How to Display All Records in a Lookup Search in Salesforce

Danie ZhengProblem Solved, Salesforce, Technical TipsLeave a Comment

salesforce wallpaper

Problem: What does someone do when they do not know all the possible values are for a lookup, considering it requires a few characters before it searches, even if it only has 4 values in the lookup? Solution: Follow the steps below to accomplish displaying all available records in a lookup search. 1. Create a lookup relationship to the object you are trying to search   2. Create a text field on the parent object with a default value of ‘All’ 3. (Optional) Remove the new text field from the page layout so the user can’t see it. 4. To … Read More

M&S is Now a SUSE Gold Partner – Press Release

Danie ZhengIndustry Trends, News and Updates, OfferingsLeave a Comment

M&S Consulting is proud to announce that we are now a SUSE (and Rancher) Gold Partner! SUSE has been around for more than 28 years and is the world’s largest independent open source company. SUSE provides a range of solutions, including open source products and enterprise support for a range of Linux distributions, cloud solutions, container orchestration (with Rancher), high-performance computing, SAP, storage, and edge computing.  In December of 2020, SUSE completed the acquisition of Rancher Labs, a market leader in Kubernetes management and container orchestration. This acquisition, as well as SUSE’s collaboration with a broad open source community, brings … Read More

Improving the Process and Technology of License Management

Danie ZhengOfferings, Problem Solved, Project Management, Technical TipsLeave a Comment

A large government agency was struggling to effectively track the acquisition and renewal of software licensing. Due to employee turnover and the infrequency of licensing review, there was not a consistent record for licenses purchased across the various organizations. The de facto process, unfortunately, consisted of emails and shared spreadsheets spread out among various stakeholders, with no consistency in price verification, expiration dates, or a common approach to vendor management. This process resulted in wasted effort, frequent requests for license extensions, and, in the worst cases, schedule and cost impacts due to production software deactivation when licenses expired. Our team … Read More