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 […]
Chatter Publisher Actions (Part 1): Create a Record
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 […]
Visualforce Inline Editing – I’m In Love
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 […]
Chatter and the CLM
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. […]
New Opportunity Page Layout – With 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, […]
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