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Next Birthday Formula

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How would you display your Contacts with upcoming birthdays? I’ve seen people use “Birthdays This Week,” “Birthdays This and Next Week,” and other reports to display the list. I’ve also seen requirements for showing a person’s next birthday, to trigger an automatic email to each Contact on his/her birthday. Let’s see how it’s done: Next, […]

PageReference Best Practice

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I've seen a lot of coders put the following into their custom Visualforce controllers: I've decided that I don't like this approach. It feels too much like a URL hack, and though I'm sure that it will always work (meaning that salesforce.com will never change its way of referring to a record by /<recordID>), I'd […]

Content Latest Version Flag

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Yesterday, I used Content Delivery to send a pdf to a client. Simple, right? Upload the Word document to Content, associate it with a record, and deliver the content. Surely if I upload a new version, the delivery will refer to the latest version, right? There’s no place to select that option, so I can […]

PersonAccount Stay-In-Touch Gotcha

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I make no secret that I’m a fan of PersonAccounts.  I think they’re  very handy when working with individuals instead of companies, and I  really like pairing them with the Relationship Groups app to make  households. I’ve always considered them as mostly-contacts.  I put all Person  fields on the Contact object, reserving very few for […]

Chatter BINGO Released Into The Wild

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With Dreamforce 2010 behind us and Dreamforce 2011 fast approaching, the first ever crowdsourced conference application is publicly available! Chatter BINGO has been released as an unmanaged package, meaning that all the source code is open and ready for customizing to your hearts’ content. Chatter BINGO was conceived by Chris Shackelford and Brad Gross (@imperialstout) […]

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