Posts tagged ‘learning Salesforce’

January 10, 2014

Small but Mighty

just-say-never-doubt-for-all-condition-margaret-mead-quotes-margaret-mead-quotes-never-doubt-936x936

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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November 15, 2013

Flashback Friday

As we make our way to San Francisco for Dreamforce – the pilgrimage of Salesforce Admins and Developers – I thought a great way to wrap up the week would be to do a bit of a Dreamforce flashback.

Dreamforce Badges

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August 16, 2013

I Have Another Bad Field-ing

If you read my last post, you know all the reason why I dislike using the checkbox. And after that whole rant, you may be thinking what could be worse than the checkbox? If you’re a seasoned admin, you already know the answer. The dreaded multi-select picklist.

Now I’ll be honest, at first, I thought these were the greatest fields. They can hold a lot of data, reducing the number of fields on a page. Logically, they make sense to use when categorizing information such as the modules a customer purchases or languages spoken by a contact. The problems come when you start wanting to do more.

To start with, reporting on a multi-select picklist is a nightmare. Trying to write a filter that includes a multi-select picklist is frustrating at best, and more often much worse. Good luck trying to sort by them, or heaven forbid you Screen Shot 2013-08-16 at 9.47.33 AMwant to make a chart plotting counts of each of the values. Instead of splitting the count, you end up with variations of every possible combination and your chart is completely meaningless.

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August 2, 2013

Have a Bad Field-ing

Apparently what I really have is a bad pun problem (see – the title of this post). But what I also have is a dislike for some of the field types in Salesforce. checks

There is one field type that I hate above all other. And secretly, I think the more disdain I have for the field, the more requests I get from people to use it. What field is it? The checkbox. Now, I should clarify because the idea of a binary data point is actually a great one, and I am in full support of it. But the problem with the checkbox is the assumption of data. Too often people want to use checkboxes in situation where you shouldn’t because of the implications of an unchecked box.

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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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