We might have certain records that are owned by users that have been made inactive for various reasons. Previously, it was only possible for the administrator to edit records that were owned by inactive users. Real-time, bi-directional, multi-company – Sage ERP Integration with Salesforce With the Salesforce Spring’15 release, it is now possible for other… Read More: Create or Edit Records Owned by Inactive Users »
The Salesforce Winter’15 release has provided some useful features for those using the Salesforce1 app. Salesforce 1 is the mobile app version of Salesforce. One of the features that has been provided in Winter’15 is the ability to convert leads on the Salesforce1 app. Now the sales reps can directly convert leads into accounts/contacts/opportunities using… Read More: Convert Leads on the fly »
We recently serviced a cable operator firm where we came across a very interesting requirement. There were some products that were always bundled together. So when they sell one product, there are some accessories that they sell by default along with it. In the work model presented by Salesforce currently, the salesperson has to add… Read More: Adding Bundled Products in Opportunity »
For one of our projects, we were adding some grouped products in the “Opportunity Products” object through our custom visualforce page. This seemed a very simple technical implementation. Though it would give us ‘NULL’ reference error when our custom page would try to insert the product records in the opportunity. However, it worked seamlessly for… Read More: Using Formula Fields in Triggers »
Salesforce provides a feature, using which users can directly convert Lead into Account-Contact-Opportunity [ACO]. Sometimes, user may have some custom fields in lead object and want information in this field to be transferred to ACO, once the lead has been converted. Most users simply create the same custom field of Lead in ACO and expect… Read More: Mapping Custom Lead Fields in Salesforce »
