Let’s say you want to view a list of all of your accounts in the midwest. You might be tempted to create a set of ‘or’ filters for State = WI or State = IL, etc. However, you can simply separate the values with commas to get results much quicker.
Salesforce Summer ’17 Release Notes
The release notes are now available! https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
Visualforce Button to Close A Window
Easy to do with a little JavaScript! <apex:commandbutton onClick=”window.top.close();” value=”Close”/>
Visualforce Date Popup
If you work with Visualforce and the first field on your page is a date you’ll notice that when the page loads it’ll automatically open the date picker which is often not desirable. To fix this simply place this Javascript on your page: <Script> function setFocusOnLoad() {} </Script>
Spring ’17 Trailhead
With Spring ’17 now rolled out to all orgs don’t forget to get up to speed with the Spring ’17 Trailhead! https://trailhead.salesforce.com/modules/spring_17
Salesforce Summer ’16 Preview – Account Autofill & Account Logos
Here are a couple of new features that I think those of us have to enter data into Salesforce or just use accounts will appreciate. Once an administrator enables Account Autofill & Account Logos in Setup. When entering a new Account Salesforce will give you a list of suggestions: As well, phone numbers and web sites for some of the … Read More
Salesforce Summer ’16 Preview – Associate a Contact to Multiple Accounts
This has been a feature request for quite some time now, and we’ve finally got it! Your administrator will need to enable, “Allow users to relate a contact to multiple accounts” in the org but once that’s done, you’ll be able to add the new related lists on your Accounts & Contacts. … and yes, this feature is available in … Read More
How to keep just one (or a few) Accounts Private in Salesforce
Salesforce’s security model is pretty flexible, but it’ll take a little (but not too much) work if you want to set it up so all of your accounts are publicly available except for a few. First, create a new check box field called ‘Private’. If an account should be private then we’ll check this button. You may want to control … Read More
Salesforce Summer 16 Release Notes #Summer16
Get ’em here: http://docs.releasenotes.salesforce.com/en-us/summer16/release-notes/salesforce_release_notes.htma>
3 Fields Every Sales Organization Needs
Whether you’re dealing with Leads, Accounts or Opportunities keeping in touch with the folks associated with each is key to a successful sales organization. Salesforce provides a rather odd field called ‘Last Activity’ for leads, accounts, and opportunities that is the last date an activity was conducted with the entity. It’s odd because, while it’s available for user in list views … Read More