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How to choose the best consulting company for your Salesforce project *in 3 simple steps*
(Inspired by George Gammon’s style of teaching macroeconomics in 3 simple steps in his YouTube videos) STEP #1 Go to the AppExchange and click the Consultants tab: https://appexchange.salesforce.com/consulting STEP #2 On the left side Filters: select your Country uncheck all Ratings except 5 stars uncheck Global Strategic (*) click Apply Filters STEP #3 On the top right…
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Trying to resolve the Travelling Salesman Problem in Salesforce
Below is a screen showing one attempt at finding the best route to visit several accounts using the Artificial Bee Colony algorithm. The best route is defined as the route with minimal total sum of the distances between accounts. In other words, the route to spent the least amount of time and gas. I am not sure…
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How to implement edit locking
When 2 users start editing the same record, the first user who saves the record wins, and the other user will lose the changes with an error message similar to “The record you were editing was modified by *someone* during your edit session. Please re-display the record before editing again.” This can be an inconvenience: if…
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Another trick: how to obtain a set from any field in a list – faster and without loops!
This is like the previous post about getting maps out of a list, but with the same trick applied for getting a set. In triggers, we usually code a loop like below to collect certain IDs in a set and later use the set in a query. … Set<String> acctIDSet = new Set<String>(); for( Contact aContact…
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Trick: How to obtain a map indexed by any field (not just ID) faster and without loops!
Often we query an object and need to create a map out of the list of records retrieved. The most straightforward way is to declare a Map<ID, sObject> and initialize it with a list resulting from a SOQL query. List<Account> acctList = [ SELECT ID, Name, AccountNumber FROM Account ]; Map<ID, Account> acctMapByID = new Map<ID, Account>( acctList…
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How to clone a custom object in Salesforce/Eclipse
This is how you can create a new custom object with the same fields as an existing custom object: 1) Download custom objects in Eclipse – right-click the project in the ‘Package Explorer’ window – in the popup menu, select ‘Force.com/Project Properties’ – in the properties window, select ‘Force.com/Project Contents’ – click ‘Add/Remove’, then make…
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How to emulate EXISTS clause in SOQL
Here is how to emulate the EXISTS clause in SOQL In the example below Education__c is a custom object that has a lookup field to Contact. Suppose you have a query that would be written like this: SELECT Id, Name FROM Contact cn WHERE EXISTS ( SELECT 1 FROM Education__c WHERE Contact__c = cn.Id )…
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My 1st little App Exchange: SOQL Query Tool
As a little exercise, I’ve created a small tool comprised of a VisualForce page/tab that allows system administrators to run ad-hoc SOQL (SOSL and aggregate queries) from within their applications and do mass update on every page of 100 records. Basically, it reproduces a little of the functionality of the DeveloperForce utility Mass Update Anything.…
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What is a Lead, Account, Contact, and Opportunity in salesforce.com?
What is a Lead, Account, Contact, and Opportunity in salesforce.com? Very concise definitions on the article linked below:http://info-logistics.com/2011/09/what-is-a-lead-account-contact-and-opportunity-in-salesforce-com/
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Comparing SalesForce with MicroSoft Dynamics xRM
MicroSoft Dynamics (xRM) SalesForce.com (SF) Design * offers more options during entity creation* to make changes to a field, it has to be deleted then recreated and if there are forms/views with that field, such dependencies have to be deleted first * easier to create entities (objects)* fields can be changed/deleted and all the related forms…