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
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, […]
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