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Showing posts from October, 2011

Opening up the power of Salesforce through Chrome

At Google we're using Salesforce for cour CRM stuff. As channel manager responsible for lots of partners all over Europe, I frequently need to search for opportunities and check that they are appropriately assigned to partners, or find all the opportunities for a specific partner.

Salesforce can do all this and more, and thus far I've been struggling with custom reports for each partner... which is a pain if you one day decide to change the format.

Discovery number one: By creating a salesforce report, you can override the filter values by tweaking the URL. (see note 1)

Discovery number two: I can quickly create a way to populate the URL parameters with Chrome's customer search provider feature. (see note 3)

The end result is that I can now open a new tab, type "sfo" and hit space (this invokes my special search provider), and then type "police" and hit enter. The search provider translates this into something like

https://www.salesforce.com/00O60000002…