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 […]
Archives for 2011
Next Birthday Formula
How would you display your Contacts with upcoming birthdays? I’ve seen people use “Birthdays This Week,” “Birthdays This and Next Week,” and other reports to display the list. I’ve also seen requirements for showing a person’s next birthday, to trigger an automatic email to each Contact on his/her birthday. Let’s see how it’s done: Next, […]
PageReference Best Practice
I've seen a lot of coders put the following into their custom Visualforce controllers: I've decided that I don't like this approach. It feels too much like a URL hack, and though I'm sure that it will always work (meaning that salesforce.com will never change its way of referring to a record by /<recordID>), I'd […]
Content Latest Version Flag
Yesterday, I used Content Delivery to send a pdf to a client. Simple, right? Upload the Word document to Content, associate it with a record, and deliver the content. Surely if I upload a new version, the delivery will refer to the latest version, right? There’s no place to select that option, so I can […]
PersonAccount Stay-In-Touch Gotcha
I make no secret that I’m a fan of PersonAccounts. I think they’re very handy when working with individuals instead of companies, and I really like pairing them with the Relationship Groups app to make households. I’ve always considered them as mostly-contacts. I put all Person fields on the Contact object, reserving very few for […]
Chatter BINGO Released Into The Wild
With Dreamforce 2010 behind us and Dreamforce 2011 fast approaching, the first ever crowdsourced conference application is publicly available! Chatter BINGO has been released as an unmanaged package, meaning that all the source code is open and ready for customizing to your hearts’ content. Chatter BINGO was conceived by Chris Shackelford and Brad Gross (@imperialstout) […]
Activity Type Field – Do Not Use
The field Event.Type (which is sort of the same as Task.Type) is a difficult field to use. Here are a few reasons: Type cannot be the controlling field for a dependent picklist. On an Event list view (/007), even when specifying record type, the Type field cannot be edited. Salesforce requires you to select a […]
Which has the most potential for enterprise-wide adoption: iPad or Cr-48?
This is a collaborative post with Nick Hamm (@hammnick), Director of Technology at Infowelders and David Schach (@dschach) from X-Squared On Demand. After a conversation via twitter, we decided to collaborate on a blog post (via Google Docs, of course) and are publishing it in our own blogs simultaneously. With all of the hype around […]
Visualforce Inline Editing – I’m In Love
I’m totally addicted to the new Visualforce inline editing feature. It all started with this post by Josh Birk at Developerforce. I liked it, but as a “standardstylesheets” specialist, I wanted a bit more. Then I looked at the Visualforce apex:inlineEditSupport documentation, and I was hooked. Okay, so you’re probably wondering why this is so […]
System Replacement For isTest Apex Method
Sometimes we have to write code that executes differently if the Apex is being tested. For a great example, check out Scott Hemmeter's blog post on testing webservice callouts at http://sfdc.arrowpointe.com/2009/05/01/testing-http-callouts/. Scott's example works well, and he uses a Boolean isApexTest, running certain code if this is true or false. I used to do something […]
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