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Trigger to help Salesforce for Twitter

October 6, 2009 by David Schach Leave a Comment

Salesforce for Twitter is one of the best AppExchange packages I've seen. It fulfills the promise salesforce.com made to bring the Service Cloud to all orgs of all sizes. And it works well. Though a supplemental/unofficial guide to customizing SFDC for Twitter will be released soon on this site, I wanted to share a trigger I just wrote to add new Leads to a campaign:

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.

1	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 implications for this are massive. Let's explore two examples: Example 1: Filter as Validation Rule from Parent Record We create a lookup on a Child object to Parent. We filter the lookup to EXCLUDE Parent.Status = 'Closed' (Parent.Status is only Open […]

Preparing a New Org

September 16, 2009 by David Schach 4 Comments

Every time one encounters a fresh org, there are maintenance tasks to perform. I usually go through an org (whether a Developer Edition org or a Prerelease version) and do the same tasks, generally in no particular order. This time, however, I wrote down what I did as I did it. Looking at the list, it's hardly in any "best practices" order at all - it's just how I did it. There's no need to follow every step, and it is not a complete list of all possibilities, but this should give you some idea of the possibilities and available tweaks: (*** indicates some of the new features in WInter '10)

Overload Apex Class to be Controller AND Extension

July 24, 2009 by David Schach 2 Comments

Coding the new premium version of Mass Update Contacts (details to come), I replaced the two parts of the page with Apex Components. This will allow the app to support custom address fields and international address formats. I didn't want to write one ControllerExtension for the main page, a CustomController for the view section component, and another CustomController for the pageblocktable component. So here is the overloaded class constructor. Note that this works because an extension passes the StandardController to the constructor, and a CustomController passes nothing:

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!

Trigger to help Salesforce for Twitter

Filtered Lookups, Validation Rules, and Order of Execution

Preparing a New Org

Overload Apex Class to be Controller AND Extension

Dashboards are Improved AND New in Summer 09

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