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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

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

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

Create and Populate a Map 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 Map<Id, Contact>. (Some will prefer to use Map<String, Contact>, and that is okay […]

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 a […]

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

Best Practice: Multiple Chatter Posts of the Same File

August 11, 2011 by David Schach 1 Comment

List of available files to attach. The leftmost column is a hyperlink of the word "attach."

Salesforce Administrators learn to remind users: “Search before you create a new lead.” Pretty simple, right? Duplicated records are a pain. Then why do I see some very accomplished Salesforce users in the Dreamforce app posting duplicate Content/Files in Chatter? Here are some examples from the Files tab: The better thing to do – assuming […]

Filed Under: Configuration, Native Application, Salesforce CRM, Tips and Tricks Tagged With: Chatter, Configuration, Content, Dreamforce

Content Latest Version Flag

May 4, 2011 by David Schach 2 Comments

Options available when configuring a Content DeliveryYesterday, I used Content Delivery to send a pdf to a client. Simple, right? Upload the Word document to Content, associate it with a record, and deliver the content. Surely if I upload a new version, the delivery will refer to the latest version, right? There’s no place to select that option, so I can […]

Filed Under: Configuration, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Configuration, Force.com Builder

PersonAccount Stay-In-Touch Gotcha

March 28, 2011 by David Schach 2 Comments

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 […]

Filed Under: Configuration, Native Application, Salesforce, Tips and Tricks Tagged With: Configuration, Force.com Builder, PersonAccount

Activity Type Field – Do Not Use

March 21, 2011 by David Schach Leave a Comment

The field Event.Type (which is sort of the same as Task.Type) is a difficult field to use.  Here are a few reasons: Type cannot be the controlling field for a dependent picklist. On an Event list view (/007), even when specifying record type, the Type field cannot be edited. Salesforce requires you to select a […]

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

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

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