by Mike Walsh | Dec 1, 2016 | Blog, Salesforce-Apps-AppExchange
Attachments in Salesforce may be simultaneously one of the most valuable and one of the most contentious tools in the system. Attaching files to records in Salesforce keeps all the data and documents you need in one place, making it simple for your team to easily pick up and work with any file in seconds. But, if you need to store audio files in the system, actually listening to them requires downloading, opening in a media player, then deleting when you’re done. Wouldn’t it be nice if you could listen to audio attachments directly within Salesforce? Well, you can with this cool app!
I have created a visualforce page and embedded this with some JS files, which allow to play the audio files on the same screen. This shows a player only with the audio file in the same row.
This free, innovative app is delivered as an unmanaged package, making it 100% customizable for your team’s needs. Check out the sample and give it a try today!
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
by Mike Walsh | Sep 1, 2016 | Salesforce Tips
Multi-Select Picklists in Salesforce can be more than a little finicky, and I typically recommend against them. They’re difficult to work with using Apex and Workflow Rules, and using them for grouping in Reports can get sloppy, as they will group by combo rather than individual values. They can generally be replaced by some combination of standard Picklists and Checkboxes, simplifying automations and improving reporting. That said, sometimes they are unavoidable and definitely the right solution. Don’t worry, though, some simple JavaScript can solve the problems associated with Multi-Select Picklists and Dynamic Reports and make them immensely more valuable.
One thing to know – Report filters expect comma-separated parameters, while Multi-Select Picklists generate semicolon-separated values. If you want a dynamic Salesforce Report to filter based on any values within a Multi-Select picklist, you’re going to need a complex formula or workflow. Or, you could save some time by swapping your typical dynamic report link with onclick JavaScript and use this handy piece of code to save you time, headaches, and future maintenance! All it does is swap semicolons for commas, meaning your dynamic Salesforce Report can search for records matching any values within your picklist! Give it a try and let us know how it works for you today!
var picklist="{!Opportunity.Multi_Select_Sample__c}";
picklist = picklist.replace(/;/g,',');
window.location.href = "/00Oo00000057RCe?pv0={!Account.BillingState}&pv1="+ picklist;
-Jared and the Salesforce Guys
CEO of CloudMyBiz Salesforce CRM consulting services with a deep knowledge in the lending industry. Taking keen interest in the project management side of operations, playing a vital role in the 31% YOY company growth. Strategic leader, mastering the ability to problem solve at every level of the business, providing effective solutions for clients.
