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Sales Cloud or Service Cloud?

How to decide between Sales Cloud and Service Cloud? When is it a good idea to implement services into Sales Cloud, or vice versa? Nowadays, applying the Case Management belongs to one of the most important tasks in CRM Environmnent. Salesforce offers three different environments  for implementation of classic Case Management System. In this article [...]

February 20th, 2017|Knowledge|0 Comments

“Closed” Status in Case Status Field

How to show "closed" status in case status field. There are deafult three possible Case Status picklist values in Salesforce: New Working Escalated If you need to include “Closed” Case status in Case Status Field, go to: Setup → Customize → Case → Support Settings Click Edit and enable “Show Closed Statuses in Case Status [...]

February 14th, 2017|Salesforce Settings|0 Comments

How to open/export data from H2 Java Database

As you may know, there are several platforms, not only Salesforce.com platform, where your clients could store and manage important data. One of the many database systems, where the data can be stored, is H2 Java Database. So, what would you do if your client decide to use Salesforce.com instead and would like to migrate [...]

January 24th, 2017|Tools|0 Comments

Show status/progress via image

One day we received the request: “Would it be possible to see the status of task via image?” In fact, the image is always better recognizable then the text. But, how can we show the image on the page layout? There are 3 options in Salesforce.com Create visualforce page which will be the copy of [...]

January 12th, 2017|Salesforce Settings|0 Comments

Maximum debug log size reached – solution

Every developer needs debug code, because it’s the easiest way how to search for the issues in code. But with big Salesforce organisations, new issue arises during debugging. Salesforce allows only 2 MB of debug log. This limit can be easy reached when you have few triggers which are executed together. So how can you [...]

January 4th, 2017|Apex|0 Comments

Steps to clean up the code

From time to time you will be faced with the need to clean up the code and, as a part of this process, it can happen that you decide to delete obsolete apex classes. Not a big deal, is it? But what will you do if the apex class is a batch class? The batch [...]

January 4th, 2017|Apex|0 Comments

Salesforce NPSP (Non Profit Starter Pack)

Salesforce NPSP (Non Profit Starter Pack) Sign in for your Trial: http://www.salesforce.org/start-trial/ Accounts are Organizations or Households which contain one or more related Contacts (Donors). Each Household has one Primary Contact, Address information, Donation Information and Membership Information. Contacts are donors which are usually related to Household. If Household doesn’t exist, Salesforce automatically create New [...]

December 6th, 2016|Knowledge|1 Comment

How to setup Forecasting in Salesforce

Collaborative forecasting is set as default in Salesforce.com. When you set up Collaborative Forecasts, you:   Enable forecast users   From Setup, click Manage Users → Users. For each user you want to enable, click Edit. Under General Information, select Allow Forecasting. Click Save.   Define your role hierarchy   Define your forecast hierarchy - [...]

December 6th, 2016|Salesforce Settings|0 Comments

How to enable Person Account in Salesforce

When you do business with individual consumers, you can use Person Accounts. Person accounts are applicable to organizations that operate on a business-to-consumer model. These are all the Salesforce requirements for enabling Person Accounts in an Org. If you want to enable Person Account in Salesforce, you need to set up a Business Account Record [...]

November 16th, 2016|Salesforce Settings|0 Comments

View State size and limits

View State is snapshot of values in form, values from controller and the component tree of elements, which associate with variables. In the previous article we discussed how we can look at it directly in your visualforce page. Now, let's introduce the limits for this view state. Salesforce allows Visualforce pages to have a maximum view [...]

November 9th, 2016|Knowledge|0 Comments