How to Create an Unmanaged Salesforce.com Package

What is an unmanaged package and how is it useful? An unmanaged package allows you to take a set of functionality (objects, fields, tabs, workflows, classes, pages etc.) and turn it into an installable link into any Salesforce.com org! This is very useful when you have an app you want to install in separate orgs (meaning separate production orgs, for sandbox to production in the same org you should use change sets).

Unmanaged means it is not published on the Appexchange and does not go through security review etc. An example of how this would be used is lets say you're a consultant and you developed a recruiting app that you want to install for different clients. You would create the recruiting app in a developer org, create an unmanaged package, then use the link to install the recruiting app into your clients orgs as needed. Click on the below link for a step by step guide I put together to show you how to create the package.

http://sharifshaalan.clarify-it.com/d/ppjk3w

How to choose which Salesforce.com Sales Cloud Edition is right for you

When looking at the different editions the Sales Cloud has to offer sometimes its hard to navigate which edition is right for your organization. It takes a combination of current needs and an understanding of how far you want to go in the future to decide which edition is right for you.  Although you can start with a lower edition and upgrade when you grow, it may be better to set up for the future now depending on your timeline and needs.

Group Edition:

The Group Edition is for small businesses that need a contact management system and do not expect to grow much.  You can have up to 5 users with the following feature highlights:

  • Account and contact management

  • Opportunity tracking

  • Lead scoring, routing, and assignment

  • Task and event tracking

  • Customizable reports and standard dashboards

  • Mobile access, customization, and administration

  • Chatter — company social network

  • Outlook Side Panel and sync

  • Case management

Professional Edition:

The Professional Edition allows more than five users, but the major drawback is no automation and no API access (some features are available for an extra cost. The feature highlights include everything in Group plus:

  • Campaigns

  • Customizable dashboards

  • Collaborative forecasts

  • Products, quotes, and orders

  • Mass email

  • Role permissions

Enterprise Edition:

The Enterprise Edition includes all of the features we know and love : ) you get everything in Group and Professional plus:

  • Workflow and approval automation

  • Report history tracking

  • Enterprise territory management

  • Profiles and page layouts

  • Custom app development

  • Integration via web service API

  • Salesforce Identity

  • Salesforce Private AppExchange

Unlimited Edition:

Although Enterprise is usually sufficient for most organizations, there is the Unlimited Edition which adds the following:

  • Unlimited customizations

  • Unlimited custom apps

  • Multiple sandboxes

  • Additional data storage

  • 24/7 toll-free support

  • Access to 100+ admin services

  • Unlimited online training

The bottom line is you have to strike a balance between current and future needs to find the right edition for your organization!

For more information Click Here.  For a full comparison of features Click Here.

The Winter '15 Salesforce 1 Quick Start Setup Wizard

Salesforce has made great strides in Winter'15 addressing a major pain point in setting up Salesforce 1.  The issue was you had to navigate to many places in the set up menu to get this done.  The Winter '15 release brings with it a simple wizard style set up that will get you up and running in no time!

Here are the Steps:


Navigate to the Salesforce1 Setup link from the Set up Menu

Navigate to the Salesforce1 Setup link from the Set up Menu

Click on "Launch Quick Start Wizard"

Click on "Launch Quick Start Wizard"

Click on "Lets Get Started"

Click on "Lets Get Started"

Set up the Navigation Menu

Set up the Navigation Menu

Arrange your global actions

Arrange your global actions

Set up your custom compact layout

Set up your custom compact layout

Review how your app will look by clicking on each of the above links

Review how your app will look by clicking on each of the above links

Invite users!

Invite users!

A great add on to this is the Chrome Extension that allows you to view ANY Salesforce page as it would look in Salesforce1!

Down load and install the Salesforce1 Demo Extension

Down load and install the Salesforce1 Demo Extension

While on any SF page click on the phone icon to see how it would look in SF1

While on any SF page click on the phone icon to see how it would look in SF1