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You are here: Home / Archives for Salesforce CRM / Configuration

Display Only My Role’s Records on a Report

July 22, 2013 by David Schach 1 Comment

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 […]

Filed Under: Configuration, New Features, Summer 13, Tips and Tricks

Chatter Publisher Actions (Part 1): Create a Record

June 28, 2013 by David Schach 5 Comments

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 […]

Filed Under: Chatter, Configuration, New Features, Summer 13, Tips and Tricks Tagged With: Chatter, Configuration, Force.com Builder

Workflow ISCHANGED() translated to Apex trigger

February 2, 2012 by David Schach 2 Comments

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 a […]

Filed Under: Apex, Configuration, Tips and Tricks Tagged With: Apex

Best Practice: Multiple Chatter Posts of the Same File

August 11, 2011 by David Schach 1 Comment

List of available files to attach. The leftmost column is a hyperlink of the word "attach."

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 […]

Filed Under: Configuration, Native Application, Salesforce CRM, Tips and Tricks Tagged With: Chatter, Configuration, Content, Dreamforce

Next Birthday Formula

July 6, 2011 by David Schach 4 Comments

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, […]

Filed Under: Configuration, Salesforce Tagged With: Apex, Force.com Builder, Force.com Platform

Content Latest Version Flag

May 4, 2011 by David Schach 2 Comments

Options available when configuring a Content Delivery
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 […]

Filed Under: Configuration, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Configuration, Force.com Builder

PersonAccount Stay-In-Touch Gotcha

March 28, 2011 by David Schach 2 Comments

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 […]

Filed Under: Configuration, Native Application, Salesforce, Tips and Tricks Tagged With: Configuration, Force.com Builder, PersonAccount

Sophisticated DateTime “Formula Fields” with Apex and Field-Level Security

May 17, 2010 by David Schach 3 Comments

What do you do when you want to calculate a formula-like field but a regular formula won't work? Salesforce CRM's formulas handle dates very well. If you want to enter a date value and have formula fields display, for instance, mydate__c + 21 days, that's simple. Just use mydate__c + 21. Side note: If you […]

Filed Under: Apex, Configuration, Development, Force.com Platform, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Apex, Eclipse IDE, Force.com Builder

New Opportunity Page Layout – With Highlights Panel!

February 18, 2010 by David Schach 6 Comments

Step 1: Enable the Highlights Panel

Yesterday, I enabled the new Opportunity page layout in my Developer Spring ’10 Preview org, and it took a few steps, so I thought I’d share them with you. Firstly, you’ll need to contact salesforce.com to get this feature enabled. Then be patient. It takes a minute or two for the update to propagate. Clearly, […]

Filed Under: Configuration, New Features, Salesforce, Spring 10 Tagged With: Configuration, Force.com Builder, New Features

Get Documents and Attachments out of Salesforce

February 8, 2010 by David Schach Leave a Comment

As Content will be included in all Salesforce licenses (for completeness, I'll add 'to some degree') with the Spring '10 release, orgs will be faced with the daunting prospect of getting their documents and attachments out of Salesforce and into Content. I had this problem when Content was first released and I was asked to […]

Filed Under: Configuration, Salesforce, Spring 10, Tips and Tricks Tagged With: Configuration, DreamFactory, Force.com Builder, New Features, Salesforce

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