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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

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

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 […]

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

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

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: [sourcecode […]

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

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

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Recent Posts

  • Lightning Component With Running User Information
  • ChatterBINGO is Now Open-Source
  • Display Only My Role’s Records on a Report
  • Chatter Publisher Actions (Part 2): Object Custom Action
  • Chatter Publisher Actions (Part 1): Create a Record

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