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 2): Object Custom Action
In the previous post, we looked at using the standard (button-click) way to create a new child record using Publisher Actions. Pretty basic stuff. Using Visualforce to create a custom action is a bit harder. Let's start with the documentation. The PDF provided by clicking on the link in the Actions screen (Account action is […]
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 […]
System Replacement For isTest Apex Method
Sometimes we have to write code that executes differently if the Apex is being tested. For a great example, check out Scott Hemmeter's blog post on testing webservice callouts at http://sfdc.arrowpointe.com/2009/05/01/testing-http-callouts/. Scott's example works well, and he uses a Boolean isApexTest, running certain code if this is true or false. I used to do something […]
Extended NA1 Maintenance Next Weekend (3/20)
Next weekend, March 20, 2010, Salesforce NA1 will be down for an extended (8-hour) maintenance window - the longest in memory - from 7pm 3/20 to 3am 3/21 (All times PST). Overlapping this is another 8-hour window for NA0 (SSL) starting two hours earlier. Also starting at 7pm PST, EU0 (EMEA) will be down for […]
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, […]
Get Documents and Attachments out of Salesforce
As Content will be included in all Salesforce licenses (for completeness, I'll add 'to some degree') with the Spring '10 release, orgs will be faced with the daunting prospect of getting their documents and attachments out of Salesforce and into Content. I had this problem when Content was first released and I was asked to […]
New Developer Library Released
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!
Filtered Lookups, Validation Rules, and Order of Execution
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 […]
Pulling Code Out of Triggers
To date, triggers have only been accessible on each object's setup page, leading to a lot of hunting for code within the Salesforce CRM application. Even in Eclipse, switching between the Class and Trigger folders for a given project can be a pain.
These pains can partially be alleviated by keeping all Apex code in one place--as Apex Classes.
Read more: http://www.x2od.com/?p=583&preview=true#ixzz0FncHsqPw&B
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