One-Pager Tear Sheets with Conga Composer
A look into using Conga Composer to generate one-page tear sheets, to summarize a Limited Partner or Fund for financial firms.
Nonprofit Starter Pack (NPSP) - Love it or Leave It
The Nonprofit Starter Pack - known as NPSP in the Salesforce community - is a set of packages installed in a Salesforce environment to transform the “Sales Cloud” into a “Fundraising Cloud”. The packages have some great features... and some not so great features. Here are my thoughts on what I would "take" or "leave".
Networking the Dreamforce Portal
A quick look into how to network using the Dreamforce portal.
My Three Extra Digital Brains
How I keep things organized in this day and age of information overload with three extra digital brains.
Messages Beta for OS X: A Review
With the announcement of OS X Mountain Lion last week, iMessage finally gets desktop integration in the form of Messages Beta.
How To: Loading Opportunity Product Data
An easy step by step process for loading Salesforce opportunity product data and line items.
Holiday Tips & Tricks for Nonprofits
Last minute tips and tricks for maximizing gift giving during the end of year and holiday season.
Google Chrome Extensions That Rock
A review of four of my favorite extensions that make the world’s most popular browser, Google Chrome, even better.
Extreme Reporting for Non-Profits with Conga Composer
Conga Composer and Salesforce.com’s Cross-Object Workflow from Spring ‘12 simplify a difficult reporting requirement for a non-profit Arkus client.
Driving Sales with Chatter
A look at how Salesforce.com Chatter has evolved and worked its way into our sales process.
Demystifying Salesforce Portals
Salesforce.com delivers high powered portals to your customers and partners bringing together the best of both worlds - your back-end system and data visible and actionable by external users.
Cross Object Workflow in Salesforce.com
In the Spring ‘12 release of Salesforce.com cross object workflow rules were introduced. This is a simple yet very effective use for this new breed of workflow rules.
Creating a Social Enterprise with Salesforce.com Part 2
Part two of this blog takes a look what tools you can use to become a "Social Enterprise".
Cloudforce '12 - NYC
With Cloudforce nipping at the heels of Dreamforce ‘12, you’re asking yourself - “Why should I go?” Here’s why you should go, or, better yet, here’s why your staff should go.
Cloud Computing Predictions for 2013
For the third year in a row I am going to throw down some crazy cloud computing predictions for the next year and hope that any part of them come true.
Chatter Approvals: Almost Managerial Bliss
Taking a look at Chatter Approvals, one of the things that brought lots of oohs and ahas at Dreamforce 11.
Behind the Scenes of CloudFocus Weekly - 100 Episodes Later
A behind the scenes look at the CloudFocus Weekly Podcast - the weekly cloud computing podcast brought to you by Arkus.
Automatic Householding in Salesforce.com
Taking a look at a custom house holding solution built on the Salesforce.com platform. Warning this might get a little technical, reader beware. Get your geek on.
Analyzing Salesforce Analytics Edition
Salesforce Analytics Edition brings high end business intelligence capabilities to Enterprise and Unlimited orgs in Spring 12.
Analyzing Analytic Snapshots
Watson Beyond Jeopardy
Watson is a supercomputer built by IBM to understand and solve the question and answer problem facing computers today. They plan to demonstrate it's capabilities by playing a game of Jeopardy against past grand champions.
Three New Commandments for Email
The third part to my endless series of blog posts about email productivity. Read at your own risk, as it might ruffle a few feathers.
The Core is Heating Up
A look at five Ideas on the Salesforce IdeaExchange that are specific to the core.
Ten Years of Innovation
A look at one of my favorite Marc Benioff keynote lines and reflection on three ways that technology has changed in the last 10 years and how it has really changed the way I live my life.
Ten Reasons to go to Dreamforce '11 - Revisted
Here is a look at the top 10 reasons to attend Dreamforce 2011.
Technology Review: fitbit, A Healthy New Years Resolution
A review of a wireless device just in time for your new years resolution that tracks how active you are throughout a day.
Tech Travel: Great Apps and Tech Gear to Help You Travel Like a Pro
A look some of the great gear and mobile applications that can help you reach the next level of travel.
Tame the Email Monster With These 3 Easy Tips
Sharing a few tips on email management that help take back control of the wild time-eating beast that it has become.
Social Circles
How I use different personas on social networks to reach and satisfy different audiences.
Setting Knowledge Free Using Solutions
For years Salesforce has provided the ability to create a knowledge base using Solutions which attach and interact with Cases. In Service Cloud 3 Solutions aren't even mentioned because the Knowledge product has taken over but Knowledge isn't free - so how can you use Solutions in a way that mimicks some of the Knowledge features and allows you to leverage your already existing investment in the Force.com platform?