Converting Lookups to Master-Detail Relationships
…considerations that must receive attention. Salesforce doesn’t do a great job at documenting it but there are many things that can be affected by converting a lookup relationship to a…
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Configuring the “Assign using active assignment rules” checkbox
photo by Gamma Man There are certain behaviors in Salesforce that I classify as particularly pesky. Like the mosquito buzzing your ear while you sleep, kind of pesky. Invariably with…
Use a Custom Button to Pre-Populate Opportunity fields
…are: Lead Source, Lead Source Details, and Primary Campaign Source. By default, Salesforce will map Lead Source and select a Primary Campaign Source if an Opportunity is created through lead…
Debug Logs for the Non-Developer: Part 2
…according to Salesforce documentation, “is a discrete unit of work within a transaction.” Please see the following list for some examples: Workflow Triggers Validation rules Approval processes Web service calls…
How to Understand Sales Results: Dashboard Dynamism & Filters
The Salesforce Spring ’14 release is upon us, and includes a new feature related to Dashboard Filters (which I’ll discuss below) that reminded me how useful Dashboard filtering can be…
How to Import Questions and Replies into Chatter Answers
…customers are able to do this and you would like to migrate that data over to Chatter Answers in Salesforce. You’ve managed to configure Chatter Answers without issue, but how…
5 Steps to Import Knowledge Articles with Images
In order to import Knowledge Articles you must have the “Manage Articles,” “Manage Knowledge Article Import/Export,” and “Manage Salesforce Knowledge” permissions shown below. This can be found under Profile >…
How to Set a Background Image in VF Email Templates
We want our business emails to reflect the excellence of the work we do. Salesforce lets us customize emails through HTML and Visualforce templates, and we tweak these arrangements so…
Multi Currency Price Books
…problem. You can only see the products listed in USD. This has nothing to do with user error but is in fact a limitation within Salesforce. Salesforce is set up…
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…
Understanding “Cannot Specify Id” on Insert Exception
If you have ever received one of the following Exceptions from Salesforce when performing an insert or upsert read on for insight: Record ID: cannot specify Id in an insert call Insert failed. First…
Is Your Company Ready for CPQ?
…Salesforce implementation: Whether you’re already using Salesforce or you’re considering implementing a CPQ solution as part of a new Salesforce deployment, you’ll need to identify any configuration and customizations that…
How To: Create Your First Wave Analytics Dashboard
Wave Analytics is a Business Intelligence solution that works natively with Salesforce. “Native integration” means that it is super easy to get up and running with some cool dynamic dashboards, if you’re already using Salesforce!…