If you are wondering why in the world I’m blogging about something from 5 months ago, please read my previous blog post. That said, below is a quick snapshot of some of things you don't want to be missing out on from the Winter '08 release. Opportunity Rollups: If your Opportunities typically have multiple line items, this new feature allows you to create custom fields that aggregate each line item. So you can see the total quantity, total discount, etc. of all line items directly on the Opportunity record. Relational Business Rules: This high-impact update enables you to reference fields in related objects for validation, workflow, approval, and assignment rules. Real world example: we had a client that needed to require an “Assigned Service Rep” for any Opportunity that belonged to a premier Account. ... Read More »
If you are wondering why in the world I’m blogging about something from 5 months ago, please read my previous blog post. That said, below is a quick snapshot of some of things you don't want to be missing out on from the Winter '08 release.
The last two Salesforce releases - Winter '08 and Spring '08 - were rolled out in rapid-fire last November and February, respectively. Maybe because of the large number of new features in each release, or maybe because of the holidays in between, I've just realized during conversations with a couple of different clients that many folks aren't aware of some of the great new functionality. With the Summer '08 release right around the corner, I wanted to provide a couple of quick refresher courses to make sure you aren't missing out on any of the functionality that's already out there. I'll focus on the Spring '08 release below, and will go back in time even more to cover the Winter '08 release in my next blog entry. (By the way ... there are many, many more features that were rolled out the past two releases and I don't mean to short-change all of the others, but the ones I'll cover are some that will give you the bigge ... Read More »
The last two Salesforce releases - Winter '08 and Spring '08 - were rolled out in rapid-fire last November and February, respectively. Maybe because of the large number of new features in each release, or maybe because of the holidays in between, I've just realized during conversations with a couple of different clients that many folks aren't aware of some of the great new functionality. With the Summer '08 release right around the corner, I wanted to provide a couple of quick refresher courses to make sure you aren't missing out on any of the functionality that's already out there. I'll focus on the Spring '08 release below, and will go back in time even more to cover the Winter '08 release in my next blog entry.
(By the way ... there are many, many more features that were rolled out the past two releases and I don't mean to short-change all of the others, but the ones I'll cover are some that will give you the bigge ...