BUSINESS TOOLS BLOG

January 21, 2016

#Effortlessly recover after you’ve accidentally closed a tab in Chrome – Oops!

Filed under: Effortless — Tags: , , , , — Sandi Mays @ 6:50 am

This one comes from Christine Smith, one of Zayo’s amazing Client Service Managers.  Thanks for the tip!

Passing on a new trick I learned from my 14 year old – did you ever close out a page/tab by mistake?  If you press the “Ctrl” “Shift” and the “T” keys it will open them back up.  I had a bunch of sf.com pages open and inadvertently closed them all, after I did this,  they all reopened.

 

October 8, 2015

#Effortlessly dial into a conference bridge

Filed under: Financial Management — Sandi Mays @ 11:57 am

Have you ever been driving when you needed to dial into your conference bridge for a call? It’s difficult (and unsafe) to say the least! So here’s a tip:

Add your conference bridge as a contact using “,” as a delay (on most phones, holding # will enter a “,”), followed by your bridge and leader information. Then, in the future, all you have to do is pull up the contact, hit dial, and let your device do the entry work for you.

Example: 9522304464,,Bridge#,1,PIN#

Happy dialing and safe driving!

 

Thanks Adam Aguiar for the tip!

September 29, 2015

Understanding Longer Apex Errors in Salesforce

Filed under: Financial Management — Sandi Mays @ 8:28 am

Understanding Longer Apex Errors can be challenging.

Overview
Some errors are more lengthy and complex in Salesforce because of how the system generates them. They can be confusing because:
1) There is more text to read through before seeing the actual error.
2) The error is usually for a different record than the one you are looking at. For example, you may be attempting to make a change to a Service Order, but Salesforce is alerting you to an issue with a Location linked to that Service Order.

How to Find the Actual Error
Read through until you get a complete sentence that resembles an error you might see elsewhere in Salesforce. In this example error, we have bolded the actual error text to make it easier to see. The error text is “Floor and either Suite, Room, or Cage are required for this Location.”

Description: Error:Apex trigger ServiceOrderStageTransition caused an unexpected exception, contact your administrator: ServiceOrderStageTransition: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id a0b60000000UxQIAA0; first error: FIELD_CUSTOM_VALIDATION_

EXCEPTION, Floor and either Suite, Room, or Cage are required for this Location.: []: Class.ServiceOrderManager.TransitionStage: line 1493, column 1

What Record Has the Problem?
Locate the 18-digit Salesforce ID that is usually in the middle of the error. Copy that ID onto the end of the following address and paste the entire thing into your browser. Click go to get directly to the record that needs correction.

https://na4.salesforce.com/

Example:
Description: Error:Apex trigger ServiceOrderStageTransition caused an unexpected exception, contact your administrator: ServiceOrderStageTransition: execution of AfterUpdate caused by: System.DmlException: Update failed. First exception on row 0 with id a0b60000000UxQIAA0; first error: FIELD_CUSTOM_VALIDATION_

EXCEPTION, Floor and either Suite, Room, or Cage are required for this Location.: []: Class.ServiceOrderManager.TransitionStage: line 1493, column 1

The link to go directly to this record is:
https://na4.salesforce.com/a0b60000000UxQIAA0

How To Resolve the Error
Once you are at the record that needs correction, make the change that the error message stated. Save the record. Now try the change you original made again and the long complex error should no longer pop up. If the error persists, please open a ticket with your Salesforce Support Team.

September 9, 2015

No More Phone Books! Save the Environment

Filed under: Financial Management — Tags: , , , — Sandi Mays @ 8:40 pm

I had a sinking feeling as I drove through my neighborhood.  Apparently it was YELLOW PHONE BOOK DAY.  It’s a special day where each porch is littered with useless yellow phone books. It breaks my little green heart to know that baby trees died.  It’s horrifying to think that we are filling our landfills for no reason.

WHEN would I use a phone book?  Ummmm – Never.

WHY? Because it’s not 1980!

WHO DOESN’T have 4 Apps on their phone that can find any phone number and provide directions and ratings for the business I’m trying to find.  I can even use Dexknows online with a few clicks.

WHAT IS A GIRL TO DO?  A decision has been made.  I am breaking up with all 4 of the Phone Book Companies in my area.  I am Opting Out of Yellow and White Pages.  YellowPagesOptOut.  I added my address to the Opt Out site and my fingers are crossed that I will never, ever have to toss another phone book again.  That’s a win for the trees!

April 24, 2015

How do I check my blog or website for broken links?

Filed under: Financial Management — Sandi Mays @ 1:53 pm

How do I check my blog or website for broken links?

Just use http://www.brokenlinkcheck.com/

Step 1 – type in your website

Step 2 – verify that you are human

Step 3 – wait a minute or 2

Step 4 – clean up your broken links

It’s free and it works!  #Effortless

April 20, 2015

Emails – You don’t need to explain an internal process

Filed under: Financial Management — Sandi Mays @ 8:54 am

The worst thing we can do is provide an #Effortless experience and then tell the Customer all of the steps in our internal process that we had to go through to solve their problem. Telling them how hard it was to get a credit approved does NOT make them grateful … it makes them think that you were a hero, but if they don’t get you next time, they might be in for a lot of Effort.

When you respond to customers let them know that you value them and that it’s important to the Company that we always provide them with an #Effortless experience.

March 20, 2015

What is Experience Engineering?

Filed under: Financial Management — Sandi Mays @ 12:12 pm

If #Effortless #Self-Service is the goal, then why do we need highly skilled people working directly with our customers …. because Exertion (# of steps in the process) only accounts for 35% of how Customers perceive the interaction.  65% of how effortless the interaction felt is up to our support organization.

Example –

What if your 6am flight got cancelled, and you called customer service and they said, “We can get you on a flight tonight at 9pm.”  The interaction might have been effortless, but you would probably be thinking … Hey, what about that flight at noon?  Why can’t I be on that flight?

Compare that to a call where the customer care rep said, “I can get you on a flight tomorrow … but hang on, you are an important customer, let me see if I can get you on a flight today.”  When the customer service rep comes back with a 9pm flight, you probably feel lucky vs. in the previous experience, you might feel like you were mashed on the next open seat.

This is called “Experience Engineering” – it’s the skill of doing “something”, when there is “nothing” you can do!

March 10, 2015

Effortless Communication = Simple Communication

Filed under: Financial Management — Sandi Mays @ 2:02 pm

Use words that make sense to both our internal and external customers.

Step 1 – Make it effortless for customers to find the communication/information

Step 2 – Make it effortless to understand the communication

The Gunning Fog Index gives the number of years of education that your reader hypothetically needs to understand the paragraph or text. The Gunning Fog Index formula implies that short sentences written in plain English achieve a better score than long sentences written in complicated language.

For reference, the New York Times has an average Fog Index of 11-12, Time magazine about 11.   #Effortless communication is probably in the 8-10 range.

As a test, paste an email into the index link above and see if you could do better!

How can I create a small bit-url for my Twitter posts?

Filed under: Financial Management — Sandi Mays @ 9:40 am

Creating a tiny url is #Effortless if you use bitly.  I was using tinyurl .. .but bitly makes it easier!  Thanks!

Just click: https://bitly.com and sign up using your twitter account and effortlessly add links to your twitter posts!

March 5, 2015

Training is a Waste of Time!

Filed under: Financial Management — Sandi Mays @ 10:27 am

When a user asks for training documents, the user is really saying: “Your system is poorly designed”

* Did we need training to place our first Amazon order?
* Can you leave feedback on eBay without picking up the phone to ask for help?
* Can a child start a new video game and learn to play in minutes, without reading a manual?

IT set a goal for new applications. Each should feature “Guided Decision Making” or “Guided Self Service”. Applications should guide users through the necessary steps to complete a process. The application should be so intuitive that training would be a waste of time!

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