Starbucks and Salesforce - Listening To Your Customers

Terrific article available online (tip of the hat to my brother Frank for sending it along) about how Starbucks has launched a customer forum (powered by one of the tools NPower uses, Salesforce.com) to solicit customer feedback.

I’m excited about this for two reasons:

  1. We haven’t used Salesforce this way for any of our nonprofit customers yet. But now that we know how it is being used elsewhere - we can add this to our list of ways to leverage Salesforce to help nonprofits better meet their mission.
  2. It’s easy to forget that the people we serve can provide and seed innovation, can help us better understand the difference between how we think we’re doing and how they think we’re doing, and much, much more.

The article is worth a read, even if you don’t follow the rest of the links.

S-Control for Filtering a Report

Some time ago, I had a client who needed an easy way for inexperienced users to filter a report, on a regular basis, based on several different criteria.  In Salesforce, anyone can filter a report like this, but it takes a couple dozen clicks and a bunch of typing.  I wrote a simple s-control that allowed users to filter the report in a really simple interface.

 

When the user selects values and then clicks Search, the Javascript code builds a long URL that tells Salesforce to open the report and apply all the selected filters - something like this:

https://na3.salesforce.com/00O50000001QCuS?pc2=00N50000001JsTx&pn2=eq&
pv2=American%20Sign%20Language&pc4=00N50000001JsUX&pn4=in&pv4=Immunizations&
pc5=00N50000001JvOE&pn5=in&pv5=North%20End& pc6=00N50000001JvNO&pn6=eq&pv6=1

I showed my s-control to Drew Piston at a Salesforce event last year, and it turns out he was hoping to do something similar for his group at the Bay Area Chapter of Red Cross.  This week, he posted a Jing screencast that shows his version of the s-control in action.

Thanks Drew! 

Using Salesforce in NYC Public Schools

I thought this presentation from Susan Harrison at the NYC Department of Education was really interesting about how they use Salesforce in the Bronx Lab School, and several other NYC Public schools.  The principal, Marc Sternberg, was brought on stage during Marc Benioff’s keynote at Dreamforce.

http://www.slideshare.net/mbaizman/doe-10407


By rob