Late last summer as Salesforce was upgrading its identity management processes for Trailblazer Community and Trailhead Training, when logging in, a bunch of my identities were consolidated, and a fresh profile page created for me. But the existing original profile page was the one linked to my Webassessor Account, which governs certifications. And I no longer had access to that. So, after much hue and cry, I finally got a case opened and set with Salesforce and now my Trailhead Profile displays my badges.
I’ve been playing with Yesware for a bit, where I’m a member of a Yesware team provisioned by a client. I like the Yesware interface, and its easy integration with Salesforce. And of course, the control freak in one gets addicted to the intel on when your missives are read (and re-read because they’re just that good). But just as I was getting ready to subscribe, I diligently took one more look through the app exchange, where I found that Cirrus Insight basically matches Yesware feature for feature (with the added bonus of having experience and opinions on both offerings).
Adding an Opportunity to Salesforce from within Gmail
Tasks for You
The Record Overview/Snapshot
How to Reach one’s Client
See how addictive all that activity tracing is? One feels semi-NSA
Lots of Related Lists of Custom Objects
With information-display real estate appearing as needed. Bravo.
Syncing with Google Calendar (and by extension Android)
Help, thoughtfully InApp
What really stood out, however, was Cirrus GoogleDrive<–>Salesforce integration: unimaginatively named Cirrus Files.
As they pointed out somewhere in their mess of a site (the worst part of the entire experience is their website’s rather incoherent information architecture, with menus changing unexpectedly and rather jarring shifts in graphic design style: see contrasts below) Salesforce storage is costly; Google Drive is dirt cheap, and is easier to configure for collaboration with parties external to your organization. So, intrigued, I downloaded yet another package and set it up. (Kudos, kids: your video instructions are really in a pedagogical sweet-spot)
It only took a few minutes to deliver this result:
I discovered today in the chrome webstore a nifty little business intelligence offering from Zoho.
So I uploaded some exports from Salesforce. First we’ll take a look at the login activity data, which begins to point towards how one audits things in the multidimensional space that is a database in the cloud, towards which lots of web services are making calls.
The summary function reporting of Zoho’s BI Tool is just like a SQL/MS Access GroupOn[Value] query. It enables us to take this table of 1,691 rows and look at the clustering of values. To tmake this interesting, I choose to Group On (and thereby collapse around) the LoginType field. And count the records to produce the following distribution histogram:
Absolute Automation is the name of an app by IHance, and it’s an email matching app that takes all email to my address and tries to find a Salesforce record to attach them to — it makes for a very thorough approach to CRM, which is rather exactly what we’d expect from Salesforce.com
Cirrus Insight is an app that syncs Google Apps contact data with Salesforce — and enables creating new accounts & contacts & leads from within the Gmail interface.. Those 175 entries via the browser — that’s me as the admin: a living, breathing mortal who is a mere piker in comparison to the hard working apps Such is the beauty and power of Cloud computing
Record Type Agreement between Salesforce.ACCOUNT object and Salesforce.CONTACT.
Record type agreement — after all my bellyaching about the importance of a record type schema that can handle the complexity of the milieu in which an Ivy League Alum Club operates. Record type agreement is one way to track if one’s practice lives up to one’s theory. Furthermore, this little exercise is providng an awfully convenient excuse to dig deeper in Zoho Reports. Pretty nifty the way it’s just a few short clicks until you can make some interesting discoveries.
The image below shows a portion of the 1700 plus rows in the table. The grey shaded portion are SF.CONTACT object fields; the light blue are SF.ACCOUNT object fields. And the dark blue are redaction on my part to safeguard my alumni data.
When I was enthusing earlier about dataloader.io, this is why: if you don’t pull over related records’ actual fields, to look at a Salesforce export — well for a human, it’s often not an easy read: long strings of digits in which upper v. lowercase actually counts!
One nice diagnostic test to run is to compare counts of Salesforce CONTACT records, by record type, against the number of organizational ACCOUNT records, by record type. The logic of the nature of the relatioships that are to be expected helps one to ascertain how well the coding schema is working. So, again, using GroupOn ACCOUNT.Organization Record type: what inferences can we make about the SF.CONTACT records by type?
Take a look at the entires in the report and, as Linda Richmond would say: “discuss amongst yourselves.”
I’ll use non-Linda-Richmond diction by noting that I’ll return to this anon.
So, I had been regaling you the way the person, me:
Darren Scott Kowitt, a new yorker by birth but a washingtonian by circumstance got to new york first by way of new haven (isn’t that coy!) and in new york I studied marketing at Columbia Business School before coming to DC for love
Now Salesforce.com is a robust platform. It likely could accomodate stories like that without too much difficult int the hands of the appropriate database & platform administrator. but all that broadband personhood i suggestively sketched above — well, it has to be shoe-horned into an unmovable and unforgiving fact about Salesforce.com.
it’s staring you in the face with the name: it’s got sales in its DNA. and sales means nothing without [ACCOUNTS].. Where there are [ACCOUNTS] there may be people. so in terms of the Salesforce.com instance for Columbia Business School Alumni of MetroDC , this is how it plays out concretely:
I, Darren Kowitt, who graduated from Columbia in 1997, I Darren am represented in the database when first loaded/created as:
[ACCOUNT]=MBA’97: Kowitt, Darren
[ACCOUNT].[CONTACT] = Mr. Darren S. Kowitt, residing at…born on…
with as much detail as External Relations in New York cared to provide me with
note how the [ACCOUNT] record is functioning/quacking like an Alum Household — to which a subsidiary partner or spouse might be easily attached — and, provided the coding schema is rigorously applied, and attached in such a way as to be acknowledged and included where appropriate — but not gratuitously and carelessly. this is not an accident. It’s important to remember that coding is a choice of how to represent reality (in all its potential complexity) in the database.
running an ivy league alumni club in a major metro is stimulating and at its best, fun. but it takes a lot of partnering. the people i deal with, wheedling, cajoling, begging, borrowing — oh and let’s not forget: drinking with, conversing expansively with, but also receiving upon their arrival at Union Station,. these personages, some august, others less so — well there’s no easy way to categorize them all: so here’s an attempt at conveying to you the breadth of their diversity:
Alumni (they’re easy: that MBA’YY: LName, FNamesees to that)
Spouses do show up, but not as often as you might think
Professors visit from new york
Admissions stages its dog & pony show each fall
Applicants paw at us, rending our garments in their over-eager enthusiasm to simply put their nose up against the iorn fence. But I digress
the Columbia Business School Alumni Board of course has much traffic with the board of the Columbia University Club of Washington, DC (and in truth, my alums are truly, fully Columbian in both senses)
but we don’t always keep in the family: sometimes we even collaborate on programming with those people from Cambridge, Philadelphia, Chicago, and Palo Alto (the dirty secret of competitive MBA populations is: in the long run, excellence converges)
i’d be remiss in not mentioning congress members, their staff – and the economics/policy beat journalists we run with
and then there is a wonderful organization called CompassDC whose purpose is to harness all that pan-ivy-league intellectual firepower towards helping regional non-profits change for the better and indeed even thrive. every fall they recruit pro bono volunteers for a 7 month collaborative consulting project.
Some of the relationships are essentially/practically permanent: for better or worse, I shall remain myself until I die. thus MBA’97: Kowitt, Darren is quite strongly tied to Mr. Darren S. Kowitt. not all relationships are quite so durable, however. and this is not merely truth spoken from a broken heart. an Alum Club Board has terms of office — or at least in theory good governance principles somehow suggest that, even if such evasions of the unspoken still amount to quite the opposite of permanence, and those Compass projects are by their nature fixed in term.
So the data I want to capture in my CRM system is, to be polite, heterogeneous. And thus every time I set about creating a new Alum in the database, am I faced with this choice
–somewhat paralyzing to the unititiated, I’m afraid. and i’ll leave you to mull over that for now.