Source: AssetTag This object is used to track tagging on the Asset Object. Go to the AccountTag object for more info about how to setup tagging and see how to setup tagging on the Asset layouts: You can select all the object layouts in which you want to use tagging. Now you can tag your […]
Author: Enrico Murru
[Salesforce] The Sobject Crusade: AssetShare
Source: AssetShare This object allow a user that has access to the record to share the Asset object directly to a User or a Group. To create such object you have to change the Asset Sharing Settings to at least “Public Read Only” by clicking on Setp > Security Controls > Sharing Settings: Now the […]
[Salesforce] The Sobject Crusade: AssetOwnerSharingRule
Source: AssetOwnerSharingRule This object allows to manage the sharing rules for Asset object. To enable sharing on the Asset object, go to Setup > Assets > Asset Settings: Choose wether the Asset owner will be the object creator of the owner of the parent account. Now go to Setup > Security Controls > Sharing Settings, […]
[Salesforce] The Sobject Crusade:AssetFeed
Source: AssetFeed This object enables feed tracking on the Asset object. For more details about objects’ Feed, go to AccountFeed object. Enable feed tracking on Setup > Chatter > Feed Tracking: And this is an Asset with feed tracking enabled: Here is a simple query: SELECT id, Type, Title, Body, Visibility, likecount, NetworkScope, (Select Id, […]
[Salesforce] The Sobject Crusade: Asset
Source: Asset Asset object is a standard object that is used to track specific products that a company has purchased from your organization or from a competitor: it allows to have a history of your customer’s purchase history. Here is a query: Select Id, Name, Product2.Name, Account.Name, Contact.Name, Status, PurchaseDate, InstallDate, UsageEndDate, IsCompetitorProduct From Asset
[Salesforce / Lightning] Geolocation Fun with Location Aware Lightning Components
Summer 16 platform release came up with Automatic Geocodes for Addresses: your Accounts, Contacts and Leads addresses are now automatically geocoded using Data.com. This means that the Latitude, Longitude and Accuracy fields are automatically populated after an address is filled (more details here). Let’s combine this awesome new feature with Lightning Components to create a […]
[Salesforce] The Sobject Crusade: Article Type__DataCategorySelection
Source: Article Type__DataCategorySelection The object is part of the Salesforce Knowledge feature. This feature allow CRM users to create articles pr search for articles to solve customer’s cases. To enable Knwoledge base for a given user follow the following setup steps: Enable a user to Knowledge by simply adding the Knowledge User to the specific […]
[Salesforce] The Sobject Crusade: Article Type__Feed
Source: Article Type__Feed The object is part of the Salesforce Knowledge feature. This feature allow CRM users to create articles or search for articles to solve customer’s cases. To enable Knwoledge base have a look at the Article Type__DataCategorySelection object description. To enable feed on an article, go to Setup > Customize > Chatter > […]
[Salesforce] The Sobject Crusade: Approval
Source: Approval This object was used to store the Approval process information of the Contract object. With Spring 15 this is read-only and cannot be created in new orgs (more details here). This object has been replaced by the general Approval Process represented by the ProcessInstance Sobject.
[Salesforce / Certifications] Salesforce Service Cloud Consultant Certification (a Study Guide?)
The last certification I took the past weekend is the Service Cloud Consultant Certification. I have to admit it’s been the toughest, not because its questions were “heavily hard” but because the exam took part on Salesforce features I was not completely familiar with. I cannot provide you a complete guide on how to pass […]