Author: Jeremy Whittington

Road to Dreamforce

Do you feel it yet? Dreamforce is right around the corner! There will be over 150,000 people descending on San Francisco.

With over 1600+ breakout sessions, 35 keynotes, 8000+ non profit attendees, 416 unique sponsors, 3 new product launches, and  a $1 million fundraising goal to further the fight against aids expect to be amazed.

We have put together a Road to Dreamforce video guide to help you get ready. We will be rolling out these videos throughout the week.

The Experience

To kick it off we’ve put together a short experience video from our trip last year.

What to Expect

We got a chance to sit down with Hector Perez (@hectorperezjr) and Josh Monson (@jpmonson). They lay out what you should be able to expect from this years Dreamforce.

Apttus Delivers Quotes, Proposals, Contracts & Renewals all Inside Salesforce

Apttus, one of the earliest adopters of the Salesforce platform, aims to automate the entire “quote-to-cash process”. The end-to-end solution offers a variety of tools to extend the platform, including eCommerce, channel partner management and even external integration with popular products like Word and Excel. All connected to Salesforce by the guidance selling feature of Apptus.

CPQ and contract management from Apttus is far beyond the basic Pricebook feature of Salesforce. Mistakes are negated, rework is minimized and contracts are enforced. Apttus has done such a solid job extending the inherent features of Pricebook that Salesforce itself leverages the application for its own quoting and contract management!

That’s quite a vote of confidence.

Limit Your Windshield Time with MapAnything

MapAnything lives up to its name. Created by Cloudbilt, the native Salesforce application enables users to map custom and standard objects alike. A 100% native product, it’s nearly impossible to overload your view with information. Not that your brain could handle the 250,000+ objects anyways.

Get up and running quickly with a quick install, or fully leverage the app to aid your sales team to the utmost. The easy-to-use Salesforce1 mobile app will promote adoption by giving your reps quick information on customers local to them, helping plan their day and, perhaps best off all, ensuring an optimized route to lower windshield time.

Available on the platform since 2009, Cloudbilt encourages the use of its high-end features like customer territory management, where admins can specify customer territories, and activity integration to track where and when a customer had a sales or marketing interaction.

Midwest Dreamin: TaskRay – Modern Project Management in Salesforce

Are you looking for a better way to manage your business processes? Are you still using email or spreadsheets to keep track of order fulfilment?

TaskRay makes creating tasks, assigning them to teams, and tracking their progress easy.

We spoke with Eric Wu, Co-Founder from Bracket Labs at Midwest Dreamin’ 2015.

Here are some feature highlights:

• Plan work quickly and efficiently, even with geographically distributed teams
• Support any business process with easy customization and integration with other Salesforce objects
• Advanced features include cloning, repeating tasks, bulk actions, private projects, and more

TaskRay is built from the ground up to solve the needs of modern teams. Designed for simplicity, TaskRay is easy to understand and effortless to use. Its flexible framework enables agile, iterative work practices, and it easily accommodates a wide variety of work processes. Full Chatter integration provides notes, conversation, file sharing and historical context for all tasks.

Read More

Midwest Dreamin: Haka Connect – Be prepared for your next sales call with customer intelligence

Help your sales people show up for customer meetings by understanding who the buyer is, who the customer is and what their business priorities are so they can better communicate value.

• Improve new customer acquisition by helping buyers ‘connect the dots’ between their needs and your offerings
• Increase ROI by achieving expected business results in weeks instead of months
• Slash sales cycles with an understanding of how to engage each buyer involved in a sale

Buyers today are more connected and more informed. They have more choices and have higher expectations of value. They decide how to research, engage, interact, and transact with suppliers. They don’t want to be sold, they want to be educated.

Midwest Dreamin: What Exactly is Midwest Dreamin’?


Midwest Dreamin’ describes itself as “a community led, community ran event. Organized by the following regional User Group leaders who had a dream to bring a ‘Super User Group’ with marquee quality speakers to the Midwest for learning and networking.”

Frankly, as you’ll find out in this interview, the group is selling itself short. The Super User Group angle is an incredible gathering of talent, opportunity and solutions for any computer interested or already invested in cloud computer. Sure, @Salesforce is the focus, but the thought leadership applies throughout the industry.

And yes, the apostrophe is part of their branding. I wonder if they thought about how annoying escaping that out in code would be! :p Read More

How to Add a Custom URL to Salesforce Communities

Salesforce has released an update that allows you to use a custom URL and perhaps more importantly a private SSL certificate with your customer and partner communities.


Before this update users would see “force.com” as the base domain (e.g. https://mycompany.force.com) after they logged in.

Setting up the custom URL and SSL certificate is relatively painless. You will need to do the following;

  1. Add the custom URL to Salesforce
  2. Generate a Certificate Signing Request from Salesforce
  3. Create a CNAME (Alias) record in your domain name registrar
  4. Generate an SSL certificate in your domain name registrar
  5. Upload the SSL certificate to Salesforce
Custom domains are supported only in non-sandbox instances. You can configure a custom domain in a sandbox instance and then migrate it to a production instance, but the custom domain is only active in production.

1. Add the custom URL to Salesforce

First, you should add the domain to Salesforce and get the organization’s unique API identifier value for your org.

  1. Login to Salesforce and navigate to Setup > Domain Management > Domains.
  2. Click the Add a Domain button.
  3. Enter your domain name (e.g. www.mydomain.com and click Save.
  4. Take note of the organization’s unique API identifier value which you will use later on when creating the DNS record.

Salesforce Domain Edit Screen

2. Generate a Certificate Signing Request

To generate the SSL certificate request you must first login to Salesforce to get a Certificate Signing Request.

  1. Login to Salesforce and navigate to Setup > Security Controls > Certificate and Key Management.
  2. Click the Create CA-Signed Certificate button.
  3. Fill out the values using the example below.
  4. Download the certificate request by clicking the Download Certificate Signing Request button.


Salesforce Certificate Edit Screen

After you create a CA-signed certificate and certificate request, the certificate is not active and you can’t use it until it’s been signed by a certificate authority and uploaded into your organization.

3. Create a CNAME (Alias) record

To create the CNAME record you need to login to your domain name registrar and create the CNAME alias record with the following values.

Record type: CNAME (Alias)
Host: www.mydomain.com
Points to: www.mydomain.com.00dj0000000ibuhea5.live.salesforce.com

The points to value should consist of your domain, the organization’s unique API identifier, and the Salesforce base domain. (e.g. www.mydomain.com.ID.live.salesforce.com)

Here are instructions for some common domain registrars.

4. Generate an SSL certificate

If you haven’t already done so, purchase an SSL certificate for your domain. GoDaddy offers  a 1-year certificate for $69.99 per year.

  1. Login to your SSL certificate provider and navigate to the SSL certificate you want to use.
  2. Create a Certificate Request and provide the contents of the CSR file you generated before.
  3. After the CSR is validated download the certificate file.

Here are instructions for some common SSL certificate providers.

5. Upload the SSL certificate to Salesforce

For the final step login to your Salesforce org and upload the SSL certificate that was generated.

  1. Login to Salesforce and navigate to Setup > Security Controls > Certificate and Key Management.
  2. Select the certificate you created earlier.
  3. Click the Upload Signed Certificate  button.
  4. Select the file then click the Save button.
  5. Navigate to Setup > Domain Management > Domains.
  6. Click Edit on the domain you configured earlier.
  7. Set the Certificate and Key to the certificate you created earlier.
  8. Click Save.

Your Salesforce Community should now be configured to use a custom url and HTTPS. When a customer or partner logs in they should be taken to https://www.yourdomain.com.

* Please note, it can take up to 48 hours for Salesforce to process the domain and certificate.

SteelBrick – Configure, Price, Quote Software 100% Native on Salesforce (Interview)

For most companies Salesforce pricebooks fall short of what you truly need. Check out our Dreamforce 2014  interview with Will Wiegler to learn more about SteelBrick, a native Salesforce CPQ product.

SteelBrick is a Next Generation Configure, Price, Quote (CPQ) apps with 5-10x faster deployment than traditional CPQ – built 100% on Salesforce.

CloudLock – Salesforce Protecting Data In The Cloud (Interview)

ClockLockDo you truly know where your data is and how its being used in the cloud? We ran into Ron Zalkind at Dreamforce 2014 to talk about what CloudLock is doing to help companies secure their data.

CloudLock is a Salesforce AppExchange product that enables organizations to enforce regulatory, operational, and security compliance in public cloud platforms.

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