Macros are very powerful and interesting component of salesforce. Macros are like set of computer instructions that executes to automate some task that task can be to assign value in a field, to automatically send an email, to update any field, selecting an email template and more. All instructions that we create using macros get execute on a single click. Macros are mostly use with case feed layout basically to update case and to send quick response to user about any update of case raised by that user.
Category Archives: sfdc
Single Sign On (SSO) is a facility for all users by which they can manage their all accounts using one login they no need to do manage more accounts (User Id and Passwords). In SSO user gain access in multiple sites using just single log in. Single Sign On (SSO) is independent software system.
In this blog I will be sharing salesforce service cloud console- How to Enable Guide .
Salesforce service cloud console console is designed to boost productivity for users in fast-paced environments.
Available in: Performance,Unlimited, and Developer Editions with the Service Cloud
Available in:Performance and Developer Editions with the Sales Cloud
Available in:Enterprise and Unlimited Editions with the Sales Cloud for an additional cost
Salesforce Implementation can be transformational for organization it can change the entire way an organization operates today to how it would work in future.
In my post here today I would try to enlist the major challenges shared by organizations who approached us for Salesforce Implementation , adopt, transform, and make changes, to the Salesforce and we turned them into happy Salesforce Organization.
A Step by Step Guide to Integrate Google Maps in Salesforce.
In this blog I will be explaining how to integrate Google map in account detail page with the help of Visualforce page.
In the example below, with the help of Google map API we can add Google maps in account detail page.
To achieve this follow simple steps as below:
You Need a Man to Machine Compiler #Salesforce – #MirketaInc
Translating, Compiling Business Language to Salesforce language.
There are a lot of resources out there for people looking to get up and running on the Salesforce platform. But many organizations say they had a difficult time translating some business process, languages to a Salesforce language.
Salesforce language was uncomfortable. I did not know what a lead, contact, organization, account, etc. was….
As we get to the rescue from on client to another we have noticed the Life doesn’t end after thinking about Salesforce as a solution. Life starts for sure after you we go for Salesforce but let’s try simplify Salesforce . Continue reading
In this Blog I will be sharing how to create a common Web to lead and Web to case form. You can use this on your website and can be managed through a drop down. Sometimes it is not necessary to create two forms for each on a website.
Before getting into details lets discuss Web to lead and Web to Case functionality in Salesforce.
Web to lead: In Salesforce, Using pre-existing pages on your company’s website, you can capture contact and profile information from users and automatically generate new leads in salesforce.com, enabling you to respond in real-time to customer requests.
Here is the Sample code to capture Leads Continue reading
Survey tools provide easy and cost effective ways of collecting information from a large number of individuals. Instead of collecting data on a Salesforce portal, you can integrate your survey tool with Salesforce and insert data onto a custom or standard Salesforce object. In this article I will give you pointers on how to insert data from Survey Gizmo (www.surveygizmo.com) into salesforce objects. Obviously you can do the same with other survey tools too (as long as APIs are exposed).
There are 3 basic steps to complete this integration:
1. Create a survey/form in SurveyGizmo.
2. Create APEX page which will call SurveyGizmo API.
3a. Insert all data from API to SFDC objects.
3b. Apply check to not insert duplicate data in SFDC data.
In this blog I will be explaining how to build a map of list dynamically through a loop which is commonly used in Apex programming (force.com development). For example
Map<id,<list<Contact>> accIdContactsmap = new Map<id,<list<Contact>>();
Before getting into the details, let’s reviews the definitions of ‘Map’ and ‘List’. Continue reading
Recently I worked on projects where I had to customize the standard graph elements to create engaging experience on consumer portal. In this post I will be sharing my experience with Salesforce data visualization and charting.
Default Charts offered by Salesforce
Before getting into the custom charts, I want to spend a quick minute summarizing the standard Charts/Graphs that come with Salesforce. If you have worked with Salesforce charts then you probably already know that most default charts are pretty much the same as what you get with Excel and can be plugged into a Dashboard fairly easily (just like excel charts). Following are the default charts offered by Salesforce:
- Horizontal Bar Charts
- Vertical Bar Charts
- Line Charts
- Pie Charts
- Donut Charts
- Funnel Charts
- Scatter Charts
For definitions and prescribed usage you can visit: https://help.salesforce.com/help/doc/en/chart_types.htm
If you are not happy with the default charts, you can create your own custom charts. However, creating charts from scratch requires substantial scripting work. It can be a pain in the b***t to ensure that the charts work fine on different browsers. I recommend customizing standard charts offered by other provides. Try some of the JS based charts that can be customized in the Visualforce environment.
There are plenty of options available online. Unfortunately most are paid. I liked the objects offered by JQchart, primarily because they are FREE! jqChart takes advantages of HTML5 Canvas to deliver high performance client-side charts and graphs across browsers (IE 6+, Firefox, Chrome, Opera, Safari) and devices, including iOS and Android mobile devices. As a full disclousure, I don’t get paid by jqChart. :).
Here are a couple of sample charts from jqChart that I used for our custom work. To these graphs we made some functional and visual changes.
Custom Charts Built from Scratch
Following are the examples of other charts that my colleagues built from scratch for our financial planning product. As I said before, we spent a lot in time making sure that these graphs worked fine on different browsers. So I don’t recommend building Salesforce Charts from scratch unless you have no other option.
I hope that this information helps. Share this blog with others who may find it usefule. Feel free to reach out to me if you have any questions or ideas for me.