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You are here: Home / Archives for Configuration

Salesforce Order of Execution

November 9, 2008 by David Schach 4 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

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

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

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