Tuesday, 25 August 2015

Dialler Issues: A Custom Button to the Rescue

Problem

Sometimes the simplest solution in Salesforce can really be the best.

I was recently working with some custom software that created Dial Lists within Salesforce for a caller to navigate through.

For example, the person would start at Call 1, make the call, navigate to Call 2 and so on.


Thursday, 13 August 2015

Javascript and Visualforce to build dynamic Table - Part Deux

Problem

I recently worked on a Force.com app that generated a list of timed activities for their employees.

These times were displayed in a bar chart running from 09:00 to 17:00 across the day. So, for Employee A you might see a record like the one below visualising a day's activity.

Agent timeline
This graphic was great but quickly built up and could be occasionally hard to follow. One client asked for both this graphic table and a simpler table to follow each activity.


Wednesday, 12 August 2015

Javascript and Visualforce to build dynamic Table

Using JavaScript to dynamically render HTML Table within a Visualforce page


 Introduction

A customer recently asked for a nicer representation of a text field in their Salseforce page. This text field was an activity log for their employees and was being saved as a long text string within Salesforce with the | or "Pipe" character serving as the seperator between each row.

Here's an example of a single day's activity.
03121Ready:0|03121Busy Inbound:45|03166Wrap Up (Auto):13|03179Ready:1|03180Busy Inbound:8|03188Ready:0|03188Busy Inbound:91|03279Wrap Up (Auto):3|03282Busy Inbound:22|03304Wrap Up (Auto):4|03308Ready:1|03309Busy Inbound:12|03321Wrap Up (Auto):52|03373Custom State 320:418|03791Logged Out:25009|28800Logged Out:86400|


Saturday, 8 August 2015

Workflow and Formula fun

Workflow to Copy Phone field Values as Number

I was recently working on an integration with a Computer Telephony Integration (CTI) piece of Software.

The customer wanted a flow where a customer would call in, enter a series of digits (in this case their telephone number) and then when the call was answered Salesforce would display the matching record to the agent answering the call.



Formula checks that the Routing Number field is blank or whether the Phone number has changed

Wednesday, 5 August 2015

Trigger with Custom States - text manipulation

Trigger with Custom States


I've written about this text manipulation requirement before in previous blogs, but most recently I've had to replicate the Trigger for multiple clients.

To help with this, I've revisited the code and have started using Custom Settings to store some of the detail and make the Trigger more easily customisable.

Utilising Custom Settings had great promise, it was a good learning curve for me as well to work out how to create the Custom Settings within the Test Class to ensure coverage.

Tuesday, 4 August 2015

Cloning records in Salesforce

7 ways (at least) to Clone records in Salesforce 

I had a call from a customer last week asking me to look into an issue. The reported problem was that the "Clone" button in Salesforce was no longer working correctly for them.

This surprised me as the Clone function in Salesforce is completely standard, and to my knowledge I had not made any customisations to it.

After digging into this further I learnt a lot more about the Salesforce.com Clone function.