I wanted to change the first day of my week to Monday, and to see my weekends on the right-side of the 7-day view. I’ve started doing this on my Google and Outlook calendars, so why not be consistent?
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.
Google Docs has templates, and those of us using Google Apps with our Salesforce org (which should be almost everyone, since it’s free and easy to use) can design company-wide templates. This, combined with Google Docs’ super collaborative features, should make things much easier for consultants.
To display a tab of Activities, just like you can with Accounts, Opportunities, etc., use the following URLs in the Web Tab configuration screen: /home/actlist.jsp?isdtp=mn Displays a full-page list of Activities (Tasks and Events) The list is non-enhanced, even when viewed in an “enhanced lists” org. /home/actlist.jsp Displays Activities with the Sidebar and Tabs these […]