For Developers

  • Autocomplete Lookup Fields Inside Flows
    June 22, 2017

    Autocomplete Lookup Fields Inside Flows

    The Problem Recently, I was asked by one of my co-workers if there was a way to implement a lookup field inside a visual flow. As some of you know, typically this can be handled by using a dynamic picklist on a drop-down box or radio button element. As I received more requirements, I found out that there could be hundreds of options to choose

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  • Insufficient Access Error
    June 7, 2017

    Troubleshooting that Pesky “INSUFFICIENT ACCESS ON CROSS REFERENCE ENTITY” Error

    If any of you have ever dealt with the dreaded "INSUFFICIENT ACCESS ON CROSS REFERENCE ENTITY" error, you will probably agree that this is one of worst errors to debug in Salesforce. There is virtually no information with the error that helps identify the problem. Most of the time I find that there is a permission issue on a lookup field that

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  • Lightning Polymorphic Lookup
    May 30, 2017

    Salesforce Lightning – Customizable Polymorphic Lookup Component

    If you have been using Salesforce Lightning Experience, you probably are familiar with the Lightning Polymorphic Lookup. For example, you will see it while creating Tasks, in the "Name" and "Related to" fields: Basically, you get to chose the "type" of SObject; when you type text, a search is performed on the appropriate SObject.

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  • Search Attachments in Chatter
    May 25, 2017

    Make Attachments Searchable Using Chatter

    Have you ever wanted to filter the Attachments associated with a Salesforce record? While Salesforce provides a standard page for uploading Attachments and Notes, there is no way to gain access to the file before it is attached, and there is no way to customize the filename once it has been attached. Creating a custom Visualforce page

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  • Salesforce-Slack Integration
    May 18, 2017

    Get Slack Messages Directly from Salesforce

    Do you want to integrate your Salesforce with Slack so users can get notified when there is important activity that requires their attention? Slack makes this incredibly easy, sexy, and it is well documented... for the most part. If you need to a go-to guide for this use case, read on! First of all—big shout out to Christophe Coe

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  • Best 2017 Salesforce Memes So Far
    May 5, 2017

    Top 5 Salesforce Memes in 2017

    A meme is worth a thousand words… sometimes. When it comes to the Salesforce admin or end-user experience, there is never a shortage of memes. Here are our top 5 picks (so far) for 2017. 1. Salesforce training is optional? A lot of businesses that are new to Salesforce may not realize how critical it is to secure a Salesforce-savvy

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  • Last Won vs. Last Lost Opportunities Contacts

    How to Create a Last Won or Last Lost Opportunity Contact Report

    As a Salesforce system administrator, you've probably heard of these common requests before. For example, has anyone in sales, preparing for a calling campaign at the beginning of the year to drive business, walked over and asked you, “what accounts did we win opportunities with last year and who are their contacts?” Or, what about when ma

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  • Top 5 Salesforce System Admin Tools
    April 24, 2017

    Work Smarter: Top 5 Salesforce System Admin Tools

    As an Admin, having to reach into the dark corners of Salesforce to build a solution, or troubleshoot an error, can be time-consuming. Fortunately, there are a few Salesforce System Admin tools out there that can help you successfully navigate the ocean that is the Salesforce setup menu. 1. Salesforce Inspector (Chrome, Firefox) The first Sa

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  • Preparing to Migrate to Salesforce Lightning Experience
    April 21, 2017

    Rolling Thunder — Preparing to Migrate to Salesforce Lightning Experience

    Preparing to Migrate to Salesforce Lightning Experience You have probably heard of Salesforce Lightning Experience, and wondering if you're ready to migrate. If you haven’t yet, you will after watching this video! [su_youtube_advanced url="https://www.youtube.com/watch?v=V3BBZC35ntc"][su_youtube_advanced url="https://www.youtube.com

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  • 5 More Reasons to Switch to Salesforce Lightning Experience!
    March 28, 2017

    5 More Reasons to Switch to Salesforce Lightning Experience!

    A number of my clients have been hesitant to switch from the Classic interface to Salesforce Lightning Experience because of the functionality that still isn’t available in Lightning. With every release, Salesforce adds more and more Classic functionality to Lightning, and Spring ’17 is no exception. Here’s 5 exciting features th

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