iContact for Salesforce

I have worked for iContact for over 5 years and have been a Salesforce Administrator for almost 2 years. Both products, and companies, are very dear to me.  Combine the two and I’m in Saas heaven!  My two favorite software colliding into a mass of awesome!

Earlier this month we released iContact for Salesforce to the Appexhange.  I got to be involved in the early conceptual designs and gave more than one “Salesforce 101” talk to our development teams and managers.  As development progressed, I was less and less involved (I have a day job!), but I still kept abreast of what was happening.  Hell, I got to built the first few iterations of the dashboard and the fake data for the demo at Dreamforce ’09!

As the product grew, I has the pleasure of being a resource for the development team, support team, and account managers as they got up to speed.  We held “lunch & learn’s”, classes, hallway conversations, and about 87,000 meetings.  It has been a delight to work with these folks.  I can’t wait to be involved in the next iteration.

So, I ask that you visit our listing on the Appexchange.  Read up how awesomely integrated it is. Check out the screenshots.  And, if you’re in the market, give us a call. I can promise you that someone awesome will answer the phone!


Code for Cookies

Photo by D Sharon PruittI’m not above bribery.

Earlier this month I had a really pressing need for a count of all Activities related to a given Opportunity.  My goal was to use this count as part of a calculation for prioritizing Opportunities.

Well, it turns out, us button-click-admins can’t do that kind of thing within Setup.  You have to be able to code a trigger.  Boo!

So, I put my thinking hat on.  What motivates coders?  Food!  Specifically baked goods!

I posted this in the Salesforce Community on 8/3/10:

I would like to have a field on Opportunities (for now, Cases later) that is a count of Activities.  I know this isn’t possible via the UI, but I’m hoping some generous coder out there will take pity on me and share the appropriate code.
I’m happy to bribe you with baked goods if that will help.  🙂



Ten short days later my plea was heard by Kevin Swiggum.  He wrote a fantastic blog post with the helpfully commented code, enlightening commentary and, best of all, the triggers are bulkified!  Swoon!

And all for the love of chocolate chip cookies!

Top 10 reasons to go to Dreamforce ’10

Dreamforce ’10 is only a few short months away and I couldn’t be more excited.  Here are the top 10 reasons to go to Dreamforce ’10.

  1. You will meet the most amazing folks doing amazing things.  There are people and companies using Salesforce.com in ways you never imagined.  They are using objects, processes, portals and sites to do fascinating things.  You’ll come away with hundreds of ideas.  You will impart hundreds of ideas.  That’s the point of Dreamforce.  Bring a notepad…or 12.
  2. Birds-of-a-feather lunches let you meet other folks in your job or in your industry.  It is all about exchanging ideas and best practices.  It is all about meeting people who can help you do your job better.
  3. Sessions.  Lots and lots of sessions.  There will be times you wish you could be two or three places at once because the content is just that good.
  4. There’s a tweeetup scheduled.  Most of the details are still up in the air, but I can guarantee you’ll have a great conversation with these folks.  A great group of really smart, really driven, really salesforce-y people!
  5. Vendor swag (or “stuff we all get”) is great to take home to kids, nieces, neighbors, co-workers, really anybody.  Who doesn’t want a branded frisbee?  A USB flashlight with a logo on it?  A desk toy you didn’t even know you had to have?  Save space in your luggage.
  6. Salesforce employees are everywhere and want to talk to you.  They want to tell you how they’re making it better, faster, stronger.  They want to know about how you’re using Salesforce.  Make those connections!
  7. Sustainability is top of mind.  There will be bicycle valet parking, electronic signage, biodegradable and/or recyclable utensils and water stations to encourage you to use a reusable water bottle.
  8. Stevie Wonder & Bill Clinton will be there.  Between Stevie’s music and Bill’s keynote, you’ll be moved and inspired.  I wonder if they’ll take the stage at the same time.  Hmmmm…
  9. If you register by 8/6/10 you can save 50%!
  10. San Francisco is cool…but not too cool!  With average temps in the mid-50’s, the weather in San Fran will let you wear your winter finery without being too chilly.  (I can hear my mid-West friends now.  “You think that’s cold?!?!”)

Now, if all of that has you convinced, but you’re not so sure your boss will agree, the Dreamforce site has a section called “Justify Your Trip”.  I hope to see you there!

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