Posts Tagged ‘Salesforce Apex Trigger’

WeDid: Dynamic Auto Number

Challenges The customer plans and implements programs/services for their clients. They keep track on opportunities using ascending/unique auto numbers. These job numbers will only be assigned to opportunities that hits certain stage. For this scenario, we have ruled out the Salesforce standard auto-number field as the unique numbers are assigned to all opportunity records.  …

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WeDid: The Default Quote Template Alternative

Challenges The customer would like to have more flexibility in designing the quote template (i.e. more control over the content style, page break, etc.) which meets their requirement.   Solution: An easy one click button from Quote record to display a PDF rendered Quote in the format that meets the customer’s requirement Capability to send…

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WeDid: Mass Email Users On Event Meeting Updates

Challenges The customer runs through a lot of meetings with their clients to discuss through the requirements. However, not all team members within the project are able to attend the meeting. However, they will still want to be informed of the meeting details so that they aware of the meeting results. At the end of…

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WeDid: Detect Overlapping Time

Challenges A customer has an Appointment custom object. This object has the following fields: Start Time End Time A solution is required so that the same person won’t be double booked within the same period. Whenever an Appointment record is created, the solution will need to consider the following scenarios: Appointment A Start Time does…

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WeDid: Record Validation – Field Flagging Automation

Challenges The Customer has implemented an integrated solution to synchronise their Salesforce Opportunity records to their accounting system.  In practice, however, the user finds it hard to determine when the record is ready to be synced as there are several criteria to fulfil such as: Opportunity Stage = Closed Won AND Opportunity has Products/Line Items AND Opportunity…

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WeDid: Related List Automation

Challenges Customer’s business is providing training classes. Enrollment is made on a monthly basis depending on the course offered during the month. These enrollments are tracked in a Salesforce Opportunity and the attendees are tracked as contact roles on the Opportunity. In the manual process, when the course has reached a defined stage, the Opportunity…

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WeDid: Field Verification

Challenges The Customer has businesses in different locations, identified as a Subsidiary in Salesforce. The Opportunities for the different locations are tracked using a custom field to identify each subsidiary. In Salesforce: Accounts are linked to one Subsidiary Products are linked to one or more Subsidiary The following criteria is required when the Opportunity stage…

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WeDid: Customised View

Challenges Account is linked to a related custom object via a one to one relationship. All field details of the custom object need to be displayed on the Account view. The custom object related list in Account view only allows 10 fields to be displayed. The Account owner currently needs to select on the custom…

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WeDid: Contact Role Validation

Challenges When the Opportunity is updated to Stage =  ‘Shipping Confirmed’, only one of the following contact role must exist within the opportunity: 1. Supplier Contact Role2. Purchaser Contact RoleCurrently, the Administrator needs to run through a report for Opportunities – with ‘Shipping Confirmed’ stage. For each record, the Administrator will check to verify that only…

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