Skip to content

Tips & Tricks

Salesforce1: A New Look

Wish you could see your company’s logo or company colors on the Saleseforce1 Mobile App? Now you can! Spring ’14 introduced branding for the Salesforce1 mobile app.  It took me 2 minutes to update Luxent Technology Solution’s Salesforce1 mobile app to Luxent green and change the publisher act (+) icon to Luxent’s iQ (Configure, Price,…

Read More

Tackling Salesforce Quoting Needs, Both Big and Small

I was just visiting our YouTube Channel and came across our recent Salesforce Expert Series webinar on Quoting Capabilities in Salesforce. In the webinar, one of our Salesforce Technical Architects, Chad Smith, does a great job covering some of the limitations of native Salesforce quoting and offers some clever tips and tricks to extend the functionality and…

Read More

Winter ’14

Now that Winter ’14 has finally been rolled out to production orgs worldwide its time to start using the new features.  If you haven’t been picking through the release notes with a fine-toothed comb then I’ll save you some time and offer up a cliff notes version.  I’ll be highlighting my favorites and an example…

Read More

Summer ’13 – Finally! Owner Fields in Formulas

As a Salesforce Consultant and Developer, I’ve been constantly frustrated by the difficulty in pulling related object owner fields in formulas.  We’ve all been there with the choice of an inelegant and potentially huge case formula, or writing Apex triggers to solve the problem in the past! Thankfully, the Summer ’13 release finally gives us an…

Read More

A New Way to Chatter! Summer ’13 Global Actions Tutorial

The Summer ’13 release of Salesforce has added Global Actions to Chatter. This is a great feature that allows you use Chatter to create records right from the feed! There are two key steps to defining Global Actions: Define the Global Action itself, including predefined field values and Publisher Page Layouts. Add the Global Action to…

Read More

Salesforce Communities: Quick Setup and First Impressions

With the Summer ’13 release Salesforce has introduced communities along with a few other cool features. I wanted to explore these a bit more, this post covers the quick setup procedure and some first impressions on how communities work. Communities are all about making business processes social – they let both internal and external users…

Read More

Reader Request! Improving BAQ Performance

One of our readers – Jeff – requested a follow up to the report performance post focused specifically on BAQs. I always appreciate reader feedback, so Jeff this one is for you (and of course anyone else with BAQ performance woes). BAQs (Business Activity Queries if you’re unfamiliar with the acronym) are our eyes into the…

Read More

Adventures with BPMs and the Propath

My background is in science, and I love experiments that expand my knowledge of a system. I had a hunch there was more than met the eye with BPMs and I wanted to understand how they really worked; I’d seen a few instances of unexpected behavior when databases were backed-up and restored that I wanted…

Read More