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

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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