Posts Tagged ‘salesforce objects’

Salesforce as a Leave Application System

Applying leave and to get approval from the management may be time consuming and a hassle. Managing the leave records in one place without needing to fill in hard-copy documents and to automate the approval process without having the user to walk to the management desk to seek for approval would save everyone time. This…

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Salesforce Tips: Retrieving Converted Leads Information

When a lead is converted successfully in Salesforce, you would noticed that you could not access the lead information directly even though you recorded its ID. Example:- https://ap1.salesforce.com/00Q9000000DOG9g   Using the ID method to access the converted lead information would redirect you to a different page than the usual lead record page. i.e.    …

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Salesforce Tip: Opportunity, Product and Pricebook. How are they related?

In Saleforce.com, the Opportunity, Product and Pricebook are standard objects. How are they related?   In actual fact, an opportunity has one or more products and vice versa, a product can be prospected in one or more opportunities.   This means, a many-to-many relationship between opportunity and product (please refer to Figure 1).   Next,…

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Salesforce Tips: Person Account for Lead Conversion

By default, the Company field is mandatory in the Lead layout.     You can only make it a non-required field if you have Person Account activated. If Person Account is activated, the conversion behavior will work like this: If Company field is populated, the conversion form will allow you to create a Business Account and a Contact.…

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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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Integrating to Salesforce

URL www.salesforce.com Description Cloud CRM API Yes https://www.salesforce.com/us/developer/docs/api/index.htm Trial Version with API Access Yes Protocol SOAP, REST Data Format XML Authentication Requires Username, Password and Security Token API Limits  API requests per 24-hour Developer Edition:                           5000 Professional and Enterprise Edition: 1,000,000 Unlimited Edition:                …

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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 Tips: Using Formula to Display Fields from Related Object

A formula can be used to display a field from a related object. Following examples show how it can be done: 1. One level relationship ExampleWe have two custom objects with Master-Detail Relationship, Candidate (parent) and Interview (child) and we want to display the Candidate’s Phone value in the Interview record.Here are the steps on…

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