For Developers

  • Salesforce Lightning Picklist By Record Type
    February 11, 2019

    Lightning Picklist By Record Type

    The Backstory Enforcing record type visibility and field dependencies for picklist fields in a fully custom development context has been a struggle for a while now. With the addition of lightning:recordEditForm in Spring '18 release, that struggle was diminished sizably. There are still, though, times when lightning:recordEditForm simply can'

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  • 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

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  • Sales Path
    June 25, 2015

    Sales Path: Visualizing and Pacing Your Sales Process

    In an earlier post, CRM 101: The Sales Process, I had explained that in order to use a CRM effectively, you must nail down your sales process. Today I want to share how Salesforce breaks down the abstract concept of a sales process into clear steps that leads to a closed won deal. The Sales Path redesigns the Opportunity page on mobile de

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  • Tracking Stage or Statis changes
    May 4, 2015

    Tracking Stage or Status Changes in Salesforce

    Salesforce offers Field History Tracking on all Objects and also Stage History tracking on Opportunities, however at times we want to be able to measure the velocity of movement between stages or statuses and need to timestamp these changes. To compensate for this, you can easily track stage and status changes by creating workflows  rules

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  • Wherefore are thou Salesforce Picklist Field History
    April 8, 2015

    Wherefore art Thou Salesforce Picklist Field History?

    A client requested to update the picklist values for the Lead Source field on the Leads Object. They had a lovely spreadsheet of the picklist values they wanted to delete and the new picklist values they wanted to add. In addition, they wanted to migrate the old Lead Source value on the record to the custom Lead Source Detail text field. This

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  • SFDC Required Fields Help
    January 7, 2014

    Best Practices: Pros and Cons of Salesforce Required Fields

    The other day, one of my clients asked me about best practices for Required Fields in Essentially, they wanted to know what the difference is between choosing to require a Field upon creation versus requiring it on a Page Layout. This is not the first time I've been asked this question, and as I love all topics related to Sales

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  • September 10, 2013

    Use Salesforce Custom Summary Formulas to Track Target vs Actual?

    Is Salesforce's Forecasting functionality too frustrating or heavy for your Sales KPI needs, but you still need to report actual versus target sales results?  Don't want to purchase and install an app from the Appexchange to provide what feels like fundamental functionality? Well then, look no further than Salesforce's out-of-the-box custo

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  • August 27, 2013

    Time-Stamping Salesforce: Safeguard Your System Against Undocumented Edits

    Are certain areas of your instance accessed by multiple departments? Does your company struggle to keep track of field updates being made by your team? Here at OpFocus, consultants are often asked how Management can track changes being made in Long Text Fields: “Someone has entered a note to finance to delay billing for this

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  • July 23, 2013

    Multiple Currencies: Part II

    This is a continuation of a two part series on Multiple Currencies. After Joe's journey with Multiple Currencies, during which he was continually disappointed, he told his VP of Sales, Bob, that he didn't think it was worth it to implement Multiple Currencies. Bob assured him that his work was not for nothing and that they would take a look

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  • April 25, 2013

    Multiple Currencies in Salesforce

    This is the first part in a two-part series on Joe and Multiple Currencies. Joe is the Salesforce Administrator at United Salesforce Company. His company has Sales Reps all over the world and deals coming in equally from the Americas, Asia-Pacific, and Europe/Middle-East regions. So he decides to enable Multiple Currencies; he contacts Sal

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