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

Project: Change Owner Button in Visualforce

November 13, 2008 by David Schach 7 Comments

Drawing upon some code I found in the Developers Guide, I have written a Visualforce page to mass-change the owner of all selected records to any active User in Salesforce. Yes, it only works with Contacts for now, but my next step will be to use Dynamic Apex to pass the sObject name to the page and its extension/controller, allowing me to reuse one bit of code for multiple objects. We'll see how it goes. But in the meantime, enjoy this page that lets you perform a search, check which records you want to transfer, and then input a User. I've tested it with 50 records at once, so that should suffice for most uses.

Filed Under: Configuration, Development, Salesforce, Visualforce, X-Squared On Demand Tagged With: Projects, Visualforce

Salesforce Order of Execution

November 9, 2008 by David Schach 6 Comments

I came across this page in the Apex documentation and wanted to share it with everyone. Many people have asked about this in the past, so it seems a good idea to publicize it:
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_triggers_order_of_execution.htm

Filed Under: Configuration, Development, Native Application Tagged With: Apex, Configuration, Force.com Builder

Salesforce CRM “Locale” Field

October 23, 2008 by David Schach 1 Comment

I wanted to change the first day of my week to Monday, and to see my weekends on the right-side of the 7-day view. I’ve started doing this on my Google and Outlook calendars, so why not be consistent?

Filed Under: Configuration, Native Application Tagged With: Force.com Builder, Salesforce

Convert between Business and Person Accounts (B2B – B2C)

August 19, 2008 by David Schach 13 Comments

I’m a huge fan of Person Accounts (Salesforce’s phenomenal combination of Account and Contact that allows selling B2C–the best example I use is Land’s End, which sells to people). Orgs can use a hybrid model, allowing a company to track its, e.g. partner companies (B2B) and individual customers (B2C).
There is an interesting limitation to Person Accounts: They cannot be converted to B2B via the Salesforce front-end. The record type can only be changed via the API, using a tool like Data Loader or the Excel Connector.
I set out to create a tool that would use the API to convert the record type of a B2B to B2C and back.

Filed Under: Configuration, Development, Salesforce Tagged With: Configuration, Force.com Builder, PersonAccount

Google Docs Now Has Templates for Google Apps

August 4, 2008 by David Schach Leave a Comment

Google Docs has templates, and those of us using Google Apps with our Salesforce org (which should be almost everyone, since it’s free and easy to use) can design company-wide templates. This, combined with Google Docs’ super collaborative features, should make things much easier for consultants.

Filed Under: Apps, Configuration, Development, Google, Native Application, Salesforce, SFDC for Google Apps Tagged With: Eclipse IDE, Force.com Builder, Force.com Platform, Salesforce for Google Apps

Activities Tab in Salesforce

August 3, 2008 by David Schach 4 Comments

To display a tab of Activities, just like you can with Accounts, Opportunities, etc., use the following URLs in the Web Tab configuration screen: /home/actlist.jsp?isdtp=mn /home/actlist.jsp these are especially useful if you have Enhanced Lists enabled – it looks amazing. Create additional views for Tasks or Events, and then save the URL for each as […]

Filed Under: Configuration, Native Application Tagged With: Force.com Builder, Salesforce

WordPress, Akismet, and Web-to-Salesforce

July 2, 2008 by David Schach 1 Comment

Scott Hemmeter posted a blog entry about using Akismet and PHP to check Web-to-Lead submissions for spam. We are going to start an experiment using Akismet in the following scenarios:
-Web-to-Lead with Google AdWords enabled
-Web-to-Case

Filed Under: Configuration, Native Application, Salesforce Tagged With: Akismet, Projects, Web-to

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