#bcsf - keys to developing Salesforce

Have you ever ran into a problem when creating a formula field where you get the error that the compiled formula is too big to execute (i.e. "Formula(s) that reference this field are no longer valid: Compiled formula is too big to execute (7,498 characters). Maximum size is 5,000 characters.")? You might think that splitting the formula into two formula fields and then combining the two values into another formula field will circumvent the problem, right? Wrong. You are getting this error because SFDC counts every character used to create source fields for a formula. There are two approaches to take: (1) shortening API Names, and (2) using Workflow Filed Updates. Shortening API Names: You can try shortening API names, but this has not helped me much in the implementations that I have delivered. Workflow Field Updates: The best way around the limit is to use workflow field updates since: they do not have a compile limit, and; the compiled size that is reference

Having the Salesforce.com logo in the top left of your Org can make it feel like you are using a tool that is not built for your company. Fortunately, there is an easy way to brand your Org with your company's logo. Follow these simple steps: Import the company logo Go to All Tabs > Documents. Select the "Documents" object and the "New" button. The document name will be something like "CompanyLogo.jpg". Set "Externally Available Image" as TRUE. Choose to place the record in either a custom Admin folder to separate from other document files or place it in your "My Personal Documents". Upload the file from your computer. I recommend that the image you attach be 200 pixels width, 45 pixels height, and no more than 20KB in size. Try to use an image with a transparent background since SFDC's background uses a gradient color scheme. Save. Create a custom App Go to Setup > Build > Create > Apps. Select

Let's say that you are working in a large Org and different groups throughout the company use the same object, but each a little differently. Instead of overriding the standard "Edit" or "New" buttons, create a custom button. For example, there is a custom object on the standard Opportunity object and you want to launch a different page layout for your sales team for a custom quoting object. Create your "Quote" Visualforce page. Create the custom button on the custom object. Label: New API Name: New_Quote Type: List Button Content Source: OnClick JavaScript Behavior: Execute JavaScript Button or Link URL: window.open("/apex/InputVisualforcePageNameHere?RecordType=InputRecordTypeIdHere&retURL={!Opportunity.Id}&cancelURL={!Opportunity.Id}&saveURL={!Opportunity.Id}","_parent"); Edit the Opportunity page layout for the sales team and modify the buttons on the related list to add your custom button. In

Formatting Number Values The number formatting parameter begins with \#, followed by any combination of the following parameters.  Please see the examples following this table. When Conga Composer populates a numeric value, the digit grouping symbol (the “thousands separator”) is defined according to your Locale settings (as defined in Salesforce’s Setup | Personal Information) or according to the Culture or CurrencyCulture Conga Composer parameter. Despite the cultural settings that govern the output from Conga Composer, within an appearance parameter, you must use a comma (",") for the digit grouping symbol (for thousands) and a period (".") as the decimal symbol. ​   PARAMETER DESCRIPTION 0 (zero) Specifies the requisite numeric places to display in the result. If the result does not include a digit in that place, Word displays a 0 (zero). Example: { = 4 + 5 \# 00.00 } displays "09.00". # Specifies the requisite numeric places to display in the r

To create a Visualforce command button to call Conga Composer, you’ll need to access the current Session Id and Partner Server URL endpoint.  Example Visualforce button that defaults the template, output as PDF, does not automatically log after merging, attach file to "Notes and Attachments" related list without task record, and creates a unique name for the merged document: <apex:commandButton id="ButtonPDF" reRender="none" value="Generate PDF" onclick="window.open('https://www.appextremes.com/apps/Conga/Composer.aspx?SessionId={!$Api.Session_ID}&ServerUrl={!$Api.Partner_Server_URL_210}&LG3=2&LG4=0&DefaultPDF=1&Id={!CustomObject__c.Id}&TemplateId=a17n00000008aVS&FP0=1&OFN={!CustomObject__c.Name}+--+{!CustomObject__c.CustomField__c}+--+{!CustomObject__c.CustomField__c})','_blank','toolbar=yes, scrollbars=yes, resizable=yes, top=50, left=300, width=700, height=525' );" />

Output File Parameters The following parameters affect the output file generated by Conga Composer. PARAMETER DESCRIPTION DefaultPDF=[0 or 1] Sets the default output type to Adobe Acrobat If set to 0, "Output Format" is "Same as template" (default) If set to 1, "Output Format" is "Adobe Acrobat" The user may override this choice unless the “Lock Output to PDF” parameter (fp0=1) is enabled. FP0=[0, 1 or 2] Locks the output file format If set to 0, "Output Format" is "Same as template" and not locked (default) If set to 1, "Output Format" is "Adobe Acrobat" and  the Output Format radio buttons are locked. If set to 2, “Output Format” is “Same as template” and the Output Format radio buttons are locked OFN=[text] Sets the Output File Name, overriding the default output file name Requires: A text value to use for the output file name You may use static text or m

Create  a Custom Conga Composer Button Conga Composer includes sample buttons on the following standard objects so you can easily copy and paste the base URL into your button.  Lead   Contact Account Opportunity Case Contract                       ​From Setup, click  Customize , select one of the above standard objects and click  Buttons, Links, and Actions ​Click on the  Conga Composer  button and copy the four lines in the Button or Link URL field 3. Click back to the main Buttons, Links, and Actions menu and click  New Button or Link      ​4. For the label, enter something that will describe the kind of document you will create     with Conga Composer, i.e. "AccountPlan" or "Invoice" ​5. For the Display type, choose either a  Detail Page Link  or a  Detail Page Button ​6. In the Button or Link URL text box, paste the URL you copied from the previous button 7. ​Insert your object ID by choosing the field type from Select Field Type