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Author: Franz Malten Buemann
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How to Create Salesforce Custom Report Types: 3 Popular Examples
Reporting is arguably the most powerful feature in Salesforce, providing a clear picture of what is happening within the business. There are two types of reports in Salesforce: Standard reports and Custom report types. Salesforce provides us with a huge collection of standard report types… Read More
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Snowmelt Meetings: Why I’m Meeting With My Team Even More Right Now
“When spring comes, snow melts first at the periphery, because that is where it is most exposed”Andy Grove
This quote comes from Andy Grove, Intel’s former CEO, and which I was reminded of in the most recent book I finished reading, Seeing Around Corners by Rita McGrath. The idea is that snow melts first from the edges, at the periphery. This is where the first changes occur and are evident. This “snow melting” idea is powerful and very true within a business context, too.When market changes are happening, the first people within Buffer to know it are generally those who are at the edges of the organization. Those who are talking directly with customers, most likely within our Advocacy or Marketing teams. Some members of those teams have found that when we eventually get around to making changes, those changes are things they’ve been wishing to see us implement for weeks or months. “Finally!”, they might think.When I read the chapter with this title in Seeing Around Corners, it set off a light bulb in my mind. I found myself thinking about how many individual contributors within Advocacy, or within Marketing, or other areas such as Engineering, I’ve spoken with recently. The answer? Not many at all.One of my fondest memories of the past month was a town hall that I did with the members of our team in the APAC region. Our regular Town Hall was in the middle of the night for most of them so we arranged a time where I could chat with that smaller group of Buffer teammates separately at a time that worked for their time zone. In this casual and smaller group setting, we were able to have an informal chat and after a while, the ideas, questions, and comments really started flowing. I learned a ton and was left feeling energized.It was in the APAC Town Hall meeting that Mel, a Customer Advocate on our team, asked me whether we had established a clear stance for how much we can help customers throughout COVID-19. This really got me thinking. The next day I spoke with Åsa, our VP of Customer Advocacy, on the topic and we immediately put in place our first couple of customer relief efforts. And those initial steps have now turned into our COVID-19 Customer Relief Program. A lot of this was already starting to happen, but this direct contact with Mel was powerful for me and spurred me to put more of my attention and weight behind the initiatives.Since being reminded of this concept, and feeling a few first-hand experiences, I’ve started to question the balance of how much time I spend working directly with Buffer’s leadership team, versus how much time I spend interacting with the teammates who interact directly with customers. I’ve also found myself wanting to get back to answering customer emails from time to time.When I’m shaping our overall strategy, it’s essential that I have regular contact with folks from all different parts of the organization. I’ve realized, therefore, that spending time with people I don’t regularly work with is a vital part of my role, now and always. It’s a way to recognize upcoming inflection points sooner and to act on them earlier. In a sense, by spending time at the edges, I develop an ability to “see the future”.I’m currently implementing snowmelt meetings with Buffer teammates and am looking forward to speaking with more of the team more regularly over the coming months.
This blog post was originally published on joel.is, read it here. -
Salesforce & Simplus: Building an Amazing Culture Remotely [WEBINAR]
How do you bring together 600 employees working remotely on four continents, representing 17 nationalities, and speaking 20 languages under one corporate umbrella? You start with work culture. Do your employees know why the company exists? Do they understand the role they play in its… Read More
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What is Salesforce Military? How Everyone Can Get Involved
Salesforce Military (formally Vetforce) is a way to support our armed forces, serving, veterans and spouses looking to kickstart a career in Salesforce. The armed forces of our nations never stopped giving to us, therefore Salesforce never stops giving to them. This initiative is one… Read More
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Do Not Contact Notification Banner for Salesforce Users (Lightning Component)
I’ve spent a lot of time thinking about and building processes around communication preferences and making sure we are able to capture these preferences in the right way. One thing I hadn’t really thought about until recently, however, is how to display communication preferences to… Read More
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Admin2Architect: From Salesforce Admin to Becoming a Salesforce Architect
Many Salesforce Admins are making the transition to Salesforce Architect roles. Architect roles come with more pay, an opportunity to solve problems that are larger in scale and scope, and the authority to define vision and strategy. Salesforce Administrators are in an excellent position to… Read More
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Salesforce CPQ Toolbox: 3 Integrated Tools to Improve CPQ
Products like medical devices or manufacturing equipment are often highly configurable. That variability makes the sales process tricky for both the buyer and the seller: custom products can’t be visualized, adjustable pricing complicates financial reporting, and complex billing requirements may discourage customers. No matter how… Read More
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Summary Formulas vs Row Level Formulas in Salesforce Reports (+ Examples)
In the Lightning Report Builder, Salesforce provides two different formula types: Summary Formulas and Row-Level Formulas. They sound similar, but have distinct differences between them! Formulas can be used in reports for grouping records, calculations, or to compare data within a record. Summary Formulas go… Read More
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#NovelEconomy: Transforming the Salesforce Implementation Lifecycle to Prepare for the Post-COVID World
Many industries recognize that they are going to have to change their business models, not just a stop-gap for the next few months, but permanently change the way they operate. For some, this has been a function of demand evaporating (which will be very slow… Read More
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In-Person, or Virtual, Sun Never Sets on Salesforce Ohana!
Last Updated on June 23, 2020 by Rakesh Gupta Join Virtual Dreamin to experience a 24hrs extravaganza! The Event starts at 10:00 AM EST 16th May 2020 with keynotes by Leah McGowen-Hare & Peter Chittum. This treat will be followed by another feat – … Continue reading →