Tips for Salesforce Reports - Filter Logic

Do you use Salesforce.com (SFDC) to run reports at your office? Here at Referential we use SFDC every day –  often multiple times a day across all our different clients. As a result, we’ve picked up a few tips and tricks along the way that have made our lives a bit easier. One such tip is using the filter logic feature to quickly find exactly what you are looking for. In the screen shot below, we are looking for accounts meeting multiple criteria. They need to have made a purchase of products, be reference accounts and within in a certain industry.

In this real example we need government/aerospace customers OR customers specifically related to security, defense, surveillance and analytics. Just to give you an idea of the search results, if we only search for customers within the industries we get about 62,000 results. If we only search for customers with those keywords in their name, we get 4,000 results.

To get the results we desire in one report we need to use the filter logic feature. Filter logic says “1 AND 2 AND (3 OR 4)”. This ensures SFDC applies the first two filters along with the third OR the fourth.

Excel screen shot

You can see our first filter is for customers that are fully deployed or at least have gone through with the purchase of products, our second ensures they are reference accounts, and then we get the account name and industry designation – all in one report!  So much faster than running separate reports, combining them, and removing duplicates. When you run as many reports as we do, any time or effort you can save is certainly worth it.

Tell us how you have used the filter logic field or how you will in the future!

Research shows - sports can be distracting at work

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Robert Half did some research  and the data shows sports does impact productivity at work. On the day after big sporting events large percentages of people call in sick or are late to work. The over 1,000 workers surveyed admitted to spending about 27 minutes a day on sports-related activities before a major sporting event. Olympics, March Madness, World Cup Soccer, and NBA playoffs are just a few major sporting events that are particularly popular and just on the horizon.

But it’s not all bad news: Sports can also contribute to teamwork. We focus on sport as a way to get everyone involved in a common activity, to come together and celebrate. We have an office fantasy football league. We’ve been known to play some World Cup games on our big screen too. Lunch time and afternoon tea break (yes, come visit, we have tea in the afternoons) can coincide with sporting events or be the time to manage that fantasy team.

You don’t have to loose the productivity, instead look for ways to foster teamwork and impact morale!

Millennials Want Your Brand to be Authentic

This HuffPost article isn’t brand new but the points are ones heard from many arenas. Matthew Tyson’s article is titled “Millennials Want Brands To Be More Authentic. Here’s Why That Matters.” He talks about how millennials are not influenced by traditional advertising and they will soon be the group with the largest market impact. That matters.

Firms will need to evolve and work with this changing reality. Tyson says millennials want to be engaged and they want brands to be authentic. Tyson goes on to give his view of what companies can  do to be more authentic. His recommendations are for companies to communicate more, be transparent, be relevant, and to care. It’s a quick read but within each category he raises some interesting points.

How is your firm addressing the evolving marketing place?  Share with us how your firm is changing to stay relevant for millennials, we’re interested to learn from your experiences.

Nothing like a little competition!

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Sometimes a little friendly competition helps bring some new energy to a task you may have done before. Who says sticker charts are just for kids!For many of our clients we have a focus on recruiting new advocates into their program. Ensuring a robust program membership is the key to finding the right customer for upcoming opportunities. We’ve decided to inject a little competition into the recruiting process for one of our clients.

Sparkly smiley face stickers are climbing up a chart.  Three of our team members are in a bit of a race to see who will recruit more advocates this month. It’s fun and it makes the progress visible to everyone. And the person who recruits the most wins bragging rights though when we have other competitions sometimes they have prizes!

How do you put a little fun into your work?

Great article, full of interviewing tips

We are interviewing our clients and their customers all the time.  Each discussion about how our role with the client might expand is really an interview.  Each call with a potential advocacy program member is an interview.  Lots of them, every day. This article from the Content Marketing Institute, written by Clare McDermott, “Perfecting The Art of the One-on-One Interview”, is full of useful ideas and links to even more ideas. McDermott divides the article into sections: how to prepare for the interview, how to begin the interview, and how to hit your stride.  Each section has great information. Depending on your level of interview experience this may serve as a refresher or be full of new information. We’re sure that even the expert interviewers among you will learn something new.  Reading this article is well worth your time. 

Let us know what you learned or how the article reinforced something you’ve always thought important. Leave a comment, below.

Personas - mistakes to avoid

Do you use personas to help shape your content and programs?  This article by Jessica Vionas on the Business2Community site points out some traps to avoid as you are developing buyer personas. Mistake number one is making assumptions.  Many of us have been guilty of that, especially if you do not have funds for research.  Ideally you would be able to interview a subset of your customers rather than rely solely on market research.  Just don't skip research! Use that knowledge to create fact based, not assumption based, personas. Once you begin to develop your personas the article suggests not slicing and dicing too finely.  How many personas do you really need?  What differentiates one persona from another?  Roles are often used but is it really the role the person is in or is it the challenges they face which are the key differentiators of your various personas?

We hope the last mistake covered in the article is not true for you – creating personas and then not using them!  As the articles says, that is “just silly”.  I suspect some might have even stronger language for that situation!

Do you have fact based personas that you use as you develop content and programs?  Share your experiences in how they have helped you be successful. 

Holiday Volunteering

HealthTrust 2017
HealthTrust 2017

Volunteering as a team during the holidays is a Referential tradition. As we did last year, we sorted food with the FOODBasket Food Sorting team of The Health Trust.  We sorted and helped with storage and display of fresh produce which is offered to their AIDS Services and Family Resource Center clients.  The photo shows just part of the food we helped process. We are in the heart of Silicon Valley, a place of great wealth, but also of great need, as this paragraph from The Health Trust website makes crystal clear:Silicon Valley is a place of innovation, opportunity and affluence. On average, it is one of the healthiest, wealthiest places in the world. But not all residents of Silicon Valley share in that wealth – or that health. More than 13 percent of children in Santa Clara County are living in poverty. More than half of the adults are overweight or obese. Nearly half of the county’s older adults are considered impoverished. More than 19,000 adults and youth are homeless.

Contributing our time as a team is one way we can make a modest contribute to their vision of a healthier Silicon Valley for everyone.

Meet Much?

  Interesting Business2Community article, here, about how to handle time wasting people at work.  There are just a few of key points:

·         Know how to delegate

·         Set times for handling questions and issues

·         Rethink your meetings

The last one applies to all of us.  How many meetings happen out of habit week after week or are much longer than they need to be?  Do many of your meetings share information that could have just as easily been sent as an email?  Do they have way more attendees than are really needed?   

As we look ahead to 2018 maybe we should all reevaluate our meetings. Make sure the attendees are appropriate and determine if they all need to be there the whole time. See if there are more efficient ways to share information. Try going without – what happens if you skip a few!  Give us your ideas for minimizing the time devoted to meetings, would love to hear your tips.

Is your business getting the most from micro-moments?

Are you part of a B2C company? If you’re not, you no doubt interact with them as a consumer, so the following is relevant to all of us. A recent Salesforce blog post  titled, “Micro-Moments to Transform the Customer Experience”, starts off with a bang:  "According to the fourth annual "State of Marketing" report, here, brands are increasingly competing on customer experience. In fact, 52% of B2C customers are likely to hop to the competition if you aren’t delivering a personalized experience."

52% is an astounding number. The article focuses on “micro-moments”, a term credited to Google. Micro-moments are all those time consumers turn to their mobile devices to answer an immediate question. They are key opportunities to present a great customer experience and even to increase customer loyalty. Each time we look for a review, check on status of a shipment, pull up tickets on our phone and so forth are key elements of our relationship with any business, including yours. 

The blog post has stories from many different companies about how they are using these micro-moments to improve the customer experience. It’s worth a read, it may spark a great idea for your company!

Vote for 2017 Advocate Marketing Program of the Year – Deadline is Nov 24

BAMMIESThe Best Advocate Marketing Awards (BAMMIES for short) are produced by Influitive and designed to showcase the great strides that are being made by B2B marketing leaders who are working with their advocates to drive brand, demand and revenue.  The BAMMIES are awarded annually.  The 10 categories include “Building Event Buzz with an Advocate Swarm”, “The Advocate Marketing Hall of Fame”, and the big one – “The Advocate Marketing Program of the Year”.  You can vote for the winner of the latter category, which is awarded to the program you think has delivered measurable value through inspiring and flawless execution. Vote here.    

Here are the 2017 Advocate Marketing Program of the Year finalists, congratulations to all!

  • Ceridian HCM
  • Cisco
  • DocuSign
  • GoGuardian
  • InTouch Health
  • Pearson
  • PowerDMS
  • Staples 

Hurry, voting ends Friday, November 24 at 5 pm EST. Winners will be recognized at the Best Advocate Marketing Awards ceremony at Advocamp on December 6th-8th, 2017, in San Francisco.

A week together!

Next week nearly all of Referential is gathering at our main office in San Jose.  Team members from 2 countries and 5 states will be here. We will be missing our team member from India, though we have creative ways to keep him involved and updated.  Subsets of us will be off to meet with local clients. There will be more security training. We're ensuring the whole team is conversant in our newest service offerings. New product training is also on the agenda.  One evening we're playing bocce ball.  Good food, and a chance to have some fun together is important. Our newest hire will have her first day Monday, talk about great timing!  Not only will she get a shiny new PC, many of the rest of us will too.  Everyone is here, great time for a technology refresh.  In the photo you can see part of the assembly line that is getting the PCs ready with the newest software and security tools. Large monitors are here too so we still have the benefit of a large display with new, smaller PCs which will be great for travel.Unpacking new PCs

A week together is quite a treat. Nice to see each other in person, not just via video or phone. We're all looking forward to it!

 

A week together!

Next week nearly all of Referential is gathering at our main office in San Jose.  Team members from 2 countries and 5 states will be here. We will be missing our team member from India, though we have creative ways to keep him involved and updated.  Subsets of us will be off to meet with local clients. There will be more security training. We're ensuring the whole team is conversant in our newest service offerings. New product training is also on the agenda.  One evening we're playing bocce ball.  Good food, and a chance to have some fun together is important. Our newest hire will have her first day Monday, talk about great timing!  Not only will she get a shiny new PC, many of the rest of us will too.  Everyone is here, great time for a technology refresh.  In the photo you can see part of the assembly line that is getting the PCs ready with the newest software and security tools. Large monitors are here too so we still have the benefit of a large display with new, smaller PCs which will be great for travel.Unpacking new PCs

A week together is quite a treat. Nice to see each other in person, not just via video or phone. We're all looking forward to it!

 

Weekend Habits of High Performers

Friday of a long week and thoughts go to the weekend. Often of fun times with family and friends, maybe just a chance to fully relax.  And then there is this article from Inc Magazine titled: “Do You Do These 4 Weekend Habits That Set High Performers Apart From Everyone Else?”  It makes one think if a change to the weekend could mean a more productive and even a more relaxing week.  The article says high performers do the following over their weekends:

·         They visualize their success

·         They review their KPI’s

·         They develop specific goals for the week

·         They adhere to the 1% rule (improve 1% each day and over time you will see big gains) 

The article is worth a read, it’s short and the time will pay back dividends.  Get a bit more detail on each of the 4 habits.  Do you do these things now?  If not, choose one to start with and let us know the impact on your week!

Congratulations to our Award Winning Client!

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Congratulations to our client Lisa Matzdorff, director of customer experience at Symantec.  She was just named the winner of the Sherpa Award for Innovative Feature Use at the Elevate Customer Summit hosted by RO Innovation.

Lisa uses ReferenceView, an application from RO Innovation, to track recruitment and reference activities. She needed a granular method for tracking and reporting each stage of recruitment to support the volume and multi-step process in place at Symantec. Lisa turned to ReferenceView’s workflow functionality to keep recruitment of new advocates moving at an optimal pace. Notes are captured within each step so that a permanent record remains available.

This approach ensures the recruitment process is as efficient as possible, with a clear view of metrics. The process has enabled Lisa to consistently exceed the security industry’s standard advocate recruitment rate!  Congratulations Lisa on both your award and your great results!

Thank you, thank you!

firefighters
firefighters

Thank you firefighters.  California is burning and we couldn't be more thankful for their bravery.  Hit close to home this week, our managing partners were evacuated in the middle of the night, spent a night in an emergency shelter, and then other nights with family.  Thanks to the hundreds and hundreds of firefighters who are addressing the Bear Fire they can now return to their home.  Luckier than some throughout the state.  We all need to be careful, to be vigilant, and thankful to those willing to risk all for our safety. Again, thank you firefighters and all who assist and support them.

Signature of Approval!

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 (We just returned from the Cyber Defense Summit 2017 in Las Vegas.  Leading up to the Summit we worked with customers to create videos and quotes that were used throughout the event.  Our trip to Australia to film customers resulted in such great content we expedited processes and went from filming in one country to showing our videos on the main stage of the event 12 days later! 

Love this photo, Freud Alexandre, the Enterprise Architect and Security Manager for the City of New Orleans (and one of our favorite people!), was so happy to be featured he autographed his banner.  That is the signature of approval! What we like to see with all our customer deliverables.

October – National Cyber Security Awareness Month

ncsam National Cyber Security Awareness Month was created as a collaborative effort between government and industry to ensure everyone has the resources they need to stay safer and more secure online. This marks year 14!  The website has a wealth of resources from tip sheets to suggested social media posts and links to training and educational resources.  There is a great infographic here about how to get involved.  Each week of the month has a unique theme from online safety to protecting infrastructure from cyber threats.  The site is a great resource, visit to learn more. We're all responsible in keeping our personal, company, and client information safe, make sure you are well informed. Staysafeonline.org is a great place to start.

 

 

Dress code - does your company have one?

This recent blog post from 4Imprint about dress codes was interesting.  In general, attire is much more casual than it used to be.  Of course that varies dramatically by region, by industry and other factors.  We do have a dress code in our employee handbook and we do talk to new hires, especially recent college grads, about what is appropriate to wear to the office, what is appropriate to wear to events where they are representing us or our clients, and what to wear in casual work situations.  College really doesn’t teach that!  The blog post recommends an employee fashion show, illustrating clothing dos and don’ts.  We gathered photos from various places for our own do or don’t wear illustrations. Being specific, with photos or a fashion show, helps ensure everyone has a common understanding of what is appropriate for your company and what you mean when you say terms like “business casual”. Two of the sentences of our dress policy often referred to are: “A good rule of thumb is that if you are not sure if something is acceptable, choose something else or inquire first. Also, it is generally better to be overdressed than underdressed.”  Both are good points to keep top of mind.

We are a professional consulting team which is reflected in the work we do and also in how we present ourselves. In office or off site client meetings call for professional dress while Fridays are often more casual. It is rather nice to see a suit and tie once in awhile! Does your company have a dress code?

Already Fall!!

Fall The year is going so quickly, hard to believe that today is the first day of Fall.  Even in sunny California the weather has turned a bit cooler, a leaf or two is about to change color, and pumpkin spice is ubiquitous. 

In the Southern Hemisphere it’s the first day of spring so our two team members on their way to Australia will experience another week of warmth and sunshine!  We hope they have a chance to enjoy it between rounds of customer interviews and filming.  Here, we will sip a pumpkin spice latte or two to usher in the new season!

It is the summer’s great last heat, It is the fall’s first chill: They meet. –Sarah Morgan Bryan Piatt