Sending Emails from Salesforce is pretty easily implemented using Salesforce and the Email Templates. I strongly recommend using Email Templates over visualforce emails and hardcoding text emails within the source code because making changes can be really time consuming otherwise. Of course, there are times when it makes sense to use visualforce emails or hardcoding text emails but these exceptions should not be the norm. Continue reading
I thought a lot about whether I should make a post about common Salesforce Interview Questions. Continue reading
One of the most important parts of the Software Development Life Cycle (SDLC) is the the deployment process. In Salesforce, deployments aren’t really much more than copying metadata from one Salesforce organization to another. Salesforce has a few different deployment methods. Continue reading
Global Picklists solve a really frustrating problem for Salesforce Administrators. Previously, if you wanted multiple fields to have the same values you had to make sure you always updated both fields when you wanted to add or delete values. Continue reading
In Salesforce, whenever Apex and triggers are deployed all of the apex tests are run as part of the deployment process. In an org with a lot of test classes and customizations it can take a really long time to run the tests which will increase the amount of time it takes for deployments. Continue reading
Visualforce was designed to allow us to create functionality for users that has a similar user experience as the Force.com platform. Well designed pages should feel like they were meant to be part of the platform, and should be incredibly performant. Continue reading
Instead of using Standard Query Language (SQL), Salesforce decided to create it’s own variation of the language for querying their databases. Salesforce Object Query Language, known as SOQL, has a basic syntax that is very similar to SQL but there’s some differences. Continue reading
Chrome extensions help Salesforce Developers and Salesforce Admins work a lot more efficiently in Salesforce. If you’re using Google Chrome and Using Salesforce, you really need to check out some of these Chrome Extensions. All of the extensions I’ve listed below are available for free and don’t require any special apps from the AppExchange. Continue reading
As a developer, I’ve been involved with Salesforce for about six years and found the marketing around Force.com, Salesforce.com and Salesforce1 to be really confusing. I hope that this post will clear up some of your misconceptions and help you to understand what the differences are. Continue reading
As Salesforce Developers and Salesforce Administrators, we need to understand how the system will process and validate the data that we are inserting or manipulating. As any system does, the rules follow a general pattern that’s known as the Salesforce Order of Execution. Continue reading
A sales process is a series of repeatable steps that the sales team will take with a prospect to sell them the product. Continue reading
View State is a technique Salesforce uses to maintain the current state of the page and the data that was queried between the user requesting things from the server and sending any changes back to the server.If the view state gets too large problems can begin to occur. Continue reading
What’s an Exception
An exception is an unexpected event that occurs when code is executing. Basically apex is signalling there is a problem and that it can’t deal with the issue. Continue reading
One of the key advantages of CRM is that it gives insights for management into the Sales process and provide feedback what is going right and what is going wrong with the Sales Process and with their Sales Team. Continue reading
Apex Triggers don’t need to be complicated. If you have worked with databases like SQL Server or MySQL the triggers execute in a very similar fashion. Continue reading
I believe that most Salesforce developers that started before trailhead started in a way similar to mine. I didn’t plan on becoming a Salesforce Developer. Continue reading
In the blog post “What’s the difference between a Lead and Opportunity?” I spent a bit of time covering how leads are converted into accounts, contacts, and opportunities.
Basically, a lead is converted when the sales person thinks that there’s actually an opportunity to sell them something. In a lot of cases, it might make sense of for leads to be automatically converted after a field is set to a certain value. For example, a lot of companies might want to automatically convert a Lead as soon as the Sales Rep has completed ANUM or BANT.
To convert a Lead into an Account, Contact and an Opportuninity we need to make use of the Database.convertLead method.