CMTD Enhanced Related List

In Summer 19 release, Salesforce introduces Enhanced Related Lists. Enhanced List offers more features compared to the older Basic List or Tile option.

Enhanced Related Lists features:

• Set the number of records to display in the related list
• Show list view action bar
• Refresh button
• Wrap text in the column
• Resize and sort columns
• More than 4 fields on the related list (compare to the Basic List)

Tile

Basic List

Enhanced List

But, to filter related list, you have to click "View All" at the bottom of the related list, then click the Filter icon, from there, you can add quick filters to the related list with Filter icon. Related list quick filters act similarly to list view filters except they aren’t saved, persist only throughout your current session, and can’t be shared.

CMTD Enhanced Related List is a “Custom Metadata Type Driven” custom lightning component that provides enhanced features to display related list records in Lightning App.

The component supports configurable filter, sort, and fields to group relevant records together. It supports List and Tile mode with the Lightning look and feels. Use Badge UI Override to highlight important fields to the user.

Use and configure these components on any child objects and boost your lightning implementation. Configure the Filter, Sort, and Fields on this reusable component on any lookup records to group relevant records in a single page (eg: Open and Closed Cases).

First, you need to install this component from AppExchange, as per the Lightning component requirements, you need to enable my domain.

Below is the 3-step process to start using this component:

1. Create configuration data records in the Custom Metadata Type

2. Drag and drop the component in the App Builder

3. Configure component attributes to suit your design

1. Create configuration data records in the Custom Metadata Type

- From the setup menu, go to Custom Metadata Type 

- Click "Manage Records" on Custom Metadata Type created as part of CMDT installed package.

- Click the New button and enter the info, see sample below:

All the above fields will be shown in the CMDT Lightning component. here is the basic explanation:

- Enhanced Related List Name: imagine this as API field name, so not really use in layout

- Label: this would be header label in the table

- Related List Name: this should match with Related List Name in the component

- Field API Name: this is to match values to retrieve from this field

- Order: from left to right

- Target API Name: add value here will allow the user to click and open the record

2. Drag and drop the component in the App Builder

Edit the lightning page and looks for the "CMDT Enhanced Related List" component under Custom - Managed.

3. Configure component attributes to suit your design

Once the component added, click the component to configure it.

In the sample screenshot above, the component added to the Account lightning page:

- Related List Name: this is the same value configured in the Custom Metadata Type 

- Filter is configured in the component, not in Custom Metadata Type 

- Record sort also configured in the component, not in Custom Metadata Type 

Here is the final result:

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: Salesforce Labs

Installation: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FYDY4UAP

Version: 2.6.0

Blog last updated: 30 May 2020

Salesforce Config Workbook

If you need more than just export Salesforce fields to Excel, such as Field Level Security, Page Layout, Profile, Flow, Field usage and many many more features that help admin life easier - Config Workbook by ConfigWorkbook would be your choice.

Once installed, you will be presented with a dashboard showing metadata breakup, code breakup, user login, and much more at a glance.

Then, you will also find a bunch of metadata reports defined, from object, profile, flow, user, permission set, layout and so on.

You can try this tool for free for up to 8 reports, get it from AppExchange.


Sample page layout report for Lead object

Type: Managed Package; AppExchange

Paid/Free: free for up to 8 reports

Publisher: ConfigWorkbook

Installation: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N30000000q4evEAA

Version: 2.99


Blog last updated: 13 February 2018

Field Dumper: Easily export your Salesforce fields to Excel

Salesforce allowed us to view all fields from an object in a glance, including Field Label, Field Name (API Name), Data Type, Controlling Field, and Indexed. However, sometimes we just need to extract it for different purposes:
- Documentation
- Audit
- To compare all formula
- To get help text for each field
- To export from many objects
- etc.

With Field Dumper, a free tool available in AppExchange, admin can easily export Salesforce Data Model to Excel. Produce an Excel document that lists out your data model - showing field level information for your Salesforce objects. Supports extract of multiple custom and standard objects to one workbook.

This tool works for both Classic and Lightning Experience UI.

The excel file produces may contain multiple tabs, one tab for one object, each tab will have following info:
- API Name
- Label
- Type
- Is Custom
- Is External ID
- Is Unique
- Is Formula
- Is Required
- Dependent Picklist
- Length
- Formula Text
- Help Text
- Picklist Values


Type: Managed Package; AppExchange

Paid/Free: free

Publisher: POP

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EJg2hUAD

Version: 1.2.0


Blog last updated: 10 February 2018

Approval Process Reminders

The main reason for approval processes to get stuck is because users forget they need to approve them. This app gives your users a daily summary email of any pending approval processes assigned to them.

Easiest possible way to get started and automatically emails all users blocking approval processes
- Emails include links to the records to approve with oldest approvals first
- Supported in Lightning & Classic
- Daily reminder emails for pending approvals

This app is pretty simple to configure, once installed, you just need to enable the scheduler from "Approval Process Reminders" tab, you also can run it manually for testing by click "Run Batch Now" button.

All the users that need to approve/reject pending approvals will get one email daily, with links to the object page, and it also show days it has been stuck, sample email as below:

User need to looks for Approval History to approve or reject

Limitation: we can't configure the email template, including signature by the publisher "Sent from CloudAnswers Approval Process Reminders", also we can't easily configure the schedule time.

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: CloudAnswers

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4caiEAB

Version: 1.5.0


Blog last updated: 11 September  2017

Signature Capture for Salesforce Lightning

When you are migrated to Lightning, you know that you can add components into the Lightning page. At this moment (Spring '17 release), Salesforce provides less than 20 Standard components, such as: Chatter, Path, Report Chart, and etc. But you can add components by writing custom Lightning Component or install from AppExchange.

Signature Capture is a Lightning Component that allows signing via a browser or mobile device and stores the captured signature as a Salesforce attachment a Salesforce file
    - Capture customer sign off at the point of task completion
    - Record the signature against any object that supports attachments or files
    - Pure HTML5 - no additional libraries or browser add ons

Type: Managed Package; AppExchange, Lightning Component

Paid/Free: free

Publisher: BrightGen Ltd

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000000q5XOEAY

Version: 1.18


Blog last updated: 10 September 2017

FOLDERIZE - provide alternative Folder Structure for Salesforce

Salesforce introduces sub folder in Library since Summer '17 release, but you can only add the subfolder from Lightning Experience, also you cannot see all folders and subfolders in a glance, you have to open each folder to see the subfolders underneath.

While in earlier Summer '15 release, we can use Salesforce Sync desktop agent, create folders and subfolders created in the desktop, and it will sync to Salesforce as folders too, this works for both Classic and Lightning. But same as the folder in Library, you need to click each folder to see subfolders underneath.

This screenshot was taken from Classic.

Folderize provides the ability to create folder hierarchies of unlimited levels, drag files or add library documents to the folders. It provides a view of all folders and sub folders in a glance, and work in both Classic and Lightning. You can add documents to Folderize from both library and files.

Type: Managed Package; AppExchange

Paid/Free: free

Publisher: ShareMethods

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4caiEAB

Version: 4.04

Blog last updated: 27 August 2017

AddressTools Free

By default, State and Country in Salesforce are textbox fields, but Salesforce provides a feature to make State and Country as picklist, admin need to enable and configured it properly. Once the setup was done, instead of manually typing in the country and state name, the user just select from State and Country values defined, check out this blog related to this.

However, to implement standard State and Country picklist, admin need to clean all existing data, existing State and County must be clean with values defined. It will also cause data from all integration and data load must be clean, when inserting and update to Salesforce, the value must follow defined values, otherwise, an error will be thrown, such as FIELD_INTEGRITY_EXCEPTION - There's A Problem With This Country, Even Though It May Appear Correct. Please Select A Country/territory From The List Of Valid Countries.: Country.

With AddressTools Free, this tool will ensure your users enter consistent address region names with an auto-complete pick-list & additional validation features. No need to clean your existing data before implementing, clean as you go knowing all new data is validated.

Once the package installed and configured, you need to install the have extension for each of your user too, check out this document, if you are using Google Chrome, here is the extension.

They also provide the same functionality through VisualForce pages without the need for a browser extension, however, this feature is reserved for premium users.

At this moment, AddressTools only support in Classic, but I believe they are working on a Lightning release. 

 Type: Managed Package; AppExchange

Paid/Free: free

Publisher: ProvenWorks

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000001SqRFEA0

Version: 5.56


Blog last updated: 25 August 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

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFmslUAD

Version: 1.2


Blog last updated: 17 August 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

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EFom3UAD

Version: 1.3


Blog last update: 30 July 2017

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

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3A00000EShZhUAL

Version: 1.6.0


Blog last update: 21 December 2016

My Favorites - The Bookmark App for Salesforce

As of now (Winter 17 Release), Salesforce user cannot create their own bookmark of records they need to pay attention for - this is not about bookmark on Chatter feed / post, but bookmark on records. 

Here an idea posted in IdeaExchange, as of now only have 360 points.

But, rather then wait Salesforce to built this, if you are Salesforce developer, or have Salesforce developer, they can built a simple script for this purpose with help of custom objects. However, if you do not have developer ready, there is a paid app in AppExchange called My Favorites.

Type: AppExchange (Managed Package)

Paid/Free: paid USD 60 / user / year

Publisher: Webider

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B4x4UEAR

Version: 1.22


Blog last update: 13 November 2016

S-Docs Document Generator (PDF, Word, XLS, Report, Emails)

S-Docs is Native document generator on the Salesforce. S-Docs was built from the ground up on Salesforce. It’s powerful, yet intuitive for Salesforce users and admins. S-Docs is completely FREE to use with up to 2 templates!

Follow this step to configure S-Docs Quick Install & Config Guide, in short 4 steps:

1. Install from AppExchange

2. Create Template - once installed go to "S-Docs Templates" tab to create new tempate
- Relate to an Object

- Define file format

- To add image, upload the image to document and make it available externally

3. Add Button to page layout - go to the object layout and find "S-Docs" and "Email S-Docs" button

4. Open the record and click the button added.
- Click "S-Docs" button
- Select the template
- File added into Attachment

Here is sample result:

Type: AppExchange (Managed Package)

Paid/Free: Free for 2 templates

Publisher: ME2 Systems LLC

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003HeuPEAS

Version: 2.256


Blog last update: 20 October 2016

Multi-Select Picklist Frequency Reports

Have you ever tried to create a Matrix Report that groups by a Multi-Select Picklist? Then you know that Salesforce can't group by a single picklist values. With a few easy clicks "Multi-Select Picklist Frequency Reports" app will create a Matrix report grouped by individual picklist values.

1. Go to "Multi-Select Picklist Frequency Reports" tab
- Select object
- Select field (only multi-select picklist) will be shown here
- Select Group By field for report
- Select a List View for filter
- Click Run and wait..

Once done, you will received email with link to the report

2. Go to the Report
You will present with standard Salesforce report and the multi-select picklist has been nicely split into single value.

3. Dive-in
Let's see what behind this. First let's see how the structure of the data, we'll change the format into tabular.

So, when you click Run button, this program will populate data by grouping and filtering into custom objects. Then, present into matrix report. Simple but powerful, it maybe not powerful enough to show the report for your top management, but it serve basic need to analyze data easier.

Note: be ware that every time you run a report for the same object, this will overwrite existing data / report.


Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Marzapps

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B53brEAB

Version: 1.2


Blog last update: 6 October 2016

Code Coverage Report

To deploy Apex Class to production, you need to have minimal 75% of overall code coverage. You can check code coverage from Developer Console | Test | New Run and select all Test Classes and Run. Tests tab will tell you all Test Classes completed successfully or failed, you also can drill down to Methods for each Test Class.

Look at "Overall Code Coverage" panel for the Classes, including Percent and Lines coverage.

You also can monitor this from Setup | Develop | Apex Test Execution, or to Run Test by click "Select Tests.." button, but this will not tell you the code coverage percentage.

If you are not using any IDE, you will find percentage coverage in Developer Console only, and you cannot copy and paste it to your team or for documentation, except take screenshots, but when you have too many class, this would be hard.

So, there is a free app from appexchange that can help you to extract this information. The app called Code Coverage Report. This app will not run test class for you, but just to report your last code coverage. The app also allowed you to extract into Excel file easily.

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Amit Chaudhary

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000DXzlpEAD

Version: 1.2


Blog last update: 5 September 2016

Schema Surfer

Schema Surfer offers the fastest way to browse and explore your Salesforce "object" metadata. Whether you need to quickly see all the child relationships of an object, determine if an object is queryable, or determine what is the object prefix, Schema Surfer is the app for you.

Here are a few of the great features included in Schema Surfer:
- Filter object list by API Name
- Filter object list by Label
- Filter object list by three character object prefix
- View all fields about an object in a grid or sortable table/list layout (Label, API Name, Data Type)
- View all the child and parent relationships for an object on one page
- Drill down on a field to view complete field level metadata information

Why I bold sortable? because Salesforce default object/field view is not sortable - vote for this idea.


Once Schema Surfer you installed, navigate to Schema Surfer tab, or click + tab if you do not see it on default.


Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: envyapps

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wZM3EAM

Version: 1.1.0


Blog last update: 7 July 2016

Declarative Rollups for Lookups

Declarative Lookup Rollup Summaries Tool is one of the most popular free tool for Salesforce admin built by fellow Salesforce MVP - Andrew Fawcett.

Out of the box, Salesforce support Roll-Up Summary field when the parent-child relation is Master-Detail relationship. But in many cases, we have to use Lookup relationship, example: sharing setting, when the child record owner may differ with parent record owner, and etc.

Without this tool, you need to engage developer to write trigger (and test class) in child object to roll-up the value to the designated parent field. With Declarative Lookup Rollup Summaries Tool, as admin, we just need to install the package and do a simple configuration to enable it, you can choose either real-time or scheduled (hourly, daily, weekly, etc).

To get full documentation, discussion and issues, go to GitHub and join Declarative Lookup Rollup Summaries Tool success community for discussion and questions https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000009O5p.
This blog will just explain basic steps to install and configure the tool:

1. Install Package 
Current version 2.4.2 when this blog written - https://login.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Production; or https://test.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Sandbox.

2. Create Remote Site Setting
Once the packaged install, navigate to "Welcome" tab and click "Create Remote Site Setting" button.
This step will create a new Remote Site URL in your Salesforce org.

3. Create Lookup Rollup Summary
Navigate to tab "Manage Lookup Rollup Summaries" and enter required information.

In this sample, I would like to count number of Lane records and roll-up to Opportunity object. You cannot select Active at this moment until deploy the child trigger. So, just save this without select Active checkbox.

4. Deploy Child Trigger

Click "Manage Child Trigger" button and click "Deploy" button. This step will create a trigger in the child object.

5. Activate the Lookup Roll-up

Navigate back to "Manage Lookup Rollup Summaries" tab and select Lookup Rollup Summary created, now you should be able to enable Active checkbox to activate the roll-up configured.

6. Real-time or Scheduled

In the "Calculation Mode" you can choose Real-time or Scheduled (we will not discuss Developer and Process Builder in this blog).

Select Real-time will auto calculate when child record added, modified or deleted. Select Scheduled, you need to schedule when the calculation trigger, click "Schedule Calculate" button to schedule when it will be triggered, by a specific hour, hourly, specific day, etc. Example: you can configure multiple hour, such as: daily 2 AM and 6 AM by hold Ctrl key when click.

You can monitor next scheduled run from Setup | Jobs | Scheduled Jobs.

If you configure the calculation mode as Real-time on existing child object with records, parent record will not be auto populate with the roll-up value until there is activity in a related child record, either create, update or delete. So, you may need to create another roll-up with Scheduled to calculate existing values.

Type: Managed Package; Private Listing

Paid/Free: Free

Publisher: Andy in the Cloud

Installation: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Production; or https://test.salesforce.com/packaging/installPackage.apexp?p0=04tb0000000ka9e for Sandbox

GitHub: https://github.com/afawcett/declarative-lookup-rollup-summaries

Version: 2.4.2

Blog last update: 2 Jul 2016

Mass Update Contacts Address

With Process Builder, you can create a process to auto update all Contact Address when Account Address changed, but it do not give you option to manually run the process, unless you add custom field as parameter to mass update all Contact Address.

But with Mass Update Contacts 2.0 app from AppExchange, it allow your users to manually select an address from Account to update an address in Contact. You can use default button added when install the package called Mass Update Contacts, or create custom a button that call Visualforce page MUCPro.

Note: even this app is free, it limit you only to 100 users, and you need to assign your users with license, navigate to: Setup | Installed Packages, find the app and click Manage Licenses to add users able to use this app.

With custom button, user will always see the button, but will get no license error when user click it. While with standard button Mass Update Contacts, user without license will not see the button.

Select address from Account:

Select address in Contact:

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: X-Squared On Demand

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003IopoEAC

Version: 2.0.2


Blog last update: 12 Jun 2016

Metadata Search

This app from AppExchange should be one of the favorite app for Salesforce admin and developers, it help us to search for anything related to metadata in your Salesforce.

The Salesforce Global Search feature is primarily meant to search for data in standard objects and custom objects.

Then, Salesforce Setup Search (beta) able to search for following items:

1. Approval Post Templates 
2. Approval Processes 
3. Assignment Rules 
4. Compact Layouts 
5. Custom Buttons or Links 
6. Custom Home Pages 
7. Duplicate Rules 
8. Email Alerts 
9. Email Templates 
10. Field Updates 
11. Fields 
12. Groups and Queues 
13. Home Page Components 
14. Objects 
15. Permission Sets 
16. Profiles 
17. Roles 
18. Static Resources 
19. Users 
20. Workflow Outbound Messages 
21. Workflow Rules 
22. Workflow Tasks 

Notes:

• Only search with label name, not with API name
• Not need to enter full name, example: search for "Monitor" will return "My Monitor" or "Monitor (%)"
• Not to enter special character, example: % ( ), search Monitor (%) will return no result, although Monitor (%) is the real label

With Metadata Search app (currently version 1.24), it search following items:

1. Apex Classes
2. Apex Triggers
3. Approval Processes
4. Apps
5. Assignment Rules
6. Business Processes
7. Buttons and Links
8. Components
9. Custom Settings
10. Dashboards **
11. Email Templates
12. Fields
13. Objects
14. Pages 
15. Permission Sets
16. Public Groups
17. Profiles
18. Queues
19. Recent Items
20. Record Types
21. Reports **
22. Roles
23. Setup Audit Trials
24. Sites
25. Static Resources
26. Validations Rules
27. Workflow Email Alerts
28. Workflow Field Updates
29. Workflow Outbound Messages
30. Workflow Rules
31. Workflow Tasks

** this app currently do not search filter or fields in Report and Dashboard, only the name.

Note:

• The searching process is slower compare to standard Setup Search.
• You can use label name or API name to search
• In order to be able to search Workflow/Validation Rules, the app need to connect to the Salesforce Tooling API. A Remote Site Setting must be created in your org before you can use this tool. Please create Remote Site Setting (Setup | Security Controls | Remote Site Settings) with Remote Site URL, example: https://metadatasearch.na3.visual.force.com or if you use custom domain https://myname-developer-edition--metadatasearch.na3.visual.force.com

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: Satrang Technologies

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wgF7EAI

Version: 1.24

Blog last update: 29 May 2016

Configero Visual Role Manager

The Configero Visual Role Manager is a drag & drop management console for organizing roles and users within roles. Roles can be created, deleted, reorganized and users can be assigned to other roles through an easy to use drag & drop interface.

Roles are displayed in a hierarchical organizational chart and can be dragged and dropped above or below other roles.

Users are listed within each role and can be reassigned to a different role by dragging and dropping. Unassigned users are listed in a separate panel and can be searched and dragged to existing roles.

Type: AppExchange (Managed Package); Private listing

Paid/Free: Free

Publisher: GetFeedback

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009wHvgEAE

Version: 1.5


Blog last updated: 4 May 2016

SalesVisual

SalesVisual lets you visualize your Salesforce object relationships at-a-glance. Simply install it and discover how your contacts, accounts, opportunities, users, campaigns and products relate to each other. SalesVisual allow visual relationship mapping for Salesforce that help you understand your opportunities, key contacts and related records even not related using Map button from.

Functions offered by the tool:

• Mouse over icon to get popup detail of the record
• Full screen mode, zoom with mouse scroll
• Hide and show object (available objects is based on the data)
• Open record detail 
• Map the record to center
• Map Account, Contact, Opportunity from List view

Limitation:

• Do not show related child Accounts
• Do not show Account Owner, except the Parent Account have Opportunity with the same owner
• Do not show Contacts unless the Contact added as Contact Roles in Opportunity

This free version of SalesVisual only support native objects, including:

• Contacts
• Accounts
• Opportunities
• Users
• Products
• Campaigns 

From Account
- Show Account
- Show Parent Account (Not child or peers Accounts)
- Show Account Owner if only have the Parent Account have Opportunity with the same owner
- Show all Opportunities and Opportunities Owner of Account
- Show all Opportunities and Opportunities Owner of Parent Account
- Show all Opportunity Lines related to Opportunities shown
- Show only Contacts and Contact Owners listed in Contact Roles of Opportunity, not all Contacts, and it can be from different Account because of Contact Roles
  If from Contact from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact
- Campaigns related to Opportunity or Contact listed in Campaign Member


From Contact
- Show Contact and Contact Owner
- Show all Opportunities and Opportunities Owner related to the Contact
  * Opportunity will be auto added when Contact is added as Contact Role in Opportunity
  If the opportunity have Contact role from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact
- Show all Opportunity Lines related to the Opportunities shown
- Show Account and Account Owner
- Campaigns related to Opportunity or Contact listed in Campaign Member


From Opportunity
- Show Opportunity
- Show Opportunity Owner
- Show all Opportunity Lines related to the Opportunities shown
- Show Account
- Show peer Opportunities
- Show peer Opportunities Owner
- Show Contacts listed in Contact Roles, not all Contact, it can be from different Account because of Contact Roles
  If from Contact from different Account
  - Show Account and Account Owner of the Contact
  - Show Opportunities and Opportunities Owner related to the Contact


Available checkboxes of object is based on available data related to that record, ideally you need to select all checkbox to see related of all records, otherwise, you will see stand-alone record without link.

Watch demo: https://www.youtube.com/watch?v=XeoqcE5gSAo

Type: AppExchange (Managed Package)

Paid/Free: Free

Publisher: IntellectSpace

Installation: https://appexchange.salesforce.com/listingDetail?listingId=a0N30000009uSpjEAE

Version: 1.11


Blog last updated: 21 Apr 2016