Archive for ‘Dabbling Dev’

February 21, 2014

Got time?

We’ve all seen the trend. There is a hunger for analytics, and it’s only growing day by day. One of my favorite things about Salesforce is that they help us all to stay on top of that demand, and provide that valuable data back to our constituents. (Don’t agree that Salesforce is committed to analytics? Check out all the goodness coming in Spring 14 & then we can talk.)

clock

One of the requests I hear over and over, with companies I’ve work for & as questions that get raised in User Groups or the Answers Boards, is around time-stamping records. As recently as two weeks ago, I had someone ask about the best way to capture when a lead hits or passes a stage. This is a classic example, but the answer is the same for anything similar.

First, create your Date/Time field (or, if you only care about data-stamping, then a straight-up Date field will work). To help everyone understand when this field is, I would suggestion including ‘Timestamp’ in the name of the field & always add in some help text. (Alternatively, if these data points will only be used in aggregate, consider leaving it off the page layout altogether.)

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January 10, 2014

Small but Mighty

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OK, so maybe a small group of citizens doesn’t apply here. But what about a small group of fields? Oh perhaps even just one simple field.

This is a field that I’ve added to many orgs that I’ve worked with, and shared with even more admins who have added it to theirs as well. It’s a field that several Salesforce MVPs have their own twist on. A field that when I tell folks about it, I get some pretty amazing reactions, especially for companies that have high-touch processes. And I can’t believe that it took me 4 years of working with Salesforce before I thought to make this field – and once you hear it, I bet that you will think that same thing.

So what’s the field? A time-zone formula field for Leads, Contacts and Accounts (and really, any other object you what to throw it on). Now you want the formula, right?

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July 12, 2013

Can you describe that for me?

Happy Friday readers! Apologies for last week. I forgot to let you know that FBtF was taking a holiday for a long July 4th weekend. We had some great weather & enjoyed time in the sun. We are back now, and a new Friday brings another blog post, and this is one that I’ve been wanting to write for awhile.

As the long-time readers will know, my first job working with Salesforce was a bit like the wild, wild West. We didn’t use a sandbox to test changes. Trying out new features (like validation rules) were trial-and-error. And we didn’t use the description fields. 

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May 11, 2012

If I had a [free] hammer…

With it’s very own version of an app store (the AppExchange), there are thousands of tools out there to augment your admin skills & add to your tool box. There is absolutely no way I could cover them all in one post, but this will be my first in “If I had a Hammer” series.

I’m going to kick things off with everyone’s favorite kind of apps – free ones! Not just free in terms of cost, but these are all Aloha apps, meaning they will not count toward your tab limits – awesome news for folks not on Unlimited Edition (that’s most of you). Ok, let’s go!

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December 16, 2011

It’s about time

The title of this post really refers to two things. First, the fact that I’ve taken a few weeks off from blogging (mental holiday), and it’s about time that I get back into my weekly posts. And secondly, the actual content for today’s post, which is one of my most tactical posts; this one deals with time stamping. And really, the idea for this post came about when a co-worker was looking at some a timestamp function that I had created & assumed it was done via a trigger, and asked if I could re-create it for him on another object. But in reality, all I did was use formulas and workflow rules creatively – just another lesson learned on the path to dabbling dev.

What this co-worker wanted to do was timestamp when a case was taken out of a queue. Seems pretty simple, and it is with just one formula field,  one date/time field, one workflow rule and one field update.

First, the formula field:

The date/time field is just a standard one.

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