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Inline Visualforce Page Layouts!
This is huge news! We’re all used to using inline S-Controls, dragging and dropping them into page layouts. And the entire Salesforce community has been spending tons of time recreating page layouts in...
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Force.com Sites Guest User Profile Permissions
I’m working on an event registration application for the Sites Developer Challenge, and it involves a validation that the registrant’s email exists in a Contact record. Remembering that Steve Andersen...
View ArticleThe Ultimate Visualforce Events Tab – Almost
Check old blog posts, and you’ll see that I’ve been working on custom Events and Task tabs for a while now. A Task Visualforce tab (that mimics the Task box on the Home Page) is almost ready to come...
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Flexible Field Labels
While making a Visualforce page to display a Zip/Country -> City, State, County application, it became obvious that labeling fields manually will not satisfy all users, especially international...
View ArticleHacking a Case Comment Trigger
There has been some discussion about asking the salesforce.com team to include the CaseComment object in the “triggerable” list. After conferring with JP Seabury (ForceMonkey), we designed a Rube...
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Salesforce Blackberry Wallpaper
In honor of this week’s release of a Salesforce Mobile Development guide on DeveloperForce, we’re posting a Blackberry wallpaper for your enjoyment. Jamie Grenney first posted it in April 2006, when...
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Dashboards are Improved AND New in Summer 09
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...
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Standard Checkbox Images
One of Salesforce CRM’s coolest features from a “bright shiny object” standpoint (i.e. something that aids productivity but also looks flashy) is the image formula field. Jamie Grenney first wrote...
View ArticlePreparing a New Org
With the impending arrival of the Winter 2010 (aka 162 or Winter'10) edition of Salesforce CRM, as with every other release, comes a prerelease org. (You can get one at...
View ArticleFiltered Lookups, Validation Rules, and Order of Execution
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...
View ArticleGet Documents and Attachments out of Salesforce
As Content will be included in all Salesforce licenses (for completeness, I'll add 'to some degree') with the Spring '10 release, orgs will be faced with the daunting prospect of getting their...
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New Opportunity Page Layout – With Highlights Panel!
Yesterday, I enabled the new Opportunity page layout in my Developer Spring ’10 Preview org, and it took a few steps, so I thought I’d share them with you. Firstly, you’ll need to contact...
View ArticleSophisticated DateTime “Formula Fields” with Apex and Field-Level Security
What do you do when you want to calculate a formula-like field but a regular formula won't work? Salesforce CRM's formulas handle dates very well. If you want to enter a date value and have formula...
View ArticlePersonAccount Stay-In-Touch Gotcha
I make no secret that I’m a fan of PersonAccounts. I think they’re very handy when working with individuals instead of companies, and I really like pairing them with the Relationship Groups app to...
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Content Latest Version Flag
Yesterday, I used Content Delivery to send a pdf to a client. Simple, right? Upload the Word document to Content, associate it with a record, and deliver the content. Surely if I upload a new version,...
View ArticleNext Birthday Formula
How would you display your Contacts with upcoming birthdays? I’ve seen people use “Birthdays This Week,” “Birthdays This and Next Week,” and other reports to display the list. I’ve also seen...
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Best Practice: Multiple Chatter Posts of the Same File
Salesforce Administrators learn to remind users: “Search before you create a new lead.” Pretty simple, right? Duplicated records are a pain. Then why do I see some very accomplished Salesforce users in...
View ArticleWorkflow ISCHANGED() translated to Apex trigger
Workflow is great. I can simply and declaratively make changes, and can easily update things like email templates, criteria, tasks, etc. without using Eclipse and writing/running unit tests. Sometimes,...
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Chatter Publisher Actions (Part 1): Create a Record
One of the most interesting – but least explained – features of Summer 13 (184) is Chatter Actions. There are three kinds of actions (Yes, you thought there were two, but there are more!) and after...
View ArticleDisplay Only My Role’s Records on a Report
Making a Salesforce Opportunity leaderboard is possible, but I’ve seen some cases where the standard filters don’t work well enough. It is easy enough to make a report that shows “My Accounts,” “My...
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