Author Archives: terryluschen

A RECIPE FOR MASS DELETING – SALESFORCE

The first option for any new piece of functionality is to head to the AppExchange to see if something is available. In this case an app that does mass deleting can be found: https://appexchange.salesforce.com/listingDetail?listingId=a0N300000016YuDEAU Here is a video I found too that talks … Continue reading

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SALESFORCE COMMUNITIES – LET’S GET CUSTOMIZING!

As I mentioned in my last blog post Salesforce Communities is the successor to the old Portals.  There was a lot of thought given to make sure that each piece of a Community could be customized to meet brand standards.  Here are … Continue reading

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THE TRANSITION IN SALESFORCE FROM PORTALS TO COMMUNITIES

The transition from only having Sites and Site.com available to us in the past to now having Communities as a key component in allowing customers or partners into Salesforce, forces us to look at how to solve certain use cases.  … Continue reading

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SALESFORCE TRIGGERS – UPDATING RESTRICTED RECORDS

First, let’s start with an example.  Let’s say that there is a logged-in user who has a Salesforce Platform license.  As described in this link a Salesforce Platform license does not have access to the Opportunity object.  So how should we solve … Continue reading

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THE TECHNOLOGY IN WHAT’S FOUR BREAKFAST

Sundog Interactive is a Marketing + Technology company.  Sundog has recently hosted a series of breakfast events in Fargo, Denver and Minneapolis with the title ‘What’s Four Breakfast’. The event explained why the integration of marketing strategy, creative content, technology … Continue reading

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HEALTH CARE – PROVIDER ONBOARDING IN SALESFORCE

The fundamental building blocks of Salesforce provide the framework for the process of bringing a health-care provider into an organization. First we need to be able to store the basic information about a provider during the onboarding process.  Here is … Continue reading

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ROLLUP SUMMARY WITH A LOOKUP FIELD – SALESFORCE

First, let’s start with some basics.  There are two main types of relationship fields in Salesforce.  Here is how they are described when you create them. 1) Master-Detail Creates a special type of parent-child relationship between this object (the child, … Continue reading

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USING AUTO NUMBER FIELDS FOR INCREMENTING NUMBERS

Auto Number fields are used very often with the Name field of a custom object.  With a Name field you are allowed to either have a text field of 80 characters or use an Auto Number field.  Auto Number fields … Continue reading

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A Simple Email Integration Between Gravity Forms on WordPress and Salesforce

Gravity Forms is a well know form builder that runs on WordPress.  It is simple to spin up a form to collect data for whatever you need.  But what if that data needs to get to Salesforce? You could try to interact … Continue reading

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Salesforce – Recipe for Web-to-Content Process

Salesforce has a simple process for creating a lead from a web site.  It is called a ‘Web-to-Lead’ form.  All you need to do is… 1) Setup your Lead object with any custom fields 2) In the Setup menu under … Continue reading

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