Salesforce Files Sync , The dropbox for Salesforce

Posted by Unknown 16:39

Finally the wait is over…. Salesforce Files Sync is here… Its kinda like the Dropbox for salesforce and in Spring ’14 you can get it on pilot. Well lets go over some neat features

• It syncs your files automatically to salesforce… just drop it and forget it
• The files are available on all the devices
• if you’ve shared the file on a chatter post, if the latest version is uploaded it automatically points to the latest version
• Sits right in well with the files tab in salesforce
• Decide which files to be synced
• Control this feature via profiles and Permissions set (Users need to have the “Sync Files” permission)

How do I get it ?

Well as of spring ’14 You’ll need to contact salesforce support to enable this feature for you by raising a ticket.

Once its enabled for your ORG, make sure you give the “Sync Files” Permission to all those who need it. 

You can download the application from  : Your Name | My Settings | Desktop Add-Ons | Salesforce Files.

Limits 

Maximum Files folder size : 5GB
Maximum file size : 500 MB

Leave your thoughts in the comments

Read more about it : http://docs.releasenotes.salesforce.com/en-us/spring14/release-notes/rn_chatter_files.htm

Freeze Users In Salesforce

Posted by Unknown 13:41

What is Freezing User mean ?

We all know what deactivating a user in salesforce means : They will not be deleted from the system but will no longer be able to log in to Salesforce and their records can be transferred to another user.They cannot be part of workflows or part of any automated processes. Click here to read more on Deactivating users. Freezing a User is when you have to do some extra work to get the user deactivated.

e.g. If your ORG is one among the larger ones which uses a lot of automated process or has custom hierarchy fields then you may already know deactivating a user selected in a custom hierarchy field is not a one step process. So you can freeze the user account to ensure you've enough time clean up, transfer the records and then finally deactivate the user.

<apex:actionStatus>

Posted by Unknown 03:10

Action status is usually used to show the status of an Ajax Process to which it is related to. It can be as simple as showing text during the update to as fancy as greying out the page and showing a loading gif. your imagination (and HTML CSS skills) are the limits

How to activate Summer ’13 Preview on sandbox

Posted by Unknown 10:18

The salesforce.com Summer ‘13 release is quickly approaching and soon you'll be able to take advantage of exciting new features and functionality! If you are a Force.com Sandbox customer, you have the opportunity to get early access to Summer ‘13 in your Sandbox and test new customization and features (the chance to get your feet wet) before your production organization is upgraded.

Escalate Question to Case

Posted by Unknown 18:11

This is a very useful need at times requested by clients.  “Escalate Question to Case” / “Create Case from a question” / “Convert Question to case” in either customer portal , Partner portal, or any self serve portal.

In the answers portal, when we are required to Escalate the question to a case so that the executives can handle it. Salesforce provides this functionality internally but its a little tricky to turn it on and in this post I want to address this.

Spring ‘13 Release Rituals

Posted by Unknown 11:50

The much awaited Spring ‘13 webinar was yesterday 30-JAN-2013. It was exciting and thanks to Pat Paterson(@metadaddy) and Samantha (@samantha_ready) for the amazing webinar presentation which covered the thrilling topics of spring 13 like

• Tooling API, 
• Connect in Apex,
•  Canvas 
•  Connected apps.

What is Do.com

Posted by Unknown 01:00

Continuing the Salesforce.com series from my previous blog post, I would like to give a small intro into the latest online salesforce App, “Do.com”. So what is DO.com? Well to start off DO.com is an evolving collaboration tool. It is written in HTML5 and Ruby on Rails via Salesforce.com’s Heroku platform. DO.com helps your team manage projects/ tasks.

But wait; is it just another project management tool for professionals that cost a lot of money? No, the application is fully free (for now!) and can be customized to fit the needs of any business. Do.com offers an open API for developers, and has received input from some of Salesforce’s brightest team members.

Display an image as a custom field on Salesforce

Posted by Unknown 18:05

There are many times when we need to display an image as a custom field like when a status of a contact is changed to pending or accepted. 

                    
Though this is possible natively on force.com it is not so direct. Here’s an example which will illustrate how to display an image on/as a custom field on salesforce.com

You need to be an administrator or should have the permissions to modify Objects.

Following are the Steps: