Thursday, July 28, 2016 - The Process Builder Pros and Cons (Part 1)

The tips for this month will be all based off of the new Process Builder of Salesforce that adds a whole new element to workflow in Salesforce.  Before you were limited to alerts, updates and emails with workflow, but with the Process Builder we can now create new child records, other objects and other tasks much more easily in a much more visual designer.


  1. The Process Builder can combine multiple workflows into single process and can have chain of criteria (if-then statements).
  2. It can associate multiple actions for each criteria.
  3. It can have child records updated.
  4. The builder can access apex code and simple tasks can be replaced with process builder.
  5. Notifications can be applied to both chatter group and email alerts.


  1. Criteria is if-else based and will not move to downstream criteria if top criteria is not met (subsequent criteria), however there is a recent change allowing for the process to re-evaluate.
  2. The action cannot be re-used (with the exception of email alert) and needs to be redefined for every criteria. 
  3. Editing a process (after creation) entails cloning and editing, you can not edit a process once it's saved.
  4. Some standard fields (activity due date) for instance are still not able to be updated if they cannot be updated via standard workflow.

For our examples, we're going to create an email alert to contrast the method via the new process builder vs. the old standard workflows.....

Written by Prabha Krishnamurthy - Using Process Builder and Creating an Email Alert (Part 2)

To show how the process builder works as opposed to the standard workflows, we will create a notification or "email alert".  However, unlike the standard workflow, you have to create the email alert before you create the process.  Before, we could create criteria and then create the email alert message.  In the new process builder, it's much easier to add it in before and simply reference it in the process.  There is a button however to make a new alert, it just leaves the process builder which can seem a bit odd and disconnected.

Go to Setup and search for "Email Alerts" (select it).  If you have to pass by the splash page of "what is a workflow", that's fine, otherwise you'll see your list of existing alerts.  Click the "New Alert" button at the top to get to the creation screen.

Here you'll provide a description, the object that the alert performs or is triggered by and the email template that is used (you may have to create that one in the template area as well first).

Once created, it will look like this in your list.

From here we'll now spend time on the process builder and reference this email alert based on the order changing status...

Written by Prabha Krishnamurthy - Using Process Builder for Norifications (Part 3)

At this point, we'll now jump to the process builder to finalize our process.  There's a lot in here and we're only doing a brief process.  As you work with this part of the system you'll inevitably discover more and more things that you can do with the new builder.

Go to Setup and search for "Process Builder".  Click the resulting link and you'll be brought to the builder itself (which in a way seems very separate from Salesforce but it's more like diving deep into the platform).

Once it loads, you'll see some existing processes (2 of which are just samples).  You want to click New on the right hand side of the page.

Give the process a name and description...

Once saved, you'll now get the "flow chart" designer that allows you to define the process including the object it's working on (triggered by), the criteria and the actions.

Click "Add object" to choose which object this is triggered upon.  Here we will chose the "Order" object (this object is fairly new and also has to be enabled - maybe a future tip on the orders....).

After clicking next, you can now select the criteria and set the criteria.  In this case, we've chosen the criteria to be when an order equals draft.  What I personally like is that you have the ability to have multiples like "Is Changed" and now "Equals" to actually create a "Changes to...." scenario.

Finally, add in the action or select the action of what happens when the criteria is met.  Here it is an "Email Alert" where we'll chose the alert made in our previous tip.

Once saved, you'll then activate the process.  To test you can create an order with status of draft and the email will be sent.  For protections, we may want to have other criteria in place to prevent the same email going out with each order edit as well.  Maybe not draft but "activated" for status and have the "is changed" flag as well.  A copy of our email is below:

Be sure to join our webinar this coming month (or see our Youtube page afterwards) as we'll explain everything above a bit more in depth.  Until then though I invite you to explore the new builder -- it's worth a look.

Written by Prahba Krishnamurthy/Corey Babka

MSCRM - Quick Way to Reopen an Activity

Last month I posted about creating workflows to re-open activities. This month I'm writing about a quick and dirty way to do the same thing but using JavaScript.

1. Open the closed activity that you want to re-open.

2. In the URL field of the browser, enter the following text:

javascript: var form = $("iframe").filter(function () { return ($(this).css('visibility') == 'visible') })[0].contentWindow;form.Mscrm.CommandBarActions.activate(,;

3. Before hitting 'Enter' check to make sure "javascript:" wasn't stripped from the beginning of the text. You can manually type it back in. 

4. Hit 'Enter' and the activity will automatically update to be open. So cool! 

MSCRM - CRM for Outlook & Firewalls

A client recently came to me with a problem where they could not login to MS Dynamics CRM via Outlook. I discovered that they had a network firewall enabled so I went about researching which ports are used by CRM for Outlook. This TechNet article shows that port 80 is used for HTTP and port 443 for HTTPS. I went back to my client with this information but it turns out that they don't block either of those ports. We learned that the problem is only with the initial login so they temporarily disabled the firewall and was able to login. Once the firewall was enabled again, it was still working.

MSCRM - Change Biz Process on Existing Opportunities

If you create a new business process for your opportunities in CRM, the records that already exist do not update automatically. It may appear that you have to update each individual record to use the new process but there is a way to do this in bulk. Once you have your new process set up and your old process deactivated, you'll start seeing a message like this on your existing opportunities. This is a good reminder that you need to switch the business process. 

If you have several opportunities to update, you can do it all at once using a simple view. Create a view of opportunities that includes the field Process.
Make sure the results include at least one opportunity that is using the new process. This way, you'll be able to clearly see the ID for the new process vs. the old.
Next, you'll want to export the results to Excel or edit directly in Excel Online. Copy the ID of the new process over the ID of the old process.

In Excel Online before changing the Process ID:
In Excel Online after changing the Process ID:

Then import your changes and all of the opportunities will now be using the new process!

Tuesday, July 26, 2016

GoldMine : Commenting Picklist Items

A GoldMine user asked: I’ve customized my Lookup Lists, but is there an easy way to keep track of what the codes and initials mean?

Within a lookup list, a double forward slash (//) will separate your actual data from comments you want in the lookup list. Nothing to the right of the slashes will apppear in the data field.

* Pull up the Lookup List you want to add comments to
* Choose the field entry to modify, and click Edit
* After the data in the Enter the F2 Value box, add a space
* Add // and another space, and then a comment about the data.

It might look something like this:

IEM // Internet Email Function

Click OK to save. In the example above, while the comment ‘Internet Email Function’ would show when the user brings up the Lookup List, only the field data ‘IEM’ would go into the actual field on the contact record.

GoldMine : Logging field History

A GoldMine user asked: Someone is changing our database! How can I track who it is?

It can be frustrating trying to figure out who changed the information in a field and trying to remember what the previous value was. A name changed, a company misspelled, addresses changed incorrectly can all be a problem.

Fortunately, there is a quick and easy solution.

Right-Click on the field in question and select Properties on the field label. Then select the Security tab and check Log changes in history. This setting is universal (affects all users and all contacts).

Now, whenever changes are made to that field, the user making the change, the date, the old value, and the new value will be logged on the History tab.

GoldMine : Defining Mentitems

It may sound a little strange; why would we ever want to remove Menu Items from GoldMine? If anything, we are usually looking to add items, have it "do more" for us.

Sometimes, however, less is more. Especially if we are now talking about a new user. Especially if we have put into place a good data model with supporting standards and practices. Certainly, at the least we need to "lock up" the sharp tools to prevent catastrophic mistakes from happening.

Here's how it works; one a per-user basis, you may remove specific menu items.

1. Select Tools | Users Settings

2. Select the user you'd like to Edit, select Properties

3. Select the Menu Tab

4. Use the Menu Tree to Enable or Disable single menu items for the User

5. You may save this Menu "Template" by clicking Save. This makes it easy to create one "end user" Template and then apply it to other users.

ZOHO CRM - Set Permissions at the field level

Within a module, you have the capability to restrict access on a field by field basis.


Select a module to open the form for editing

Hover over the field in the form and click the gear wheel, then click Set Permissions:

You can then set the permissions for all Profiles currently defined:

ZOHO CRM - Manage Data Sharing

If you have a multi-user system, you may want to segregate your data such that for example, your sales people can only see their own data, but sales managers are able to see all sales people's data.  You can achieve this using ROLES.

Settings-> Users and Permissions

Click Roles

There are two default roles, CEO and manager, where Manager reports to CEO.

Rename Manager to Sales Manager (hover over manager, and click on the center clipboard icon to edit)

Create Sales person Role:

  • Click New Role button
  • Enter Sales person as Role name
  • Choose Sales manager as reports to
  • Leave 'share data with peers' box unchecked
  • Save

Assign roles to the appropriate users.  

Also - make sure your Data Sharing Settings (Settings->Users and Permissions->Data Sharing Settings) are set to Private.

ZOHO CRM MOBILE - NEW Check-in Feature!

Any trust issues with employees being where and when they say they are?  Zoho's new Check-in feature gives you the tool you need to verify an employee's where-abouts!

Simply instruct your employees to "Check-in" to their appointments using the Zoho Mobile app.

First step is the appointment needs to be set up as an "Event" Record in Zoho CRM.

Then, for your employee to check-in, they simply open the Event Record and click the Check-in Icon at the bottom of the screen (shown below).  A note will be created with the time and place the check-in occurred, with a pin drop on a map!