Salesforce Auto Relate Email Message Attachment

The Salesforce Lightning plugin for Outlook allows logging emails directly into Salesforce. However, workflow or process builder cannot trigger events on these logged emails (vote for that feature here [Salesforce Ideas]). By default all logged email file attachments are related to the EmailMessage object that is created by the plugin. The EmailMessage can be related to any object via the plugin; however, the plugin does not allow the file attachment to also

Salesforce Add Action To apex:EnhancedList

There’s no quick way to add actions to a Salesforce VisualForce page with an EnhancedList. Here’s the workaround. apex:page > script type=”text/javascript”> function endsWith(str, suffix) { return str.indexOf(suffix, str.length – suffix.length) !== -1; } function setActions() { Ext.ComponentMgr.all.each( function(item, index, length) { if(endsWith(item.id, “grid”)) { var store = item.store; item.store.each( function(record) { record.set(“ACTION_COLUMN”, [“My Action”]); }); } }); } /script> apex:enhancedList type=”Systems__c” height=”300″ oncomplete=”setActions();” /> /apex:page> Salesforce uses the Extjs

Salesforce Group Tables with Conga Composer

For a recent client project working with the Salesforce.com platform I used Conga Composer to create custom quotes. The client is an engineering firm and one of the quotes required employee hours billed under dynamic categories. The quote needed each employee’s hours listed under the associated category. Here’s how to create the quote. 1. Create a report table in Salesforce using the schema builder. Give the table 10 or so

Salesforce Custom Hours Billed Quote with Conga Composer

For a recent client project working with the Salesforce.com platform I used Conga Composer to create custom quotes. The client is an engineering firm and one of the quotes required employee hours billed under dynamic categories. The quote needed each employee’s hours listed under the associated category. Here’s how to create the quote. 1. Create a report table in Salesforce using the schema builder. Give the table 10 or so

Salesforce.com Data Download via Java Swing, RSSBus JDBC Driver, and Apache Commons Daemon

I recently developed an application that synchronizes Salesforce.com data to a local PC. The application is developed in Java using the Swing graphical framework and uses a Salesforce.com JDBC driver provided by RSSBus. The application stores Salesforce.com credentials and synchronization interval timing data in a Java properties file. The application allows non-graphical execution via the “nogui” command argument. I also include an Apache Commons Daemon class and script that allows