When I was a new Salesforce.com admin, struggling on my own to figure out the ins and outs of the platform, one of the topics that vexed me the most was record and object security. It took me a long time before I fully understood "who sees what" in Salesforce.
The other day, I was asked to find a solution for our field reps that would simplify the process of adding a completed task to their activities when they visited one of our retail stores. We keep our retail locations in Salesforce.com as contacts under a master account, which is shared with all users […]
As we move into the new year, and I look back on what I did & didn’t accomplish in 2013, the following list is what I plan to make happen in 2014. Some may say they sound a lot like resolutions. I prefer to call them professional goals, since resolutions are meant to be […]
When using a CASE() statement to find the last day of the month in Apex code, I’ve seen a lot of developers — both newbie & experienced coders alike — test for every month, when really all that needs to be tested are the shorter months, defaulting to 31 for the rest. This is a better Apex CASE statement that’s easier to read.