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 […]
Chatter Publisher Actions (Part 1): Create a Record
One of the most interesting – but least explained – features of Summer 13 (184) is Chatter Actions. There are three kinds of actions (Yes, you thought there were two, but there are more!) and after writing a few of each, here are some examples. The documentation is, as of this writing, both incomplete and […]
Workflow ISCHANGED() translated to Apex trigger
Workflow is great. I can simply and declaratively make changes, and can easily update things like email templates, criteria, tasks, etc. without using Eclipse and writing/running unit tests. Sometimes, however, workflow isn’t enough; we need to use a trigger. Today, I had a use-case that when a DateTime field is filled, a contact (identified via […]
Best Practice: Multiple Chatter Posts of the Same File
Salesforce Administrators learn to remind users: “Search before you create a new lead.” Pretty simple, right? Duplicated records are a pain. Then why do I see some very accomplished Salesforce users in the Dreamforce app posting duplicate Content/Files in Chatter? Here are some examples from the Files tab: The better thing to do – assuming […]
Next Birthday Formula
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