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You are here: Home / Archives for David Schach

Entries by David Schach

Salesforce.com Releases “Chatter” – a first look

November 18, 2009 by David Schach Leave a Comment

The keynote hasn’t even started and already there is a lot of chatter on twitter and the web about salesforce.com’s new offering: Salesforce Chatter. In the Blog Pound, we were given books of Service Cloud success stories and chattering-teeth. The press packets were handed out, full of descriptions of Salesforce CRM’s new releases, all focused […]

Filed Under: Salesforce Tagged With: #df09

Dreamforce 2009 Day 1: Prep

November 18, 2009 by David Schach Leave a Comment

Good morning, all! As Dreamforce is this week, I’ll be sharing more frequently, updating after every major session and sharing code and config tips picked up during the conference. Salesforce.com was kind enough to give me a Blogger pass, so I may have access to some interesting news; I’ll be sure to share it here. […]

Filed Under: Salesforce Tagged With: #df09

SugarCRM: Shenanigans!

November 18, 2009 by David Schach 1 Comment

This morning I was greeted by this email from SugarCRM (actually two emails): Dear David Marc Benioff has a few zingers for SugarCRM in his new book Behind the Cloud: “We knew that we had truly emerged as the market leader in the eyes of the industry when we arrived at Dreamforce 2006 to find […]

Filed Under: Salesforce Tagged With: #df09

Dreamforce Starting Today

November 17, 2009 by David Schach Leave a Comment

This year, I’ve been given a Blogger pass to Dreamforce, so I’ll be reporting on happenings fairly regularly. Stay tuned for news, stories, and tips. I’m also planning to post any interesting code from the various developer sessions, so stay tuned! And for my fellow tweeters and bloggers, come to the Dreamforce 2009 Tweetup at […]

Filed Under: Salesforce Tagged With: #df09

Trigger to help Salesforce for Twitter

October 6, 2009 by David Schach Leave a Comment

Salesforce for Twitter is one of the best AppExchange packages I've seen. It fulfills the promise salesforce.com made to bring the Service Cloud to all orgs of all sizes. And it works well. Though a supplemental/unofficial guide to customizing SFDC for Twitter will be released soon on this site, I wanted to share a trigger I just wrote to add new Leads to a campaign:

Filed Under: Salesforce Tagged With: Apex, Force.com Platform, New Features

Filtered Lookups, Validation Rules, and Order of Execution

October 6, 2009 by David Schach Leave a Comment

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 […]

Filed Under: Configuration, Native Application, New Features, Salesforce, Tips and Tricks, Winter 10 Tagged With: Force.com Builder, Force.com Platform, New Features

A Mention in the Developers Challenge

October 2, 2009 by David Schach Leave a Comment

The salesforce.com Developer Force Challenge has concluded, and the team of Force Squared and The Enforcer won a mention! Our Daily Shinro site was listed “for sheer exuberance!” I’m really proud of the site, though the lion’s share of the kudos go to John for the concept and site design. I just coded whatever he […]

Filed Under: Development, Salesforce, X-Squared On Demand Tagged With: Apex, Force.com Platform, Sites, Visualforce

Proof that salesforce.com listens – and comprehends

September 29, 2009 by David Schach 3 Comments

About two weeks ago, I posted a list of the many setup steps I took to make my Winter ‘10 prerelease org useable. Those are the same steps I have to take whenever setting up any Developer Edition org for the first time as well.
An insider at salesforce.com forwarded me this email that a senior person sent to quite a few also-senior people on various product teams:

Subject:
Preparing a New Org. Each Pre-Release. In 27 steps.
Body:
Yikes. http://www.x2od.com/2009/09/16/preparing-a-new-org.html

This is not the most widely-read blog about Salesforce, but it feels good to know that salesforce.com does have its ear to the ground and is taking seriously even the indirect feedback that we bloggers provide.

Kudos, salesforce.com.

Filed Under: Salesforce Tagged With: Configuration, Salesforce

Preparing a New Org

September 16, 2009 by David Schach 4 Comments

Every time one encounters a fresh org, there are maintenance tasks to perform. I usually go through an org (whether a Developer Edition org or a Prerelease version) and do the same tasks, generally in no particular order. This time, however, I wrote down what I did as I did it. Looking at the list, it's hardly in any "best practices" order at all - it's just how I did it. There's no need to follow every step, and it is not a complete list of all possibilities, but this should give you some idea of the possibilities and available tweaks: (*** indicates some of the new features in WInter '10)

Filed Under: Configuration, Native Application, Salesforce, Tips and Tricks Tagged With: Configuration, New Features

Show Current Year Using Only Visualforce

August 17, 2009 by David Schach 1 Comment

While perusing some websites, looking at html code, I saw something interesting: A company had used Javascript to update the copyright date of its website using Javascript. This is the code. Of course, as a Force.com developer, I prefer to use Visualforce and Apex over Javascript (as it makes the client thinner - thick clients […]

Filed Under: Tips and Tricks, Visualforce Tagged With: Visualforce

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