Salesforce Lightning Experience Experts and Early Adopters

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While we were at Dreamforce 2015 this year, M&S was given the unique opportunity to see first hand the beautiful new UI released by Salesforce. The new “Lightning Experience” brings a much-needed refresh to the Out-of-Box UI that users of Salesforce have come to know and begrudgingly accept. With its fresh new look, powerful selling tools, and Salesforce1 Mobile readiness, Lightning is the next big enhancement for any CRM user. M&S has already begun enabling and implementing Lightning both internally and for our current Salesforce customers. Let us help you with your CRM needs and integrations, and take you on … Read More

Explore the Force.com platform with Trailhead

Explore the Force.com platform with Trailhead

Are you a Salesforce.com Administrator, Developer, Solution Architect, or Business Analyst? If you want to learn more about the Force.com platform, explore Trailhead. Trailhead is an innovative way to learn about the Force.com platform — whether you are new to the platform or want to dive deep, you can test your knowledge of the platform while earning points and badges to celebrate your achievements. There are about 18 different modules (as of Apr ’15) you can pick and choose from. Each module consists of different tutorials and challenges. Some important modules are listed below: Force.com Basics Formulas and Validations UI Customization … Read More

Creating Tasks from Apex in Salesforce

Creating Tasks from Apex in Salesforce

Tasks in Salesforce.com are a powerful tool that can help users and managers in the environment complete assignments associated to business processes. You can create tasks manually, through workflows, or custom Apex code. In this blog, we are going to show you how to create a task via Apex Code. When creating a new Task, you will need to include all required fields from the Task object. By default the Subject, OwnerId, Status, and WhatId fields are required, and will need to be included in the Task creation, along with any other fields your organization have marked as required. The … Read More

Record Naming Convention Trigger in Salesforce

Record Naming Convention Trigger in Salesforce

Out of the box Salesforce functionality does not allow for a naming convention on the Opportunity object. When creating an Opportunity, the user must enter a name for that Opportunity. If your business process requirements demand a set naming convention, asking the user to input a specific name every time is tedious and unreliable. In this post, we are going to show you how to implement a system generated naming convention, using fields found on the Opportunity object. You will need to agree upon which fields will comprise your naming convention based on your business process. Once you know which … Read More

Assigning Group User from Apex

Assigning Group User from Apex

Public Groups in Salesforce.com serve as a useful tool to share content in an environment with multiple users. In our projects at M&S, we have used public groups in a variety of capacities including assigning users to records based on record criteria. In this post, we’d like to show you the benefit of using public groups for users outside of the traditional Salesforce assignment. One useful aspect of Public Groups is that you can manipulate the group without effecting custom code. For example: If you have a line of code similar to the following: String userId = UserInfo.getUserId(); User u … Read More

Sending Emails from Apex

Sending Emails from Apex in Salesforce

Salesforce allows administrators to send emails based on workflow actions that are triggered within the environment. You can perform the same functionality utilizing Apex trigger code after you set your trigger logic. In this example we are going to send an email to an Account Owner once an Opportunity has been created for their Account. We will cover the following functionality: Querying the Account object for the Owner Querying for the required Email Template Establishing the email Sending the email   //list for emails List emails = new List(); //query email template object EmailTemplate et=[Select id from EmailTemplate where name=:’Hello … Read More

Storing Record IDs from a List View in Salesforce

Storing Record IDs from a List View in Salesforce

Built into Salesforce is the ability to add buttons onto List Views. This is an extremely helpful and powerful solution for updating records without needing to navigate onto the record detail page. In this blog post, I aim to cover how to implement selecting records to update, along with handling multiple record selections. Part 1: Storing and Passing IDs Salesforce provides built in syntax to capture the user selected record. In the button logic you will need to provide this piece of code: var oId= {!GETRECORDIDS($ObjectType.Object)}; This stores the user selected record Id into a variable which then can be … Read More

Salesforce Orders

Salesforce Orders brings Sales and Service processes closer to one another and bridges the GAP between Sales Cloud and Service Cloud.

Introduced in Spring ’14, Salesforce Orders create an agreement between your company and a customer to provision services or deliver products with a known quantity, price and time. Salesforce Orders brings Sales and Service processes closer to one another and bridges the GAP between Sales Cloud and Service Cloud. One can create Orders from Contracts and/or Accounts. Reduction Orders and Negative Quantity allows users to process returns and reduce services. After an order is created – Account and Contract fields on an Order cannot be modified. Orders follow the sharing model of it’s Account. Some considerations: Users must have the “Active Orders” … Read More