New integrations patterns and best practices documentation helps you decide which integration technologies to use for your particular scenario. Continue reading
The New Service Cloud Workbook: Build Help Desks for Support Agents
The Service Cloud Workbook shows you how to set up multiple channels and integrate them with a help desk so that agents can respond to customers from any channel. First you’ll learn basic Service Cloud features. Then you’ll explore more challenging features that require code, such as Open CTI, Custom Console Components, and the Service Cloud Console Integration Toolkit. Continue reading
In Blog: tech-pubs | Tagged documentation, Integration, Service Cloud, tutorials, Workbooks Leave a comment
Watch and Learn: New Videos for Winter ’13
Check out these seven new videos, created specifically for the Salesforce Winter ’13 release. Learn tips and tricks for working in Chatter, Visual Workflow, reporting, and more! Continue reading
In Blog: tech-pubs | Tagged Analytics, Chatter, Entitlement Management, Idea Themes, videos, Visual Workflow, Winter '13 Leave a comment
The New Site.com Workbook: Build Websites With Ease
The Site.com Workbook shows you how to build a working sample website. As you work through the tutorials, you’ll learn some of the basic elements of the Site.com Studio design application. You’ll learn how to import assets, create templates, build pages, create forms for gathering user input, and create content blocks that link dynamically to data in your Salesforce organization. Continue reading
In Blog: tech-pubs | Tagged platform, Site.com, tutorials, websites, Winter '13, Workbooks Leave a comment
How to Load Data into Salesforce? Let Me Count the Ways.
We have several different tools to help you load data into and out of Salesforce, and we know it’s easy to get confused. In Winter ’13, you can see a comparison of all these tools in one place. You’ll find information about each tool, which editions support it, how many records you can import or export, and more! Continue reading
In Blog: tech-pubs | Tagged API, data loader, export data, import data, import wizard, salesforce 3 Comments
SOQL Polymorphism, or How I Learned to Love the Polymorphic Relationship
In Winter ’13, you can now use the SOQL polymorphism feature via the new TYPEOF clause to do complex queries on polymorphic fields in a single call. Read more to learn how this feature can make your queries more powerful, easier to understand, and easier to manage. Continue reading
Security Without the Blanket
The Security Workbook is a hands-on guide to the Salesforce platform’s least-privilege, user-centric security model. It explains the various policies, rules, and grouping mechanisms that control login and access controls. Continue reading
Let’s Be Clear: Workflow Rule Evaluation Criteria
We know that workflow rule evaluation criteria can be confusing. So, in Winter ’13, we simplified the text and reordered the options to show the simplest one first, and the most complex one last. NOTE: The default setting hasn’t changed, but it’s now the last option in the list.
However, based on customer feedback on those changes, we changed the text again in Winter ’13 to be more descriptive. We also added the “How do I choose?” link back in, but it now points to a more relevant help topic.
Old Text:
Interim Text:
In Blog: tech-pubs | Tagged business process automation, documentation, Force.com, platform, Winter ’13, workflow, workflow software 6 Comments
Platform Developer Help – No Login Required
If you’re a Salesforce platform developer, you’ve probably seen our developer guides, tip sheets, cheat sheets and other doc available on Developerforce. But there’s also developer documentation available in the online help, that is, the help available from within the application. Previously, the only way you could access that online help was by logging in to the application.
But not any more! Now you can view the product online help from here–without logging in! If you’re looking for a particular topic or if you’re not a current customer and want to check out the online help, now you can… Continue reading
Winter ’13 Delivers Geolocation Support
In our Winter ’13 release, Salesforce.com introduces custom geolocation fields, which let you specify a location by its latitude and longitude. Then, using these GPS coordinates, you can create formulas that calculate the distance between locations. Learn more … Continue reading
