Dallas User Group MeetingMarch 2011

Agenda

Welcome & Announcements

Introducing our Sponsor

Salesforce.com Content/Sharepoint Integration

Admins helping Admins

April Meeting

Safe Harbor

Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of subscriber growth, attrition, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services.

The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, subscriber attrition, interruptions or delays in our Web hosting, breach of our security measures, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K filed and our quarterly report for the most recent fiscal quarter ended January 31, 2011. These documents are available on the SEC Filings section of the Investor Information section of our Web site.

Any unreleased services or features referenced in this or other press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

Announcements

Salesforce Content/Sharepoint Integration

Admins Helping Admins

Admins Helping AdminsQuestion Answer/ Comment

Data loader demo

Hiring a system administrator – where should I look LinkedIn Groups (Dallas UG, Salesforce Employment), Dallas UG job board

How do we connect Lotus Notes to Salesforce? There is a connector for Lotus notes that installs on the local machine (similar to the Outlook Connector). Little used option: every user is set with an email address. If blind copied, the emails will automatically be added to salesforce. (Setup > Email >My Email to Salesforce)

Is there a way to select what you want to connect an email to using Salesforce for Outlook?

Idea on Idea Exchange: Vote it up

How do Parent Accounts work when uploading data Parent Account field must be filled with the Parent Account ID

Outbound Telephony ShoreTel, Five5s

Salesforce Mobile – Any best practices to configure? Configuration is straightforward. Consult the mobile configuration manual for details (we’ll provide the link)

Mobile for iPhone – Use is slow (downloading 20,000 contacts)

Speed issues possibly based on the number (20,000) contacts. Consider changing mobile profile to download the user’s owned contacts and allow search for more

Is there any way to delete a user No

User added large file to content library and is no inactive. How do we delete file

Reactivate user, change email address to yours, reset the password, login and delete.

Admins Helping AdminsQuestion Answer/ Comment

Mass E-mails: Is it setup on internal email or salesforce email engine

Salesforce.com allows for mass e-mails of up to 500 emails per day per org.

Does salesforce.com support Lotus Notes Yes, salesforce.com continues to support Lotus Notes

How do you turn off the daily digest Under My Personal Information find your Chatter Settings and you can manage your Chatter settings

Are there simple sets of documentation to train people on Chatter

Josh and Kevin will post the Chatter intro documents created for their companies on the Dallas UG blog

Problems with Limitations on Chatter? Using the Apps to “auto-unfollow”

Try Salesforce Labs app for auto-unfollowing

S-Control to change a field to change an contact field based on a change to the opportunity

Try using apex to create a trigger.

Is there a way to perform lead de-duplication (comparing leads to contacts)

Answer: Be at the Dallas UG meeting next month

Is there a way to access the homepage stylesheet?

Try colorcop.net to determine color match

Anniversary dates – Trigger reminders of birthdays, anniversaries, etc? Is there an app for that?

Create recurring calendar invites in salesforce.com. Use outside web service

Easy-to-Remember URLs

blogs.salesforce.com

answers.salesforce.com

ideas.salesforce.com

features.salesforce.com

testimonials.salesforce.com

Bit.ly/sfdcugdallas (Dallas UG Blog)

April Meeting – April 13, 2011Place: TBDTopic: Data Quality

Thank You