Nice way to start 2015: Passing the Salesforce Advanced Administrator exam.

For the past few weeks, while the family was eating, drinking and having fun over the holidays, I was actually preparing myself for the Salesforce Certified Advanced Administrator exam.

Maybe this seems a bit dorky to you, but I was actually having fun too ????

Discovering functionality that I hadn’t used before, playing with it in a developer org, making notes, trying out some own ideas tweaking the exercises… that’s just pure fun isn’t it?!

Continue reading Nice way to start 2015: Passing the Salesforce Advanced Administrator exam.

The not-so-scary Visualforce Email Template as Order Confirmation Email

Almost every Salesforce admin knows how to create an email template which can then be used in Workflow Rules, Process Builder, Visual Flow or just manually from the “Send email” button in the activity history related list.

Actually when creating an email template you’ve got 4 options:

  • Text
  • HTML (with a letterhead)
  • Custom (without using a letterhead)
  • Visualforce

The first 3 options let you create email templates containing mergefields of a particular object and fields of lookup relationships going up, but not down.

In most cases that’s all you need. But what if you would like to create an email template containing records from a related list like for example an Order Confirmation Email, containing the Order Details and a table of it’s related products ?

Continue reading The not-so-scary Visualforce Email Template as Order Confirmation Email

Skip the pricebook selection page and go directly to productsearch depending on fieldvalues

Creating Conditional Custom Buttons in Salesforce: some use cases

As a Salesforce Admin you sometimes wish you could create a custom button on an object that does one thing depending on a certain condition or does something else if the condition is not met.

This is possible but mostly requires some javascript knowledge. A lot of new admins, including myself at one time, depend on an external consulting firm because it means you’ll have to use some sort of code.

My company depended on external consultancy for such requirements and after letting then create some, analysing their code, I actually can create them myself now.

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A lesser known Visualforce pageBlock attribute called “mode”

For those of you who create Visualforce pages to extend default Salesforce functionality and who want to be as close to the standard layouts of the user interface, this little baby might come in handy to know ????

When you create a pageBlock in VisualForce you might have noticed that the background is LIGHT GRAY when viewing or editing fields, but if you use the standard edit function for an object the background is WHITE!

How do you make sure that your VisualForce page uses the same layout styles and properties as native Salesforce functionality?

Continue reading A lesser known Visualforce pageBlock attribute called “mode”

Create an approval notification with Visualforce Email Template containing Quote and QuoteLineItems

Have you ever had the following business requirement?

You all know that when you submit a record for approval you can have an email notification sent to the approver with some mergefields of the record to be approved and a link that takes the approver immediately to the approvalpage.

But what if that email should also contain childrecords, like for example when you have to submit a quote for approval containing the QuoteLineItems in the approval request email, so that the approver can immediately decide without having to go into Salesforce to review what you are offering your customer.

Brian had some trouble with that and asked for help on the Salesforce Community and I wanted to challenge myself and give him a hand with it.

Continue reading Create an approval notification with Visualforce Email Template containing Quote and QuoteLineItems

Happy Birthday Salesforce Belgium User Group and a Happy New Year!

Salesforce Belgium User Group Anniversary

The hidden Salesforce feature that saved me from going mental: Defer Sharing Calculations!

Managing defer sharing calculations