By: Nick Kurbatov, Digital Business Analyst “Welcome to the digitized world”– that could be Morpheus’ phrase in the movie “The Matrix” if Neo was awoken in 2016. Data storage devices as well as computers and smartphone have advanced significantly over the last 20 years. Moore’s law has already died by now. Every year manufacturers of smartphones create faster, smaller, and more intelligent mobile devices. The same thing happens with software…. Read More
Sometimes you have a requirement to access information from an external source and store or display in Salesforce. One way of doing this is by making a REST API call from Salesforce to an external endpoint. In this example, we show step by step how a call using the REST API can be made to an external site to retrieve weather information related to an Account. We will be using… Read More
If you have had a requirement to track field service in Salesforce, up until recently, you had two options: create a custom solution, or implement an AppExchange solution such as ServiceMax. Now, with the recent Spring’16 release, Salesforce have added the beginnings of a field service solution. The initial functionality is centered around Work Orders. Work Orders is the central object used to track repairs, perform maintenance activities and other… Read More
Interview with Steve Sacks, Founder/Director at Osler Technology Most of us using Salesforce use one or more AppExchange Apps to supplement and expand the functionality available to us. Apps range from small point solutions, such as address validation to the larger apps that address a need such as document generation (e.g. Conga) to Apps that sit on top of Salesforce that are focussed on the needs of a particular industry,… Read More
Salesforce Reports provide a variety of formats and options to enable us to build reports from our data. However, sometimes we cannot achieve exactly what we need either in terms of the way the data is presented, or having a requirement to report on data that is not related in a way that can be consolidated in a report. That is when we may consider a Visualforce report. A Visualforce… Read More
Have you ever had to perform the same action on multiple records in Salesforce? Wished there was a better way to save time? You may have thought about the possibilities in Microsoft Word or Excel to use macros to perform repetitive actions and wished there was something similar in Salesforce. Well, there is! There is a macro capability and, it is available for all standard and custom feed based objects…. Read More
Have you ever come across the need to do actual vs target reporting in Salesforce? It could be to report on if Salespeople are reaching their targets for the value of closed opportunities. It could be whether the number of orders has reached the goal for the month. Another example could be the number of qualified leads created. While it is easy to create reports that summarize actual data, how… Read More
Salesforce has been in the market for 17 years now, and it has not only helped companies grow but it has also provided countless job opportunities to IT professionals. Vamsi Krishna is one of those who have benefited from the competitive advantage offered by Salesforce in terms of skills enhancement and professional development. He shares how he got started with Salesforce, his successes, learnings, challenges encountered, and his career journey… Read More
Using Workflow to create followup tasks or reminders is a common use case. It is also simple to setup, just create a workflow rule with a rule trigger date a number of days in the future. Say we wanted to have a followup task generated 5 days before the Opportunity close date. This is easy, but standard workflow comes with a limitation, merge fields cannot be used for field values…. Read More
How Many Salesforce Sales Processes Do You Need?Are you contemplating whether to have one or set up multiple sales processes in your Salesforce Org? Prior to determining whether you need a single Sales Process or multiple Sales Process it is worthwhile to look at the definition of a Sales Process without reference to Salesforce:“A defined set of repeatable, interrelated activities from market awareness through servicing customers that allows communication of progress… Read More
Salesforce Jobs I recently sat down and had a chat with Stuart Smith and Bradley Bilinsky, two business managers at Talentforce, an Australian recruitment company that specialize in Software as a Service roles, including Salesforce. One point of difference that Talentforce has from other recruiters is that they also run the Sydney Salesforce User Group, so they are active in the community. Stuart and Brad shared their thoughts on the… Read More
How to Use the PARENTGROUPVAL functionThe ParentGroupVal function is one of the lesser known features of Salesforce reporting. In this article you will learn how to create some key metrics for summary reports by using the PARENTGROUPVAL function within a summary, joined or a matrix report. The function obtains the summary value from a parent group, which is a grouping that is a level above the current grouping. The syntax… Read More
In the previous article we created a custom account interface by using Visualforce, in this article we’ll extend the functionality by creating a fully custom Opportunity related list. The Opportunity related list will be replaced with a custom table, and it will support: ✓ Pagination ✓ Filtering ✓ Sorting ✓ Quick filtering open Opportunities In order to implement this we need four steps: STEP 1: Create an Apex controller extension… Read More
Although most Salesforce Administrators are quite happy with their job, I’m sure there are a number who have an interest and aspiration to become a Salesforce consultant. Danielle Tonkin is one of those that made the transition from Admin to functional consultant. Here she shares with us what it is like to work as a Salesforce consultant, the challenges, successes and her tips for those interested in following her Salesforce… Read More
