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

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 […]
July 2, 2013
salesforce security

Security Best Practice for Salesforce

Applies to: Lightning and Classic Recently I was asked to put together a list of best practices for setting up security within the Salesforce® platform.  The […]
May 13, 2013

Making Good Decisions Daily

Perhaps you have made good decisions and now you desire to do more with your life. If you are to evaluate your life right now, can […]