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You are here: Home / Archives for Salesforce CRM / New Features

Display Only My Role’s Records on a Report

July 22, 2013 by David Schach 1 Comment

Making a Salesforce Opportunity leaderboard is possible, but I’ve seen some cases where the standard filters don’t work well enough. It is easy enough to make a report that shows “My Accounts,” “My Opportunities,” and others. Let’s look at some of the standard options: According to the documentation, My Opportunities – Searches ONLY the opportunities you […]

Filed Under: Configuration, New Features, Summer 13, Tips and Tricks

Chatter Publisher Actions (Part 1): Create a Record

June 28, 2013 by David Schach 5 Comments

One of the most interesting – but least explained – features of Summer 13 (184) is Chatter Actions. There are three kinds of actions (Yes, you thought there were two, but there are more!) and after writing a few of each, here are some examples. The documentation is, as of this writing, both incomplete and […]

Filed Under: Chatter, Configuration, New Features, Summer 13, Tips and Tricks Tagged With: Chatter, Configuration, Force.com Builder

Visualforce Inline Editing – I’m In Love

February 28, 2011 by David Schach 4 Comments

I’m totally addicted to the new Visualforce inline editing feature. It all started with this post by Josh Birk at Developerforce. I liked it, but as a “standardstylesheets” specialist, I wanted a bit more. Then I looked at the Visualforce apex:inlineEditSupport documentation, and I was hooked. Okay, so you’re probably wondering why this is so […]

Filed Under: Development, Force.com Platform, New Features, Salesforce, Tips and Tricks, Visualforce Tagged With: Apex, New Features, Visualforce

Chatter and the CLM

June 11, 2010 by David Schach 2 Comments

I love Chatter. I love the way that it is a game-changer. I think that Chatter is a powerful tool. But as Peter Parker's Uncle Ben said, "With great power comes great responsibility," and with the possibility of great rewards from Chatter comes great risks. First I'll list my conclusions, just so there's no misunderstanding. […]

Filed Under: New Features, Salesforce, Tips and Tricks Tagged With: Chatter, Enterprise

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

New Developer Library Released

November 19, 2009 by David Schach Leave a Comment

Today, Developer Force (http://developer.force.com) released its new library. Here are a few of them. All can be found at http://wiki.developerforce.com/index.php/Documentation. Workbook http://www.salesforce.com/us/developer/docs/workbook/index.htm Fundamentals http://www.salesforce.com/us/developer/docs/fundamentals/index.htm Cookbook http://www.salesforce.com/us/developer/docs/cookbook/index.htm Apex Advanced Code Example http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_shopping_cart_example.htm https://sites.secure.force.com/appexchange/listingDetail?listingId=a0N30000001saDCEAY And many more to come!

Filed Under: Apex, Development, Force.com Platform, New Features, Salesforce, Visualforce, Winter 10 Tagged With: #df09, Apex, Force.com Platform, Salesforce

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 […]

Filed Under: Configuration, Native Application, New Features, Salesforce, Tips and Tricks, Winter 10 Tagged With: Force.com Builder, Force.com Platform, New Features

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!

Filed Under: Configuration, Native Application, New Features, Salesforce, Summer 09 Tagged With: Configuration, Force.com Builder, New Features, Salesforce

Developer Preview Releases for the Google Visualization API

February 21, 2009 by David Schach Leave a Comment

Google has invited developers to participate in Developer Preview Releases for the Visualization API

Filed Under: Development, Google, New Features, Salesforce, Winter 09 Tagged With: Dreamforce, Eclipse IDE, Google, New Features

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 […]

Filed Under: Configuration, Development, Native Application, New Features, Winter 09 Tagged With: Configuration, Force.com Platform, Sites

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