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. […]
Sophisticated DateTime “Formula Fields” with Apex and Field-Level Security
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
. Side note: If you try going […]
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mydate__c + 21 |
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 […]
Filtered Lookups, Validation Rules, and Order of Execution
Reading the cheatsheet for Filtered Lookup (beta), I noticed an interesting line:
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 […]
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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. |
Preparing a New Org
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)
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