Decoding Salesforce

Decoding Salesforce

The hows and whys of Salesforce.com

Archive for January 2007

Play with Custom Links: Part 2

In my last post I explained how to build a simple web custom link; more complex custom links can be used to pass data from your Salesforce records, user information, or company information to another website or application; it can also be used to pass variables from one Salesforce object to another. Let's see how to create a custom link to pass fields values from a Salesforce object to ...

AppEx Data Loader 8 Issue

There appears to be an issue with AppExchange Data Loader 8; even though you specify the proxy server it cannot connect to Salesforce.com, the error you may get is: "Failed to send request to https://www.salesforce.com/services/Soap/u/8.0". There should be no problems if you connect without passing through a proxy server. In the meantime you can download AppExchange Data Loader 7 from here, until version 8 is fixed. Update: Data Loader ...

Play with Custom Links: Part 1

From Salesforce's Help&Training: "Your organization's Administrator can set up Custom Links for Home, Campaigns, Leads, Accounts, Contacts, Opportunities, Cases, Contracts, Solutions, Products, Assets and Users. These Custom Links allow your organization to link salesforce.com data with your back-end office systems. They can be directed to external URLs or to your company's intranet. In addition, the administrator can specify fields to be included as tokens within the URL. For ...

Salesforce’s URL Structure

UPDATE: Public apologies to Mike Schinkel, this post was inspired by Mike's "URL Structure". I decided to write a similar post to include the full list of known instances, mine wasn't certainly a way to get credit for something you wrote first Mike! Sorry! :) Finally found the structure to delete a record in SF, adding it below. Eoin Here's a quick introduction to understand the structure of all the ...

Validation Rule formulas: Part 2

Leading on from my last post I'm going to go into further detail of building your validation rules. Step 1: Understanding formulas First off you need to understand the basics of building formulas in salesforce. To do this I'd start looking at all the help and training information on formulas which salesforce already provide, this can easily be found by going to the Help & Training Link in salesforce and ...

Validation Rule formulas: Part 1

With the upcoming Winter'07 release of salesforce there is one of my favourite new features being added. However it comes at a price, that price being the fact that you have to write formulas. The feature I'm talking about is Validation Rules these allow admins to specify formulas which limit what a user can enter into a field in salesforce. This useful feature also allows admins to specify a ...

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