Configuration Archives - Page 2 of 3

Filtered Lookups, Validation Rules, and Order of Execution

October 6, 2009 by David Schach Leave a Comment

Reading the cheatsheet for Filtered Lookup (beta), I noticed an interesting line: Lookup filters function similarly to validation rules when you save a record. That is, actions that cause related records to save, such as changes to a roll-up summary fields, also trigger the lookup filters on the related record and block the save. The […]

Preparing a New Org

September 16, 2009 by David Schach 4 Comments

Every time one encounters a fresh org, there are maintenance tasks to perform. I usually go through an org (whether a Developer Edition org or a Prerelease version) and do the same tasks, generally in no particular order. This time, however, I wrote down what I did as I did it. Looking at the list, it's hardly in any "best practices" order at all - it's just how I did it. There's no need to follow every step, and it is not a complete list of all possibilities, but this should give you some idea of the possibilities and available tweaks: (*** indicates some of the new features in WInter '10)

Standard Checkbox Images

May 11, 2009 by David Schach 4 Comments

One of Salesforce CRM’s coolest features from a “bright shiny object” standpoint (i.e. something that aids productivity but also looks flashy) is the image formula field. Jamie Grenney first wrote about this a while ago, and his pdf and sample images from the Salesforce built-in library are available on the community site. Sometimes, however, we […]

Dashboards are Improved AND New in Summer 09

May 7, 2009 by David Schach 2 Comments

The Summer09 prerelease orgs are here, so get yours now! Upon first look, something cool stood out and merits immediate posting:

Dashboards are improved. The colors are more vivid, there’s detail in the bars and pie chart wedges, and… pie charts can now display the actual and percentage values!

Salesforce Blackberry Wallpaper

April 9, 2009 by David Schach 1 Comment

In honor of this week’s release of a Salesforce Mobile Development guide on DeveloperForce, we’re posting a Blackberry wallpaper for your enjoyment.

Hacking a Case Comment Trigger

April 1, 2009 by David Schach 8 Comments

There has been some chatter about asking the salesforce.com team to include the CaseComment object in the “triggerable” list. After conferring with JP Seabury (ForceMonkey), we designed a Rube Goldberg-esque solution to the problem.

Flexible Field Labels

March 23, 2009 by David Schach Leave a Comment

While making a Visualforce page to display a Zip/Country -> City, State, County application, it became obvious that labeling fields manually will not satisfy all users, especially international ones. There are a few ways to include a field and its label on a Visualforce page. The simplest, using OutputField: VF Page (simple): The most common […]

The Ultimate Visualforce Events Tab – Almost

January 5, 2009 by David Schach 5 Comments

Check old blog posts, and you’ll see that I’ve been working on custom Events and Task tabs for a while now. A Task Visualforce tab (that mimics the Task box on the Home Page) is almost ready to come out, but the Events Enhanced List tab is (pretty much) here! This bears emphasizing: Enhanced Lists […]

Force.com Sites Guest User Profile Permissions

December 22, 2008 by David Schach Leave a Comment

I’m working on an event registration application for the Sites Developer Challenge, and it involves a validation that the registrant’s email exists in a Contact record. Remembering that Steve Andersen had run into some obstacles with Contact.Email visibility, I decided to check the guest profile for Contact Field Level Security. Here’s what I found: If […]

Inline Visualforce Page Layouts!

November 29, 2008 by David Schach 1 Comment

We’re all used to using inline S-Controls, dragging and dropping them into page layouts. And the entire Salesforce community has been spending tons of time recreating page layouts in Visualforce, just to edit one small piece of a page.

As an example, how would you implement the example at developer.force.com: Visualforce Dynamic Edit Page? You would do it the way it was explained in the blog post!

Well the rules of the game have changed.