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

Content Latest Version Flag

May 4, 2011 by David Schach 2 Comments

Options available when configuring a Content DeliveryYesterday, 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

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

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
Java
1
mydate__c + 21
. Side note: If you try going […]

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

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

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

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

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