If This Then Salesforce

I’ve been enjoying IFTTT for a while now and if you haven’t experimented with it yet then I’m not sure we’ll ever be friends. Essentially it’s a very easy tool that lets you set triggers on a source API e.g. Foursquare and have some information from that API be posted to a target API e.g. Jawbone Up. IFTTT calls these recipes and I’d like to demonstrate some particularly delicious combinations that can be used with Chatter. Salesforce Org Alerts and Known Issue posted to Chatter Salesforce makes Instance Alerts e.g. “Perfomance degradation on EU0.” available through an RSS feed so all you need to do is create a recipe (or copy mine) that monitors the appropriate RSS url for changes and posts to a particular Chatter group. You can do a similar thing with Salesforce Known Issues. Tweets posted to Chatter Quite often there are interesting tweets that I want to …

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Developing Chrome Extensions for Salesforce

Chrome extensions are awesome, they provide amazing convenience that is limited only by your imagination. There are some amazing Chrome Extensions for Salesforce already, some of my favourites being: As a great fan of JavaScript I’ve always wanted to create a Chrome Extension for Salesforce and I’ve finally gotten around to it. The hardest part was figuring out what context the JS executes in (e.g. in the current tabs context, or in some separate context). Let me step through the code to show you how it’s done. Chrome Extension Structure A Chrome Extension is made up of a JavaScript, HTML, images and JSON. At its core is a manifest file which contains the metadata describing your application in JSON. There is a lot of documentation about the structure of this file but some of the key elements are shown below. This file references all external resources (JavaScript, images etc.), the …

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Salesforce Certified Technical Architect

Fall seven times, stand up eight. – Japanese proverb Finally, I have this certification. This has been a journey for me, and taken much longer than I anticipated. I did fail the first attempt, but was given a retry (make-up exam) in the sections that I’d failed. I subsequently failed that too. My second, full attempt saw me pass, and in fact I found it quite easy so let me help you learn from my mistakes. Attempt 1 Late last year I booked in my board review exam. I’m not going to go into the detail of what the board exam entails it’s because this has been discussed in detail here, here and here. I spent a lot of time preparing, and had some ad hoc coaching from the UK SFDC certification team but in the end the hypothetical exam destroyed me. Here’s why: I’d been developing apps for nearly a …

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Knowledge Tree for Salesforce User Roles

Many moons ago @ratherGeeky was searching for an AppExchange app that would neatly display user roles so that she could be the best admin she could be. I had a poke around and there were a few nice apps out there but nothing with a simple, neat display of user roles. Since then CloudSpokes was created, and a competition to that effect was released using the concept and tools that I was going to use (@jeffdonthemic smells like turnips btw). The outcome of the competition was a few very cool apps, but nothing that was package-ready so I pressed ahead anyway. I’m happy to announce that you can now get Knowledge Tree for Roles on the AppExchange for free. It’s definitely a point solution, very specific in the problem it’s trying to solve but I think it does that well. I have a roadmap for the product and will [ever …

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Across the Pond with Shannon Hale

Shannon is Senior Product Manager for Declarative Apps at Salesforce.com

@abhinavguptas and I were curious as to the identity of the creator of the SetupScripter, which is now incorporated into the salesforce.com Org setup menu. I dug around a bit and managed to uncover her real identity – community please meet Shannon Hale, Shannon Hale this is the community. She didn’t just stop with that wonderful piece of UX but has moved onto bigger and better things, but I’ll let her tell you about those.

If you’d like to learn more about the genius that is Shannon or just have a chat with her you can get her on twitter at @shannonsans or @bathtubdreamer. You can also check out her online presence at shannonsansserif.com and bathtubdreamer.com.

Onto the Q&A!

Who is Shannon Hale? How did you get into software development and UX design?

I started out as a writer, but in a different field — I wrote and edited for some independent Canadian music and culture magazines. I started technical writing to help pay the bills, and from there wandered through a series of tech positions: technical training, systems analysis and design, and software development. In 2001 I became obsessed with why a product I was coding was difficult to use, and began to independently study interaction design and user experience.

When I’m not being a complete geek — which I am even at home, I always have personal and volunteer web projects going on — I’m sewing, knitting, or binding books. I’m one of those people who always needs to be doing something with their hands.

London Force.com Meetup – 20 October 2011

Yip it’s that time again and boy do we have some very cool speakers this time around. The gig is at Skillsmatter at 6.30pm on 20 October and is summarised in the info below. Please don’t forget to RSVP. Of course there will the be usual beers and pizza 😉 Hope to see you there! AMJAD KHAN ON FORCE.COM ERD USING SCHEMASPY Amjad Khan will give a talk to the SafesForce user group on How to Install and run SchemaSpy on any Salesforce Org to generate an ER diagram. More details… SIMON GOODYEAR ON MAKING BETTER USE OF INTERFACES ON THE FORCE.COM PLATFORM Simon Goodyear’s talk for the SalesForce user group will give a quick overview on what interfaces are, how you can make better use of them in APEX, and what we gain from doing so. More details… TESTING ON THE FORCE.COM PLATFORM Keir Bowden gives a talk for the SalesForce …

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How many Salesforce Roles do you have in your Org?

I’ve worked with many Org instances in my career with salesforce.com and the Force.com Platform and was stunned by an Org that had a massive number of Roles, way beyond anything I’d ever seen before. This made me curious as to what other people were dealing with and I’m sure the result will be interesting. Note: If you work with several Orgs and you have a high tolerance for boredom please submit an answer for each 🙂 [polldaddy poll=5151467]

Across the Pond with Jason Venable aka TehNrd

Today I start a series of posts that’ll appear here and on the Tquila blog. The series will be in the format of Q&A with some of the finest Salesforce.com and Force.com evangelists, admins and developers. I’m starting with Jason Venable aka TehNrd and I’ll let him introduce himself. Q: Tell me a bit about yourself. How long have you worked with the CRM vs the Force.com Platform? Were you always a developer? A: My name is Jason Venable. I am 27 years old. I live in Seattle, Washington, USA. Oh, wait, you want something more interesting, got it. I’ve been working with salesforce.com CRM for a little over 4 years. Three of these years have also been working with force.com. All of this time has been administering and developing for a large enterprise salesforce.com deployment at F5 Networks. A lot of what I do is merging the two worlds …

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Salesforce: Force.com Sites and Google Analytics

This is a cross-post from the Tquila blog. Not having analytics built into your public sites is much like having a Q&A site but not allowing people to answer. In this case some of the questions are: Where did you come from? How long did you stick around for? Where did you hang out on your visit? Now I’m not going to debate which set of analytics is best but I did come across a few quirks when setting Google Analytics (GA) up for wesnolte.com that I suspect are fairly universal. Build a Site This of course is quite a big step and I’m going to assume you’re just about done. To get analytics up and running though you’re going to have to do a few extra bits. Sign up for a GA account, create a Website Profile and you’ll receive an Analytics Code. My code has been blocked out …

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