If the above headline leaves you scratching your head, don't worry. But here's the scoop:
Spanning Salesforce 3.0 introduced a bunch of new feeds, including several that had criteria based on period-relative dates, like the end of the previous quarter or the beginning of the current month. Until today, Spanning Feed Builder was capable of reproducing all of the SSF 3.0 feeds except these. But now that final limitation has been removed, and SFB is capable of building all of the SSF 3.0 feeds.
Now when you build a feed in Spanning Feed Builder, you can specify a date like "current quarter start" or "next month end". This makes it possible to create feeds like All Opportunities Closing This Quarter
. Here's how:
(If you'd rather just watch a video showing how it's done, click here.)
- Click on the Feeds tab in Salesforce.com
- Select "All" and "Opportunities" for the data type
- Select "Closed", "Is", and "False" for a criterion and click "Add"
- Select "Close Date" and "Is on or after" and enter "current quarter start" for a criterion and click "Add"
- Select "Close Date" and "Is on or before" and enter "current quarter end" for a criterion and click "Add"
- Select "Name" for the feed item title and click "Add Field"
- Enter "All Opportunities Closing This Quarter" for the feed title
- Click "Build Feed"
Voila! Now, go nuts!