For Developers

  • Email Author for Salesforce Lightning Experience
    October 22, 2018

    Email Author for Salesforce Lightning Experience

    If you have been doing Salesforce development for some time, you have probably run into the need to create a custom button to call the email author with certain attributes of the email populated, such as the Subject, To or Email Template. With Salesforce Classic, this was very easy to do with a custom JavaScript button and some URL hacking. If

    Read more
  • 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

    Read more
  • 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.

    Read more
  • June 25, 2018

    Expandable Lightning Component

    What do I mean by an "expandable" lightning component?  Well, what I mean is a lightning component whose content can be "expanded" to include another component by specifying the NAME of the second component when placing the expandable component on a page. You must be thinking, "why would I want to do that ?" So, let me tell you why I did

    Read more
  • Top 3 Things to Consider When Preparing For Integrations
    April 9, 2018

    Top 3 Things to Consider When Preparing for Integrations

    Are you considering integrating another system in Salesforce? Preparing for such a task is crucial to the success and stability of the project and can often times be challenging. As consultants, we are faced with a lot of projects that include some type of integration and we have seen the effect of how disastrous it can become without aski

    Read more
  • Process Not Firing for Roll-up Summary
    April 4, 2018

    Process Not Firing for Roll-up Summary Field Entry Criteria

    There are a lot of posts floating around about the lack of support for formula fields in Roll-up Summary fields but not the other way around. I had a unique Use Case that I spent the better half of a day troubleshooting so I thought I'd share my experience. Hopefully, someone can benefit from my efforts. BUSINESS USE CASE Need to mo

    Read more
  • 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

    Read more
  • December 27, 2017

    Lightning Lookup Input Field

    I am sure most of you who are reading this post are frantically searching Google for a way to put a lookup input field on a lightning component form. How do I know this? It's because anyone who needs an input lookup field on a lightning component currently is told to build your own until Salesforce fixes the <force:inputField> to fu

    Read more
  • 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

    Read more
  • 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

    Read more