Tag: Salesforce CRM
What can Manage Users permission do? - Story From: Popular Ideas
May 1st, 2012, Comments Off
I had a question come up yesterday regarding what the Manage Users permission on a profile actually enables a user to do. It turns out that it allows a user to do a lot of things and should only be given to a select few users in any org.If a subset of…
The Quick Email Button - Story From: Popular Ideas
April 30th, 2012, Comments Off
…or, mastering the black art of URL hacking the email page.
Sending an email from Salesforce.com can be a clicky operation. You dig around for the Send An Email button, click it, click Select Template, find your template and click it, maybe type …
The Service Cloud Console – Working with Buttons and Links - Story From: Popular Ideas
April 20th, 2012, Comments Off
Many folks have reached out to me asking about the behavior of custom buttons in the Service Cloud Console. While there is no automatic translation of behavior for these buttons in the Console , it can be done. For example, clicking on a button to ope…
Formula For The Email-To-Case Thread Id - Story From: Popular Ideas
April 17th, 2012, Comments Off
The following formula pasted verbatim into a custom formula field on Case will produce the thread id that Email To Case uses:"[ ref:" & LEFT( $Organization.Id , 4) & IF (MID ($Organization.Id, 5, 1) <> "0", RIGHT($Or…
The Contention-Proof Accept Button Code - Story From: Popular Ideas
April 11th, 2012, Comments Off
{!REQUIRESCRIPT("/soap/ajax/13.0/connection.js")}var records = {!GETRECORDIDS($ObjectType.Case)};var userId = "{!$User.Id}";if (records[0] == null){ alert("Please select at least one case")} else { //Get more info on the c…
Assigning Cases According To The Email Address From Which They Originated - Story From: Popular Ideas
March 12th, 2012, Comments Off
A customer asked an interesting question recently, which was:I have multiple email addresses that correspond to different divisions of my company. How do I assign cases to these various divisions according to which email address the original email arri…
A Round of Applause to our Salesforce MVPs - Story From: Popular Ideas
February 17th, 2012, Comments Off
At Dreamforce 2010 we launched the Salesforce MVP™ program. This program recognizes exceptional individuals from the Salesforce Community & Social Media channels for their leadership, knowledge, and ongoing contributions. They are the ones t…
PRM Learning Center - Story From: Popular Ideas
February 6th, 2012, Comments Off
The PRM team has put together a collection of training and instructional content to answer common customer questions and teach Salesforce.com admins how to make common Partner Portal and Salesforce to Salesforce configurations.
PARTNER PORTAL – Get…
What Cloud Apps are of Most Interest to Salesforce.com Customers? - Story From: Popular Ideas
February 6th, 2012, Comments Off
Global salesforce.com customers spoke out in a recent survey about the types of applications they are hoping to run in the Cloud. If you are a Developer or ISV looking to create a new cloud app, then check out the graphic below to see which horizontal …
Service Cloud Basics: Auto-Response Rules - Story From: Popular Ideas
January 30th, 2012, Comments Off
Every now and then I like to use this blog to take our readers back to basics and visit parts of the Salesforce.com application that they may have overlooked. Today's topic is none other than good old Auto-Response Rules.Auto-Response Rules are a…
