Judi Sohn

article thumbnail

ScreenSteps: Simple documentation

Judi Sohn

Rather than rehash what it does, here's their overview movie which explains it: You can export your lesson/manuals to HTML, Word or PDF and customize the template. Update from comments: ScreenSteps Standard is only $40 and will let you export HTML, PDF, clipboard and upload to WordPress, TypePad, Movable Type and Joomla.

Jing 140
article thumbnail

Adobe: Beta is not an excuse

Judi Sohn

Instead of maintaining a separate WebDAV server account as we had been doing, we could use Acrobat.com to store the comment layer of the PDF files I distribute for staff review. What I wanted was a better way to do shared comment reviews from Acrobat desktop software. It was touted as a major new feature of the version 9 software.

Adobe 100
professionals

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

Real-world Salesforce Visual Workflow for a nonprofit

Judi Sohn

I created a ScreenSteps document to show them step-by-step how to enter a new contact/household and distributed the PDF via email. The challenge was when they needed to enter a new prospective member/family. It’s 14 pages long. I’ve sat next to folks and coached them through. Still, they weren’t happy, and with good reason.

Contact 232
article thumbnail

A quick look at Salesforce Winter ‘10

Judi Sohn

The release notes are out (PDF). Like Christmas decorations before Halloween, Winter comes early to Salesforce customers. Winter ‘10 release is coming in early October. Note: I get deep in Salesforce weeds again. Campaigns: In my opinion, the best upgrades in Winter ‘10 are in campaigns.

Chart 113