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The Latest Flow Tool from Salesforce Labs: Flow DataGrid

by | Apr 12, 2020 | Salesforce Tips

Released on March 12, 2020, the Flow Datagrid Pack from Salesforce labs is the latest free tool to improve the form and function of your flows. The pack includes three styles of presentation which allows the users to select multiple records from.

  1. Datatable, think a related list or list view.
  2. Map, yep, you guessed it a map from which users can pick from.
  3. Tile grid, similar to the tiles available on the community home pages.

The package is available on the App Exchange at https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000GAZr7UAH and includes a screenshot of each option.

To demo, let’s present our user with a list of past due opportunities on the home page so we can keep our pipeline up to date. Here’s how it could function:

1) Show a multi-selectable list of all open opportunities where the close date is before today. (This is where the new flow component from Salesforce Labs comes in).

2) Present each opportunity within the flow so that close date, next action, or whatever fields needed can be updated.

3) At the end of the flow we’ll thank them for the updates.

4) Within a few days, let’s hope they see this.

Here’s an overview of our flow, in our next post we’ll review it in depth.

Quick 7 & 14 Day Follow Up Reminders in Lightning

by | Feb 24, 2018 | Lightning, Salesforce Tips

In Salesforce classic I’d often use JavaScript buttons to quickly schedule 7 or 14 day follow up tasks to make the job of scheduling reminders easier.  However, with the advent of the Lightning Experience, we can no longer use JavaScript, so…  Here’s how we can use actions to replace our handy JavaScript buttons.

First, navigate to the Buttons, Links, and Actions for the object you want to create the buttons for.  For our demo here, I am going to use the Contact object.

Then click New Action and fill it out like so:

Next, we set the layout for the action, these are the fields that are going to show to the end user.  Since we want this to be very quick and easy I am going to take most of the fields off, you may want to experiment with what will work best for your users.  Since some required fields like Status will not be shown we’re going to get a warning message, however, we’ll set those automatically in the next step.

Next, enter the predefined values for Subject, Due Date, Status, Priority and Assigned To.

Finally, add our new actions to the Salesforce Mobile and Lightning Experience Action area of your page layout.

Finally, your end users will have quick ways to schedule those follow up calls from Lightning.


Lightning Keyboard Shortcuts

by | Feb 23, 2018 | Salesforce Tips

There are lots of things to love about the Salesforce Lightning Experience, one that may be overlooked but can speed up your work are the keyboard shortcuts available.  Here are the shortcuts available, I’ve highlighted my favorites that I use all day everyday.

How to keep just one (or a few) Accounts Private in Salesforce

by | Apr 24, 2016 | Salesforce Tips

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 field level security (FLS) so only admins can read and/or update the field.

Private 1

Next, we’ll set the Organization-Wide Default for Account Security to private.  This is done under Setup | Security Controls | Sharing Settings.

Finally, create an Account Sharing Rule that makes non-private accounts available for Read/Write, then the appropriate access for Contracts & Cases.

Private 2

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

by | Apr 9, 2016 | Salesforce 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.

Quick Action
That is accessed from the Chatter Feed, then More and Log A Call.  Easy, enough, but why?  If you use the Log a Call, the activity certainly gets tracked, but unless someone views the record or runs a report they’re probably  not going to know that it happened.  If we use the Chatter Quick Action then it’ll also be in the chatter feed so anyone that follows that record will see it in their chatter feed and part of their daily digest.

The call will show in the chatter feed and in the activity history related list.

Quick Action 2a>

Add Embedded Google Maps on Leads, Accounts, and Contacts

by | Jul 29, 2014 | Salesforce 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.

 

Saleforce Google Map 1

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>
<script type="text/javascript">

$(document).ready(function() {

var myOptions = {
zoom: 20,
mapTypeId: google.maps.MapTypeId.HYBRID,
mapTypeControl: true
}

var map;
var marker;

var geocoder = new google.maps.Geocoder();
var address = "{!Lead.Street}, " + "{!Lead.City}, " + "{!Lead.Postalcode}";

var infowindow = new google.maps.InfoWindow({
content: "<b>{!Lead.Name}</b>"
});

geocoder.geocode( { address: address}, function(results, status) {
if (status == google.maps.GeocoderStatus.OK && results.length) {
if (status != google.maps.GeocoderStatus.ZERO_RESULTS) {

//create map
map = new google.maps.Map(document.getElementById("map"), myOptions);

//center map
map.setCenter(results[0].geometry.location);

//create marker
marker = new google.maps.Marker({
position: results[0].geometry.location,
map: map,
title: "{!Lead.Name}"
});

//add listeners
google.maps.event.addListener(marker, ‘click’, function() {
infowindow.open(map,marker);
});
google.maps.event.addListener(infowindow, ‘closeclick’, function() {
map.setCenter(marker.getPosition());
});

}

} else {
$(‘#map’).css({‘height’ : ’15px’});
$(‘#map’).html("Oops! {!Lead.Name}’s address could not be found, please make sure the address is correct.");
resizeIframe();
}
});

function resizeIframe() {
var me = window.name;
if (me) {
var iframes = parent.document.getElementsByName(me);
if (iframes && iframes.length == 1) {
height = document.body.offsetHeight;
iframes[0].style.height = height + "px";
}
}
}

});
</script>

<style>
#map {
font-family: Arial;
font-size:12px;
line-height:normal !important;
height:500px;
background:transparent;
}
</style>

</head>

<body>

<div id="map"></div>

</body>
</apex:pageBlock>
</apex:page>
[/html]

Accounts:

[html]
<apex:page standardController="Account">
<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>
<script type="text/javascript">

$(document).ready(function() {

var myOptions = {
zoom: 20,
mapTypeId: google.maps.MapTypeId.HYBRID,
mapTypeControl: true
}

var map;
var marker;

var geocoder = new google.maps.Geocoder();
var address = "{!Account.BillingStreet}, " + "{!Account.BillingCity}, " + "{!Account.BillingPostalcode}";

var infowindow = new google.maps.InfoWindow({
content: "<b>{!Account.Name}</b>"
});

geocoder.geocode( { address: address}, function(results, status) {
if (status == google.maps.GeocoderStatus.OK && results.length) {
if (status != google.maps.GeocoderStatus.ZERO_RESULTS) {

//create map
map = new google.maps.Map(document.getElementById("map"), myOptions);

//center map
map.setCenter(results[0].geometry.location);

//create marker
marker = new google.maps.Marker({
position: results[0].geometry.location,
map: map,
title: "{!Account.Name}"
});

//add listeners
google.maps.event.addListener(marker, ‘click’, function() {
infowindow.open(map,marker);
});
google.maps.event.addListener(infowindow, ‘closeclick’, function() {
map.setCenter(marker.getPosition());
});

}

} else {
$(‘#map’).css({‘height’ : ’15px’});
$(‘#map’).html("Oops! {!Account.Name}’s address could not be found, please make sure the address is correct.");
resizeIframe();
}
});

function resizeIframe() {
var me = window.name;
if (me) {
var iframes = parent.document.getElementsByName(me);
if (iframes && iframes.length == 1) {
height = document.body.offsetHeight;
iframes[0].style.height = height + "px";
}
}
}

});
</script>

<style>
#map {
font-family: Arial;
font-size:12px;
line-height:normal !important;
height:500px;
background:transparent;
}
</style>

</head>

<body>

<div id="map"></div>

</body>
</apex:pageBlock>
</apex:page>
[/html]

Contacts:

[html]
<apex:page standardController="Contact">
<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>
<script type="text/javascript">

$(document).ready(function() {

var myOptions = {
zoom: 20,
mapTypeId: google.maps.MapTypeId.HYBRID,
mapTypeControl: true
}

var map;
var marker;

var geocoder = new google.maps.Geocoder();
var address = "{!Contact.MailingStreet}, " + "{!Contact.MailingCity}, " + "{!Contact.MailingPostalcode}";

var infowindow = new google.maps.InfoWindow({
content: "<b>{!Contact.Name}</b>"
});

geocoder.geocode( { address: address}, function(results, status) {
if (status == google.maps.GeocoderStatus.OK && results.length) {
if (status != google.maps.GeocoderStatus.ZERO_RESULTS) {

//create map
map = new google.maps.Map(document.getElementById("map"), myOptions);

//center map
map.setCenter(results[0].geometry.location);

//create marker
marker = new google.maps.Marker({
position: results[0].geometry.location,
map: map,
title: "{!Contact.Name}"
});

//add listeners
google.maps.event.addListener(marker, ‘click’, function() {
infowindow.open(map,marker);
});
google.maps.event.addListener(infowindow, ‘closeclick’, function() {
map.setCenter(marker.getPosition());
});

}

} else {
$(‘#map’).css({‘height’ : ’15px’});
$(‘#map’).html("Oops! {!Contact.Name}’s address could not be found, please make sure the address is correct.");
resizeIframe();
}
});

function resizeIframe() {
var me = window.name;
if (me) {
var iframes = parent.document.getElementsByName(me);
if (iframes && iframes.length == 1) {
height = document.body.offsetHeight;
iframes[0].style.height = height + "px";
}
}
}

});
</script>

<style>
#map {
font-family: Arial;
font-size:12px;
line-height:normal !important;
height:500px;
background:transparent;
}
</style>

</head>
<body>

<div id="map"></div>

</body>
</apex:pageBlock>
</apex:page>
[/html]

Then you’ll want to go to the page layout for each of the objects.  Create a new section that’ll hold the map.

Salesforce Google Map 2

Then add the Visualforce page to that section.  You can adjust the size of the map by changing the settings of the Visualforce page by using the wrench icon after it’s been dropped onto the layout.

 

Salesforce Google Map 3