Group Edition AppExchange
Posted on August 29, 2008 - Filed Under Salesforce.com | Leave a Comment
Due to the number of Salesforce companies we’ve dealt with using Group Edition and missing out on apps like MintFly, Vertical Response, and Jigsaw, we’ve created an “idea” on the Salesforce IdeaExchange:
Why limit AppExchange applications to Professional and above? Some applications like MintFly, Vertical Response, and Jigsaw would be a great help to the Group […]
Salesforce.com for your iPhone… NOW!
Posted on July 2, 2008 - Filed Under Salesforce.com | Leave a Comment
Too many times we have tried to look up a contact or account in Salesforce.com on our iPhone and give up after waiting 10 minutes for each page to load. The reason is that the iPhone is just not capable of loading the 50+ images, 10+ javascript files, 5+ CSS files, and then process all […]
Read More..>>Help! I need to Lock an Opportunity after Close!
Posted on February 20, 2008 - Filed Under Salesforce.com | 1 Comment
Problem: We’re using a “Closed Won” Opportunity as a financial booking and we need a way to lock the record from people editing it once it reaches this state. This also means we can’t allow people to modify the Opportunity LineItems (aka Opportunity Products).
Solution: Validation Rules to the rescue!
I originally searched Google […]
Salesforce.com: Start and Approval Process from custom links and buttons
Posted on February 1, 2008 - Filed Under Salesforce.com | 1 Comment
At one company we have adopted an Opportunity close process using Approval Processes. It is a smallish (70 person) company which uses a desktop finance package and relies on Salesforce.com for the majority of the bookings reporting. To make the data more reliable there is now a process that requires the approval process […]
Read More..>>Auto-Populate Email Template on “Send an Email”
Posted on September 13, 2007 - Filed Under Salesforce.com | 4 Comments
If you have a collection of just a few really common emails that are sent repeatedly to numerous customers and prospects, you are likely using the email templates functionality. If you get complaints about how long it takes to pick the template from the pop-up window, I have a solution for you…
You can create […]
Campaign Reports
Posted on April 10, 2007 - Filed Under Salesforce.com | 2 Comments
This post is technical in nature and may be unreadable by non-Salesforce.com-admin people.
Salesforce.com campaigns get a bad reputation regarding their functionality. I think it’s partly to blame on how the reports don’t allow enough joins (campaign-lead-opportunity) reporting and partly to blame on how the CampaignMember record is not available for inclusion in customization […]
Salesforce.com S-Control Dashboard Example
Posted on February 28, 2007 - Filed Under Salesforce.com | 2 Comments
I created my first S-Control for a Dashboard. Since I looked everywhere for an example before I got started and found nothing, I wanted to post it here for anyone else searching to find. It takes a list of the asset records and gives a percentage of each grouped by name. I […]
Read More..>>S-Control Example
Posted on December 14, 2006 - Filed Under Salesforce.com | Leave a Comment
When I started developing AJAX S-Controls I looked everywhere for a good, simple example. Something simple enough to illustrate the mechanics of the process while still being functional. A client came to me looking for the same thing but now all my S-Controls are hundreds of lines long, so they’re not a simple […]
Read More..>>Task-Based Workflow (before winter release 2007)
Posted on December 14, 2006 - Filed Under Salesforce.com | 1 Comment
You don’t have to wait for the Winter 2007 release of Salesforce.com to take advantage of approval processes. That’s right - you can do it now using the existing functionality. All you need is a custom field on the activity object and you can make workflow rules to accomplish virtually any approval process. […]
Read More..>>Help the (other) department that helps everyone
Posted on November 20, 2006 - Filed Under Salesforce.com | Leave a Comment
If there’s another department that can be helped by systemizing data, it’s definitely HR. They track lots of things such as:
Recruiting
HR Policy Violations
Salary Data
Employee Performance Reviews
Employee Satisfaction
And since they’re HR, they help you get paid and make sure that you like your job. It makes sense that you’d want to help them as […]
Read More..>>