Posts Tagged ‘salesforce customisation’

Salesforce: Pre populate form data in create screen

In Salesforce, the standard Account creation will go through the following link: https://eu1.salesforce.com/001/e If you understand HTML, you can prepopulate some values into the existing form. This approach is extremely useful if you would like to create a custom button that links to a prepopulated form. This is how you can achieve it: 1) View…

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Salesforce: Custom Object Search Behavior

Not all fields in Salesforce custom object are searchable in Salesforce. For example, you can refer to this documentation for more information.   If you have a lookup field such as Contact Lookup field, you can implement the following workaround: 1) You have a Contact lookup field in your custom object. This field will only…

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Salesforce as a Subscription Billing System Part 2

We talked about how Salesforce can turn into a Subscription Billing System in our previous blog post and illustrate how a standard full month subscription item can be recorded automatically.   Apart from handling the standard full month subscription, it should be capable to handle pro-rata scenario too. This is important as not every subscription…

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Salesforce Tips: Customized PDF Quote with e-Signature

Salesforce has an out of the box Quote feature which include allowing users to customize the Quote form template. However, there are some restriction when customizing the Quote form appearance. More flexibility can be achieved using our custom-made Quote form instead. Following are some of the highlights of our custom-made Quote form: Customizable layout appearance (related…

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Salesforce Tips: Cross Object Page View With Extensible Filters

Salesforce object view allows records to be displayed based on the filter criteria of your choice. And the fields to be filtered are restricted to within its object as such:     There have been requirements that: the filter needs be extended in the manner that it can also filter the fields for other related…

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Salesforce: How to make a Document public?

A public Document in Salesforce means that anyone can download the content even though they don’t have a Salesforce login to your instance.   To do this, you need to: 1) Make sure that this Document has “Externally Available Image” checked.   2) Get the URL of this document by using the following URL. https://c.<server>.content.force.com/servlet/servlet.ImageServer?id=<Document…

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Salesforce Tips: Latest Field Type Release – Geolocation

Salesforce has recently released a new field data type called Geolocation (still in beta). Many customers from within the logistics industry and venue providers find it helpful in terms of: it helps to calculate the distance between locations in supported units the correct format of the coordinates can be stored identify the traveling time from…

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