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

Chatter and the CLM

June 11, 2010 by David Schach 2 Comments

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. […]

Filed Under: New Features, Salesforce, Tips and Tricks Tagged With: Chatter, Enterprise

Filed Under: New Features, Salesforce, Tips and Tricks Tagged With: Chatter, Enterprise

Sophisticated DateTime “Formula Fields” with Apex and Field-Level Security

May 17, 2010 by David Schach 3 Comments

What do you do when you want to calculate a formula-like field but a regular formula won't work? Salesforce CRM's formulas handle dates very well. If you want to enter a date value and have formula fields display, for instance, mydate__c + 21 days, that's simple. Just use
Java
1
mydate__c + 21
. Side note: If you try going […]

Filed Under: Apex, Configuration, Development, Force.com Platform, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Apex, Eclipse IDE, Force.com Builder

Filed Under: Apex, Configuration, Development, Force.com Platform, Native Application, Salesforce, Salesforce CRM, Tips and Tricks Tagged With: Apex, Eclipse IDE, Force.com Builder

Get Documents and Attachments out of Salesforce

February 8, 2010 by David Schach Leave a Comment

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 […]

Filed Under: Configuration, Salesforce, Spring 10, Tips and Tricks Tagged With: Configuration, DreamFactory, Force.com Builder, New Features, Salesforce

Filed Under: Configuration, Salesforce, Spring 10, Tips and Tricks Tagged With: Configuration, DreamFactory, Force.com Builder, New Features, Salesforce

Filtered Lookups, Validation Rules, and Order of Execution

October 6, 2009 by David Schach Leave a Comment

Reading the cheatsheet for Filtered Lookup (beta), I noticed an interesting line:
Java
1
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 implications for this are massive. Let's explore two examples: Example 1: Filter as Validation Rule from Parent Record We create a lookup on a Child object to Parent. We filter the lookup to EXCLUDE Parent.Status = 'Closed' (Parent.Status is only Open […]

Filed Under: Configuration, Native Application, New Features, Salesforce, Tips and Tricks, Winter 10 Tagged With: Force.com Builder, Force.com Platform, New Features

Filed Under: Configuration, Native Application, New Features, Salesforce, Tips and Tricks, Winter 10 Tagged With: Force.com Builder, Force.com Platform, New Features

Preparing a New Org

September 16, 2009 by David Schach 4 Comments

Every time one encounters a fresh org, there are maintenance tasks to perform. I usually go through an org (whether a Developer Edition org or a Prerelease version) and do the same tasks, generally in no particular order. This time, however, I wrote down what I did as I did it. Looking at the list, it's hardly in any "best practices" order at all - it's just how I did it. There's no need to follow every step, and it is not a complete list of all possibilities, but this should give you some idea of the possibilities and available tweaks: (*** indicates some of the new features in WInter '10)

Filed Under: Configuration, Native Application, Salesforce, Tips and Tricks Tagged With: Configuration, New Features

Filed Under: Configuration, Native Application, Salesforce, Tips and Tricks Tagged With: Configuration, New Features

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