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.

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.

Spring ‘13 Features Release Preview

Posted by Unknown 01:09

Salesforce.com Spring ‘13 is a debated release where some say there are not many features being released like the usual salesforce releases while some say that Spring ‘13 packs really good and needed features. I’ll let you be the judge of that.
All of what I can say is , it is exciting as we are all waiting to see what is packed in this release and can’t wait to get our hands on it. Below are the videos salesforce released on their YouTube channel some time ago.
you can also find the release notes here : http://shivd.me/Spring13Release
The Spring 13 Release Preview of all features : http://shivd.me/Spring13ReleasePreview
and you could join us for the webinar here: http://shivd.me/Spring13Webinar
You could sign up for the Pre-Release ORG here : http://bit.ly/getspring13

What is Salesforce.com?

Posted by Unknown 00:00

There is a lot of hype in the market about Salesforce.com and its many products, so what exactly is it and how can it benefit you?

Salesforce.com is a company based out of San Francisco, California. They are the leaders in cloud technology. 

Salesforce.com is also the name of their flagship product, which is a highly customizable CRM with attractive out of the box features like Web to Lead, Weeding out duplicate leads, Opportunity Forecasting, Email and Campaign management, Google Apps Integration etc… All this along with the standard CRM features like Lead, Contact, Account, and Opportunity Management.