OpFocus

Salesforce IDs – A Riddle Solved with CASESAFEID()

MJ Kahn — Sun, 13 May 2012 00:57:45 +0000

Here’s a riddle: When is a Salesforce ID not a Salesforce ID? Answer: when you’re comparing 15-character and 18-character versions of the same ID. Originally, all Salesforce IDs were 15-characters and case-sensitive. You could have IDs like 001C000000o4OOI and 001C000000o4Ooi, where the only difference between the IDs is upper and lower case, and they’d reflect [...]

Salesforce.com Analytic Snapshots – Trends to Run Your Business By

David Carnes — Fri, 11 May 2012 06:02:41 +0000

Trend Reports are invaluable to any business executive needing to make decisions on the health of their business. Salesforce.com supports reporting on trends over time in a few ways, the strongest of which is Analytic Snapshots. Analytic Snapshots are available in Professional, Enterprise, Unlimited, and Developer Editions, with increasing amount of control over when snapshots [...]

Custom Settings vs. Custom Objects in Salesforce.com

MJ Kahn — Tue, 08 May 2012 13:25:11 +0000

Custom Settings arrived on the scene in Winter ‘10 with very little fanfare, and they haven’t generated much excitement since then. In our travels as consultants, we at OpFocus don’t see them used very often, and it’s a shame, as they have some really useful features. In this article, we’ll explain why Custom Settings can [...]

Email to Salesforce – Overview of a Top 3 Productivity Feature

David Carnes — Fri, 04 May 2012 21:27:19 +0000

One of my favorite features in Salesforce.com is Email to Salesforce. It allows Users to send an email from their preferred mail client, BCC a unique email address, and have that email copied into Salesforce and associated with a Lead or Contact, Account and open Opportunity. It even supports file attachments being copied into Salesforce! [...]

Opportunity Assignment Rules in Salesforce.com via Apex & Imagination

MJ Kahn — Fri, 20 Apr 2012 12:42:57 +0000

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. [...]