Why you should never click the ‘Log a Call’ button in Salesforce

ChadSmithSalesforce Tips

This seems counter-intuitive, right? The CRM mantra is, “If it isn’t in Salesforce it didn’t happen.” Well, you should still log your calls in Salesforce, but instead of using the Log a Call button in the history related list, we should be using the Quick Action in Chatter. That is accessed from the Chatter Feed, then More and Log A … Read More

Spring ’16 Trailhead Badge

ChadSmithSpring '16

 There is a new Trailhead available, and it is a great way to get up to date on the features from the latest release. https://developer.salesforce.com/trailhead/module/spring_16?dm_i=2NVW,6FYF,8FI46,JSBO,1

Apex Tip: How to get a RecordType Id by without SOQL

ChadSmithApex

Instead of using this: [Select id from RecordType where sObjectType = ‘Account’ and developerName =’Customer’].id Use this: Schema.SObjectType.Account.getRecordTypeInfosByName().get(‘Customer’).getRecordTypeId() This can help avoid those pesky SOQL governor limits.

Salesforce Announces Updated Editions

ChadSmithLink, Winter '16

Salesforce’s Professional Edition, Enterprise Edition and Unlimited Edition for Sales Cloud and Service Cloud will be replaced by new Lightning Professional Edition, Lightning Enterprise Edition and Lightning Unlimited Edition for Sales Cloud and Service Cloud… Full Article: https://www.salesforce.com/blog/2016/02/new-editions-2016.html?dm_i=2NVW,62PE,8FI46,IDVC,1

Add Embedded Google Maps on Leads, Accounts, and Contacts

ChadSmithSalesforce Tips, Visualforce

Here’s how we can get a very nice looking Google map tied to the current Lead, Account, or Contact that you are currently viewing.   First create a new Visualforce page (Setup > Develop > Page) for each of the types, here is the code for each: Leads: [html] <apex:page standardController="Lead"> <apex:pageBlock > <head> <script type="text/javascript" src="https://maps.google.com/maps/api/js?sensor=false"></script> <script type="text/javascript" src="https://ajax.googleapis.com/ajax/libs/jquery/1/jquery.min.js"></script> … Read More