Saturday, March 25, 2017

Activity Comments Enabler

By default, we cannot add Activity Comment into related list in Salesforce Classic, user need to click the task or event to see the comment. If you are awesome admin, you think you can create formula field to copy Comment value, but Comment this field is not exist for formula field. Workflow with Field Update to update a custom text field will be the option. As Activity is split into 2 objects: Task and Event, you need to create one custom text field in 'Activity Custom Fields', then 2 workflows and 2 fields update (for each Task and Event).

But, there is a free app available in AppExchange called 'Activity Comments Enabler', you just need to install it and add a field called  'Summary Comment' to the related list.


Activity Comments Enabler gives you a summary of comments in activity history related lists (showing tasks & events) with no clicks at all.
  • Provides a short summary of the first 255 characters of comments on the activity record in any activity related list. Use for tasks and events.
  • Works in Professional Edition so that all users can see a summary of comments on their activity related lists, including both tasks and events.
  • Handles all tasks and events, including those created from integrations and other automation. Will display a summary of comments on all activity history related lists on any object.
  • Activity Comments Enabler allow your users to view a summary of comments in any activity related list on any object. 

This means your users can save valuable time by not having to click through into every task and event or use long printable views to read comments.

Once installed, this app will copy the first 255 characters of Comments into a custom Summary Comments field on any new or updated Tasks and Events. This custom field can then be displayed on related list page layouts. If the Task Type is 'Email', instead of copy the first 255 characters of Comments, it will show as 'Open Task to View Email'.


Type: Unmanaged Package; AppExchange

Paid/Free: free

PublisherCRM SuperStars

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000qrQMEAY

Version: 1.0.0


Blog last update: 25 March 2017


Sunday, January 29, 2017

Whitelist All IPs for Salesforce

Salesforce has a great security model for 2 factor authentication and trusted systems.  Sometimes, however, it can be onerous.

If you want to ensure that a user can access Salesforce without requiring a verification code or security token, you need to "whitelist" their IP on Setup => Security Controls => Network Access.

If you have a lot of IPs to whitelist, or you want to whitelist dynamic IPs, or you simply want to disregard this requirement altogether, enter this extension: Whitelist All IPs for Salesforce!

Simply:
1) Enable this plugin
2) Navigate to Setup => Security Controls => Network Access in your Salesforce org (must be an Admin)
3) Click the Whitelist All IPs button
4) Wait!  There is a progress indicator, it can take 30 seconds to 3 minutes depending on your connection.

Type: Google Chrome extension

Paid/Free: Free

Publisherraydehler.com/cloud

Installationhttps://chrome.google.com/webstore/detail/whitelist-all-ips-for-sal/nnlnikmkkbpgioojghgojoejgcheilic?hl=en

Version: 0.0.1


Blog last update: 29 Jan 2017



Friday, January 20, 2017

Salesforce inspector

Productivity tools for Salesforce administrators and developers to inspect data and metadata directly from the Salesforce UI. Extension to add a metadata layout on top of the standard Salesforce UI to improve the productivity and joy of Salesforce configuration, development, and integration work.

What you get after this extension installed to your Chrome?

1. Side menu from record page
This is just below Force.com quick access menu


2. Show field metadata
Once this activate on the page, just hover over your mouse to specific field to get the field metadata in detail.


3. Show all data
This is very clear to see everything (data and metadata) in one screen, you can choose for: Label, Help text, Description, Value, and Type.

4. Search for Object

5. Data Export and Data Import



Type: Google Chrome extension

Paid/Free: Free

Publisher: Søren Krabbe

Installation: https://chrome.google.com/webstore/detail/salesforce-inspector/aodjmnfhjibkcdimpodiifdjnnncaafh?hl=en

Version: 1.1


Blog last update: 20 Jan 2017




Tuesday, January 3, 2017

LogMachine help to analyze log efficiently

This plugin is for Salesforce debug log, it will help in analyzing the log efficiently by highlighting key important sections in the log and also giving help tips to avoid error.

Once installed to Chrome, nothing to configure, just navigate to your debug log and you will see colorful background color when open the log file.




Type: Google Chrome extension

Paid/Free: Free

Publishergouravrocks247@gmail.com

Installationhttps://chrome.google.com/webstore/detail/logmachine/ngppecjgpbgmfcjjakdjfbnpnihcgpdb?hl=en

Version: 1.1


Blog last update: 3 Jan 2017


Saturday, December 31, 2016

Opportunity Contact Roles Validation

When you have a requirement to make sure, when each Opportunity reach certain criteria, Contact Roles is required, but Opportunity Contact Roles is not available in Workflow, Process Builder, and even Apex Trigger directly.

There are a few options to achieve this:
a). Process Builder on Opportunity and call Flow
On Opportunity when Edit, populate Primary Contact Role to a custom field, then use Validation Rule to make sure the opportunity comply with the rule.

b). 3rd party tool such as Roll Up Helper
Similar to above, use Roll Up Helper to populate Primary Contact Role to a custom field, then use Validation Rule to make sure the opportunity comply with the rule.

c). Write trigger on Opportunity
Similar to above, use trigger on Opportunity to populate Primary Contact Role to a custom field, then use Validation Rule to make sure the opportunity comply with the rule.

If you are too lazy to venture for option a and b, and have no developer for option c. Here is the easiest option by installing an unmanaged free app from AppExchange.

After install this app Opportunity Contact Roles Validation, you will find 2 new fields at Opportunity level and 1 validation rule, by default it would be:
AND( Probability > 30, NOT(Primary_Contact_Assigned__c))
change the rule if you would like to check if Probability is beyond 30%
AND( Probability > 0.3, NOT(Primary_Contact_Assigned__c))

Notes:
- You just need to modify the validation rule to follow your business process
- Because the trigger is on Opportunity, not Opportunity Contact Roles, new contact added to Contact Roles will not immediately effect, but when user edit the Opportunity, it will be re-calculate by Trigger.

This app require Enterprise, Unlimited, Performance edition, when I install into a DE, it give me warning that it will not work.


Type: Unmanaged Package; AppExchange

Paid/Free: free

Publisher: Pactera

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N300000025Vs1EAE

Version: 1.0.0


Blog last update: 31 December 2016


Wednesday, December 21, 2016

Premier Primer

This app is intended for Premier Success Plans customers and their admins to store important Premier information and useful Premier Education Assets.

Learn what the Premier experience is all about with this app designed for customers who want to get the most out of Premier benefits and services.
  • Store your Premier support passcodes and support numbers in a centralized location
  • Quickly access educational assets to help you take full advantage of your Premier experience
  • Discover new ways for your company to leverage the Premier program and realize value through programs and offerings tailored to your needs

Premier Primer shows you how to get up to speed quickly with recommended steps and stores your unique Premier customer codes and support contact information.





Type: Managed Package; AppExchange; Private Listing

Paid/Free: free

Publisher: Salesforce

Installationhttps://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EShZhUAL

Version: 1.6.0


Blog last update: 21 December 2016