by Mike Walsh | Jul 24, 2017 | Salesforce Tips
Today’s tip comes courtesy of a recent client question that yielded great results. Specifically, the question came up, “what do I do if I want to override the default page for the Opportunities Tab?” The solution here comes in two parts.
First, you need to create the custom Visualforce Page that will be used to replace the default home page. This will probably be the tough, time consuming part as you need to build out your Apex code to make the page. However, once that is done, the second step is quick and painless. Simply, go to Setup –> Customize –> Opportunities –> Buttons and Links –> Then Edit link next to the Opportunity tab. Upload your custom page and that’s it! This procedure can be used to edit and customize any tab or page within Salesforce.
Click Here for More on Creating Visualforce Pages
-Ryan and the CMB Team
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 | Jan 13, 2017 | Salesforce Tips
Whether you’re new to the Salesforce community, or have been around for years, you understand the vast potential of the platform. With incredibly powerful functionality, and new features rolling out quarterly, keeping up with the system can feel daunting while trying to keep up with your growing business. Not to worry, these cheat sheets, designed by Salesforce, can give you some useful tips and tricks for making an impact while you grow your knowledge!
One of the most difficult things about Salesforce can be wrapping your head around what it can and cannot do. Having resources like the cheat sheets provided here can help simplify learning the features available on the platform. Among my favorites is the Salesforce1 Admin Cheat Sheet. Many Salesforce customers haven’t fully jumped on the Salesforce1 bandwagon and this resource gives a powerful crash course to get started. I also enjoy the Visualforce Cheat Sheet because it provides some useful tips for getting your custom pages to behave the way you expect. Check them out along with all the rest, and start building something cool today!
-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.
by Mike Walsh | Oct 21, 2016 | Blog, Salesforce-Apps-AppExchange
Not all fields are equal in Salesforce. Sure, names, email addresses, and phone numbers are critical. Sure, it’s important to have all that data related to an Account, Case, or, Opportunity. But I find that, more than anything, picklists really tell you what’s what. Picklists are your statuses, your service level agreements, your priority. But these critical fields have a way of hiding amongst the clutter of a complicated page layout. If you need to see picklists big and bold, understand your pipeline, and have a powerful, at-a-glance, way to identify what’s important, you should check out Visual Status.
Records typically have picklist/dropdown fields identifying what stage/state that record is in the overall lifecycle. This is true for Accounts, Opps, Leads & other custom objects. These picklist fields occasionally get lost with all other fields on pages… With just one VF component and a completely open & customizable attribute model this app can visually represent any picklist field in any object to present a beautiful representation on standard & custom pages. With no limits, make all your picklist process fields stand out.
This free new app looks awesome, so check out Visual Status 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 | Jun 22, 2016 | Salesforce Tips
One of the easiest things in the Salesforce world is updating a page layout. All you have to do is go to the page editor, drag and drop a few fields, and click save. Done! But this, unfortunately, only works for standard Page Layouts. If your business is leveraging Visualforce for any of your pages, you’ve probably learned that updating these layouts can get pretty complicated pretty quickly. Want to move a field to a different section, remove a field you’re not using anymore, or add a new one to the screen? Time to call the developers! Or, with a little creativity and a few Field Sets, you can have a Visualforce page that’s almost as dynamic as a standard page!
Leveraging Field Sets in Visualforce pages is surprisingly simple, and while Apex can supercharge your dynamic Visualforce code, you can use Field Sets without any Apex required. Begin by choosing an object, creating a new Field Set, giving it an easy-to-understand name, drag and drop the fields you want in, and click Save. Now, create a new Visualforce page. In your Visualforce, you’ll “repeat” through the fields in the field set to display those on the screen.
The example below is one of the simplest versions of this, but don’t think this is the end. Once you’ve got the basics working here, you’re ready to get really creative! Now go, sit down with your dev team, and make some awesome, dynamic Visualforce! And don’t forget to tell us about it!
<apex:page standardController="Account" standardStylesheets="true">
<apex:form >
<apex:repeat value="{!$ObjectType.Account.FieldSets.Account_Fields}" var="f">
{!f.label}<br/>
<apex:inputField value="{!Account[f]}" /><br/><br/>
</apex:repeat>
<apex:commandButton id="saveBtn" value="Save" action="{!save}" />
</apex:form>
</apex:page>
-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.
by Mike Walsh | Jun 16, 2016 | Salesforce Tips
If your company is large or your team is widespread, it can be hard to disseminate important information to everyone in a short time. Be it good news (“you’re all getting a raise today!”) or bad news (“I set the refrigerator on fire; it was upsetting me”), emails get buried, memos lost, calls sent to voicemail and forgotten forever. You need a way to get the word out fast, and if your team lives and breathes their dashboards, there’s an easy way!
Continuing on the idea from a few weeks ago, I’d like to draw your attention to two previous tips, one about using Salesforce Messages and Alerts with HTML, and another about embedding Visualforce pages into Dashboards. If your team is using the Salesforce Lightning Experience or typically collapse the sidebar in Salesforce Classic, your old Messages might not be making an impact anymore. If you take the HTML from your Message, put it into a new Visualforce page, then add that to a Dashboard everyone uses, you’re back up and running with a powerful, long-term solution. If you haven’t used messages yet, now is a great time to start spreading the word right from your Salesforce Dashboards!
-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.
