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))

- 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


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


Version: 1.6.0

Blog last update: 21 December 2016

Monday, December 19, 2016

Limits Monitor

This app built by Salesforce for admin to see the limit from iOS device. Limits monitor gives you a clear view of your technical limits and get in front of potential issues. Limits Monitor provides real-time tracking and configurable notifications for your Salesforce instance from your phone. This app Requires iOS 10.0 or later.

As of now - version 1.3, we can monitor 23 limits, includes daily storage, API calls and events with hourly reports, dashboard refreshes, emails, and so on.

Here is the items you can check from the app:
1. Concurrent Asynchronous Report Runs
2. Concurrent Durable Streaming API Clients
3. Concurrent Streaming API Clients
4. Concurrent Synchronous Report Runs
5. Daily API Requests
6. Daily Asynchronous Apex Executes
7. Daily Bulk API Requests
8. Daily Durable Generic Streaming API Events
9. Daily Durable Streaming API Events
10. Daily Generic Streaming API Events
11. Daily Streaming API Events
12. Daily Workflow Emails
13. Data Storage
14. File Storage
15. Hourly Asynchronous Report Runs
16. Hourly Dashboard Refresh
17. Hourly Dashboard Result
18. Hourly Dashboard Status Requests
19. Hourly OData Callouts
20. Hourly Synchronous Report Runs
21. Hourly Time-Based Workflow
22. Mass Emails
23. Single Emails
24. Daily Bandwidth Limit**
25. Daily Request Time Limit**

** this last two items is available in version 1.2, but removed in version 1.3

Type: App Store / iOS

Paid/Free: free

Publisher: Salesforce


Version: 1.3

Blog last update: 21 December 2016