What a #BrightIdea! Submit all Forecasts

One of the greatest things about Salesforce? The IdeaExchange. Suggest new features + vote & comment on Ideas you find, to help the status move to Product Team Review and (hopefully) to Delivered! Salesforce is committed to listening to the community, and this series aims to highlight #BrightIdeas I have come across – for myself or through social media – that I hope can get a little more love. Your thumbs up counts!

This weeks #BrightIdea: Allow users to forecast multiple Product Families at same time

Forecasting by Product Family is a great option for those of us running business that’s a bit more complex, whether it be to divide lines of business or specific product lines within one business unit. Some people may need to look at the drilled down data, but some may want an overall picture – both are available!

The challenge comes when you want users to Submit Forecasts to help establish trends. In our case, there are 6 key Product Families we are focusing on to start, which means each user has 6 Forecasts to submit @ 4 clicks each: Select the Product Family, Submit Forecast, Click OK on the Popup confirmation, hit the Back link, repeat. Not AWFUL, but not convenient either. Once we add in other Families which are not currently our primary focus – materials, warranties, etc. – it will only get worse, and thus less likely for a Sales person to take the time to do it. If you don’t need to adjust the Forecast, or if you’re okay with the adjustments set, it would be great to have one “Submit All” option!

So, thank you Heather McArdle for suggesting this idea – and thank you to YOU for helping promote it!

Oodles of User Groups!

While I may have been quieter than I planned on the blog thus far, I made the rounds of the Carolinas in May to get some geeky Salesforce facetime and it’s been awesome! I can’t express how valuable I think User Groups are, and how fortunate I am to have a boss that allows me to make attending them a priority. Time and time again, I have gone to a User Group and listened to a presentation or had a casual conversation, and within the next few days a question comes up and I think, “I just heard about something like that at my UG meeting!” I don’t think of myself as a great Networker, but I love me some User Groups and I wanted to share a quick recap of my experiences in May.

Charlotte User Group (Private)5/6 – Charlotte User Group
This was an awesome event hosted by Torrent Consulting at Old Mecklenburg Brewery. The atmosphere was great, the food & beer were delicious, and there was great engaging content about Pardot. It really got me thinking about who the ideal customer is, and how to focus marketing efforts toward that ideal. Plus, I got a stellar free pint glass! #freeswag Thank you Phil & Kelly for coordinating this unique event, I was happy to see such a great turnout!

Upstate South Carolina User Group (Private)5/12 – Upstate South Carolina User Group 
The inaugural meeting for this group – it was a bit of a drive for me, but it was worth it! Jayesh coordinated a tasty dinner to accompany presentations by John from Skuid + Jason from Salesforce talking about cool things you can do now with Process Builder. The great thing about this meeting was that AFL (our host) are customers of Skuid, so they were able to share current processes and things they are developing in their Staging environment. A great way to connect the sales piece to a real world application, and a great start for this new User Group!
#ShamelessPlug – the next Upstate SC UG Meeting is in the works for July, at my office in Rock Hill. We’ll be talking Trailhead – stay tuned!

Raleigh User Group (Private)5/26 – Raleigh User Group
We have an office in Cary, NC so I was able to work there for the day to attend a lunch-hour powerhouse User Group in Raleigh. This is an awesome, well-established group and it was great to see the lovely Kelly P and the other leaders to talk Salesforce. John from Skuid presented, in addition to Kelly’s recap of her top features for Summer, followed by a Trailhead review by co-leader Deb Martin. A ton of great content + networking over cookies afterward. They now have a consistent location so they were able to announce a bunch of future dates, hopefully I can make the trip again soon!

CLT Girly Geeks (Private) 5/27 – CLT Girly Geeks
Another inaugural meeting, for a new local chapter of the Girly Geeks. I’m a little biased about how this turned out, because I am leading this new chapter! It was a lovely low-key conversation over cheese & beer, talking about our experiences with Salesforce, business, and living in Charlotte. I hope this continues to grow as a local resource for bouncing ideas and empowering the women in the Charlotte SF Community!

If you’re on the fence about whether you should make time to attend your local User Group, I hope you can see the value to just do it! It’s a supportive, collaborative environment for everyone from prospective customers to MVPs. Don’t have a User Group in your area? Take a chance & start one!

PS: If you’re near Charlotte, I hope to see you this Saturday the 13th @ Intro to APEX Part 2, presented by the Charlotte Developer Meetup & Charlotte User Group. Phillip will be continuing this awesome content we started in February, and makes the content approachable even for non-coders like me! Hope to see some new faces there!