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Chatter Publisher Actions (Part 1): Create a Record

June 28, 2013 by David Schach 5 Comments

One of the most interesting – but least explained – features of Summer 13 (184) is Chatter Actions. There are three kinds of actions (Yes, you thought there were two, but there are more!) and after writing a few of each, here are some examples. The documentation is, as of this writing, both incomplete and […]

Filed Under: Chatter, Configuration, New Features, Summer 13, Tips and Tricks Tagged With: Chatter, Configuration, Force.com Builder

Filed Under: Chatter, Configuration, New Features, Summer 13, Tips and Tricks Tagged With: Chatter, Configuration, Force.com Builder

Next Birthday Formula

July 6, 2011 by David Schach 4 Comments

How would you display your Contacts with upcoming birthdays? I’ve seen people use “Birthdays This Week,” “Birthdays This and Next Week,” and other reports to display the list. I’ve also seen requirements for showing a person’s next birthday, to trigger an automatic email to each Contact on his/her birthday. Let’s see how it’s done: [sourcecode […]

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

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

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

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

Filed Under: Configuration, Native Application, Salesforce, Tips and Tricks Tagged With: Configuration, Force.com Builder, PersonAccount

I Found a Bug – And Salesforce Support Was Great

June 10, 2010 by David Schach 6 Comments

Salesforce CRM's standard "Bad URL" error

A week ago, I installed Scott Hemmeter’s amazing app, Geopointe. Everything was going smoothly until I decided to manage the licenses I had assigned to the app. I successfully managed the licenses and tried to click the “Back to Previous Page” link, but something broke: Here’s a video of the problem in action: Managing Licenses […]

Filed Under: Salesforce Tagged With: Force.com Builder, Salesforce

Filed Under: Salesforce Tagged With: Force.com Builder, Salesforce

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