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.
The release notes are now available!
https://releasenotes.docs.salesforce.com/en-us/spring17/release-notes/salesforce_release_notes.htm
Easy to do with a little JavaScript!
<apex:commandbutton onClick=”window.top.close();” value=”Close”/>
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>
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
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 businesses will also automatically be populated for you. You’ll notice some of the accounts also have an associated logo, so once in Salesforce you’ll see the company logo next to the name.
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 Lightning & Classic!
On your contact records you’ll have a new related list for Related Accounts.
The contact’s primary relationship will be specified as direct. There’s a new objects and page layout to support this new relationship where an administrator can add and remove role options, create custom fields, and set page layouts.
Accounts have a new related list as well, Related Contacts, which show standard contacts, specified as Direct as well as contacts related to the account via a non-direct relationship.
All in all, this will be a nice feature to avoid having to create duplicate contacts in your system if you need to track the same contact related to multiple accounts.
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.
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.
Get ’em here: http://docs.releasenotes.salesforce.com/en-us/summer16/release-notes/salesforce_release_notes.htma>
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 and reports it isn’t available to place on the entity’s screen.
So this is a great field, but by using it in a formula field to calculate Days Since Last Activity is more useful as it can be used everywhere in Salesforce and lets you easily create reports and views such as Open Opportunities with No Activity in 30 Days.
So, for opportunities, here’s what the formula field for Days Since Last Activity would look like:
That formula would be the same for leads and accounts as well, you’d just need to create formula fields for those objects.
You can place it anywhere on the page layout but here you can see it as it would be displayed within the System Information section.
For a report, you can set the filter criteria so that you’re seeing all opportunities that have a Days Since Last Activity as greater than 30 or blank so you pick up both.
