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You are here: Home / Archives for Force.com Builder

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

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: Next, […]

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 Delivery
Yesterday, 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

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

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

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 mydate__c + 21. Side note: If you […]

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

New Opportunity Page Layout – With Highlights Panel!

February 18, 2010 by David Schach 6 Comments

Step 1: Enable the Highlights Panel

Yesterday, I enabled the new Opportunity page layout in my Developer Spring ’10 Preview org, and it took a few steps, so I thought I’d share them with you. Firstly, you’ll need to contact salesforce.com to get this feature enabled. Then be patient. It takes a minute or two for the update to propagate. Clearly, […]

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

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

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: 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 […]

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

Standard Checkbox Images

May 11, 2009 by David Schach 4 Comments

One of Salesforce CRM’s coolest features from a “bright shiny object” standpoint (i.e. something that aids productivity but also looks flashy) is the image formula field. Jamie Grenney first wrote about this a while ago, and his pdf and sample images from the Salesforce built-in library are available on the community site. Sometimes, however, we […]

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

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