Well, the countdown is officially on – Dreamforce ’12 is in it’s final motions…as I write this the counter tells me it is just 18 days away. And if you are like me, you are getting giddy with anticipation. This year looks to be a blazing amazing time, with the Keynote, Jeff Immelt, Gen. Colin…
Tag: Salesforce
TimeSaver # 9 – Expanding the Body of an email with an HTML using Letterhead Template
So, I thought I’d pass along this hint for Salesforce – I am not sure if it saves you time if you just live with the issue, but it certainly saves you time if you wanted to send templated emails without needing to know HTML! Of course, many use email templates during their day to…
New Release Feature: How You Could Use Cross Object Workflows
So, Winter Spring ’12 is out and one of the new features released is Cross Object Workflow. This has been a long time idea on the IdeaExchange, and put a big old smile one my face. With this release you are able to perform cross-object field updates on: Custom Object to Custom Object (children of the…
Timesaver #8 – Calculating Business Days
Hey all, So, on Twitter this week Jon Adams from Florida asked a question using the #askforce hash – “Is there a way to replicate the WORKDAY function in Excel in SFDC?”. My first response was to send him as link to an answer on the Salesforce Community page which laid out how to calculate…
Timesaver #7 – Forcing Opportunities During Lead Conversion
A couple of days ago, a good friend and fellow MVP, Becka who is also known as @SFDC_Nerd, put out a tweet using the AskForce hashtag. It was as follows: “Any way to have a trigger fire before lead convert? Trying to force oppty creation on all leads. #askforce (yeah, I’m back to this again)”….
It’s the End of the World As We Know It, And I Feel Fine
So, I sit here in the lobby of the Marriott Marquis, killing time before my red eye flight takes off from SFO. Another Dreamforce has come and gone, and once again salesforce.com put on an amazing show. From the Monday night pre-dreamforce meet ups and greet ups right to this morning’s final sessions, Dreamforce was…
Timesaver # 6 – Measuring Time between Lead Creation and Opportunity Close
One interesting question came up a month or so ago on the Salesforce Success Community page, and it reminded me of some customizations I have done for some clients in the past. And the time saver centres around measuring the time between a lead creation (first touch) and opportunity close. With salesforce.com native, you can…
Timesaver # 5 – Viewing Comments on Activity History Related List
Hey all, So, one thing that has come up every once in a while are clients who want to see the comments, or part of the comments on an Activity History related list. The comments field is a Long Text Field; as such, unfortunately you cannot just add that field to the related list and…
I Will Possess Your Heart (or, learning Apex and Visualforce)
So, like many nights after Hockey Night in Canada is done, I found myself alone in the house (with the wife sleeping, as well as the kiddies) and Saturday Night Live not doing it for me anymore. So, what do I do? Jump in front of the computer to do some work. Last night, it…
TimeSaver #4 – Minimizing Issues with Multi-Level Account Hierarchies
Hey all! A while since I posted a time saver – not because I didn’t want to though! Just been a busy six months. Have a few time savers that people have told me I should pass along. Here is the first…I’ll post the others as time allows! Some clients we have use Account hierarchies…