salesforcevision.blogspot.com
Salesforce Vision: February 2012
http://salesforcevision.blogspot.com/2012_02_01_archive.html
Custom Lookups in Salesforce.com. One of the consistent complaints I get by my clients when setting up salesforce.com is the weakness of the standard salesforce.com lookups. This works fairly well when you want to search the entire Salesforce database for a certain record, like in the above example, when creating a new contact record from scratch. It is okay in other circumstances too, like when you know the name of the record you want. But these strengths become limitations in other circumstances. There...
salesforcevision.blogspot.com
Salesforce Vision: January 2012
http://salesforcevision.blogspot.com/2012_01_01_archive.html
Dashboards for Platform Users. Here is another issue that can be difficult to figure out. We have a lot of clients using Platform licenses for many of their users. This is a good deal for a client because they get all the power of Salesforce Enterprise edition for well under half the price. Enterprise Edition is about $125/user/mo. The Platform Edition is a lot less - about $50/user/mo. I've seen people get it for as low as $20/user/mo if they worked a deal with Salesforce. Links to this post. Getting th...
salesforcevision.blogspot.com
Salesforce Vision: March 2012
http://salesforcevision.blogspot.com/2012_03_01_archive.html
Salesforce.com Roll-up Summary Fields. You should use a rollup summary field when you have a set of child records to a parent record and you want to total some value from those child records. Here are a few of the limitations of a roll-up summary field (there are probably others):. You must be in a master-detail relationship in order to use them. The field being rolled up cannot be a formula field. You can only put 10 roll-up summary fields on an object. By placing a trigger on the Unit object however, w...
salesforcevision.blogspot.com
Salesforce Vision: September 2011
http://salesforcevision.blogspot.com/2011_09_01_archive.html
Reports for Salesforce.com Partner Portal Users. Want to drive yourself crazy? Try figuring out why your Salesforce Partner Portal Users can't view reports. It won't be the obvious things. You'll try looking at the report folder permissions, ensuring that partner portal users are selected. Okay, that was easy, but it didn't work. You check the salesforce partner portal settings and ensure that they have the report tab turned on. Yeah, yeah, yeah, it was - still no reports. What else is there to check?
salesforcevision.blogspot.com
Salesforce Vision: May 2012
http://salesforcevision.blogspot.com/2012_05_01_archive.html
Producing PDFs from Salesforce.com. Producing a PDF from Salesforce.com is a need for nearly every client I ever work with. There are countless ways in which being able to produce a PDF will save your users boatloads of time and standardize the client-facing documents your company produces. Possibly save that PDF back to the originating record, and then send it to a client? While the uses of a PDF are nearly limitless, here are ones that we've done fairly recently:. These PDFs can be generated in almost ...
salesforcevision.blogspot.com
Salesforce Vision: November 2013
http://salesforcevision.blogspot.com/2013_11_01_archive.html
Salesforce1 is Missing the Calendar! With the release of Salesforce1, Salesforce.com has made it easy to write and extend Salesforce Visualforce pages to any mobile device. No doubt, Salesforce users will be doing more than ever on their mobile devices. But interestingly enough, Salesforce has decided not to place a user’s appointment calendar on the Salesforce1 application. A New Mobile Application. Now we have a new "My Day" tab on the mobile device! Notice that we included on the Calendar:. Salesforce...
salesforcevision.blogspot.com
Salesforce Vision: November 2012
http://salesforcevision.blogspot.com/2012_11_01_archive.html
Custom Salesforce.com to Quickbooks Online (QBO) Integration. Standard Vs. Custom Integration. This is okay for some people who are using the standard sales cloud in salesforce.com. Where clients really run into issues is the non-typical implementation. That is where custom integration comes in. The custom integration between salesforce.com and quickbooks online gives us unlimited options. Native to Salesforce.com. Custom Integration Possibilities are Endless. So how does this get done? Once the requirem...
salesforcevision.blogspot.com
Salesforce Vision: September 2013
http://salesforcevision.blogspot.com/2013_09_01_archive.html
Our clients have frequently asked for help with drip marketing systems for their Salesforce.com systems. There are quite a few options for solving this problem, but I'll detail my favorite below. We later wrote this application and are making it available for sale and you can read about the specifics here. A Workflow Based Salesforce Touch Campaign. A Better Salesforce Drip Marketing System. So lets say we call this object the "Autostep" object, our data model for this system would look like this:. The m...
salesforcevision.blogspot.com
Salesforce Vision: July 2014
http://salesforcevision.blogspot.com/2014_07_01_archive.html
Salesforce.com Document Generation with Drawloop. For years we've been suffering through the creation of documents for our Salesforce.com clients. The tool sets available just weren't that great. Initially, the only tool available was the built in Salesforce Mail Merge. This made it possible to create a word doc and merge data from a salesforce record into the document. This technique had serious limitations, a few of which are:. Salesforce Mail Merge didn't work on a MAC! Our biggest problem was trying ...