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 […]