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