Terry's Tidbits - a Salesforce Blog | Things I've Learned about Salesforce

October 27, 2015

SalesforceIQ for Sales Cloud

Applies to: Lightning and Classic If you’re looking for a Gmail to Salesforce plugin, give this one a try.  I’m really excited about this app and […]
June 1, 2015
url hacking

URL Hacking for Salesforce Automation

Applies to: Classic In this post, we’ll explore how we can automate routine processes by creating custom button with URL. If you’ve not read my Understanding […]
June 1, 2015
salesforce.com URL

Understanding the salesforce.com URL

Applies to: Classic As a Salesforce Administrator, it’s important to understand the basics of the salesforce.com URL.  The better you understand the URL, the better you’ll be […]
June 10, 2014
salesforce profiles

Getting Salesforce Profiles Under Control

Applies to: Lightning and Classic As a consultant, I’m often engaged in cleanup projects. One of the biggest areas of confusion seems to be around system […]
May 12, 2014
salesforce multi-picklist

Importing into a Salesforce Multi-Picklist

Applies to: Lightning and Classic Ever need to update Salesforce records that have multi-picklists without fear of overriding the existing data in those pick lists? Here’s […]
October 25, 2013
update records with javascript button

Update Records with JavaScript Buttons for Salesforce

Applies to: Classic After writing the post about creating records with a button, it made sense to extend that thought with manipulating record with a JavaScript […]
October 24, 2013
create salesforce record

Create a Salesforce Record with a Button

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

Creative Way to Capture Opportunity Contact Role

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

Search Layouts, Often Forgotten and Misunderstood

Applies to: Lightning and Classic One powerful yet often forgotten configuration areas within Salesforce is the Search Layouts options.  This functionality isn’t talked about much and […]