For Developers

  • Overriding the Opportunity Contact Role in Salesforce Lightning
    October 18, 2018

    Overriding the Opportunity Contact Role in Salesforce Lightning

    Need an override for Salesforce out of the box OCR functionality in Lightning - read on... As we all are painfully aware, the standard Salesforce out of the box functionality for Opportunity Contact Role (OCR) is woefully limiting and frustrating. No triggers allowed on these junction red-headed stepchild and just awkward all around. And yet t

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  • Apex Sharing Gotchas in Salesforce
    July 6, 2018

    Apex Sharing Gotchas in Salesforce

    In order to give access to data records to other users in your org who would otherwise not have access to it, you can take advantage of Apex Sharing.  It can apply to standard and custom objects but comes with some complexities that can catch you off-guard. I wrote this article with the hope that it will help others facing similar issues.

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  • January 3, 2018

    Lightning Exception Handling Framework

    There are 3 types of code: Bad code, functional code, and good code. Bad code simply doesn't work and functional code works but has a bad user experience, but what makes good code "good"? There are a million ways to correctly answer that question, but I'm not writing on a million topics so I will point out a select few. Good code handles excep

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  • Custom Visualforce Page for Steelbrick Quote Apex
    July 11, 2017

    Custom Visualforce Page for CPQ Quote

    Business Use Case Salesforce CPQ makes it easy to create discount schedules for products to determine tiers for volume prices or discounts. Administrators can even provide sales users with the ability to customize the discount tiers for specific users in the Line Editor.   For some businesses, it is important to display rate tables on

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  • 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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  • 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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  • Round Robin Assignment
    May 23, 2017

    Round Robin Assignment Using Public Groups in Salesforce

    Do you like the idea of Omni Channel's round robin routing but want to assign records to offline users? Well, with Public Groups in Salesforce and a little Apex, you can! Let's pretend that when a Contact is created, we need to set the owner of the Contact in a round robin fashion based on picklist field values on the Account. F

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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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  • pipkin-blog
    September 23, 2016

    Bad Value For Restricted Picklist Field Deployment Error

    I recently came across a scenario where I needed to deploy some triggers that use a new picklist field that was defined as "restricted." In the sandbox, the triggers were working great and the test classes were covering 99% of the code. Easy, right? It should've been... During the deployment, my test classes were failing. "System.DmlExcept

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