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Activity Contact Lookup Override

By Bryan Leboff I recently asked a good friend of mine what was his number one issue with Salesforce and without hesitation he responded with the fact that you cannot filter the contacts on a task that you were creating by the account you were creating it on. “Nonsense!”, I said, “Lookup filters should work… Read More

Appirio     @appirio
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Password Protect PDF Docs in Salesforce using Heroku

By Ankit Kumar Goyal and Neeraj Gupta One of our clients had a requirement to send monthly invoice statements to their customers. The statements are generated in Apex as pdf documents. For an extra layer of security, we wanted to have these monthly statements password protected. Unfortunately, we could not find a native solution that could… Read More

Appirio     @appirio
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Real World Experience with Salesforce1 Heroku Connect

Today Heroku announced the general availability of Salesforce1 Heroku Connect. Heroku Connect makes it easy to build customer-facing applications that leverage your existing Salesforce data. Behind the scenes, the Heroku Connect database sync service and new API tools give developers and IT organizations the best of both worlds. Web application developers can use the tools… Read More

Jeff Douglas     @jeffdonthemic
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Updating a Record When Viewed using Standard Page Layout

I recently had a scenario where I wanted to track the last time a Lead record was viewed in Salesforce for auditing purposes. I added a simple Last_Viewed__c date field to the Lead object and then set about updating it every time the record was displayed in the standard page layout. I poked around the… Read More

Jeff Douglas     @jeffdonthemic

Spring Training Episode 3: Salesforce Reports and Dashboards

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One of the best things about Salesforce is the ease with which data in the system can be represented in useful reports and dashboards. This is a feature that can turn an ordinary system administrator into an MVP to executives who rely on good information to make decisions. In this edition of our “Spring Training”… Read More

John Gorup     @appiriojohn
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Spring Training Episode 2: Salesforce Workflow and Validation Rules

baseball mit

Last week we started a blog series about taking time to focus on the fundamentals of Salesforce. We began with adding fields to custom objects, and this week we shift to two of the most widely-used features in Salesforce: Workflow and Validation Rules.  The beauty of these two features is that they give you a… Read More

John Gorup     @appiriojohn
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Salesforce Admin Hack Series: User Object

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As Admins, we all use the User object right? So why not “hack” it up??  Michael Farrington and I return with another installment in the Salesforce Admin Hack Series. This time we hack the User object with what we believe are some very useful “hacks”. Hopefully you will find great value in them! As a quick… Read More

Jarrod Kingston     @jarrodmichael

Spring Training: Working with Custom Fields in Salesforce

spring-training

Sports fans know this time of year as the Baseball Spring Training season. This is when ballplayers from the thirty Major League teams escape the cold weather and gather in Arizona and Florida to prepare for the long season ahead. All the players have been honing their skills since childhood - still, they use this time… Read More

John Gorup     @appiriojohn

Point to point integration tips for Salesforce

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By Mauricio Desiderio Salesforce is an awesome piece of software. It is amazingly extensible and configurable, and I have seen people do amazing thing with it. All of this extensibility and ease of use can be deceiving though, because unlike people's imaginations, there are some technical limitations. These limitations make it very difficult, or some… Read More

Appirio     @appirio

Two New Google Calendar Features to Make Meetings Easier

google calendar

By Anne Frances Durfee New features in Google Calendar make it easier for you to organize meetings with your coworkers and clients. Google Calendar now maps your meeting location and allows you to name your virtual Hangout. Map Your Meeting Location Planning to meet your client at a local restaurant? Going to an offsite conference? Google… Read More

Appirio     @appirio
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