My company is looking for a Jr. Salesforce Admin. Please message me or inquire below.

 

http://www.linkedin.com/jobs2/view/9997560#!

 

 

Job Description
The Salesforce Administrator needs to interact daily with internal business users to understand their core issues and extract key requirements to present strong solid results.

 

Job Description

Work directly under the Salesforce Project Manager to quickly resolve all outstanding Salesforce issues and projects

Participate in cross-functional teams that address strategic business issues across departments (Marketing, Sales, Operations, Support, and Accounting)

Work with the Sales organization on ad hoc reporting & dashboard creation or modifications

Work with the Sales organization on all lead and opportunity related issues

Work with the Marketing organization to help manage Campaigns & Leads

Maintain overall Salesforce system configuration

Perform org customization of force.com fields, page layouts and custom tabs, objects and applications

Setup new users based on Roles and Profiles

Deactivate Users as requested

Identify force.com usage problems and craft technical / communication plans to remedy

Acts as internal Help Desk resource for all Salesforce.com user support issues and provide new user training as needed

Required Skills/Experience

1-2 years hands on experience with Salesforce.com System Administration

Experience training new users on the Force.com platform

Confident in using Opportunities within Salesforce

Confident in manipulating large amounts of data while understanding related object/field functions

Confident understanding of Salesforce reporting

Strong knowledge in using Salesforce View and Report logic criteria

BS Degree in Information Science, Computer Science, Business, Finance or other relevant combination of training and experience

Outstanding PC skills (Excel, Word, etc.)

Outstanding writing, presentation, communication and organization skills

 

Knowledge Preferred, Not Required

Industry experience in High Tech or Telematics

Experience with CRMFusions DemandTools

Experience with Excel Connector or other data loader tools

Experience with AppExtremes Conga tools

Candidate Profile

Enthusiastic, professional team player

Excellent listening skills to fully understand the internal customer requirements

Driven by internal customer success

Natural curiosity and desire to learn new business processes and technologies

Highly driven and able to self manage in an extremely fast paced environment

Ability to change gears quickly, multiples times through the day

Posse’s strong organizational and time management skills

Able to communicate with both technical and non-technical audiences

Build professional rapport and develop effective working relationships with internal customers & team members

I'm using salesforce Entitlements and Cases in our org. I'm stamping the a field called "Triage Violation D/T" via a field update as part of an Entitlements Violation Action. This works flawlessly when things get violated, and can be pulled into a base report when it actually was violated. My support team triages a case (identify products and other details) which fires another field update on a field called "Triage D/T". This works flawless too. 

 

I'm trying to setup another Workflow which is using Time-Dependent actions, 2 email alerts. One should fire after 1 hour from the Rule Trigger Date, and the second email will fire 4 hours after the Rule Trigger Date.  The point of this is to let management know when things get violated and are still outstanding 1hr and 4 hours after the voilation has occured (not been resolved, aka no Triage D/T). This effectively gives support a buffer to finish the triage before management gets the email. The time stamping still allows management to see what was violated at any point in time. I've got the below Workflow setup on the case with the following Rule Criteria:

 

Evaluation Criteria: When a record is created, or when a record is edited and did not previously meet the rule criteria

 

(Case: Case Record Type EQUALS Support)

AND

(Case: Triage Violation D/T NOT EQUAL TO null)

AND

(Case: Triage D/T EQUALS null)

 

The alerts work great if I manually modify the the case fields "Triage Violation D/T" to any value, and leave "Triage D/T" blank. I check the Monitoring Time-Based Workflow section of setup and everything is firing correctly. 

 

But, when I let the whole system take its natural course, creating the case and letting the violation happen without triaging the case nothing queues up for the email alerts? I know its not the Entitlements Violation Actions Field Update as it is firing fine on all my test cases (Triage Violation D/T), so thats not the problem. I even had the Field Update set to "Re-evaluate Workflow Rules after Field Change" to TRUE. Anyone have an idea of whats going on? I'm guessing im missing one simple switch somewhere?

 

Seeing is believing:

 

 

 

The Triage Workflow:

 

 

 

 

The Entitlement Milestone Action:

 

 

 

 

 

The Field Update from the Milestone:

 

So, im working on a fun new formula, I need to pass the case owner queue to a field for tracking the previous queue (so eventually I can assign the case back to the previous queue).

 

here i my code, anyone know if you can even use the CASE() function and imbed it into a formula hyperlink? My assumption is no... because it all works fine until I add the case function towards the end.

 

I'm 3 IF statements deep, and 3 hyperlinks down...

 

=-)

 

help?

 

--------------------------

 

IF(
    AND(
        $RecordType.Id = "01270000000UIP9",
        TEXT(Status) = "New"
        ),
            HYPERLINK(
                    "/" & Id & "/e" &
                    "?save=1&cas7=In+Progress" &
                    "&CF00N70000002nFlK_lkid=" &        
                    "&CF00N70000002nFlK=" &
                    "&00N70000002mRCJ=1" &                    
                    "&00N70000002nL0N=Demand+Support" &       
                    "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                    "&CF00N70000002nFlU=" &                
                     $User.FirstName  &
                    "+" &
                     $User.LastName  &
                    "&retURL=%2F" & Id ,
                    "Audit Complete", "_top"
                    ),
            IF(
                AND(
                    $RecordType.Id = "01270000000UIP9",
                    TEXT(Status) = "Verification Sent"
                    ),
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=Verification+Approved" &
                            "&CF00N70000002nFlK_lkid=" &    
                            "&CF00N70000002nFlK=" &
                            "&00N70000002mSII=1" &                    
                            "&00N70000002nL0N=Finance" &        
                            "&CF00N70000002nFlU_lkid=" &        
                            Assigned_To__c &
                            "&CF00N70000002nFlU=" &                
                            Assigned_To__r.FirstName &
                            "+"& Assigned_To__r.LastName &
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &                
                            "&retURL=%2F" & Id ,
                            "Verification Complete", "_top"
                            ),
            IF(
                AND(
                    $RecordType.Id = "01270000000UIdz",
                    TEXT(Status) = "New"
                    ),
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=In+Progress" &
                            "&00N70000002nL0N=AQ+Team" &            
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &
                            "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                            "&CF00N70000002nFlU=" &            
                             $User.FirstName  &
                            "+" &
                             $User.LastName  &
                            "&retURL=%2F" & Id ,
                            "Assign AQ", "_top"
                            ) & " | " &
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=In+Progress" &
                            "&00N70000002nL0N=Demand+Support" &    
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &
                            "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                            "&CF00N70000002nFlU=" &                
                             $User.FirstName  &
                            "+" &
                             $User.LastName  &
                            "&retURL=%2F" & Id ,
                            "Assign DS", "_top"
                            ) & " | " &
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=In+Progress" &
                            "&00N70000002nL0N=PubCare" &        
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &    
                            "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                            "&CF00N70000002nFlU=" &                
                             $User.FirstName  &
                            "+" &
                             $User.LastName  &
                             "&00N70000002nR4X=" &
                             CASE(
                                OwnerId,
                                00G70000001gZs6, "AQ+Team",
                                00G70000001gXEd, "Demand+Support",
                                00G70000001gNNJ, "PubCare",
                                00G70000001gaX4, "Finance",
                                00G70000000yVZx, "Ad+Network+Signups",
                                00G70000001Knit, "Ad+Ops",
                                00G70000001hHzo, "Demand+Support+%2D+EU",
                                00G70000001gYpk, "Demand+YM",
                                00G70000001hIPS, "EOM+Audit",
                                00G70000000yVZL, "Event+Signups",
                                00G70000000yIqu, "Info+Signups",
                                00G70000001gpkT, "MyAds+Unassigned",
                                00G70000001KjAt, "New+Leads",
                                00G70000000yVZs, "Publisher+Signups",
                                00G70000000zweK, "Self+Service+Support",
                                00G70000001gPDr, "Stats+Team",
                                00G70000001Kmjk, "Unassigned",
                                "") &
                            "&retURL=%2F" & Id ,
                            "Assign Pub", "_top"
                        ),
            "")
    ))

Hi Team,

I am trying to hide a field on the prechat form in Snap Ins:

embedded_svc.settings.prepopulatedPrechatFields = {LeadSource:"Website"}; //Sets the auto-population of pre-chat form fields
        //embedded_svc.settings.fallbackRouting = []; //An array of button IDs, user IDs, or userId_buttonId
        //embedded_svc.settings.offlineSupportMinimizedText = '...'; //(Defaults to Contact Us)

How cn i hide this field for the end user? i am a bit new to this.

Thanks, 

Does anyone know anything similar to Chatter and Samepage.io for internal wiki where users can share knowledge of key business terminologies and procedures?

I'm finding when passing the parameters it fills it out correctly but seems to create almost another value. If I manually go and select the second value then the filter works, otherwise it's not seeing it correctly.  My guess is its something like passing report filters where for the first filter you use pvo.

 

I click my button on the Products related list on an opportunity. The button contains the below url
Ex:
https://cs14.salesforce.com/p/opp/SelectSearch?addTo=006c00000079xsa&PricebookEntrycol0=Product Family&PricebookEntryoper0=contains&PricebookEntryfval0=Consulting&PricebookEntrycol1=Global Product&PricebookEntryoper1=equals&PricebookEntryfval1=false&retURL=%2F006c00000079xsa

Where

PricebookEntrycol0=Product Family
PricebookEntryoper0=contains
PricebookEntryfval0=Consulting

However I get multiple Product Familys and the filter doesn't work. If I manually go select the second "Product Family" in the drop down the filter works. Should I be using different values?

 

Thanks

 

Dahveed

 

 

 

where i get the WareHouse  App and  Recruiting App ? ple send me the link (not pdf ).

 

                                      (i want developed App to do practice )

Hi there,

 

I have installed SForce_Office_Toolkit from - http://code.google.com/p/excel-connector/downloads/detail?name=SForce_Office_Toolkit_MSI.zip&can=2&q=

 

Now,I try to follow these steps -

 

1. Launch Excel 2007
2. Click on Add-ins
3. And now, I am unable to locate this file or Add in for Toolkit - I cannot see this file - sforce_connect.xla

I have tried several times and cannot locate this file anywhere, even though I have installed it. What am I missing.?

 

I have also installed this ZIP file - sforce_connect_ee_1602.zip and I see it under C:\sforce_connect_ee_1602.zip 

 

 

the installation is quite complex?

 

 

please help

What is Master Record type and purpose/usage???.

 

Help me out of this Q. Tnx

I'm using salesforce Entitlements and Cases in our org. I'm stamping the a field called "Triage Violation D/T" via a field update as part of an Entitlements Violation Action. This works flawlessly when things get violated, and can be pulled into a base report when it actually was violated. My support team triages a case (identify products and other details) which fires another field update on a field called "Triage D/T". This works flawless too. 

 

I'm trying to setup another Workflow which is using Time-Dependent actions, 2 email alerts. One should fire after 1 hour from the Rule Trigger Date, and the second email will fire 4 hours after the Rule Trigger Date.  The point of this is to let management know when things get violated and are still outstanding 1hr and 4 hours after the voilation has occured (not been resolved, aka no Triage D/T). This effectively gives support a buffer to finish the triage before management gets the email. The time stamping still allows management to see what was violated at any point in time. I've got the below Workflow setup on the case with the following Rule Criteria:

 

Evaluation Criteria: When a record is created, or when a record is edited and did not previously meet the rule criteria

 

(Case: Case Record Type EQUALS Support)

AND

(Case: Triage Violation D/T NOT EQUAL TO null)

AND

(Case: Triage D/T EQUALS null)

 

The alerts work great if I manually modify the the case fields "Triage Violation D/T" to any value, and leave "Triage D/T" blank. I check the Monitoring Time-Based Workflow section of setup and everything is firing correctly. 

 

But, when I let the whole system take its natural course, creating the case and letting the violation happen without triaging the case nothing queues up for the email alerts? I know its not the Entitlements Violation Actions Field Update as it is firing fine on all my test cases (Triage Violation D/T), so thats not the problem. I even had the Field Update set to "Re-evaluate Workflow Rules after Field Change" to TRUE. Anyone have an idea of whats going on? I'm guessing im missing one simple switch somewhere?

 

Seeing is believing:

 

 

 

The Triage Workflow:

 

 

 

 

The Entitlement Milestone Action:

 

 

 

 

 

The Field Update from the Milestone:

 

Is there a way to add/remove objects that are available to the client application (see below)?  We are having an issue with objects not showing up in the list, both standard and custom.

 

Definition below can be found here: http://www.salesforce.com/us/developer/docs/officetoolkit/index_Left.htm#StartTopic=Content%2Fsforce...

 

EntityNames

Variant

String array containing the names of all Force.com objects that are available to the client application. Each array element represents a separate object type.

Hi,

 

Please could you tell me:

- Which Windows Op Systems the EC runs on

- Which versions of Excel the EC runs on

 

Many thanks,

Dave

Hello,

 

Can someone help me in creating a formula to find the age of an opportunity at each stage.

 

Thanks in advance

So, im working on a fun new formula, I need to pass the case owner queue to a field for tracking the previous queue (so eventually I can assign the case back to the previous queue).

 

here i my code, anyone know if you can even use the CASE() function and imbed it into a formula hyperlink? My assumption is no... because it all works fine until I add the case function towards the end.

 

I'm 3 IF statements deep, and 3 hyperlinks down...

 

=-)

 

help?

 

--------------------------

 

IF(
    AND(
        $RecordType.Id = "01270000000UIP9",
        TEXT(Status) = "New"
        ),
            HYPERLINK(
                    "/" & Id & "/e" &
                    "?save=1&cas7=In+Progress" &
                    "&CF00N70000002nFlK_lkid=" &        
                    "&CF00N70000002nFlK=" &
                    "&00N70000002mRCJ=1" &                    
                    "&00N70000002nL0N=Demand+Support" &       
                    "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                    "&CF00N70000002nFlU=" &                
                     $User.FirstName  &
                    "+" &
                     $User.LastName  &
                    "&retURL=%2F" & Id ,
                    "Audit Complete", "_top"
                    ),
            IF(
                AND(
                    $RecordType.Id = "01270000000UIP9",
                    TEXT(Status) = "Verification Sent"
                    ),
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=Verification+Approved" &
                            "&CF00N70000002nFlK_lkid=" &    
                            "&CF00N70000002nFlK=" &
                            "&00N70000002mSII=1" &                    
                            "&00N70000002nL0N=Finance" &        
                            "&CF00N70000002nFlU_lkid=" &        
                            Assigned_To__c &
                            "&CF00N70000002nFlU=" &                
                            Assigned_To__r.FirstName &
                            "+"& Assigned_To__r.LastName &
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &                
                            "&retURL=%2F" & Id ,
                            "Verification Complete", "_top"
                            ),
            IF(
                AND(
                    $RecordType.Id = "01270000000UIdz",
                    TEXT(Status) = "New"
                    ),
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=In+Progress" &
                            "&00N70000002nL0N=AQ+Team" &            
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &
                            "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                            "&CF00N70000002nFlU=" &            
                             $User.FirstName  &
                            "+" &
                             $User.LastName  &
                            "&retURL=%2F" & Id ,
                            "Assign AQ", "_top"
                            ) & " | " &
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=In+Progress" &
                            "&00N70000002nL0N=Demand+Support" &    
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &
                            "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                            "&CF00N70000002nFlU=" &                
                             $User.FirstName  &
                            "+" &
                             $User.LastName  &
                            "&retURL=%2F" & Id ,
                            "Assign DS", "_top"
                            ) & " | " &
                    HYPERLINK(
                            "/" & Id & "/e" &
                            "?save=1&cas7=In+Progress" &
                            "&00N70000002nL0N=PubCare" &        
                            "&CF00N70000002nFlK_lkid=" &            
                            "&CF00N70000002nFlK=" &    
                            "&CF00N70000002nFlU_lkid=" &  $User.Id  &   
                            "&CF00N70000002nFlU=" &                
                             $User.FirstName  &
                            "+" &
                             $User.LastName  &
                             "&00N70000002nR4X=" &
                             CASE(
                                OwnerId,
                                00G70000001gZs6, "AQ+Team",
                                00G70000001gXEd, "Demand+Support",
                                00G70000001gNNJ, "PubCare",
                                00G70000001gaX4, "Finance",
                                00G70000000yVZx, "Ad+Network+Signups",
                                00G70000001Knit, "Ad+Ops",
                                00G70000001hHzo, "Demand+Support+%2D+EU",
                                00G70000001gYpk, "Demand+YM",
                                00G70000001hIPS, "EOM+Audit",
                                00G70000000yVZL, "Event+Signups",
                                00G70000000yIqu, "Info+Signups",
                                00G70000001gpkT, "MyAds+Unassigned",
                                00G70000001KjAt, "New+Leads",
                                00G70000000yVZs, "Publisher+Signups",
                                00G70000000zweK, "Self+Service+Support",
                                00G70000001gPDr, "Stats+Team",
                                00G70000001Kmjk, "Unassigned",
                                "") &
                            "&retURL=%2F" & Id ,
                            "Assign Pub", "_top"
                        ),
            "")
    ))

Is there a way to sort (order by) the grand total column in a matrix report??

If so, how??

 

Thanks for your help!

Karen

Hello,

 

I wish to add a custom button to one of my page layouts. However I do not want this button to always appear. I wish for it only to appear based on a status flag I will create for my object on which the button is added (via the page layout).

Is it possible when creating a custom button to somehow include an "if" statement somewhere that controls the display of the button based on the custom flag value stored in the object?

 

I'm guessing that this may not be possible without it being a visualforce page but hopefully I'm wrong.

 

Any help would be good.

 

Thanks in advance!

 

 

When you start using cases in SF you usually setup auto-response rules to automatically respond to your clients. In doing so, you are forced to setup loads of exception rules to prevent SPAM. Not only the auto-response rules have to take this into consideration but also the case assignment rules have to implement these exceptions.

As a SF administrator you feel like you're fighting a battle that simply cannot be won. Once you've implemented an exception rule for one domain 10 others have surfaced.

And, if you're really lucky, SF will go into what nearly seems like an infinite loop where loads and loads of cases are created. E.g. a case is created from a SPAM email (because no exception rule was implemented), the auto-response rules reply back, that email is bounced and returned to SF which then, for some reason, is not linked to the original case but a new case is created and the process basically starts all over again.

After briefly speaking with SF Support about this issue the answer was that they were also fighting that problem and handling it the same way (i.e. by setting up assignment rules and auto-response rules).

Is that really the best way to go about this? I find that very hard to believe and would appreciate any input you guys may have on the subject.

Cheers.

Søren Nødskov Hansen

Hello all,
I have been asked to create a feature, where on an account there are 2 check boxes, one called "Lost Client Tasks" and one called "New Client Tasks", along with two new workflow rules. Each rule corresponds to a box, and creates several tasks. The problem is, I need who those tasks are assigned to to be selectable. Right now it seems you can only hard code in a user, or role which to assign the tasks to. I wanted to have a user lookup box called "Assign Tasks To" where it could pull the name of the person you want to assign the tasks to from. I hope this makes sense, and I really hope there is a way to do it. I tried using the assign to record owner, and having the workflow rule change the owner of the account to the name in the "Assign Tasks To" field, but using a field uipdate you cannot change the Record Owner to the value of another field, only a static value. Anybody have any ideas?