Thursday, 29 September 2016

Changing the Approval Assignment Email Template dynamically within Approval Processes

Changing the Approval Assignment Email Template dynamically within Approval Processes

Approval Processes in Salesforce are a great Administrator resource. They allow you to dynamically route an Account, Opportunity, or any Custom Object through for Approval from One or Many people. 

Approval Steps can create Tasks, send Emails, and perform Field Updates on your records as they move through the process.

If you haven't used them before, I'd recommend you check out the Salesforce Trailhead module on Automation.

Wednesday, 28 September 2016

How to count Activities/Tasks for a record

How to count Activities/Tasks for a record


A few months ago, I posted some Apex that counted and summarised the number of Tasks associated to your Opportunity/Account/Contact/Lead et cetera.

You can visit the old post by clicking this link.

When this class ran you would have a new field visible on your Object page showing you how many activities were logged against it.

Opportunity Screen showing new All Tasks count (bottom right)


Monday, 26 September 2016

A Validation Rule to make text read-only

A Validation Rule to make text read-only

For this scenario, I needed to set something up in Salesforce to prevent a user for editing their comments after they had submitted a record.

The solution required a validation rule.


Thursday, 8 September 2016

Trends in the Salesforce Job Market


Trends in the Salesforce Job Market


Following on from my earlier post about the Salesforce Salary Survey that Mason Frank runs each year, I wanted to share some of the results from 2015. 

It will be interesting to see what comes out of the 2016 survey.

A Salesforce App is for life... Not just for Christmas

A Salesforce App is for life... (not just for Christmas)

In this post, I'll run through a few of the considerations you might want to consider before installing a new Salesforce app.

Monday, 5 September 2016

Mason Frank Salesforce Survey

The Annual Mason Frank Salesforce Survey


For the past 3 years, the Salesforce recruitment agency Mason Frank has been running an annual survey of Salesforce professionals.

Now that there is 3 years worth of data there are some really interesting trends emerging about the Salesforce jobs market (I'll do another post on those).

I like the fact that each participant gets a copy of their findings automatically via email when the survey is complete, and to top that off there's a prize draw for an apple watch this year.

If you'd like to complete this year's survey click here.