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 writing a few of each, here are some examples. The documentation is, as of this writing, both incomplete and […]
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 the Dreamforce app posting duplicate Content/Files in Chatter? Here are some examples from the Files tab: The better thing to do – assuming […]
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, the delivery will refer to the latest version, right? There’s no place to select that option, so I can […]
PersonAccount 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 make households. I’ve always considered them as mostly-contacts. I put all Person fields on the Contact object, reserving very few for […]
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 salesforce.com to get this feature enabled. Then be patient. It takes a minute or two for the update to propagate. Clearly, […]
Get 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 documents and attachments out of Salesforce and into Content. I had this problem when Content was first released and I was asked to […]
Proof that salesforce.com listens – and comprehends
About two weeks ago, I posted a list of the many setup steps I took to make my Winter ‘10 prerelease org useable. Those are the same steps I have to take whenever setting up any Developer Edition org for the first time as well.
An insider at salesforce.com forwarded me this email that a senior person sent to quite a few also-senior people on various product teams:
Subject:
Preparing a New Org. Each Pre-Release. In 27 steps.
Body:
Yikes. http://www.x2od.com/2009/09/16/preparing-a-new-org.html
This is not the most widely-read blog about Salesforce, but it feels good to know that salesforce.com does have its ear to the ground and is taking seriously even the indirect feedback that we bloggers provide.
Kudos, salesforce.com.
Preparing a New Org
Every time one encounters a fresh org, there are maintenance tasks to perform. I usually go through an org (whether a Developer Edition org or a Prerelease version) and do the same tasks, generally in no particular order. This time, however, I wrote down what I did as I did it. Looking at the list, it's hardly in any "best practices" order at all - it's just how I did it.
There's no need to follow every step, and it is not a complete list of all possibilities, but this should give you some idea of the possibilities and available tweaks: (*** indicates some of the new features in WInter '10)
Visualforce Email Inbox
Sonny Cloward, SysAd at Rainforest Alliance, approached us about writing a Visualforce page to display all incoming emails for a given Case Queue. This led to quite a few interesting discoveries. Here's how we handled the project:
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 about this a while ago, and his pdf and sample images from the Salesforce built-in library are available on the community site. Sometimes, however, we […]
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