Updates from August, 2010 Toggle Comment Threads | Keyboard Shortcuts

  • Kevin 3:12 pm on August 30, 2010 Permalink | Reply  

    What will YOU build on Force.com? 

    Don’t get me wrong…Salesforce.com’s “Sales Cloud” and “Service Cloud” are top-notch. But I’m a developer, so I’m all about the Custom Cloud. If you’re just tuning in, Custom Cloud represents the Force.com development platform that makes the rest of Salesforce.com hum. With it, you can customize Salesforce.com to your heart’s content. Or, you can build brand new applications that have nothing to do with sales or customer service.

    So… what to do with this readily available platform? After all, if you’re a Salesforce.com customer (EE or higher), you already own it. I’ve never had a client that didn’t have an application wishlist, but I’m here to offer 8 ideas to get those creative juices flowing.

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  • Kevin 1:57 pm on August 25, 2010 Permalink | Reply  

    Dreamforce Starts Now With Chatter 

    I’ve been to my fair share of tradeshows. Usually they’re pretty good: sessions are informative, food is ok, drinks are free, and I walk away with a handful of new connections in that industry (and a bag full of schwag that the kids can divvy up when I get home). This year is my first trip to Dreamforce (not for lack of trying in previous years) and already I can tell:

    Dreamforce is different.


    Last year’s Dreamforce announced Chatter…a social network that runs inside the enterprise. Less than a year later, Salesforce is using that same tool to dramatically change the tradeshow experience. Within the Dreamforce registration portal, users will find a new Chatter instance dedicated to conference attendees. I can start connecting with other users right now… to share our background, interests, and goals for the week. I uploaded my photo so that people might recognize me and start a conversation (I might have to wear my orange hat). And, I can follow groups and individual sessions to learn who else will be there and what they want to learn.

    Suddenly, Dreamforce is not a 4 day conference in December where 16,000+ people watch a keynote, attend sessions, network, and party celebrate. (well, it IS still all of that…don’t panic). Now it’s a gathering of community members that have been talking long before day one. We’re not walking around looking to shake hands with anyone who will shake back. We’re seeking out colleagues with similar interests for that first face-to-face meeting. We’re not walking into a session with no prior knowledge about what it will cover and who else will be there. We’ll have been talking about it for weeks…months even!

    That’s different. That’s cool!

    If you’re signing up for Dreamforce now, make sure to fill out your Chatter profile and start talking. If you’ve already registered, go back in and get started. Every new discussion benefits the entire Dreamforce experience.

    Look me up once you’re in there and let’s connect.

    Oh…and for you exhibitors…you could disclose your schwag now (via Chatter) so I can get my kids’ order up front….just sayin’.

     
  • Serious Kevin 7:05 am on August 24, 2010 Permalink | Reply  

    Mad Money’s Jim Cramer: Salesforce.com Fanboy 

    You’ve got several considerations when selecting a cloud computing solution: price, features, expandability, and company stability. I can talk all day long about features and expandability…I’ll leave it up to Jim to make the case for company stability.

    Notice there’s no talk of VC Funding or profitability in X years. Salesforce.com is growing their customer base, innovating like no other company its size, and they’re making money.

    My take:  a solid investment choice equates to a sound choice for your business computing needs. 82,400 other businesses would probably agree.

     
  • Kevin 3:01 pm on August 19, 2010 Permalink | Reply  

    Solving Simple Problems. Envelopes Using Visualforce 

    If there’s one thing I hate, it’s snail mail. Just the printing, the folding, the licking, the pressing…arrrgh. Hate it.

    The one thing I did fix…the envelope printing process. I could either use a label printer (don’t have one), print on a label sheet (but I only need one), or I could print the envelope using MS Word (I did this for years…I also used to use a pay phone).

    All my contact information (name, address, etc) was in Salesforce. I just wanted a button on the Contact screen that would popup an envelope in PDF format. So I built it…and OMG it was easy.

    All you’re going to need is a Visualforce page, a CSS stylesheet uploaded as a static resource, and a custom button on the Contact object.


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    • ThomasT 11:56 am on August 23, 2010 Permalink | Reply

      Very cool, thanks for sharing!
      You VF code is not showing up, though, even wrapped in pre and code tags. Have to view source to get the VF tagged code. Tried Chrome, FF, and IE.

      • Kevin 12:07 pm on August 23, 2010 Permalink | Reply

        Gah! Thanks for the heads up! I fixed a typo earlier using my iPad and I think it messed up the code section. Love my iPad, but I need to respect its boundaries. Take another look and let me know if you still have problems.

    • Ingo 11:24 pm on August 25, 2010 Permalink | Reply

      Just a suggestion: You might consider using inch instead of pixel to define a margin or a position. Pixel is used for screens, while a pdf renderer has to transform the amount of pixel to a inch-value based on its internal “pixel/inch” ratio. However this ratio might change with an update of the pdf renderer.

      In case someone wants to include its company logo: you can also use inch (or cm) to define the width and height of an image in a VF pdf. When using pixel for width/height, the images get way to big.

  • Kevin 2:58 pm on August 13, 2010 Permalink | Reply  

    Summarizing Salesforce fields with Triggers 

    Roll Up Summary fields are a Salesforce Admin’s best friend. But they’re only available on Master-Detail relationships. Understandable, but what to do when you need a summary of data when the master-detail relationship isn’t there? Triggers to the rescue In this example, I’ll be counting the number of activities related to an Opportunity. This one’s for you @Amber9904.

    This example is a bit trickier since activities are made up of Tasks and Events…so we need to deal with each one. To do this, we’ll create 3 elements:

    • A class called OpportunityActivityCount
    • A Trigger on Task that fires After Insert, After Update, After Delete, and After Undelete
    • A Trigger on Event that fires After Insert, After Update, After Delete, and After Undelete

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    • Amber Neill 6:15 am on August 14, 2010 Permalink | Reply

      Kevin,
      You, sir, are a hero! This is exactly what I needed! And with all those comments, I should do ok modifying for Cases as well!
      Where shall I send your cookies?
      Thanks again!
      Amber (amber9904)

    • Steve Andersen 7:50 am on August 17, 2010 Permalink | Reply

      Nice example! Nonprofits have long cared about how Opportunities roll up to Contacts through Contact Role, but of course you can’t do that via a Rollup Summary Field. Check out the Nonprofit Starter Pack’s open source code for some seriously intense Opportunity Rollups:

      http://code.google.com/p/npsp/source/browse/households/trunk/src/classes/OpportunityRollups.cls

      This code was originially written by the good folks at http://groundwire.org and they helped us migrate it into the Nonprofit Starter Pack’s next release. You get count of Opps, Biggest Opp, Average Opp, Smallest Opp. Last Date, First Date, Opp totals YTD and two preivous years. You can also call out one Opp record type and have those rollup separately with all the same stats. Feel free to use it if you ever have a need!

    • Jimmy 8:14 pm on August 27, 2010 Permalink | Reply

      Hi Kevin, I was trying to create the Class portion by copying and pasting and recieved the following error message: Error: Compile Error: Illegal assignment from Integer to String at line 22 column 21…. As i’m not a developer, i’m not sure how to fix this, can you advise.

      Thanks,
      Jimmy

      • Kevin 8:20 pm on August 27, 2010 Permalink | Reply

        Hi Jimmy
        Take a look at your activity_count__c field on the Opportunity table.
        Did you create it as a numeric field with 0 decimals?
        I’m wondering if you set it up as a string instead?

    • Jimmy 3:17 pm on August 30, 2010 Permalink | Reply

      Thanks Kevin it’s working, I told you I wasn’t a developer, Strings vs. Integers, I’ll figure it out someday but for now I have to rely on Hero’s like you as Amber states.

      Thanks again

      • Kevin 3:18 pm on August 30, 2010 Permalink | Reply

        Fantastic! Glad it worked for you.

    • @forceDotMom 1:45 pm on September 1, 2010 Permalink | Reply

      Oh.my.goodness!! I can not wait to try this out! Unfortunately I am a little busy today, but I have been wanting this for sooooo long. I am totally bringing you cookies at Dreamforce.

  • Kevin 10:09 am on July 16, 2010 Permalink | Reply
    Tags: Force.com,   

    Software Build vs. Buy…a Third Option 

    Build vs BuyAs an IT consultant and software developer, no initial client meeting would be complete without the question, “Do we need to custom-build this thing or can we buy off-the-shelf?” Fellow tweet @darthgarry pointed out a great article about a project that objectively compared the two options. In that case, off-the-shelf was the hands-down winner. I answer the question by evaluating the level of innovation for the customer’s designed solution and the market maturity in that space. I would never build a customer relationship application or accounting package (at least, not anymore) but I would consider it for a new, innovative process that the client has designed to improve productivity (sorry that’s so vague).

    Enter Option #3. Salesforce.com and the Force.com development platform grant another choice: subscribe to their service and all the great features within, and use custom configuration and development to fill in the gaps. Configuration options in off-the-shelf software are nothing new, but Salesforce.com takes it to a new level: custom fields and data tables with zero programming, customized page layouts via a drag-and-drop administrative screen, and/or entirely custom user interfaces and application logic using Visualforce and Apex programming.

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  • Serious Kevin 7:03 am on October 7, 2009 Permalink | Reply  

    Salesforce.com’s Marc Benioff on Mad Money 

    Marc B makes his third trip back to Mad Money…and this time, he brought a demo!




     
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