Year: 2010 (Page 3 of 8)

Salesforce is providing users of the popular blogging platform with a time-saving plugin: WordPress-to-lead for Salesforce CRM.

WordPress-to-Lead provides small businesses that use WordPress as their primary web platform a way to add contacts and customers automatically to their Salesforce CRM.

In the past, WordPress users had to copy and paste leads into Salesforce — a messy process to be sure. The new Salesforce WordPress plugin solves that issue by creating contact forms that send information directly to Salesforce.

Many businesses are built on the pillars of WordPress, so we bet that there will be a lot Salesforce customers jumping for joy once they hear the news.

If you want to learn how to get started with the plugin, Salesforce has also created a YouTube video showing the steps:

Problem Statement
In Salesforce, if I’m binding a date into a VisualForce page, how do I apply custom formatting to it?

Example:

<apex :page standardController=”Contact”>
</apex><apex :pageBlock title=”Test”>
<p>{!contact.Birthdate}</p>
</apex>
<apex :detail relatedList=”false” />

This will output a date in the default format:

Thu Jul 01 09:10:23 GMT 2009

How do I get it (for example) into dd/mm/yyyy format, like this:

01/07/2009

Solution

<apex :outputText value=”{0,date,MM’/’dd’/’yyyy}”>
<apex :param value=”{!contact.Birthdate}” />
</apex>

Source : StackOverflow.com

The Salesforce.com user interface allows you to specify whether or not to send an email when the following events occur:

Creation of a new case or task
Creation of a case comment
Conversion of a case email to a contact
New user email notification
Password reset

In Apex scripts saved against API version 15.0 or later, the Database.DMLOptions emailHeader method enables you to specify additional information regarding the email that gets sent when one of the events occurs because of the script’s execution.

The following are the options that can be set with the emailHeader method:

1. triggerAutoResponseEmail : Indicates whether to trigger auto-response rules (true) or not (false), for leads and cases. In the Salesforce.com user interface, this email can be automatically triggered by a number of events, for example creating a case or resetting a user password. If this value is set to true, when a case is created, if there is an email address for the contact specified in ContactID, the email is sent to that address. If not, the email is sent to the address specified in SuppliedEmail.
2. triggerOtherEmail : Indicates whether to trigger email outside the organization (true) or not (false). In the Salesforce.com user interface, this email can be automatically triggered by creating, editing,or deleting a contact for a case.
3. triggerUserEmail : Indicates whether to trigger email that is sent to users in the organization (true) or not (false). In the Salesforce.com user interface, this email can be automatically triggered by a number of events; resetting a password, creating a new user, adding comments to a case, or creating or modifying a task.

In the following example, the triggerAutoResponseEmail option is specified:

Account a = new Account(name=’Acme Plumbing’);
insert a;
Contact c = new Contact(email=’jplumber@salesforce.com’, firstname=’Joe’,lastname=’Plumber’,accountid=a.id);
insert c;
Database.DMLOptions dlo = new Database.DMLOptions();
dlo.EmailHeader.triggerAutoResponseEmail = true;
Case ca = new Case(subject=’Plumbing Problems’, contactid=c.id);
database.insert(ca, dlo);

Problem Statement
Has anyone been able to generate the “account history” tab in visualforce page? If i try using “Histories” in <apex:relatedList>, I get error msg saying it is not valid child relation name..

Solution1
This works for me to add a link to the account field history:

<apex:tab label=”Field History” name=”Field History” id=”fieldhistory”>
<apex:outputLink value=”https://na1.salesforce.com/_ui/common/history/ui/EntityHistoryFilterPage?id={!account.id}”>
click to view field history
</apex:outputLink>
</apex:tab>

Not optimum as user has to click the link but you dont need to do a lot of work.

Solution2
I also figured out how to access the Account History data. It is NOT a related list. Instead, use the code <apex:dataTable> to pull from the account.histories table. Below is rough code that will pull the Account History into a separate tab. The HTML formating is not very clean, but the data query works!:

<apex:tab label=”Field History” name=”Account History” id=”fieldhistory” >
<apex:dataTable value=”{!account.histories}” var=”accounthistory” id=”HistTable” rowClasses=”odd,even”
styleClass=”tableClass” cellspacing=”15″ width=”80%”>
<apex:facet name=”caption”></apex:facet>
<apex:facet name=”header”>Field History</apex:facet>
<apex:facet name=”footer”></apex:facet>
<apex:column>
<apex:facet name=”header”>Edit Date</apex:facet>
<apex:facet name=”footer”></apex:facet>
<apex:outputText value=”{0,date,MM/dd/yyyy HH:mm }”>
<apex:param value=”{!accounthistory.createddate}” />
</apex:outputText>
</apex:column>
<apex:column>
<apex:facet name=”header”>Field</apex:facet>
<apex:facet name=”footer”></apex:facet>
<b> <apex:outputText value=”{!accounthistory.field}”/></b>
</apex:column>
<apex:column>
<apex:facet name=”header”>Edited By</apex:facet>
<apex:facet name=”footer”></apex:facet>
<apex:outputText value=”{!accounthistory.createdby.name}”/>
</apex:column>
<apex:column>
<apex:facet name=”header”>Old Value</apex:facet>
<apex:facet name=”footer”></apex:facet>
<apex:outputText value=”{!accounthistory.oldvalue}”/>
</apex:column>
<apex:column>
<apex:facet name=”header”>New Value</apex:facet>
<apex:facet name=”footer”></apex:facet>
<apex:outputText value=”{!accounthistory.newvalue}”/>
</apex:column>
</apex:dataTable>
</apex:tab>

Source : Salesforce Community

Problem Statement
It may be possible that sometime you need to code or provide a link to directly download a report.

Solution
In order to directly export a report, navigate to following URL. This URL request will prompt you with open/save dialog to export the report.

Here,

https://na1.salesforce.com is Salesforce hostname on which the org is hosted
00O30000001Y9ll is report Salesforce ID
export=1 is the parameter required to request system for direct download of report

Also note that,

Salesforce out of box feature does allow exporting of report, but its 3 step process
Navigate to report
Click Export Details
Click Export

What’s the story behind “Salesforce – VMware to announce VMForce”. Salesforce is advertising loudly something as follows …

Join industry leaders Marc Benioff, chairman & CEO of salesforce.com, and Paul Maritz, president & CEO of VMware, for a live Webcast where they will make an exciting joint product announcement on the future of cloudcomputing.

Date: April 27, 2010
Time: 10:30 a.m. PDT
Location: www.vmforce.com

We got only thing to do is to wait and watch ..
What is VMforce all about and to what level will it transform the CLOUD world …

About Salesforce & VMware

Salesforce.com is the world’s biggest provider of software that is delivered via the Web.
VMware is the top maker of virtualization programs that allow companies to boost the efficiency of computer hardware by running multiple virtual machines on a single piece of equipment.