Articles

February 1, 2019

Terry’s Tidbits: Salesforce 2019 Spring Release Top Ten

Exciting new features to watch out for in the Salesforce Spring '19 Release
November 21, 2018

Terry’s Tidbits: Integrating Salesforce and Microsoft Office 365 SharePoint

Available for Lightning and Classic, Professional Edition and up Wouldn’t it be nice to have a way to link files from SharePoint with Salesforce? You can! […]
November 14, 2018

Terry’s Tips: Salesforce 2019 Winter Release Highlights You Will Love

The Salesforce Winter ‘19 Release is here! Have you had a chance to try out its new features? I have and am excited to share with […]
October 24, 2013
create salesforce record

Create a Salesforce Record with a Button

Have you ever needed to create a Salesforce record by pressing a button?  If so, this will explain how simple this can be. In this example, […]
September 20, 2013
contact role

Creative Way to Capture Opportunity Contact Role

Need a creative way to capture Opportunity Contact Roles?  My method uses a couple simple Visualforce pages to redirect the an Opportunity to the Contact Role […]
September 9, 2013
search layouts

Search Layouts, Often Forgotten and Misunderstood

One powerful yet often forgotten configuration areas within Salesforce is the Search Layouts options.  This functionality isn’t talked about much and it may not be as […]