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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

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Recent Posts

  • Duplicate Record Item Enrichment and Auto-Deletion Code
  • Lightning Component With Running User Information
  • ChatterBINGO is Now Open-Source
  • Display Only My Role’s Records on a Report
  • Chatter Publisher Actions (Part 2): Object Custom Action

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