Thursday, August 17, 2017

Map Lead Source field on Lead object to Account Source field on Account object during Lead conversion

In this blog Lead Field Conversion Mapping written almost 4 years ago, we shared about standard fields mapping when a lead is converted to Account, Contact, and Opportunity.

By default, Lead Source is not mapped to Account Source, only to Contact and Opportunity, and you can't just simply configure the field mapping. You can follow this article by creating custom fields, configure the lead fields mapping, and workflow.

With this free managed package app "Lead Source Mapper" by CRM SuperStars, admin just needs to install the app, no extra fields and etc. need to be configured. When a lead is converted to new Account, the Account Source will be auto populated from Lead Source. If you convert the lead to existing Account and Account Source have value, it will not change. But if the existing Account Source is blank, the new value from Lead will update the Account Source.

Now, when you open Account or run a report from Accounts with Account Source, the Lead Source value from lead will be in Account.

 Type: Managed Package; AppExchange

Paid/Free: free

Publisher: CRM SuperStars


Version: 1.2

Blog last updated: 17 August 2017

Wednesday, August 2, 2017

Quick ChangeSet & Navigator

We blog about Google Chrome extensions that can be used to help us when building Change Set: Salesforce Change Set Helper and Boostr for Salesforce, both of them are free.

Here is another free Google Chrome extension that can make our life easier when adding Change Set Components, it called "Quick ChangeSet & Navigator".

This extension help to add components into Change Set without having to load each page as well as navigating Component Type and paging in Salesforce.

Here is the simple step by step:
1. Create a new Change Set or open existing Change Set haven't upload
2. Click Add button, make sure you are in "Add to Change Set" page, otherwise, the tool will not work.
3. Click "Quick ChangeSet" icon from Google Chrome extension bar
4. Select the component by change filter and paging, this is pretty fast as the page not keep reload

Type: Google Chrome extension

Paid/Free: Free




Version: 1.0.2

Blog last updated: 2 Aug 2017

Sunday, July 30, 2017

Salesforce: Printable View from a Record in Lightning and Classic

So you have migrated to Lightning, then you realize that your users complain where is the "Printable View" after a record open a record, such as Account, Opportunity, or etc. Yes, as per Summer '17 release, Salesforce Lightning does not have "Printable View" function yet.

To fill this gap, HyTech Pro created a free app and make available in AppExchange. This app is compatible with Lighting and Classic.

The benefit of using this app in Classic is the ability to change Salesforce's logo with your own company/organization logo, but you need to add a custom button (installed with the package) to the page layout.

In Lightning, you need to add "Printable View" action to "Salesforce1 & Lightning Actions" in object Page Layout. As you see from the screenshot below, the action will work even you are not opening the record details tab.

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: HyTechPro


Version: 1.3

Blog last update: 30 July 2017

Sunday, May 7, 2017

Salesforce Change Set Helper

Salesforce Change Set Helper is a Chrome extension to improve the usability of Salesforce Change Sets. It allow Change Set with additional information, such as last modified date, last modified by, etc. It also allows comparison the component with other org.

Features include: 
 - Includes the last modified date and user and api name for each item.
 - Automatically ordered by most recent modified first
 - Filter/Search/Order by any field.
 - Sets all pages to show the 1000 rows.  If more than 1000 items in a page, asks if you want to continue to retrieve more.
 - View and Search on items in the change set.  This allows you to see the whole change set and search to make removing much easier.
 - Compare to another org (uses OAuth2.0 -- no username or password information is seen or stored by this extension).
 - Shows the last modified date and user for the compared org as well.
 - Click the file name to see a diff of the metadata file between orgs.

Note that there is a delay when loading large pages and you may need to disable other chrome extensions that alter the change set page.

To use the Salesforce Change Set Helper, edit your Outbound Change Set in Salesforce. The additional information and functionality will automatically be added to the page.

This is standard Salesforce Change Set when you want to add component:

When Change Set Helper added and enabled

You also can compare the component with other org.

Type: Google Chrome extension

Paid/Free: Free


Version: 2.0.2

Blog last updated: 7 May 2017

Fake Data

This Google Chrome extension is not specific for Salesforce usage only, but it will work for both Classic and Lightning. This will help you that need to keep entering fake data for some testing.

Fill form input fields with fake random data.
- Fill form input fields on the fly with fake random data.
- Zero configuration needed out of the box, just cmd+double click / alt+double click on each input you want to fill.
- Has an auto-learn feature for unrecognized fields.
- Power users are able to define their own custom generators using JS code.

Keyboard + Mouse Shortcut:
OS X: Cmd + Double click
Windows / Linux: Alt + Double click

If the field is not recognized:
If a field is not recognized automatically, then right-click on it -> go to Fake Data -> select the appropriate generator that you want to be used with that field in the future.

Next time you double click on the same field it will be recognized automatically.

Type: Google Chrome extension

Paid/Free: Free

Publisher: Hater Apps


Version: 1.6.0

Blog last update: 7 May 2017

Tuesday, April 11, 2017

SuperTools from WalkMe

SuperTools from WalkMe is Google Extension add-on, so you do not need to install anything in your Salesforce org., or ask your admin to enable it for you.

At this moment, there are 2 main features come from SuperTools offered by WalkMe for free.

1. SuperEdit
Would it be cool when you can edit data directly in Salesforce report? With this tool, you can do this with ease. It works for Tabular and Summary report in Classic. As per standard Salesforce validation, it will only allow user to edit data they have access, otherwise, you will get an error.

Just install the Google Extension from the link in the reference below and you will see the magic.

Notice a pencil icon shown when you hover your mouse over a report open.

2. SuperSearch
Can't be denied that every Salesforce user should have use Search function, it's pretty cool when you can search any data from a single place. But, with SuperSearch from WalkMe, the search experience would be even powerful, let's see.

This is standard Salesforce global search, recent items you opened earlier will be shown in the search result before you click the Search button.

Compare with addition power from SuperSearch, it will search all records as you typing.

Watch the videos from WalkMe SuperTools site for more detail. But, if you don't like, simply delete the extension and nothing left behind in your Salesforce.

Type: Google Chrome extension

Paid/Free: Free

Publisher: WalkMe


Version: 1.6.22

Blog last update: 11 Apr 2017