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Prevent Duplicate Emails on Leads

January 3, 2024 by David Schach Leave a Comment

Because the original Salesforce Cookbooks are no longer available online, I’m putting this code here so other people can benefit from it. I’m pulling (and cleaning up a bit) from the 2010 Cookbook. Discover an effective solution for preventing duplicate leads in Salesforce with this comprehensive Apex code cookbook. Because the original Salesforce Cookbooks are […]

Filed Under: Apex, Salesforce CRM Tagged With: Apex

Duplicate Record Item Enrichment and Auto-Deletion Code

February 28, 2022 by David Schach Leave a Comment

TL;DR: Check out code to enrich DuplicateRecordItem records and to handle extra DuplicateRecordSet records after merging duplicates at https://github.com/dschach/duplicatehandling I love the standard Salesforce duplicate records feature (Trailhead: https://trailhead.salesforce.com/content/learn/modules/sales_admin_duplicate_management H&T: https://help.salesforce.com/s/articleView?id=sf.managing_duplicates_overview.htm) and have used it extensively, both to prevent duplicates and to track/report on duplicates for later management. If your org is set to allow […]

Filed Under: Apex, Native Application, Salesforce CRM

Lightning Component With Running User Information

February 27, 2015 by David Schach 4 Comments

Last week, at Snowforce in Salt Lake City, I saw a demonstration of the Lightning App Builder and decided that I wanted to make a Lightning component of my own. I thought the best thing to do was to follow the quick-start PDF, and was quite proud of that. I made the text say "Hello […]

Filed Under: Apex, Lightning, Lightning Components, Lightning Platform, Salesforce CRM Tagged With: AppBuilder, Lightning, Salesforce1

ChatterBINGO is Now Open-Source

July 3, 2014 by David Schach Leave a Comment

A sample ChatterBINGO card

At Dreamforce 2010, I had the honor of writing the only (to date) community-contributed app to the Dreamforce org: Chatter BINGO.
It has been in an AppExchange listing for a while, in an unmanaged package, but I decided to open it up on GitHub to see if anyone wants to make updates/improvements.

Filed Under: Chatter, Salesforce CRM, Visualforce

Display Only My Role’s Records on a Report

July 22, 2013 by David Schach 1 Comment

Making a Salesforce Opportunity leaderboard is possible, but I’ve seen some cases where the standard filters don’t work well enough. It is easy enough to make a report that shows “My Accounts,” “My Opportunities,” and others. Let’s look at some of the standard options: According to the documentation, My Opportunities – Searches ONLY the opportunities you […]

Filed Under: Configuration, New Features, Summer 13, Tips and Tricks

Chatter Publisher Actions (Part 2): Object Custom Action

July 15, 2013 by David Schach 12 Comments

In the previous post, we looked at using the standard (button-click) way to create a new child record using Publisher Actions. Pretty basic stuff. Using Visualforce to create a custom action is a bit harder. Let's start with the documentation. The PDF provided by clicking on the link in the Actions screen (Account action is […]

Filed Under: Apex, Chatter, Development, Summer 13, Tips and Tricks, Visualforce Tagged With: Apex, Chatter, Force.com Platform, Publisher, Visualforce

Chatter Publisher Actions (Part 1): Create a Record

June 28, 2013 by David Schach 5 Comments

One of the most interesting – but least explained – features of Summer 13 (184) is Chatter Actions. There are three kinds of actions (Yes, you thought there were two, but there are more!) and after writing a few of each, here are some examples. The documentation is, as of this writing, both incomplete and […]

Filed Under: Chatter, Configuration, New Features, Summer 13, Tips and Tricks Tagged With: Chatter, Configuration, Force.com Builder

Create and Populate a Map Without Loops

July 25, 2012 by David Schach 7 Comments

There are many reasons to use Maps in Apex triggers. Sometimes I want to make a List of Contacts, but I want to pull each one by its ID. This is a good reason to abandon the List and to make a Map<Id, Contact>. (Some will prefer to use Map<String, Contact>, and that is okay […]

Filed Under: Apex, Tips and Tricks Tagged With: Apex, Force.com Platform

Workflow ISCHANGED() translated to Apex trigger

February 2, 2012 by David Schach 2 Comments

Workflow is great. I can simply and declaratively make changes, and can easily update things like email templates, criteria, tasks, etc. without using Eclipse and writing/running unit tests.Sometimes, however, workflow isn’t enough; we need to use a trigger. Today, I had a use-case that when a DateTime field is filled, a contact (identified via a […]

Filed Under: Apex, Configuration, Tips and Tricks Tagged With: Apex

Best Practice: Multiple Chatter Posts of the Same File

August 11, 2011 by David Schach 1 Comment

List of available files to attach. The leftmost column is a hyperlink of the word "attach."

Salesforce Administrators learn to remind users: “Search before you create a new lead.” Pretty simple, right? Duplicated records are a pain. Then why do I see some very accomplished Salesforce users in the Dreamforce app posting duplicate Content/Files in Chatter? Here are some examples from the Files tab: The better thing to do – assuming […]

Filed Under: Configuration, Native Application, Salesforce CRM, Tips and Tricks Tagged With: Chatter, Configuration, Content, Dreamforce

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