Author Archives: greysalesforce

Excel Export in Salesforce

In one of our last posts “PDF Export in Salesforce“, we described how to download data in PDF format in Salesforce. Now we will be describing how to download data in excel format as promised in our previous blog. On the same pattern as PDF; contentType=”application/vnd.ms-excel#Export.xls” is the tag used to download the salesforce page… Read More: Excel Export in Salesforce »

Changing the date range in standard Salesforce Calendar

The Standard Salesforce calendar allows the user to select only a limited number of years from the dropdown list i.e. it shows limited years in the year dropdown. If the user wants to select the dates prior to the date or after the date available in the dropdown then he has to manually enter the… Read More: Changing the date range in standard Salesforce Calendar »

Get Key Prefix/Object id of Object in JavaScript

Few days back, while working on a project we needed to have a Key Prefix of our Object called Client__c in our JavaScript code for further processing. We didn’t want to hard code Key Prefix of Client__c. The reason is that when we deploy our package for different Organizations, Key Prefix would automatically get created.… Read More: Get Key Prefix/Object id of Object in JavaScript »

Mapping custom lead fields to standard contact fields

In one of our last posts  “Mapping custom lead fields in Salesforce”,  we described how we can use the standard salesforce functionality to transfer the custom lead field to custom opportunity field when converting a lead to an account-contact-opportunity [ACO]. Sometimes we may want to transfer the data that is in a custom lead field… Read More: Mapping custom lead fields to standard contact fields »

Assign custom object permissions to Standard User in Salesforce

One of the key tasks of Salesforce administrator is to assign custom object permissions to the standard Users in Salesforce. One can simply assign a user with administrator rights and can avoid the trouble of assigning privileges to different user groups. However, this would mean providing users with unrestricted access, which could potentially lead to… Read More: Assign custom object permissions to Standard User in Salesforce »