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Winter 09 (156) – New And Updated Documentation

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More Winter 09 documentation has been released. Scott Hemmeter wrote a post listing some of the pages containing new content, but I wanted to go a bit in-depth on those and some other parts of developer.force.com.

Documentation
This should be your first stop whenever you have any questions about ANYTHING on the Platform. It has sections on Web Services API (formerly just called API, to distinguish it from Metadata API), Metadata API, Apex, Visualforce, AJAX, Office Toolkit, Force.com Migration Tool, IDE, and the Library.

Core Resources
In addition to a super Documentation page, force.com has a new section which contains, well, resources sectioned by the Platform’s service categories: Logic (Apex), User Interface (Visualforce), Database (Objects, formulas, triggers, etc.), Integration (API, REST), Services –What? We now have Services as a Service?–(Workflow), Packaging and Distribution (AppExchange), Development (Metadata), and Tools (IDE, Force.com Builder, Data Loader).

Salesforce Application Name Change to Salesforce CRM

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As you can see from these logos, with the Winter 09 release the application Salesforce is now called Salesforce CRM.

To clarify any confusion:

The company is called salesforce.com (no capitalization).

The application is called Salesforce CRM.

The platform is still force.com.

How to Deploy QUICKLY Between Orgs

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I just came across one of the most useful posts on developer.force.com that I have ever seen:

Full instructions (along with a best-practice) on deploying quickly from one org to another using the Eclipse IDE.

Read it at http://wiki.apexdevnet.com/index.php/Deploy_Force.com_Applications_Faster. You’ll be glad you did.

Convert between Business and Person Accounts (B2B – B2C)

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I’m a huge fan of Person Accounts (Salesforce’s phenomenal combination of Account and Contact that allows selling B2C–the best example I use is Land’s End, which sells to people). Orgs can use a hybrid model, allowing a company to track its, e.g. partner companies (B2B) and individual customers (B2C).
There is an interesting limitation to Person Accounts: They cannot be converted to B2B via the Salesforce front-end. The record type can only be changed via the API, using a tool like Data Loader or the Excel Connector.
I set out to create a tool that would use the API to convert the record type of a B2B to B2C and back.

Activities Tabs – Enhanced View and One Set of Tabs

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What was I thinking? Using something as complicated as a hijacked (from the Console) Task view was bound to have problems when creating an Activities tab.

Let’s restate our goals:

Create a tab that will show Activities, using the Enhanced Lists view.
Don’t have two rows of tabs.
Question: Is there any way to make a view and to specify that we don’t want to see the Sidebar AND the Tabs?

Answer: YES. The answer is Visualforce!

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