Many companies want to make minor development additions, including APEX development or Visualforce development, to their Salesforce or Force.com instance without a formal consulting arrangement. They may already have a Salesforce instance up and running that is working well, and only want to add a minor enhancement to it. This enhancement or addition could be [...]
Posts Categorized: Cloud Computing
Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 3
In part 2, we covered adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links. Part 3 will cover creating Salesforce Custom Links, naming your link, and directing your Salesforce Custom Links to the information you want to see. Creating Salesforce Custom Links: Now we can create our [...]
A Solution for Salesforce/iCloud Users: CompanionLink
We recently blogged about Apple iCloud causing problems for Salesforce Sync tools. This post resulted in a response from CompanionLink telling us about their product which addresses many of issues we mentioned in the post. We’ve since talked with the folks over at CompanionLink and found them to be great. Here’s a post they offered [...]
Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 2
In part 1, we covered deciding what kind of Salesforce Custom Report you need to run and what information should be included. Part 2 will cover adding filters to your Salesforce Custom Report, saving it, and getting it ready for Salesforce Custom Links. Adding filters to your Salesforce Custom Report: Once you have the Salesforce [...]
Salesforce Recycle Bin Changes in Salesforce Winter ’12
Salesforce Winter ’12 Release has some changes to the Salesforce Recycle Bin that you should be aware of. But before we discuss these lets briefly review how Recycle Bin works. The Salesforce Recycle Bin link lives at the bottom of your Sidebar and allows you to retrieve records that you deleted in Salesforce. The link [...]
Integrating Salesforce Custom Reports & Salesforce Custom Links, Part 1
Have you ever wanted to run a Salesforce Custom Report directly from a record? Maybe you would like a mailing address report for all of the Salesforce Contacts associated to the Salesforce Account you are viewing. Or how about all Salesforce Opportunities with Contact Roles associated to the Salesforce Account you are viewing? Or possibly [...]
Sync Salesforce and Microsoft Outlook with LinkPoint Connect
It has been over a year since we wrote about the LinkPoint tool from the AppExchange that connects your Outlook with Salesforce so we’d like to bring you up to speed. First off, the tool is now called LinkPoint Connect and it has been the number one most popular app on the AppExchange for quite [...]
How to Use Salesforce Criteria Based Sharing Rules
A 3 minute video that explains how to use Salesforce criteria based sharing rules.
Our 2011 Posts on Preventing Salesforce Duplicates to Make Your 2012 Free of Duplicate Records
Salesforce duplicates (duplicate records in your Salesforce CRM system) are one of the primary issues that result in Salesforce users being unable to generate accurate reports and dashboards. Even worse, duplicate records can result in killing user adoption of Salesforce to the point where sales people avoid [...]
Best Practice of the Week: Starting a Contact Out as a Lead to Avoid Creating Salesforce Duplicates
Everyone knows that you create a new lead under the lead object. However, if you want to make sure you do not create a new Salesforce duplicate record, you can also use the lead object to create a new contact. Using the “Find Duplicates” feature when creating a new lead you may find the new [...]