Focus on People: Peter Yurchision
Curiosity, Google, and Salesforce Help Today I’m writing a post explaining my path to becoming involved in the world of Salesforce. As a current freelance Salesforce Admin/Business Analyst/Consultant, my career plans did not include managing a Salesforce Implementation. Yet, six years after first logging into Salesforce as an inside sales rep, I can’t image a better way to spend my working days. I hope my story inspires you to become… Read More
Customer Service Project Case Study
In this post Jasmin Ashley, a senior functional Salesforce consultant, shares a case study of using Salesforce to improve customer service by implementing a case management solution, including email to case, queues and omni channel routing. The project goal was to create a case management solution using email to case and Omni channel routing. All cases feeding through from one email address and routed to the appropriate business team to… Read More
Salesforce Data Security
By: Nick Kurbatov, Digital Business Analyst Data Security – when I see these two words – the first thing that comes to my mind is “Johnny Mnemonic”, where the brain of the main character is used as data storage and antagonists are trying to break and steal the data. Data Security is without a doubt one of the biggest trends in IT nowadays. According to the current speed of the… Read More
Salesforce Pending Approvals Report
If you have one or more approval processes, you may find a requirement to be able to report on records that are pending approval. As well as knowing the records, we probably will want to know who the record has been assigned to for approval, so we can follow up or reassign if the person is not available. If you have a look at the standard reports, you won’t find… Read More
Focus on People: Julian Virguez
Getting involved in Salesforce can accerlerate and move your career in different directions. Julian started working with Salesforce technology a number of years ago as a developer and has progressed to becoming a Salesforce technical lead / scrum master. Here Julian tells us more about his journey so far. How and Why did you get started with Salesforce? I started working with Salesforce by chance, while I was working for… Read More
Sorting Lists in Salesforce
By Amelia Brewin Sorting objects is a requirement that comes up from time to time. It can be as simple as ordering by a simple number field (such as Opportunities priority) or more complex ordering involving multiple fields. Luckily for us Salesforce has the Comparable Interface. With a handy wrapper class that implements Comparable and takes our object in the constructor we can define our own ordering. This list is… Read More
Deploying with ANT
As Salesforce projects and deployments get more complex, it is a good idea to learn more about the different deployment options that Salesforce provides. When starting with Salesforce, you learn about how change sets can be used to deploy changes between related orgs. Change sets are only one of the many ways available by which you can deploy one Salesforce Org’s components to other. For example: Change sets Eclipse IDE… Read More
A Data Quality Project
By: Nick Kurbatov, Digital Business Analyst Data Quality – what do you think about when somebody mentions these words? Have you ever imagined what would happen if your address book or files on your computer suddenly go mad, because there are no unique identifiers(IDs) in your data? It would be a mess. You wouldn’t be able to easily find your colleague’s date of birth or the name of your favorite… Read More
Succeeding with Salesforce1
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
REST API using Weather Example
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
Work Orders in Salesforce (Spring’16 Release)
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
Osler: From Idea to AppExchange
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
VisualForce Reports
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
Macros in Salesforce
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
