Organizing in Salesforce.com

8 Responses to “Organizing in Salesforce.com”

  1. Drew Says:

    This is so cool Steve. Thanks

  2. Eric Says:

    both jing and the presentation are excellent. thanks for sharing.

  3. links for 2007-11-29 | notes from across the pond Says:

    [...] gokubi.com » Blog Archive » Organizing in Salesforce.com (tags: salesforce campaigns leadership levels activity history) [...]

  4. Thomas Tobin Says:

    Steve,
    Do you want these values to be set using a button on the campaign, or would it better if all values for all users were set in a scheduled job?
    Why not use triggers and start of recalcs of newly-added contacts to a campaign or when the campaign details changed to propagate those values down?
    Is this the first step? It’s already a really cool application!

  5. Steve Says:

    Hey Tom,

    Unfortunately I can’t currently trigger on CampaignMember, so I can’t fire Apex when a CampaignMember is insert, updated, or deleted. But you bring up a great idea, which I hadn’t thought of. I could fire Apex on the Total Responses rollup field on the Campaign, and recalc the CampaignMembers for that Campaign when that field changes.

    I’ll go try that in Apex, thanks for the tip!

  6. Beth Kanter Says:

    Nice work! Did you know that TechSmith is offering an earlier version of Camtasia download for free? It has some advantages over jing – in that you can actually edit and you export files in a variety of formats.

  7. Steve Says:

    Thanks for the tip Beth! I first found Jing because you posted some images of it to your flickr account back in the day, so thanks again!

  8. Marisol Thomer Says:

    I saw this months ago and as a former union organizer thought it was spectacular melding of organizing and technology (what I love!). Now I’ve got a use for it. Our communications specialist wants to rate media contacts based on who writes up stories he pitches. I’ve got him using Campaigns to send our his press releases/media advisories, and would like to incorporate Leadership Levels. (In the near future, I also want to track the leadership development of state legislators – my organization’s primary constituency – using this tool.)

    Do you have this packaged somewhere where I can download this? The cross object calculating is beyond me to figure out on my own.

    Any help you can give Steve would be greatly appreciated.
    -Marisol

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