Leaving Salesforce

I’d done a few posts on Salesforce. However after giving it long and careful thought we’re dropping it. There were several reasons. One, it was difficult to tie samples or orders as a task and generate a report. I could get the full version of Salesforce with an API and then write them myself. But [...]

Displaying a SalesForce Contact’s Emails in Mail

SalesForce has a nice way of keeping track of emails from within SalesForce. But it tends to presume you do all your emailing from within Salesforce or use a program (like Maildrop) to sync your email from Apple’s Mail with SalesForce. This really isn’t terribly convenient. I do all my emailing from within Mail itself. [...]

Thoughts on SalesForce

I’ve been using SalesForce.com along with one of our employees for a few weeks now. I really like it. As I mentioned I prefer it to the stand alone Mac apps I’ve used. (Primarily Daylight and Contactizer Pro) Surprisingly while both those programs offered nice Address Book and Calendar integration they just were confusing to [...]

Address Book to Sales Force

Here’s an other little script I wrote for using SalesForce.com. We take the selected contacts in Address Book, open up a new contact entry in SalesForce and then fill in the data. Now I could have made this a bit more advanced, copying in all the emails, addresses, phone numbers and so forth that are [...]

SalesForce to FedEx

A lot of my scripts are designed to make shipping easier. I usually use FedEx for my shipping and have discussed in the past filling out the packing forms in Safari in an automated way. I don’t know about you, but this saves me a lot of time. I’ve been using SalesForce a lot of [...]

Copy Email Address Only

OK, I’d mentioned this one in the sidebar several months ago. But I hadn’t actually done it myself. Now that I’m running SalesForce I find myself copying and pasting email addresses a lot. However under Snow Leopard the default for copying an email address is to include the name followed by the email address in [...]

Salesforce and the Mac

I just started using Salesforce for CRM. I’ll probably have some posts on automating stuff with SalesForce over the next few weeks.. One thing I already found is an open source Mac sync that looks quite useful. It syncs contacts, events and tasks from Address Book and iCal to Salesforce. What I’m not sure about [...]