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You are here: Home / Archives for Salesforce CRM / Tips and Tricks

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

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

Chatter Publisher Actions (Part 2): Object Custom Action

July 15, 2013 by David Schach 12 Comments

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 […]

Filed Under: Apex, Chatter, Development, Summer 13, Tips and Tricks, Visualforce Tagged With: Apex, Chatter, Force.com Platform, Publisher, Visualforce

Filed Under: Apex, Chatter, Development, Summer 13, Tips and Tricks, Visualforce Tagged With: Apex, Chatter, Force.com Platform, Publisher, Visualforce

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

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

Create and Populate a Map<Id, Sobject> Without Loops

July 25, 2012 by David Schach 7 Comments

There are many reasons to use Maps in Apex triggers. Sometimes I want to make a List of Contacts, but I want to pull each one by its ID. This is a good reason to abandon the List and to make a
Java
1
Map&lt;id, Contact&gt;
. (Some will prefer to use
Java
1
Map&lt;string, Contact&gt;
, and that is okay too.) We […]

Filed Under: Apex, Tips and Tricks Tagged With: Apex, Force.com Platform

Filed Under: Apex, Tips and Tricks Tagged With: Apex, Force.com Platform

Workflow ISCHANGED() translated to Apex trigger

February 2, 2012 by David Schach 2 Comments

Workflow is great. I can simply and declaratively make changes, and can easily update things like email templates, criteria, tasks, etc. without using Eclipse and writing/running unit tests. Sometimes, however, workflow isn’t enough; we need to use a trigger. Today, I had a use-case that when a DateTime field is filled, a contact (identified via […]

Filed Under: Apex, Configuration, Tips and Tricks Tagged With: Apex

Filed Under: Apex, Configuration, Tips and Tricks Tagged With: Apex

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Recent Posts

  • Lightning Component With Running User Information
  • ChatterBINGO is Now Open-Source
  • Display Only My Role’s Records on a Report
  • Chatter Publisher Actions (Part 2): Object Custom Action
  • Chatter Publisher Actions (Part 1): Create a Record

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