Thursday, August 21, 2014

Winter 15 Summary

1.Ability to convert leads from Salesforce1 app (Beta) :


2.Set Up Salesforce1 with the Salesforce1 Wizard :
3.Access and Share External Files with Files Connect
4.Unlisted Chatter Groups

5.Allow Attachments via Email 

6. Delegated Administrators Can Assign Permission Sets
7. Process Changed for Enabling Multiple Currencies

8. Security Tokens Required for API Logins from Callouts
9. Improvements to Setup Search (Beta)

10.Set Session Timeout and Password Policies for Individual Profiles:The settings for session duration and password policies at the profile
level override the settings at the organization level.



11.Run More Future Methods and Callouts(50 Methods and 100 callouts)
12.Run More Tests in Sandbox and Developer Organizations
13. Deploy with Active Jobs
14.Do Most Actions from the Salesforce1 Action Bar

15.View All Pending Approval Requests in One Location
16.Share a Dashboard Snapshot in Chatter

17.Drill Down from a Dashboard to a Matrix Report
18.Floating Report Headers
19.Filter List Views
20.Attach Files to Comments on Feed Posts
21. Log Calls Faster
22.Events in a Weekly View
22.Clone Contact Records

Here are some more in detail
1.More Streamlined Look for the Rich Text Editor :The Rich Text Editor, also known as the HTML Editor, that’s available in most rich text area fields has a new look, better
performance, bug fixes, improved styling for pasted data, improved handling for pasted images, and increased compatibility with newer browsers. The updated editor is also available in rich text area custom fields on records and more.

2. Salesforce for Outlook :
It’s Easier to Set up Side Panel Users to Add Outlook Items to Salesforce Records.
Let Users Select Specific Email Attachments to Add to Salesforce
Specify Your Users’ Outlook Sync Folders
Side Panel Users Can Do More with Outlook Tasks

3.Activities
Add Custom Lookup Fields on Activities (Beta)
Let Your Users Control Task Notifications Globally

4.Service
Show Agents More Case Information in Less Space with Compact Feed
Add and Work with Addresses More Easily in Case Feed Email Messages
Rename the Email and Community Case Feed Actions
Case Feed Files Component Supports Drag-and-Drop
Customize Web-to-Case Email Notifications
The Web-to-Case HTML Generator Has a New Location in Setup
Include Cc’ed Email Addresses on Email-to-Case Auto-Response Messages
Search Highlights and Snippets

5.Chatter
Access and Share External Files with Files Connect
Search for External Files with Files Connect
Run a Report about Publicly Shared Links to Files
Users Have More Options in the File Sharing Settings Menu

Enable Users to Collaborate More Privately in Unlisted Groups

6.Mobile




Tuesday, August 19, 2014

Hack Field Using URL

 Some time we have requirement to auto populate account field while creating “New Task” from Contact.

Step1 :- Click On Name | Setup | App Setup | Customize | Activities | Task Buttons & Links | Click on button ” New Button & Link”

Step2 :- “New Task” or as per your requirement,  Display type:- List button, Behavior as per your choice, Content Source :URL

/003/e?Title=Call&who_id={!Contact.Id}&retURL={!Contact.Id}&what_id={!Account.Id}

/003/e :-“003″ prefix signifying that we are looking at the Contact Object.“/e” means we are going to the edit page for a new instance of the object.

retURL:- This is the URL to return to if the “Cancel” or “Save” button is clicked on the new Task page.

Who_id for “Contact” & what_id for account

Step 3:- Create URL as mentioned in Step2

Step 4:- Save it.


Step 5:- Edit “Contact Page Page layout and click on open activities related list add new list custom link

Now Save contact Page Layout. Click on Custom “New Task” Button and see the magic