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 […]
Sophisticated DateTime “Formula Fields” with Apex and Field-Level Security
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
. Side note: If you try going […]
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mydate__c + 21 |
Filtered Lookups, Validation Rules, and Order of Execution
Reading the cheatsheet for Filtered Lookup (beta), I noticed an interesting line:
The implications for this are massive. Let's explore two examples: Example 1: Filter as Validation Rule from Parent Record We create a lookup on a Child object to Parent. We filter the lookup to EXCLUDE Parent.Status = 'Closed' (Parent.Status is only Open […]
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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. |
Preparing a New Org
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)
Dashboards are Improved AND New in Summer 09
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!
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