Thursday, 12 January 2017

AppExchange Test Drive prompting for username and password- Solved

Stock image of Volkswagen beetleAppExchange 'Test Drive' prompting for username and password - Solved

The Salesforce AppExchange has a very useful feature for any companies listing an App for sale. 

It's called Test Drive and allows you as the publisher of an app to set up and configure a demonstration environment for your app and then link it to your listing.

Wednesday, 30 November 2016

What permissions does the User Type LicenseManager have?

Who is the InstallHandler User?

After my recent post on using the PostInstall class to run Apex when a user installs a Salesforce package, I started wondering what type of user this class runs as.


Tuesday, 29 November 2016

CASESAFEID(Id) function

CASESAFEID(Id) Formula Function

I came across a new formula function today and just wanted to share it. 

Monday, 7 November 2016

How to populate a custom setting within a Salesforce package

How to populate a custom setting within a Salesforce package?

By default, Salesforce packages and change sets can only contain configuration, not data.

In this post, we explore how you can work around this.


Friday, 4 November 2016

Latest Tweets

Latest Twitter Posts

I recently found a post on the Twitter website about embedding Tweets in a website or blog and thought I'd give it a go.


Thursday, 20 October 2016

Mason Frank Salesforce Survey Results

Mason Frank Salesforce Survey Results

A while ago I wrote a post about the annual Mason Frank Salesforce survey. 

Well, the results are now in and I just wanted to share a couple of the highlights with you all.

You can download the full results yourself from Mason Frank via this link.

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.