Archive for the ‘SalesForce, force.com’ Category

Salesforce Spring ’10: its more than a cute ladybug

Thursday, March 18th, 2010

Sophisticated Data Modeling

You can now have multi-level Master-Detail relationships.  Standard objects may have 2 more sub-levels and custom objects may have 3.  One nice feature from this is “multi-level roll-up fields”.  For example, you have an Account with Expense Reports, and each Expense Report has Line Items.  Roll the line items up into the report [...]

Auto convert Leads in SalesForce CRM?

Friday, February 12th, 2010

SalesForce does not have an out-of-the-box feature to automatically convert Leads, but the API makes the convert function available for any developer’s use… and someone did!

For one example, here is Steve Anderson’s APEX solution that auto converts and if the Contact already exists then adds the data submission as an activity.

I’ve seen other examples as [...]