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	<title>X-Squared On-Demand &#187; Winter 10</title>
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	<description>Salesforce Configuration, Administration, and Development</description>
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		<title>New Developer Library Released</title>
		<link>http://www.x2od.com/2009/11/19/new-developer-library-released.html</link>
		<comments>http://www.x2od.com/2009/11/19/new-developer-library-released.html#comments</comments>
		<pubDate>Thu, 19 Nov 2009 17:43:29 +0000</pubDate>
		<dc:creator>David Schach</dc:creator>
				<category><![CDATA[Apex]]></category>
		<category><![CDATA[Development]]></category>
		<category><![CDATA[Force.com Platform]]></category>
		<category><![CDATA[New Features]]></category>
		<category><![CDATA[Visualforce]]></category>
		<category><![CDATA[Winter 10]]></category>
		<category><![CDATA[salesforce.com]]></category>
		<category><![CDATA[Dreamforce 2009]]></category>
		<category><![CDATA[Salesforce.com]]></category>

		<guid isPermaLink="false">http://www.x2od.com/?p=853</guid>
		<description><![CDATA[Today, Developer Force (http://developer.force.com) released its new library. Here are a few of them. All can be found at http://wiki.developerforce.com/index.php/Documentation. Workbook http://www.salesforce.com/us/developer/docs/workbook/index.htm Fundamentals http://www.salesforce.com/us/developer/docs/fundamentals/index.htm Cookbook http://www.salesforce.com/us/developer/docs/cookbook/index.htm Apex Advanced Code Example http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_shopping_cart_example.htm https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001saDCEAY And many more to come!]]></description>
			<content:encoded><![CDATA[<p>Today, Developer Force (<a href="http://developer.force.com">http://developer.force.com</a>) released its new library.  Here are a few of them.  All can be found at <a href="http://wiki.developerforce.com/index.php/Documentation">http://wiki.developerforce.com/index.php/Documentation</a>.</p>
<p>Workbook<br />
<a href="http://www.salesforce.com/us/developer/docs/workbook/index.htm">http://www.salesforce.com/us/developer/docs/workbook/index.htm</a></p>
<p>Fundamentals<br />
<a href="http://www.salesforce.com/us/developer/docs/fundamentals/index.htm">http://www.salesforce.com/us/developer/docs/fundamentals/index.htm</a></p>
<p>Cookbook<br />
<a href="http://www.salesforce.com/us/developer/docs/cookbook/index.htm">http://www.salesforce.com/us/developer/docs/cookbook/index.htm</a></p>
<p>Apex Advanced Code Example<br />
<a href="http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_shopping_cart_example.htm">http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_shopping_cart_example.htm</a><br />
<a href="https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001saDCEAY">https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001saDCEAY</a></p>
<p>And many more to come!</p>
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		<title>Filtered Lookups, Validation Rules, and Order of Execution</title>
		<link>http://www.x2od.com/2009/10/06/filtered-lookups-validation-rules-and-order-of-execution.html</link>
		<comments>http://www.x2od.com/2009/10/06/filtered-lookups-validation-rules-and-order-of-execution.html#comments</comments>
		<pubDate>Tue, 06 Oct 2009 15:47:34 +0000</pubDate>
		<dc:creator>David Schach</dc:creator>
				<category><![CDATA[Configuration]]></category>
		<category><![CDATA[Native Application]]></category>
		<category><![CDATA[New Features]]></category>
		<category><![CDATA[Tips and Tricks]]></category>
		<category><![CDATA[Winter 10]]></category>
		<category><![CDATA[salesforce.com]]></category>
		<category><![CDATA[Force.com Builder]]></category>
		<category><![CDATA[Force.com Platform]]></category>

		<guid isPermaLink="false">http://www.x2od.com/?p=771</guid>
		<description><![CDATA[Reading the cheatsheet for Filtered Lookup (beta), I noticed an interesting line: Lookup filters function similarly to validation rules when you save a record. That is, actions that cause related records to save, such as changes to a roll-up summary fields, also trigger the lookup filters on the related record and block the save. The [...]]]></description>
			<content:encoded><![CDATA[<p>Reading the <a href="http://drop.io/ds/asset/filtered-lookup-cheatsheet-beta">cheatsheet for Filtered Lookup (beta)</a>, I noticed an interesting line:</p>
<p><code>Lookup filters function similarly to validation rules when you save a record. That is, actions that cause related records to save, such as changes to a roll-up summary fields, also trigger the lookup filters on the related record and block the save.</code></p>
<p>The implications for this are massive.  Let's explore two examples:</p>
<p><strong>Example 1: Filter as Validation Rule from Parent Record</strong></p>
<ul>
	<li>We create a lookup on a Child object to Parent.</li>
	<li>We filter the lookup to EXCLUDE Parent.Status = 'Closed' (Parent.Status is only Open or Closed.)</li>
	<li>We can edit the Child records as long as the Parent Status is not Closed.</li>
	<li>When Parent.Status is changed to Closed, existing related Child records are not affected...</li>
	<li><strong>BUT</strong> if we attempt to edit a Child when the Parent is Closed, Force.com will throw an error (which we can customize) beause that the Lookup is invalid.</li>
	<li>(and clearly we cannot add new Child records either)</li>
</ul>
<p><strong>Conclusion:</strong> Thus, Filtered Lookups act much like Validation Rules.  A quick experiment shows that Filtered Lookup errors actually fire <u>before</u> Validation Rules.</p>
<p><strong>Example 2: Filter as Validation Rule on Roll-Up Summary (from Child Record)</strong> - what the line above was referencing</p>
<ul>
	<li>Use the above example, but change the lookup to a master-detail relationship</li>
	<li>Create a Roll-Up Summary field to count all child records</li>
	<li>Prevent saving more than 10 child records for one parent record</li>
</ul>
<p>Here, we have triggered a filter error without touching a parent record, yet we throw an error based on a value on the parent record.</p>
<p>This second example is significant because we could already prevent more than 10 child records from saving, 
but doing so required a Roll-Up Summary field on the parent object AND a Validation Rule on the child object.  
Now we can replace the Validation Rule with the Lookup Filter, though we still need the Roll-Up Summary field.
Whether or not this simplifies things is definitely up for debate...</p>

<h4>Conclusion</h4>
<p>This is a very powerful feature!  Thanks to salesforce.com for rolling it out, even in beta form.</p>
<p><strong>Real world example:</strong> The above example would be great for Time Sheet Entry and Time Sheet Header objects, as they would create, in effect, a validation rule on the Header record preventing editing of any child records.  Awesome!</p>
<P><em>For further reading, check <a href="https://na1.salesforce.com/help/doc/user_ed.jsp?loc=help&target=fields_lookup_filters_examples.htm">Salesforce Help's Lookup Filters examples</a>.</em></p>]]></content:encoded>
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