Dallas Salesforce User Group

1
Dallas SalesforceUser Group

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

2
Meeting Agenda

• Why join the User Group?
• About the Group
• Reminders
• Sponsor Discussion
• Case Study
• QA, Tips Tricks, 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
About the Group

• Register
• http//usergroups.salesforce.com/dallas/
• Logistics
• Meetings are scheduled every other month
• Lunch provided from a Sponsor
• Consultants within the group are encouraged
• Attendance is typically 30-40 folks (and
  growing!)
• And most important
• Your leaders are volunteers.
• This is all about customers helping customers

5
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

6
Dreamforce 2008 Nov 2-5 in San Francisco, CA

• Entertainment Journey
• 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
• If you are attending, dont forget to do early
  voting for the presidential election!

7
Couple reminders

• Administrator and Developer Certification
  Programs are now being offered
• Next Meeting is likely mid-Novemberish (after
  Dreamforce)
• Next Meeting trying to cover Google Apps
  Salesforce (got a case study?)
• Be a usability tester for Salesforce!
• Sessions are typically 60 minutes
• Conducted via web conferencing software
• Gift card for your time and input.
• Link is listed on the Dallas User Group blog
  http//usergroups.salesforce.com/dallas
• If you have any questions tester_at_salesforce.com.

8
Meeting Sponsor

• Michael Epner
• Appirio, Inc.
• mepner_at_appirio.com
• 972 727-6391

9
Case Study

• Custom CTI integration w/ Salesforce
• Ram Majji - Buvelo Solutions
• ram.majji_at_buvelo.com

10
General QA / Tip Sharing
11
Tips Tricks (I know, I know, I've mentioned
these before)

• Shift key to open in a new window
• Excel Connector
• 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)
• Formula Fields
• http//www.crmsuccess.com/browse/feature_detail.js
  p?id00630000001wV4yAAEflid02n3000000004bYAAQsl
  idtlid02o300000000DcgAAE
• www.appexchange.com

12
Questions I have

• Google Apps Salesforce?
• Best practice for
• One lead, multiple lead sources?
• Sales process for tracking lead handoff from
• 1) phone list, to
• 2) Inside Sales, to
• 3) Account Exec.

13
Techsmith camtasiawww.techsmith.com
14
Questions from the Group?

• Btw Post your question for future groups
• http//usergroups.salesforce.com/dallas/2008/09/wh
  at-questions.html