Etherios Hosts Salesforce Spring ’14 Release Notes Webinar

The Salesforce Spring ’14 Release Notes weigh in at 331 pages. Lucky for you, the Etherios team has read through them all! We’ve compiled a list of features and enhancements we’re most excited about and shared them in a webinar.

Scott Hollrah, Senior Managing Principal, and Matt Brown, Senior Consultant, walked through the latest and greatest additions and explained how these features can be used to enhance communication and collaboration across your organization on the Salesforce1 Platform. You can view the webinar video below to find out more about:

  • Chatter: Announcements
  • Feed based layout enhancements
  • Customizable & collaborative forecasts
  • Migrating forecasts
  • Multiple forecasting types

Have questions about the update? Let us know in the comments or tweet us at @etherios.

Tagged with: ,
Posted in Salesforce.com

TSM Release 4.0 Discover New Insights with Enhanced Data Visualization Tools in Salesforce

We created The Social Machine® so your team can drive business results by connecting products into the Salesforce platform. We take that mission seriously, and we’re continuously updating The Social Machine to put your products’ voices to work in ways you never expected. Today, we’re excited to announce that the latest version of The Social Machine is now live on the Salesforce AppExchange. This is the first of three releases over the coming year as we continue to make sure our customers are getting the most out of their product data.

TSM 4.0 has a number of new features including: 

  • Machine View 3.0: Our suite of data visualization tools has expanded to include an interactive legend, hover pop-ups, data stream filtering and best of all – the ability to display multiple data streams on a single graph.
  • Machine Processor Enhancements: New customization tools and enhancements in the machine processor give users the ability to customize fields on opportunities, cases, tasks and more when they are created automatically by your machines.
  • Communities: The Social Machine is now enabled for Salesforce Communities. Ensure team members have relevant content and data at their fingertips.
  • Optimized for Scalability: There is no longer a limit to how many Device Cloud accounts you can synchronize to a single Salesforce instance.

multipledatastreamHow can data visualization impact my business?

Fleet management teams can map engine or transmission temperature onto engine runtime and remotely diagnose engine issues. While monitoring transmission temperature, an increase above normal temp parameters could indicate transmission is about to wear out. This could initiate an alert to the driver so they can further examine the problem before it becomes serious and results in substantial vehicle downtime.

Another application that we frequently see is utility companies mapping home thermostat temperature, compressor runtime and outside temperature to make sure their customers’ cooling systems are running as efficiently as possible. If extended compressor runtime and internal temperature are dropping while the outside temperature is either steady or also dropping, you know there’s problem–possibly a bad setting or something stuck in the cycle. Similarly, if you see inside temperature rising along with outside temperature, either with limited or no compressor runtime, you know there is an issue with the HVAC unit.

The Future of Social Machines

The Social Machine has helped companies break down communication silos and drive business efficiencies, and it’s even enabled traditional product-focused companies to offer services.

Stay tuned for more updates as we continue to make machines an integral part of your business processes.  Interested in what The Social Machine can do for your organization? Get a free trial and learn more about The Social Machine here.

Tagged with: , , , , ,
Posted in The Social Machine

Etherios Deploys Connected Car Solution at Mobile World Congress

The Social Machine gives machines a voice, and at Mobile World Congress it enabled connected cars to be heard loud and clear. In under three weeks, the Etherios team built and deployed a connected car solution for salesforce.com to use at the conference. The fleet of cars enhanced the experience for attendees by delivering location and vehicle occupancy information to the fingertips of event coordinators through a map on their tablets.

Etherios provided device connectivity and the integration of device data into the Salesforce platform. In each car, Etherios installed hardware connected to Device Cloud by using the Etherios Cloud Connector. The Social Machine routed data from Device Cloud into Salesforce. We then built a mobile application on the Salesforce1 platform–making it easy for event coordinators to manage the fleet of vehicles and schedule rides.

This solution shows how device connectivity solves business problems and provides insights that will improve a customer’s experience. Check out another example of connected transportation Etherios built for Dreamforce and its 120,000 attendees. We have a whole blog post series that takes you through each step of building a connected solution. Click here to read more.

Tagged with: , , , , ,
Posted in Salesforce.com

Salesforce Spring ’14 Release: Multiple Forecast Types

Matt BrownMatt Brown has a Bachelor of Science degree in Informatics, with a concentration in Cyber Security, from Indiana University, and a Master of Arts degree in Dispute Resolution from Southern Methodist University.  He has worked in Information Technology for three years, spanning Project Management, Customer Relationship Management, Loyalty Marketing, and Business Transformation. Currently, Matt is a Senior Consultant at Etherios where he is responsible for managing the success of business solution implementations for customers. Most recently, Matt has added to his personal staffing model with the addition of Adelyn Marie Brown, born Feb. 14, 2014!  Adelyn will undoubtedly add to Matt’s Negotiation and Mediation skill sets

The Salesforce Spring ’14 release notes weigh in at 331 pages. Lucky for you the team at Etherios has read through them all. In the coming weeks, we will share new features and how they can be used to enhance communication and collaboration across your organization.

Salesforce.com has showed a continued focus on Collaborative Forecasts by announcing that there will be no further development done to enhance Customizable Forecasts. Below is a comparison of features between the Customizable and Collaborative Forecasts.

Forecasts

Migrating from Customizable to Collaborative Forecasts

Collaborative Forecasts is the go forward Forecasting method for Salesforce.com. Collaborative Forecasts now comes standard for new organizations and any development work in the foreseeable future will solely focus on enhancing Collaborative Forecasts.

For those organizations looking to migrate from Customizable to Collaborative Forecasting, be sure to review the Salesforce.com Forecast Migration Guide.

Multiple Forecast Types

In the Spring ’14 release, within Collaborative Forecasts, Salesforce.com has included the ability to create up to four Forecast Types. These forecast types give organizations the ability to quickly review and understand sales data within Salesforce.

Organizations can build the following types of forecasts:

  • Opportunities based on revenue, quantity, or both
  • Opportunity splits based on revenue
  • Product Families based on revenue, quantity, or both

Once multiple Forecast Types have been created for an organization, users can view data in each type by selecting the corresponding Custom Forecast View.

Forecasts 2

Setting up Multiple Forecast Types

Setting up Forecast Types is about as quick as viewing the data itself.

  1. Customize -> Forecasts -> Settings
  2. If you have a Forecast Type setup, click Add another Forecast Type, otherwise, click Add a Forecast Type.
  3. Choose your data source you want to use for the forecast.
  4. Choose the forecast measurement you want to use—revenue or quantity (if both, you will need to setup a forecast type for each).
  5. Choose the columns to display in the related opportunities list.
  6. Click Ok.

Some users won’t see the Spring ’14 release in their org for a few more weeks. Refer to this link to determine when your organization will be upgraded: Spring ’14 Release Dates. For those who are eager to try out some of the new functionality there is still time to get a pre-release org using this link.

Interested in learning more about the features and seeing them at work? Join us on Tuesday, April 8 at 12-1:00pm EST for our Salesforce.com Spring ’14 Release Notes Webinar. We’ll walk through the additions and explain how these features can be used to enhance communication and collaboration across your organization on the Salesforce1 Platform.

Click here to reserve your spot now.

Have questions about the update? Let us know in the comments or tweet us at @etherios.

Tagged with: , ,
Posted in Salesforce.com

Etherios Hosts INCOSE’s North Star Chapter

INCOSE is an organization founded to promote the principles and knowledge of successful systems. Last week, Mike Siegler, Director of Engineering at Etherios Wireless Design Services (WDS) was invited to speak to the organization’s Minnesota Chapter. Because the group includes many systems engineers, we thought what would be more fun than hosting the event at our downtown Minneapolis office?

Welcome

Mike shared how Etherios is using the cloud to build innovative new products for companies in Minneapolis and around the world. He also took the audience through the design process WDS has developed to ensure successful wireless product launches.

See Mike Siegler’s presentation slides to learn more.

Another emphasis of the presentation was the importance of managing design requirements and the tools companies can use to collaborate. We’re using Jama, which gives us a way to work with customers and other members of our team in a flexible cloud-based environment. Jama has helped us manage requirements so we can pass the necessary certifications and get our customers’ products to market quickly.

After an interesting conversation on the cloud and how it’s utilized, the group took a tour of the office including our cellular certification lab, BigBelly demo, smart parking meters, and PocketFinder.

Click here to learn more about the Wireless Design Services we offer. And, if you’re a systems engineer looking to join our team, visit our careers page.

Tagged with: , , ,
Posted in M2M Trends, Wireless Design Services

Salesforce Spring ’14 Release: Feed-Based Layouts

Hollrah - Profile PicScott Hollrah has a Bachelors of Business Administration in Marketing from Mays Business School at Texas A&M University. He has a longstanding passion for technology with work history in accounting, estimating, donor management, and CRM applications across a wide variety of industries including finance, construction, high tech, energy, retail and more. Presently, Scott serves as a managing principal consultant at Etherios, a Salesforce.com Platinum Partner.  In his role, Scott manages teams of functional and technical consultants focused on delivering customer success on the Salesforce.com platform. Connect with Scott on Linkedin.

 The Salesforce Spring ’14 release notes weigh in at 331 pages. Lucky for you the team at Etherios has read through them all. In the coming weeks, we will share new features and how they can be used to enhance communication and collaboration across your organization.

Today, let’s talk about Feed-Based Layouts.

Admins now have greater control over how their users interact with Chatter on records. The existing page layout works well for some but for orgs actively using Chatter, a backlog of posts can mean that users have to scroll through a lengthy page before getting to the record detail. Conversely, a user may have lots of information on a page and need to get back to the feed or are met with the alternative of hiding the feed completely.

Feedbased Layouts 1

With the introduction of Feed-Based Layouts, users can switch between the Chatter feed for a record and its detail using a very simple tab style toggle.

Feedbased Layouts 2 Feedbased Layouts 3In order to use this new feature, admins will need to create a new page layout for any object they wish to function this way. If you are happy with your current layout, simply clone an existing one, select “Feed Based Layout,” and update your page layout assignments. Below, we’ve outlined the steps to update your Account page layout. You can follow this same process for any other objects.

  1. Setup -> Customize -> Account -> Page Layouts
  2. Choose New
  3. Choose the layout you want to clone using the existing page layout picklist, name the new layout, and be sure to select the “Feed-Based Layout” checkbox then Save
  4. If you don’t intend to make any changes to the page layout click Save again on the page layout editor screen, otherwise add customizations then Save
  5. Click Ok
  6. Select Page Layout Assignment
  7. Click Edit Assignment
  8. Select the profiles for which you intend to apply the new layout to
  9. Click the Page Layout to Use picklist and select your new layout then Save

Feed-based Page Layouts is a simple feature, but it will help streamline your Salesforce workflow and improve the overall user experience.

Join us on Tuesday, April 8 at 12-1:00pm EST for our Salesforce.com Spring ’14 Release Notes Webinar. We’ll walk through the additions and explain how these features can be used to enhance communication and collaboration across your organization on the Salesforce1 Platform.

Click here to reserve your spot now.

Have questions about the update? Let us know in the comments or tweet us at @etherios.

Tagged with: , ,
Posted in Salesforce.com

Salesforce Spring ’14 Release: Chatter Announcements

Hollrah - Profile Pic

Scott Hollrah has a Bachelors of Business Administration in Marketing from Mays Business School at Texas A&M University. He has a longstanding passion for technology with work history in accounting, estimating, donor management, and CRM applications across a wide variety of industries including finance, construction, high tech, energy, retail and more. Presently, Scott serves as a managing principal consultant at Etherios, a Salesforce.com Platinum Partner.  In his role, Scott manages teams of functional and technical consultants focused on delivering customer success on the Salesforce.com platform. Connect with Scott on Linkedin.

The Salesforce Spring ’14 release notes weigh in at 331 pages. Lucky for you, the team at Etherios has read through them all.  Below are some of the features and enhancements we’re most excited about. Over the next few weeks, we will share the latest and greatest and explain how these features can be used to enhance communication and collaboration across your organization.

Chatter has been around since 2010 and every new release since then has brought with it enhancements to this integral component of Salesforce. Posts are great, but sometimes you need information to persist without it getting pushed down in the feed.

Enter Chatter Announcements.

Whether it’s to remind people about the due date for next fiscal year’s budgets or the invitation to the company picnic, Salesforce now gives you a way to leave an “announcement” at the top of a group page for a defined amount of time. Let’s walk through an example.

In order to create an announcement just click ‘More’ near the top of the group page, then click the Announcements button.

ChatterAnnouncements1ChatterAnnouncements2

click images to enlarge

In the example above, users who visit the group page will see the announcement until March 7 regardless of how many posts are made in this group between now and then.  Announcements will also be emailed out to members of the group just like a post.

Chatter announcements are yet another way to provide effective communication out to your users and company at large.

Interested in learning more about the features and seeing them at work? Join us on Tuesday, April 8 at 12-1:00pm EST for our Salesforce.com Spring ’14 Release Notes Webinar. We’ll walk through the additions and explain how these features can be used to enhance communication and collaboration across your organization on the Salesforce1 Platform.

Click here to reserve your spot now.

Have questions about the update? Let us know in the comments or tweet us at @etherios.

Tagged with: , , , , ,
Posted in Salesforce.com

Do You Know the Health of Your Devices?

Connecting your organization’s machines to the cloud allows you to always know how your products are performing out in the field. What if a device is having connectivity issues or a sensor is indicating the need for repair? You need to know. With Device Cloud’s alarms feature, you will be notified of device conditions important to your organization. Let’s walk through some examples in this video.

Alarms

As you can see, this feature makes device management easier. By eliminating the need to manually monitor your devices, you are now able to focus on what is most important for your business. Alarms can save a restaurant owners inventory, give manufacturers visibility into their production line, alert doctors of patient health conditions and much more.

Want to try give Device Cloud a try? Click here to sign up for a free 30 day trial.

Tagged with: , , , ,
Posted in Developer Zone

Keep Your Devices Organized with Device Cloud’s Groups Feature

Without the proper tools, it can be difficult to track and manage your devices. And, as the size of your operation increases, so does the necessity to stay organized. To help acquaint you with Device Cloud’s management features, we have put together a couple quick videos to show you how to start organizing your devices.

Groups

Whether you are managing wind turbines or a fleet of vehicles, groups is a great way for companies operating in multiple regions to sort their devices. Let’s say a specific region requires a different configuration or firmware update, you can easily apply these changes to the necessary group. This is just one of the many powerful features within Device Cloud. We’ll have more video tutorials shortly, so stay tuned. Want to take Device Cloud for a test drive? Click here to sign up for a free 30 day trial.

Tagged with: ,
Posted in Developer Zone

Device Cloud & Google Project, The Data Sensing Lab, Wins Postscapes Internet of Things Award

Peoples Choice WinnersThe Data Sensing Lab, a project that Etherios and Google led at Google I/O in May 2013, has been named “People’s Choice DIY Project of the Year” in the Postscapes Internet of Things Awards. The Data Sensing Lab demonstrated how real-time machine-to-machine (M2M) data provides insight into customer behaviors.

The Data Sensing Lab team, including employees from Etherios, Google and O’Reilly Media, created the 500 sensor-node network throughout the Moscone Center in San Francisco during the three-day event. The network collected data to answer questions about the physical world in a fun and awe-inspiring way.

Device Cloud collected and sent 500,000 data points per hour to Google Cloud Platform for three days. Over 4,000 data streams reported updates on temperature, pressure, light, air quality, motion and noise.

The project also utilized Digi’s XBee ZigBee modules and ConnectPort gateways to connect the nodes and send sensor data to Device Cloud.

Michael from Google Showing Data at Google I:O

Each year, Postcapes recognizes outstanding work done in the Internet of Things. The awards are a great indicator of what’s to come—from new apps, devices and projects to emerging companies. You can see the full list of winners here.

Here are more posts on the Data Sensing Lab project:

Want to learn more about Device Cloud by Etherios, or even try it out for free? Get started now. 

Tagged with: , , , , , ,
Posted in Developer Zone