Tag Archives: Salesforce

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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USING OAUTH 1.0 IN SALESFORCE/APEX

Have you ever come across a time when you needed to start building out integrations in Salesforce that connect API’s that use OAuth 1.0?  If you have then you probably know that it can be a fairly tedious task.  If … 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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DOWNLOADING ATTACHMENTS FROM SALESFORCE USING THE ANDROID SDK

Downloading attachments from Salesforce in Android seems to me to be something that would be fairly common.  While looking for documentation on how to do just that I came up with nothing.  This doesn’t mean it isn’t possible, it just … 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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Integrating Salesforce and LinkedIn

Salesforce and LinkedIn already have some integrations that can be leveraged from the AppExchange at Salesforce. 1) LinkedIn Sales Navigator for Salesforce can be found here.  This app costs users $39 a month and is created by LinkedIn itself. 2) Ebsta … Continue reading

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Four Gotchas When Using Future Calls in Apex in Salesforce

First, what is a future call?  Future is an annotation that can be added to a method to make that method run asynchronously.  It could look like this… @future static void doFutureWork(){ //Do the work } A great use-case for … Continue reading

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