Entries in New to Salesforce (5)


Introducing Salesforce Connect Offline

Up until recently, using offline was unheard of. Fortunately, Salesforce recently released a new piece of software that allows you to do just that-- using Salesforce totally unplugged! Today, I'll be giving a brief introduction to Connect Offline: a client application that allows you to do your work in Salesforce offline.


The way Connect Offline works is by allowing you to perform tasks and changes to your Salesforce offline, then when connected online, it synchronizes the Connect Offline database with Salesforce's and pushes all changes made over to Salesforce.

What makes Connect Offline particularly convenient is that it lets you perform all typical Salesforce tasks smoothly. Here's a list of what you can do in Salesforce when offline:


The subset of data you can access in Salesforce while offline is called a briefcase. Admins can configure the parameters of a briefcase: thereby determining what data is accessible in a briefcase. For example, if you want to create a Connect Offline briefcase specifically for salespeople, then you would configure the briefcase to only include Leads and Accounts.


Connect Offline comes with support for mobile and various browsers and operating systems. It is also available for free for Enterprise, Unlimited, and Developer Editions. Also available for additional cost to Professional Edition. It will be interesting to see how this new software might change habits of how organizations work with Salesforce and how it might increase productivity among users.


Use SOQL's OFFSET Clause to Paginate your Visualforce Pages

Before Salesforce Summer '12 was released sporting the OFFSET function pagination feature, developers relied on less efficient methods of paginating. In today's post, I want to explain how the OFFSET technology works.

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Salesforce Adds "Social Intelligence" for Chatter

Last week Salesforce redefined social intelligence in its enterprise social network: Chatter. With its new "social intelligence" capabilities, the revamped Chatter is aimed at empowering customers and companies by tapping into their interest graph and connecting with stakeholders in entirely new ways.

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Create a New Record for Object in Visual Force

 Use "Standard Controller"

By using the "SAVE" or "QUICKSAVE" actions, you can create a new record. The following is an example of creating a new contact:

<apex:page standardController="Contact">
<apex:pageBlock title="My Content" mode="edit">
<apex:commandButton action="{!save}" value="Save"/>
<apex:pageBlockSection title="Content Section" columns="2">
<apex:inputField value="{!}"/>
<apex:inputField value="{!contact.type}"/>

Salesforce Newbie?

As robust as has become with so many offerings from Salesforce itself as well as Labs, they seem to always remember to return to the basics on a fairly regular basis to greet those who are new to the product and all it has to offer.  I recently came across a post on the blog that does just that. Welcomes the newcomers with a good broad stroke of what some dev skills put to use on the platform can accomplish.  Here’s a glimpse of the info and there’s a link below if you want to read the entire post.

First step: An introduction to the technical library and the workbook which is packed with quick lessons that give a worthy overview of what the platform has to offer and how to get going with your ideas. Check out Labs where you will find more than 250 apps and most likely one that will provide a good starting point for your own app.

Second step: You can now take a closer look at open source projects surrounding the  environment. You will find a complete list on Code Share, or the post highlights a few specific examples that you will find helpful.  The post covers common pain points that you may be asked to address at your company.  First example is an app for tracking projects in Salesforce and there is a link to the source code of Milestones PM. The next example is a solution for mapping contacts, leads, and accounts.  The app, Find Nearby,  does this and you can look at the source code on GitHub.  The third example in the post is Lead Scoring, an app that helps manage scoring algorithms in a user friendly way. Labs makes the source code available on GitHub which is really helpful.  AND, the author guides you to a  post that will familiarize you with GitHub if needed.

The community welcomes you and extends a friendly handshake and recommendation to visit the developer boards to post questions. You might also want to follow @ForceDotComLabs on Twitter to stay up on the latest! If this overview is helpful and you would like to know more, read the entire post with all of its helpful links here.