Upcoming Security Changes – overview of impact
ShareSalesforce.com is making security changes on Monday Nov. 26, 2007. (Note that the rollout was pushed back a week from their original communications. It is now Monday Nov. 26, 2007) There were a...
View ArticleAuthorize logins from any IP address
ShareSalesforce has mostly implemented their security changes. FYI, this is the help file page explaining to admins how to setup Network Access in the application and what happens when a user logs in....
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Opportunity Roll-Up Summary Recommendations
ShareSalesforce released Opportunity Roll-Up Summary fields on the Account object in the Spring 08 release. This is a pretty useful feature and below are some recommendations to help you get started...
View ArticleDerive a Rating using Formulas
ShareOn a recent project, I was helping my client prioritize their lead data. They were having trouble with the default Rating field in Salesforce because 1) it required a user to populate the record...
View ArticleGetting Standard Object Meta Data into the Force.com IDE
ShareSalesforce on Rails has an interesting post on how you can get the meta data for standard objects into the Force.com IDE for easy manipulation of its configuration via the Meta Data API...
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Make your Mass Email Activities more meaningful
ShareIt had always bothered me that activities generated from Mass Emails only had a subject of “Mass Email:” and nothing in the body. I couldn’t tell what I mass emailed to someone! Deep inside the...
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Sidebar Summary using Visualforce
ShareAbout a year ago, I posted about the Sidebar Summary. The Sidebar Summary exists in the Salesforce.com sidebar and displays the counts of some important queries. The counts are also hyperlinks...
View ArticleSolving a Search Dilemma regarding CustomObject.Name
ShareOn a recent project, I was migrating a customer from the Contracts object to a Custom Object (Contracts are not supported in Customer Portal for some odd reason). The Contract Number was being...
View ArticleLink to View Pending Workflows
ShareI’ve been getting into Timed Workflows lately and I’ve found myself consistently using the Timed-Workflow Monitoring page to see what’s going on with a record. I made it a bit easier on myself by...
View ArticleMap as Lookup Field
ShareThis was also posted to the new Arrowpointe Product blog. We are moving all product specific information to that new blog and keeping this blog focused on developer related information. Please...
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Using a colon in the Report Name
ShareI posted this in the Dreamforce Chatter app and it got a nice response, so I thought I’d blog about it here too. It’s subtle tip for you perfectionists out there that makes reports look just a tad...
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