Configero experts joined fellow Salesforce users, partners, and evangelists at the latest Atlanta Salesforce User Group meeting to hear the latest and greatest in the world of and cloud computing. Topics of dicussion included Data Integration in the Cloud, Using Formula Fields to Enhance Reports, and Introduction to Salesforce Partner Portal presented by Informatica,, and Fisev. A few major takeaways from the meeting are highlighted below. 

6 Steps to Data Integration in The Cloud

Allan Schwab, Informatica

Why integrate?

  • Collaboration between departments and data centers
  • Drive success of Salesforce
  • Greater adoption
  • Stronger connection
  • More business value
  • Make Salesforce more valuable by bringing in non-CRM data

What are the options of integration?

  • Hand Code
    • Advantages: Most Flexibility
    • Disadvantages: Maintenance Requirements
  • Free Tools
    • Advantages: Free, Easiest Way
    • Disadvantages: Ad Hoc vs. Automated, Loading data is just one requirement
  • On-premise tools for IT
    • Advantages: Mature, proven platform
    • Disadvantages: Not a tool for masses, takes specialized training to perform
  • Cloud Services
    • Advantages: Rapid deployment, minimal training, seamless upgrades, fewer IT resources
    • Disadvantages: None!

Informatica has won AppExchange’s Best of Apps for 3 years in a row


  • All access is through the browser
  • Secure Agent is a one-time download
  • Create tasks with easy-to-use wizard
  • At runtime, Agent runs tasks, replicating data based on configuration of the task (full refresh, incremental, etc)
  • Create connections, pointing services to your data
  • For Salesforce connections, log in and everything else is after that is point and click
  • Mapping can be auto
  • matched or drag and drop
  • Can concatenate 2 fields to map to one field
  • Over 100 functions and operator lookups
  • Can create formula that will perform lookups
  • Can migrate tasks from Developer org to Production org

Using Formula Fields to Enhance Reports

James Martucci,

  • Exception reporting – used to show data that doesn’t exist
    • i.e. Which Opportunity doesn’t have Products?
  • CRT (Custom Report Types) with or without framework don’t show expectations
  • Leverage roll-up summary fields in a Master-Detail relationship

EXAMPLE: Accounts without Opportunities

Setup – Customize – Accounts – Fields – Custom Fields

    • Roll-Up summary, labeled ‘Number of Opportunities’
    • Use IF function for Opportunities < $100k

IF(Amount >100000, 1, 0)

  • Create Opportunity field formula in report and summarize on “Deal over 100k” Value to identify all 0’s
  • Create comparison bar chart labeled “Large vs. Total Opportunities”

EXAMPLE: Reporting on Multiple Time Frames

“How did company do this August compared to last August in Sales?

    • Create formula, MonthstoClose:


  • (YEAR(Today())) X 12) + (MONTH(ClosedDate)
  • MONTH (Today ()))
  • Create report and filter “Months to Close” = 0 (Current Month), -1 (Last Month), -2 (Two months ago), -12 (Current Month last year), -13 (Last month last year), -14 (Two months ago last year)
  • To make months lay beside each other in chart, add Month Value field (Jan = 1, Feb = 2) and sort by Month Value in report

Introduction to Salesforce Partner Portal

Venkat Polisetti, Fiserv

Setup – Create – Partners – Settings – New

  • 2 types of licenses: Silver and Gold – you must purchase these licenses
  • Can customize Portal to show company branding
  • Single sign on available for Customer and Partner portal
  • Need to set private security settings on data
  • Look and Feel will reflect on their website after signon
  • Portal Tab Set Editor – shows what tabs are available on portal website
  • Clone standard portal profiles
  • Create Account and Contact, then enable Account as Partner User (button titled “Work with Portal”)
  • Change email template to have sign-on URL