For Developers

  • January 5, 2016

    Pesky Decimal Place Digits in Salesforce Currency Fields

    [fusion_text]If you have experience with Salesforce Currency and Number fields, you have certainly had the need to customize the number of decimal places displayed.  Salesforce does a reasonably good job of handling Currency and Number fields seamlessly for you with a few exceptions related to the precision of the data. Test Setup In order

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  • December 15, 2015

    When to use a Workflow vs a Trigger to Populate a Field

    Pop Quiz: When you need to populate a field with a value, should you use a workflow or a trigger? Answer: This is a trick question.  Even for an experienced Salesforce developer this can be a tricky question. In theory both can result in the same intended outcome of a setting a field to a specific value. But are there any caveats to either,

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  • Simple Integration
    October 8, 2013

    Simple Integration with Web-to-Lead

    There are many routes to integration with Salesforce.  The Bulk, SOAP, REST, and Metadata APIs are all powerful tools for integration.  But they can be complex, requiring a substantial effort to set up.  What if you want something quick and easy? In this post I'll highlight 2 simple ways to add Leads and Cases:  Web-to-Lead and Web-to

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