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

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

Project: Lookup to Picklist

November 11, 2008 by David Schach Leave a Comment

In the first installment of post-Dreamforce projects, I present a mechanism to present the user with all available Lookup options in a picklist. This should simplify some Visualforce pages. (Credit to the Developers Guide from the new post-Dreamforce Library.) The key to the code is the ability to customize the SOQL statement to focus as […]

Filed Under: Apex, Visualforce Tagged With: Apex, Configuration, Dreamforce, Projects, Visualforce, X-Squared On Demand

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

Apex – The Basics

October 1, 2008 by David Schach 1 Comment

Jon Mountjoy has written another super post over at developer.force.com. This one is titled An Introduction to Apex. It goes through some of the basics of the language and provides some examples. Everyone should read this; beginners will get a better orientation than otherwise available, and experienced Apex developers will probably also learn a thing […]

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

How to Deploy QUICKLY Between Orgs

September 4, 2008 by David Schach Leave a Comment

I just came across one of the most useful posts on developer.force.com that I have ever seen:

Full instructions (along with a best-practice) on deploying quickly from one org to another using the Eclipse IDE.

Read it at http://wiki.apexdevnet.com/index.php/Deploy_Force.com_Applications_Faster. You’ll be glad you did.

Filed Under: Development Tagged With: Eclipse IDE, Force.com Platform

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

Activities Tabs – Enhanced View and One Set of Tabs

August 14, 2008 by David Schach 7 Comments

What was I thinking? Using something as complicated as a hijacked (from the Console) Task view was bound to have problems when creating an Activities tab.

Let’s restate our goals:

Create a tab that will show Activities, using the Enhanced Lists view.
Don’t have two rows of tabs.
Question: Is there any way to make a view and to specify that we don’t want to see the Sidebar AND the Tabs?

Answer: YES. The answer is Visualforce!

Filed Under: Development, Salesforce Tagged With: Force.com Platform, Visualforce

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

Google Releases Data APIs Java Client Eclipse Plug-in

July 11, 2008 by David Schach Leave a Comment

Google just released its Google Data APIs Java Client Eclipse Plug-in, which seems to have great possibilities for developing in Google. Combined with the Force.com Toolkit for Google Data APIs, it could go even further.

Filed Under: Apps, Development, Google, New Features, SFDC for Google Apps Tagged With: Appirio, Eclipse IDE, Force.com Platform, Google, New Features, Salesforce for Google Apps

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