Salesforce Integration with SurveyGizmo

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 SurveyGizmo integrations ( into salesforce objects. Obviously you can do the same with other survey tools too (as long as APIs are exposed). Continue reading

Posted in Salesforce.

Helper class in Salesforce

If you are working on custom application development on or customizing salesforce to do event driven updates, you will end up writing quite a few triggers, and in some cases more than one trigger on the same object.

In this blog I will explain how to use a Helper/Handler class in salesforce when we have to write more than one trigger for the same object on the different events. I will also explain how a Helper/Handler can also help manage trigger execution. Continue reading

Posted in Apex Development, Tagged with .

Salesforce Developers Guide to Defining and Creating a map with id, records using Apex

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 ( development).

For example

Map<id,<list<Contact>> accIdContactsmap = new Map<id,<list<Contact>>();

Before getting into the details, let’s reviews the definitions of a Map and a List. Continue reading

Posted in Salesforce.

Team Temperature Agile – an easy way to measure your current state

Over the years I have worked on many process/org improvement initiatives with my internal teams and the client teams as a consultant. I have used a few tools/models/techniques to assess the current state. Of all things I have used, myfavorite technique is a very simple one which gives me very good insights into the current state in about 15 minutes. It is a concept somewhat driven from Net Promoter Score (NPS) concept. I call it Team Temperature Agile. I can’t take credit for the term as it has been used by other guys before me. Probably my variation and usage of the technique may give a heart aches to some who use it differently.

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Posted in Agile, Team Collaboration.

Salesforce Customization- Create custom graphs -charts using Visualforce Development

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 Salesforce Charts

Before getting into the custom salesforce graphs, 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: Continue reading

Posted in Salesforce.

Taking Cloud Apps to Mobile on a Budget

Cloud solutions like, Netsuite, Microsoft Dynamics are doing a great job solving for the needs in different functional areas. Although they all started with non-mobile solutions, they have done a decent (not great) job extending their solutions on to the mobile devices.

Native mobile solutions by SaaS providers are somewhat meeting the needs of users from their respective functional areas. However, you are out of luck if you require access to the data and features from multiple cloud applications. You will be juggling between different native apps to get the complete picture that you looking for.
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Posted in Tagged with , , , , .

Salesforce Knowledge Management Cheat Sheet

Salesforce knowledge management application lets customers and internal staff find information easily. Information can be found by keyword searching or by filtering through pre-defined categories under which information is organized. This blog highlights the key aspects of  salesforce knowledge management application.
Article Types

Article Type are the various templates available to create an article. It provides the layout options for the articles. By default Salesforce comes with two article types a) Tabs b) Table of Content. In Tabs layout the information sections are displayed as tabs and in Table of Content layout the information sections are shown as links. Continue reading

Posted in Salesforce.

What makes good teams to fail?

Case Studies Project FailuresOver the years I have seen many good teams make a few common mistakes that led them to failures. In this post I have picked up 5 case studies where teams with good track record of success failed to meet their goals. These teams worked at companies of different size & culture. The project work included enterprise web application development, custom application development and integration with other cloud application, process change management and sales and marketing for a start-up product/services. Continue reading

Posted in Agile. Tagged with , , , , .

Atlassian Development: Create an issue in Jira from your plugin

To create an issue in Jira, first you need to import the following classes in your java file

import com.atlassian.crowd.embedded.api.User;
import com.atlassian.jira.bc.issue.IssueService;
import com.atlassian.jira.bc.issue.IssueService.CreateValidationResult;
import com.atlassian.jira.bc.issue.IssueService.IssueResult;
import com.atlassian.jira.issue.IssueInputParameters;
import com.atlassian.jira.issue.MutableIssue;
import com.atlassian.jira.util.ErrorCollection;
import com.atlassian.jira.component.ComponentAccessor; Continue reading

Posted in Agile.

Atlassian Development: Sample code to get the list of projects from your JIRA instance..

In this blog post I will be sharing tips on how to populate a list of projects from your JIRA instance. The project list can be useful for features where you need to relate a particular issue to multiple projects or clone an issue under multiple projects.

Atlassian Development

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Posted in Agile. Tagged with , .