Setting up a Workflow Rule in Salesforce
Workflows in Salesforce are a fantastic way to automate certain business processes. You can create a rule, and based on certain criteria that you set, Salesforce can do a number of things, like send an email, create a task, or update a field. In this blog post, I'll walk through setting up a workflow rule, using one of Newfangled's rules as an example.
Scripts
I was sitting in the terminal, waiting to board my flight to Seattle. Technically, I'd only been on vacation for about 30 minutes; I was trying not to think about work. But then, a voice came over the loudspeaker...
Fire
Just recently, I found myself chatting with a new colleague and friend at a dinner organized at the HOW Design Conference. As we waited for our main course to arrive, he asked me a great question: How do you keep inspiration and engagement alive on your team?
How to Identify Your Browser Version and Clear Your Cache and Cookies
In working with clients to troubleshoot bugs and review site upgrades prior to sending them live, the project managers at Newfangled often ask clients to identify their browser and browser version or clear their cache and cookies. With that in mind, I thought it might be useful to offer a quick primer on the concepts of “cache” and “cookies,” as well as instructions for looking up your browser info and clearing your browsing data.
Perspective
A few months ago, I was listening to an NPR program as I drove to visit a friend. A guest on the program was describing a quick little test you can take that reveals how tuned in you are to the perspectives of others. It goes like this...
The Digital Lead Development Ecosystem
Are you in control of your marketing?
Are you doing all you can to develop leads for your firm?
Of course you are.
But, just to make sure, why don't you take this 10 second test I've created? Quickly answer each of the 4 questions I've listed below. I'll give you 5 points for each "yes" and take away 5 for each "no." If you earn a 10 or higher you've proven your expertise and you don't have to read this newsletter, but earn a 5 or lower and your attention is all mine for the next 10 minutes. Deal? OK--here it is:
Do you know how much revenue you realized in Q1 from leads generated through the Contact Us form on your site?
Do you know how many prospects in your email list meet your base demographic and behavioral criteria?
Do you know which of those prospects have visited your site in the past month?
…and which of those should you probably get in touch with today?
Craft
At some point today, take a few minutes to watch one of the short (3 min max) videos in this collection. These shorts reminded me of how critical a sense of craft is, even to us in the digital world. Craft remains relevant, even if what we make only exists on a screen. It's in how we simplify our code, how we word an email, how we share a new idea with a client, or even in how we respond with care when things don't go well...
HOW Design Fits Into the Process (My Talk at HOW Design Live)
Today I gave a design-centric talk at HOW Design Live in San Francisco on the web design and development process. I'm posting a full writeup of the talk here with all the key slides (as well as a link to the full deck over at Speakerdeck for all you completists out there)...
Responsive Design on the Ground
Last month I spoke at the UCDA Design Summit — called The Empowered Designer — in Asheville, NC. I did two sessions, both on responsive design. Below is the second part, in which I focused on some of the nitty gritty, implementation-oriented issues with responsive design. In part 1, I covered responsive from a more strategic, high-level perspective...