on other peoples suggestions.
  http//dreamforce.ideas.salesforce.com/
• Usability Testers Wanted Use Webex to help
  salesforce test upcoming product enhancements
  http//www.clicktools.com/survey?ivb4118a9b965b6e
  f 

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CongaMerge (My Favorite AppExchange App)
June 4, 2008 Kyle Freeman, Indicator
Consulting Salesforce.com HUG
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What does CongaMerge do?

• It Merges!
• -To Word, Excel or PDF (including PDF forms)
• -Custom objects related objects
• -Attached to email
• Works with any browser on PCs or Macs
• Examples
• -Quotes w/ line items
• -Call Sheets
• -Mass-merge letters and labels

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Where do I get it?

• http//www.salesforce.com/appexchange/detail_overv
  iew.jsp?ida0330000002f6sXAAQ
• or
• http//www.appextremes.com/

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How Much Will it Cost?

• 30 day free trial
• 12/user with annual subscription

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Questions?
kyle.freeman_at_indicatorconsulting.com 979-323-4355
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Nic Gros, ChevronRelease Management
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Matt Jadhav, Customer Success Manager
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Release Resources

• Summer 08 Release Preview http//www.salesforce.c
  om/products/previews/summer08/
• Detailed Release Notes PDF doc I will email
  upon request
• Release Webinar - http//www.salesforce.com/produc
  ts/previews/summer08/webinar.jsp

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Open Forum
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This is your Group!

• Spread the word - Tell your colleagues!!!
• Send them to the blog (http//usergroups.salesforc
  e.com/houston/)
• Forward our emails and presentations
• Volunteers needed
• Hosts
• Presenters
• Coordinators/ Idea Generators ?
• Email me with suggestions, ideas, comments
  anytime jodie.janacek_at_tpi.net

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Thank You!!!!!