Tuesday, April 28, 2015

SalesForce.com: Settings for “Deploy change sets from sandbox to production”

In order for change sets to be moved from your sandbox to production, the following settings need to be verified and set.  For your reference:

Settings to be validated in production org
  • Click on Setup – Deploy – Sandbox
  • Ensure the sandbox is set right.


  • Click on Deploy – Deployment Settings. Select the deployment option to allow deployment of components.

Settings to be validated in Sandbox org
  • Step 1:  Set the permission sets by clicking on setup -> Manage Users -> Permission Set.  Select the permission set to edit the settings.  Click System Permissions to assign the correct permissions.  Verify that "create and uploade change sets" is checked (if not, check it).  Save the permission set.

  • Step 2: Building the OutBound Change Sets by clicking on Setup -> Deploy -> Outbound Change Sets.  Click on New and provide a name for change set.


While adding the change sets, remember to add the permission set as well and upload to prod org.

Written by Prabha Krishnamurthy

SalesForce.com: Dataloader tip to insert null values

Many times, we would have a need to insert null values to fields or blank values on update. By default Dataloader does not allow that. To override that:
  1. Login to Dataloader
  2. Go to settings -> Check “Insert null values”.

This will allow to insert/update null values.

Written by Prabha Krishnamurthy

SalesForce.com: How to display activity custom fields on standard object page layouts

Salesforce Activity object has two components – Tasks and Events. Whenever we add an activity custom field, there is an option to select the layout on which the custom fields should be made available.

But just setting this will not display the custom field on activity related lists of other standard objects.
To display on activities of related standard object, click on page layout of standard object,


Example: Account Object

Click on Related Lists and settings,


Select the new custom field from “Available Fields” list and move to Selected Fields.
Save the changes and you will now be able to view the custom field in the activities of standard object.

Written by Prabha Krishnamurthy

Monday, April 27, 2015

Crystal Reports : Simple Record Counts

When creating a "Summary", using the Count function may not be desirable. It is often the case that a report must only return the number of unique contact records, as other tables (i.e. History) may contain multiple rows for each customer.
Select Insert | Summary.
Select the fieldname you wish to summarize.
Make sure to select Distinct Count as the Summary Operation.

Crystal Reports : Multi-element Parameters

Crystal Reports : Getting Ranged Values Programmatically


If you are using a date parameter that is Ranged (i.e. a single parameter field that prompts for a starting and ending date), you will probably want to display these dates on the report. This helps prevent confusion as to what data is included in the report. To do this, we will need to create two formula fields, one for the starting date and one for the ending date. The formula fields will use the Minimum and Maximum Crystal functions.

For this example, our parameter field is called {?DateRange}

Formula field #1 (Starting Date) : Minimum({?DateRange})
(Pulls out the minimum value of our range)

Formula field #2 (Ending Date) : Maximum({?DateRange})
(Pulls out the maximum value of our range)

GoldMine : Quoting E-mail Text when Replying

If you use and love GoldMine email like I do, this is a nice little tip.

When replying to an email you may only want to quote part of the original text.

To do this, select the text you would like to quote with your mouse (highlight it).

Then hit Reply. You'll see that only the selected text is now quoted at the bottom of your reply.

If your GoldMine email doesn't quote by default, go to

Tools | Options | Email | More Options

Make sure that "Quote original message by default" is selected.

GoldMine : Indicating Notes with xBase

Here’s a handy indicator to put on the top half of the contact window.

First, while logged in with master rights do a Right-Click>New Field.

Select dBASE Expression from the drop down list and click OK.

Move the field to an area of the screen where you have open space, then Double-Click on it.

In the Field Data Expression area, type in "Has Notes" with the double-quotes. You don’t need a Field Data Name in Database for this function. Choose the Color tab, and in Data Color select Expression. Type or paste in

iif(trim(notes) > ' ', 255, 16777215)

Finally, in the Layout tab, set the Field Label to be 0 and the Data Size to be 10. Then click OK.

The “Has Notes” field will only appear if there are notes in the Notes tab.

One word of caution in GoldMine Premium Edition. If you put a note in, then delete it, it actually stays in the database so the indicator may still say "Has Notes" even though the tab looks empty.

GoldMine : Seeing Record Counts

This is something I wish was turned on by default; the ability to see the "count" of records in virtually any window.

For example, within the Search Center, right click and select "Summary". This will provide a simple count at the bottom left hand corner of the Search Center.

You can also right-click and select "Summary" from;

- The History Tab
- The Pending Tab
- The Activity List
- The Details Tab

...and almost any window in GoldMine that displays "rows" of data. Try it!

Saturday, April 25, 2015

MSCRM 2015: Displaying Data from One Entity on the Form of Another Entity (Part 3)


Part 3 will focus on displaying data from one entity on the form of another entity through workflows. As a reminder, here is the scenario:
The sales representative is preparing a quote for a customer and they want to see the mailing address that the account has on file. The out-of-the-box quote form allows the sales rep to manually type in an address but why do this when you can automatically get the address directly from the account record?
1.       First you need to create the quote field where the account address will be mapped. I’m going to use the “Potential Customer Address” field that I created in Part 2 of this series.
2.       Next, let’s create the workflow. Go to Settings > Customizations > Customize the System > Processes > New.
3.       Give your workflow a name, choose Workflow as the category, and Quote will be the entity because the workflow will be running on the quote form.
4.       Now we need to decide when the workflow will run. I want it to start when the quote is created. So in the section that says “Start when:” I selected “Record is created”.
5.       Next, we will add a step to the workflow to update the record. Keep Quote selected as the entity to update, then click on “Set Properties”.
6.       Click inside the “Potential Customer Address” field. In the Form Assistant on the right, Operator will be “Set to” and we want to Look for “Potential Customer (Account)” and “Address 1”. Click Add and OK.
7.       Now we see that the address of the potential customer is going to be entered into the “Potential Customer Address” field:
 
8.       Save and Activate the workflow. This is how mine looks:
 
9.       To test the workflow, let’s go back to the quote area and create a new quote. We can see that as soon as the record is saved, the account address is populated. Voila!
 

MSCRM 2015: Displaying Data from One Entity on the Form of Another Entity (Part 2)


Part 2 will focus on displaying data from one entity on the form of another entity through mappings. As a reminder, here is the scenario:
The sales representative is preparing a quote for a customer and they want to see the mailing address that the account has on file. The out-of-the-box quote form allows the sales rep to manually type in an address but why do this when you can automatically get the address directly from the account record?
1.       First, we need to create the quote field where the account address will be mapped. Go to the Quote form editor and create a new field. I’m going to call mine “Potential Customer Address” with a data type of “Multiple Lines of Text”. Add the field to your form, save, and publish.
 
2.       Next, let’s create the mapping. Go to Settings > Customizations > Customize the System.
3.       In my scenario, I’m going to need a 1:N relationship within the Account entity because one account can have many quotes.
4.       When I look at the 1:N relationships for Accounts, I see that I already have a relationship with the Quote entity so I’m going to modify it instead of creating a new one.
5.       On the Account to Quote relationship screen, select Mappings from the left menu. Then create New.
6.       Choose the source field from the Account (Address 1) and the target field from the Quote (Potential Customer Address that we created in step 1).
 
7.       Remember to publish your customizations!
8.       For testing, I’ll head back to the account form and create a new quote from here. (Note: mappings are designed to work when creating a new target entity (quote) record from the source (account) entity.) When I do this, I see that the “Potential Customer Address” is already populated with the correct information. Voila!
 

MSCRM 2015: Displaying Data from One Entity on the Form of Another Entity (Part 1)


Often you will want to display information about a record from one entity on the form of another entity. For example, displaying a product description on the opportunity product form or an account address on the quote form. This blog post and parts 2 and 3 will provide instructions on three different ways to accomplish this task. This post focuses on the use of the Quick View Form. Here is the scenario:
The sales representative is preparing a quote for the customer and they want to see the mailing address that they have on file. The out-of-the-box quote form allows the sales rep to manually type in an address but why do this when you can automatically get the address directly from the account record?
1.       Open the Quote form editor and go to the Insert tab. Choose Quick View Form.
2.       Specify a Name and Label.
3.       In my scenario, the Lookup Field will be “Potential Customer” and the Related Entity will be “Accounts”.
4.       Next, I’m going to create a new Quick View form with just the address on it. You may have to review your Account entity to determine which address fields are being populated. In my case, we’re going to use the field “Address 1” but you may have to use a combination of fields to get the information you want.
 
5.       Remember to Save and Publish your new Quick View Form.
6.       Back on the Quick View Control Properties screen, make sure the new form you created is selected.
 
7.       Click OK. Save and Publish the Quote form.
8.       Now when I create a new quote and populate the Potential Customer field, their address will show up immediately. Voila!
 

Thursday, April 23, 2015

ZOHO CRM - Change the Email Sender Name for your Zoho Account

When you first set up your Zoho Account you provide your name. This is the name that also appears as the Sender when you send email from Zoho.  What if you want to change it down the road?  Here's how:


  • Login to accounts.zoho.com using your regular login
  • Select Profile Tab
  • Click Edit
  • Change the 'Full Name'
  • Click Save

ZOHO CRM - VIEW HISTORY AND UPCOMING ACTIONS FOR A RECORD!

Each record has a 'History': when and who created it, and who, what and how its been modified.  You can derive this information by skimming through the Audit log, but why not go right to the source...

  • Open the record of interest
  • Click the link in the upper right hand corner of the record (In this example the link says "Last Update: 04:00 PM"
  • Pop-up window has two tabs
  • History gives you the list of when the record was created and all the times its been modified.
The other is "Upcoming Actions":

If you're using time-based actions in your Workflow, records can have "Upcoming Actions" - that is, actions that have been scheduled to occur sometime in the future. You can see a list of these scheduled actions here!

ZOHO MOBILE CARD SCANNER APP

Zoho has a business card scanner app that integrates quickly and easily with your CRM!  Simply purchase the App "Zoho Card Scanner" from the App Store ($4.99) and install on your phone.  When you launch the app, sign into your ZOHO account.  Then follow these easy steps to scan a business card into your CRM:
  • Click Scan a Business Card Button
  • Using the phone camera take a photo of the card
  • Review the data
  • Click Save
  • Choose Save To Cloud
  • Choose Zoho CRM
  • Choose Lead or Contact
  • Click Save
... and just like that the data from the business card is in your CRM!!!

Trade shows just got a whole lot easier!