Using Visualforce to build a tabbed user interface In this example we will override a standard view with a few lines of Visualforce to build a tabbed interface. Use case: Customize the interface for the Account object using Visualforce tabs. The following tabs should be available: Detail – Display general information about record. Inline edit feature should be supported; Contacts – Related Contacts list should be displayed in this section;… Read More
Global Picklists One of the most voted ideas in the Salesforce IdeaExchange forum was to be able to create a picklist that can be shared across objects. Shared Picklist Idea Salesforce delivered the idea in pilot as of Winter ’16, and is now in Beta for Spring ’16. If you look at the release notes, you would find it by the name ‘Global Picklists”. It is also referred to as… Read More
On December 23 2015, just before the holidays, Salesforce and SteelBrick announced an agreement for Salesforce to acquire Steelbrick for $360 million. Salesforce has a long history of acquiring companies that extend and complement Salesforce functionality and this is in the mid range of the scale, with ExactTarget ($2.5 billion in 2013) and Buddy Media ($745 million in 2012) at the high end and comparable with the more recent purchase… Read More
Process Builder was one of the most awaited features released by Salesforce as an upgrade to the possibilties of the Workflow functionality and as part of its effort to strengthen what can be done declaratively. In Winter 16 Salesforce continues to add further enhancements to the Process Builder. Schedule Multiple Actions Prior to the Winter ’16 release, it was only possible to define 1 scheduled action per criteria node or… Read More
List buttons can be used on list pages, search results and any related list for an object. They allow us to take actions on a group of selected records. In this article we are going to show some examples of how Javascript can be used to work with one or more records in a list view or related list. These are examples for Salesforce Classic, if you want to know… Read More
In the Winter 16 release, Salesforce has introduced a new feature – the Omni-Channel, which is based on a principle of getting work to the right person at the right time. It helps put rules in place to allow the system to determine the importance of work items, and pass it on the right person who is available. Salesforce Omni Channel is built on 4 Functional Blocks: Image Courtesy: Salesforce… Read More
Loops in Visual Workflow Visual Workflow enables many possibilities to automate processes and reduce or eliminate the need for Apex code. One of the key features of Visual Workflow is the ability to process multiple records using a loop construct, unlike standard workflow, where actions such as a field update operate on only one record. Although Process Builder can operate on multiple records to update related records; once the logic… Read More
Manager Group sharing is a little tricky to understand until you see example scenarios. Here we go through a couple of examples to explain how it works. Understanding the Need for Manager Sharing Groups It is a common practice to group users sharing the same business duties under a single Role. For instance, if your organization has 15 territories within a country – and each territory has an Area Sales… Read More
I recently had a chat with Valerio Lancia, a Salesforce CRM Application manager about his journey with Salesforce, what he has learned and his recent certification experience. Q: What is your background? Is it an IT background, or a business background, and how did you first get exposed to Salesforce? A: I have a management engineering degree and my initial job in Italy was as a buyer. After two years… Read More
Once you start working in the Salesforce world, it won’t take long until you come across the need to integrate or connect your Salesforce org to an internal or external system. At that point, you will start to hear about API’s. While you may think that is something that only developers need to know and understand it is useful for anyone working with Salesforce to know what they are and… Read More
When a customer calls and requests support, how does a business know if and what level of service they are entitled to? Or what if service is only provided on certain products? Service could be provided for a certain period (e.g. a warranty) and then a customer must pay for service beyond the warranty period. It could also be that customers can purchase extended warranties or service contracts that may… Read More
Winter is Coming… While you are pondering over deploying the new Summer ’15 features, here is more news. The plan for Salesforce Winter ’16 release is out. It is time to plan your registrations for getting a sandbox preview of Winter ’16 features as and when it becomes available. You would need to take action before September 4, 2015 in case you are planning to make your Sandbox part of… Read More
Administrators (and developers) are often faced with the task of cleaning up duplicate data from an org. Contact and Lead objects are the usual suspects for duplicate data. Anyone who has made an attempt at cleaning up duplicate data would agree it is a daunting and quite unenviable task. Duplicate data weighs down on your employee performance, application usability, risks customer satisfaction, and skews analytics. So, it is a priority… Read More
What exactly is a Salesforce org? The Salesforce document glossary describes an org (or Organization), as “A deployment of Salesforce with a defined set of licensed users. An organization is the virtual space provided to an individual customer of Salesforce. Your organization includes all of your data and applications, and is separate from all other organizations.” So, what is a multi-org situation? The multi-org situation that I refer to in… Read More
