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You are here: Home / Archives for Configuration

Dashboards are Improved AND New in Summer 09

May 7, 2009 by David Schach 2 Comments

The Summer09 prerelease orgs are here, so get yours now! Upon first look, something cool stood out and merits immediate posting:

Dashboards are improved. The colors are more vivid, there’s detail in the bars and pie chart wedges, and… pie charts can now display the actual and percentage values!

Filed Under: Configuration, Native Application, New Features, Salesforce, Summer 09 Tagged With: Configuration, Force.com Builder, New Features, Salesforce

Hacking a Case Comment Trigger

April 1, 2009 by David Schach 8 Comments

There has been some chatter about asking the salesforce.com team to include the CaseComment object in the “triggerable” list. After conferring with JP Seabury (ForceMonkey), we designed a Rube Goldberg-esque solution to the problem.

Filed Under: Apex, Configuration, Development Tagged With: Apex, Configuration, Force.com Builder, Force.com Platform

Flexible Field Labels

March 23, 2009 by David Schach Leave a Comment

While making a Visualforce page to display a Zip/Country -> City, State, County application, it became obvious that labeling fields manually will not satisfy all users, especially international ones. There are a few ways to include a field and its label on a Visualforce page. The simplest, using OutputField: VF Page (simple): The most common […]

Filed Under: Configuration, Native Application, Salesforce, Visualforce Tagged With: Configuration, Force.com Platform, Visualforce

Force.com Sites Guest User Profile Permissions

December 22, 2008 by David Schach Leave a Comment

I’m working on an event registration application for the Sites Developer Challenge, and it involves a validation that the registrant’s email exists in a Contact record. Remembering that Steve Andersen had run into some obstacles with Contact.Email visibility, I decided to check the guest profile for Contact Field Level Security. Here’s what I found: If […]

Filed Under: Configuration, Development, Native Application, New Features, Winter 09 Tagged With: Configuration, Force.com Platform, Sites

Project: Lookup to Picklist

November 11, 2008 by David Schach Leave a Comment

In the first installment of post-Dreamforce projects, I present a mechanism to present the user with all available Lookup options in a picklist. This should simplify some Visualforce pages. (Credit to the Developers Guide from the new post-Dreamforce Library.) The key to the code is the ability to customize the SOQL statement to focus as […]

Filed Under: Apex, Visualforce Tagged With: Apex, Configuration, Dreamforce, Projects, Visualforce, X-Squared On Demand

Salesforce Order of Execution

November 9, 2008 by David Schach 6 Comments

I came across this page in the Apex documentation and wanted to share it with everyone. Many people have asked about this in the past, so it seems a good idea to publicize it:
http://www.salesforce.com/us/developer/docs/apexcode/Content/apex_triggers_order_of_execution.htm

Filed Under: Configuration, Development, Native Application Tagged With: Apex, Configuration, Force.com Builder

Convert between Business and Person Accounts (B2B – B2C)

August 19, 2008 by David Schach 13 Comments

I’m a huge fan of Person Accounts (Salesforce’s phenomenal combination of Account and Contact that allows selling B2C–the best example I use is Land’s End, which sells to people). Orgs can use a hybrid model, allowing a company to track its, e.g. partner companies (B2B) and individual customers (B2C).
There is an interesting limitation to Person Accounts: They cannot be converted to B2B via the Salesforce front-end. The record type can only be changed via the API, using a tool like Data Loader or the Excel Connector.
I set out to create a tool that would use the API to convert the record type of a B2B to B2C and back.

Filed Under: Configuration, Development, Salesforce Tagged With: Configuration, Force.com Builder, PersonAccount

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