Using static resources with Salesforce custom Javascript buttons

This is a nice hack to utilize static resources in javascript:

static resources hack. thanks @MatthewKeefe

Files vs Salesforce CRM Content vs Salesforce Knowledge vs Documents vs Attachments

With the introduction of chatter came the files tab.  Adding to the number of different areas you can upload files to in sfdc.  Here's a very helpful chart for the differences between Files, Salesforce CRM Content, Salesforce Knowledge, Documents, and Attachments -http://t.co/pMpqgnlQ .  Thanks @MikeGerholdt

Spring 12 Highlights

Force.com Features

Chatter Features

Sales Cloud Features

Service Cloud Features

Spring12 Developer Webinar Preview

Replay of the Spring'12 developer webinar preview is available in case you missed it:

http://wiki.developerforce.com/page/Webinar:_Spring_12_Developer_Preview

Ensuring 1-to-1 relationship

Good post by Kyle over at Maven Consulting on maintaining and ensuring one to one relationship between objects.  Using workflow to pass ID over to a text field that enforces unique.

Mass moving Reports from one folder to another

Mass moving Reports from one folder to another.: Good guide here on moving mass moving reports from one folder to another using eclipse force.com IDE.  Thanks Matt.

Delegated Administration

This is an under used area of sfdc security features that can be useful to dole out user administrative privileges:

Your Name > Setup > Administration Setup > Security Controls > Delegated Administration

Here you can create delegated groups and assign users to the delegated group. Within the group you're able to control which part of the role hierarchy they are allowed to have user administration over as well as define which profiles they are allowed to assign (make sure not to make any sys admin profiles available to be assigned).

For example, you have regional operations personel that would like to manage users in their particular region, say North America.  You can create an NA delegated group and add the NA portion of the role hierarchy to that group, and then assign the regional operations person to the group.  Can also limit which profiles they can assign to those users.

An addition aspect to this is the ability to grant them administration privileges to certain custom objects.  They would be able to customize nearly all aspects of the particular custom object which has been granted.  The only thing they can't do is modify relationships on the object or make modifications to the org wide sharing defaults for the object.

Note, a user can be part of more than one delegated group, so the privileges are stackable.

Create Audit Fields

Generally these timestamp fields are read only:
• Created By
• Created Date
• Last Modified By
• Last Modified Date


However there are instances where there is a need to enter a value, such as during data migration and there is a requirement to maintain the original dates from the legacy system.  If "Create Audit Fields" permission is activated in the org, you would be able to set these when inserting records.  Contact sfdc support to have this activated.

Click here for more details on audit fields.

Bulk upload to documents

Files can be uploaded in bulk via data loader.  Prep a .csv file with the local path of the files and sfdc ID of the folder in documents.

FOLDERID | NAME | CONTENTTYPE | TYPE | ISPUBLIC | BODY | DESCRIPTION

FOLDERID - The sfdc ID of the folder in documents tab
NAME - Name of the file once it's created in documents
CONTENTTYPE - The type of content like image/gif
TYPE - File type like gif, jpg, doc, pdf
ISPUBLIC - Boolean indication if the document is available publicly
BODY - The local path of the file goes here.
DESCRIPTION - Description of the document.