Salesforce Summer ’16 Preview – Account Autofill & Account Logos

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

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