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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  • Optimize Salesforce Forecasting & Rev Rec with Related Opps
    May 8, 2015

    Optimize Salesforce Forecasting & Revenue Recognition with Related Opps

    Sometimes when we are selling related deals within Salesforce it can be difficult to determine which Opportunities relate to one another when we are looking at the Account level. For organizations that experience this challenge an Opportunity hierarchy can be very helpful in tracking and forecasting multi-year deals or a contract’s total val

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  • How to Disable Creating Specific Types of Opportunities
    July 16, 2014

    How to Disable Creating Specific Types of Opportunities

    Have you ever run into a situation where you want users to be able to use multiple record types in a Salesforce object, but it should be illegal to create a new record that is not their default record type? Well, I have. Basically, there are 2 Opportunity record types: "Order" and "Renewal". The users should be able to create a new Opportun

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  • February 21, 2013

    The Web Isn’t Flat, Why Should Opportunity Teams Be?

    There is no “I” in a sales team. Teams are a fact of life. What is a company, but one big team working towards a common goal?  Many companies rely on its sales reps to work together on closing a deal. Likewise, sales reps rely on the knowledge and cooperation of team members to win an Opportunity. Teams give us recognition for working

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  • April 20, 2012

    Opportunity Assignment Rules in via Apex & Imagination

    Wouldn’t it be great if we could assign Opportunities to users in the same way we assign Leads and Cases, using an easily-configurable Assignment Rule? Unfortunately, “out of the box” Salesforce doesn’t allow this. However, if you think out of the box, you can make it happen. The trick is to use a little imagination. Pretend that yo

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  • February 16, 2012

    Coaching Your Sales Team in – Demand What’s Next

    One of the best, and least utilized, OOTB (Out-Of-The-Box) features within is the Next Step field on Opportunities.  It asks each Opportunity Owner for a simple phrase or sentence that identifies what is the next step in closing the deal.  In coaching Sales reps, we love to see the Next Step field displayed on all Views and Re

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