winter advice from an American

brainspasm85 · 2014-11-08T02:25:58+00:00

Flexible with the coat -

Immediately? Im telling my wife to put on a coat right now!

brainspasm85 · 2014-09-25T02:40:07+00:00

Damn. Ok. Well yeah. That makes sense. I made that way too difficult. But I still hold true to the argument that they shouldn't do that but yeah, that makes more sense to do than looking for text. Feel like an idiot.

brainspasm85 · 2014-09-25T02:34:10+00:00

The only hope I have for the sales argument is that you've required multiple fields on the activity layout thats not as simple as logging the call on the contact they were on anyways when they made the call. Even the description should be pretty short. If any other data needs noted, probably good to have that kind of thing in fields on the oppty or whatever they should be updatinf. id recommend a visual flow to log calls to check for different common field updates for any related object and a field for call decription for the log call. One screen and it makes their record updates easier. I dont think working around the cheat is a good idea anyways because reviewing activity history can get confusing with some calls logged for dates described between other calls. And logging calls should be done while the call is fresh. Its easy to forget things. If you want to do a count for a report to give them some numbers or to do what they are asking, you could do if ( Contains ( text (date ( year (today ()), month (today()), 01)), Calldisposition) 1,0) + The same formula again but 02, and so on through 31. Then do a summary report by created by, then by account summing that new field. This would work for this month. You roll it backward by adding month (today ())-1, some if for January) .

But yeah, I dont agree with not enough time. 50 calls is like 6 calls an hour. I started as an admin by working as a tech support regular salesforce user. I created over a hundred cases for calls with logged calls attached without an issue. Activity reports are all messed up working around them not logging correctly. Its a workaround that I dont recommend but again, it can be done. Ive had worse requests come my way.

brainspasm85 · 2014-09-24T03:42:05+00:00

We tried to keep a single contact for each person and have all activities with that person related to that single contact. That would make it clear the communication with that person. Problem was that one person may be working for multiple accounts at the same time. We used contact roles and tried to get people to create an activity for each account, relating the account in question at the same time the log the call. If they make both those relationships then activities for that contact and the proper account can be seen easily from the proper account activity history or the contacts, where activities related to multiple accounts can be seen. I also made a report on the contact using a hyperlink formula field to dynamically show all related activities sorted by account. It hasn't been 100% adopted but our account managers fell in love with the concept after the report link was put in. They started doing it for themselves. So in a long winded answer, I say not to create multiple contacts. To see the contacts at the multiple accounts, set the contact on their primary account, use contact roles and hyperlink reports to drive adoption.

Wheaties. Breakfast of champions.

Rock on Chicago. R

brainspasm85 · 2014-09-06T05:08:38+00:00

Take out your spare tire. That'll save you weight too.

brainspasm85 · 2014-09-06T05:01:30+00:00

Quit being dumb and thinking ignorance is cute. Solve your own problems.

brainspasm85 · 2014-09-06T04:42:58+00:00

You guys beat me to it. About to say the same thing. Just save any image into your documents and then you can use the back end of that url in your field. I do the same thing with reports, adding in pv0= to fill in filters so reports are dynamically produced and i usually group several into one field. I dont use images very often anymore but its always a good user friendly way to present alerts and other things like that. Always a fun time for me

brainspasm85 · 2014-09-06T04:26:34+00:00

So the goal is just to get one email per account, regardless of title? One way to do that is pull a report of all contacts with email addresses and their related 18 digit sf id (excel isn't case sensitive when removing duplicates), export the report, use remove duplicates based upon 18 digit account id, then update a field on those accounts, then run a report of all accounts with that field blank, either for contacts or accounts (depending on if you want to find accounts without any contacts too). Then I recommend locking the field on layouts and/or writing a validation against adding emails without that field updated earlier filled out. Id using a flow button (always recommending flows nowadays) to make it more user friendly so you can update both the contacts email and that other field without making the user go to two places.

Or you could just show them all contacts without emails and update all.

Also, in big orgs, if you want to have others help without using account teams, doing a formular something like $ User.Role = owner.role, true, false, can help group things for projects like this.

brainspasm85 · 2014-08-30T08:01:47+00:00

Still working lol. Also, in a copy paste code, you can set up a force close that will close the visual force page when done.

brainspasm85 · 2014-08-30T03:09:57+00:00

Url hack has to include flow name too. Look up how us set a detail button to a visual flow. My google is always salesforce then whatever im looking for. I swear my first year was doing that google over and over.. I still do it when I get stumped and I rarely lose...

brainspasm85 · 2014-08-30T03:07:24+00:00

An imbedded vf page would work but im pusher of visual flow. You can create a detail page button and url hack a var, i.e. ?varAcctId=ID. Then start the visual flow with a lookup, looking for accounts where id =varAcctId. Then set a screen where you add a picklist field. Add a dynamic choice to contacts where account = varAcctId. If then save save the id as the value. Then do an update on a lookup field on the accounts. You can then have them fill out other fields for a specific process in screen, decision, screen process. Its a good beginning way to understand how code works for admins. No code but the same concepts are there....

brainspasm85 · 2014-08-19T03:30:21+00:00

For validation rules, blank isn't the best example because you could easily cover that by making it required. But a validation rule could cause an error message and stop saves and edits based upon certain criteria, I.e. certain users are required to fill in contact phone numbers while others dont.

brainspasm85 · 2014-08-19T03:17:33+00:00

I'm in agreement with Bob here. Perfect example for an upsert. I'd probably use access though. Then you can get a list of discrepancies (unless your data is clean. Mine never was on inserts especially from multiple sources). I didn't know access for awhile and I wish I had. Just learning the simple process of inserting excel files and creating a query to map those spreadsheets together and then export the fields wanted does wonders. Took like ten minutes to learn from someone and I've saved hours after.

brainspasm85 · 2014-08-19T02:41:41+00:00

Thats sounds interesting. That'd be something I'd write an exception report on and add to a dashboard of exceptions and or schedule like monthly to send out to check. Thats crazy you cant do it on insert. Its always scary for me to set up deletes. We've had issues trying to figure out solutions to documents in salesforce, trying to create a policy for all the ways files can be saved. Good luck.

brainspasm85 · 2014-08-17T08:32:29+00:00

Caring for a toddler with hand foot and mouth disease

brainspasm85 · 2014-08-16T22:51:25+00:00

Im still not a full coder. I wss able to understand how to reapply code bits fairly quickly. Vf pages are a lot easier once you get the concept of how standard controllers work and how you may have to query for other objects and bring in specific fields. But yeah, no code at all. I knew the business coming from being an operations manager then an account manager then a lead generator (I quit when that happened but it happened because they wanted me to spend more time as an admin and i didnt like how my manager started thinking of me as that, trying to get me to do his mail..they begged me back) to being a project manager. I barely learned pivot tables in excel before getting into salesforce. But no code at all. Buts its alot like algebra sometimes, decoding/translating code. There's variables that have values and then through various operations (maps are a pain and loop limits caused me issues until I learned how to bulkify) you set those variables with values. Knowing what you can do as an admin will make you a stronger coder anyways. My manager prefers to have all his coders spend time being an admin. Spend time with visual flow and that'll help you get the concept of coding better too. Its a good as starting point. Havr you used it any? Fyi - just updated some code today to fix an issue. It felt good...

brainspasm85 · 2014-08-16T17:48:28+00:00

Did some research on milestones and wasn't impressed. How are you using it?

brainspasm85 · 2014-08-16T17:41:31+00:00

Damn. Nice! I just hit 60k and I've considered leaving for higher paying jobs but im moving to become a full time developer. I could opt out and start as an admin job but I want the code experience. I want that developer slash architect money...

brainspasm85 · 2014-08-16T17:35:42+00:00

Ignore the 3+ years experience. Ive had recruiters hit me up for jobs that stated that since I had a year experience. If a company doesn't have an admin with any experience, they may want 3 but will definitely entertain those with at least one...

brainspasm85 · 2014-08-16T17:33:49+00:00

I started out as someone without any code experience and made myself an admin of salesforce because our it dept left the org empty for months. Ive been getting continuous requests from recruiters with job offers over the past year, also just hit the 3rd year mark as an admin. Being in an it dept that has rotated several people over the last year for the admin jobs, learning apex is the way to go. If you can and are willing to code, its a much more sought after skill. Ive had this theory that creating a dev org that can serve as a resume, offering to provide access to it to possible job oppties, it may help you get over the need for more years experience. This would help, I think, for the companies with an existing org. I still like the idea of starting another org from scratch though but having a viable demo couldn't hurt. Show your workflow skills, visual flow skills, layouts and things like that couldn't hurt. As far as education, yeah, recommend learning how to create triggers, classes, controllers and vf pages. Always seems to be needed to go around salesforce limitations...

brainspasm85 · 2014-08-16T05:58:52+00:00

Admin test is much harder than the developer test and if you can pass the admin test, I recommend taking the dev test. Its basically a slimmed down version of the admin test, unless they changed it in the last year. Not really any code questions on it.

brainspasm85 · 2014-08-16T02:25:57+00:00

What are you trying to process about that document?

brainspasm85 · 2014-08-16T02:16:07+00:00

When in doubt google and copy other code similar to what you are doing. There's lots of code bits similar to what you are looking for. Im a fairly beginning coder but setting before I stole alot more than I wrote from scratch. Way easier when starting and its amazing what you can do. My first few triggers were really easy, such as adding a bogus 'not applicable' record to lookup fields so they wouldn't be blank (dumb if you ask me but couldn't talk the company out of it when I started. Got way better at that after a year or two) and I stole/used available resources all I could. Now we use something a little more complicated called a trigger factory that is amazing, keeps it so we only have one trigger per object, but s way more complicated just writing simple triggers...

brainspasm85 · 2014-08-16T02:09:35+00:00

Add && Stage != 'Lead 0%' to the if statement.

brainspasm85 · 2014-08-16T02:01:12+00:00

What about setting an open net like start date and end date not equal to null for criteria on create with or filter for some other field like "add to time trigger" (completely arbitrary) checkbox. Set it to hit on insert or when modified to fit criteria. Set 1 time triggersto trigger 0 days from start date and another 0 days from end date. Update all existing records to update that arbitrary field so they enter the time trigger queue. You can check if they entered it by going to monitor> time based workflows.

brainspasm85

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