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 […]
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.
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 […]
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 […]
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 […]
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 […]
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 […]