Salesforce is Point & Click

I did my best to solve an interesting challenge (solve? nope, probably it is just a workaround 😏).  Challenge : Why in the Case's Attachment list I cannot select and delete? As you know, there are too many emails, and in each email there is a picture used as the email signature, and that picture is shown as a case's attachment mixep up with the "real" attachments!!!!!! The installation details are at the end. For those of you that don't know about this issue, please check these Ideas:  Allow Created Date in "Notes & Attachments" related list  (8 years ago, and by the time I wrote this, 11 days ago, someone wrote again asking for it). This is more related to the fact that in the ListView we cannot differentiate two files with the same name unless we open them. Hence the Created Date field can help.  Email Signature Images as attachments  (5 years ago, and by the time I wrote this, 3 days ago, someone wrote again asking for it). If you enabled Email-2...

It is known that the organization's performance increase when there is a well defined CRM Strategy. In this post, I show the bases of the strategy. The CRM Organization and the CRM Vision An organization that has the structure and vision that enables, supports, and eases the management of the sustaining customer relationship can be considered a CRM Organization. In this type of organization, the organizational head has a Customer-Centric vision that becomes a priority and is mandatory for every BU. A vision is Customer-Centric when the Customer Experience is the center of the CRM Process and it drives the relationships between the organization and the current customers, but also, with potential customers too. The CRM Process The process is a consequence of the Sales Process and is nothing but the four main activities that can be associated with the Sales Process (which can have 8 stages or less, depending on the author, here there is one example ).  Awareness : you have to rea...

Why are there so many comparisons among those roles? I believe sometimes is because of a misunderstanding of the roles, roles' objectives, and roles' functions. Let's start with two short definitions: Project : any undertaking, carried out individually or collaboratively and possibly involving research or design, that is carefully planned (usually by a project team) to achieve a particular aim. A "set of interrelated tasks to be executed over a fixed period and within certain cost and other limitations" ( source ). Product (in project management): a deliverable or set of deliverables that contribute to a business solution ( source ). I don't want to try and put here a lot of tables with the functions and characteristics of each role, and later say if they are different or not. I believe it is more interesting to find how they can collaborate in a project and how the project might be done. The four roles pie The Project Manager will plan all the tasks and sh...

How can we display KPI Components in a line, side by side? KPIs showed in a line In my previous post Use a Lightning Pill as a simple KPI. And the power of Flows! I made a simple component to show integer KPIs. In this article, I share a component that shows several KPIs in a row.  Objective We will create a component that will allow us to insert several KPI Integer Components in a line, using only SLDS formatting. List Component, a container for KPI Integer Specification Name Label Type Required Default Description alignment Alignment String false center The alignment of the KPIs will be: center, left, or right data Items Metadata String true A list of values separated by #;#: DATA#;#DATA... Where DATA is a list a CSV pair of values: label:=value,description:=value,iconName:=category:icon,flowName:=Flow_API_Name,errorFormula:=value Check my post about ...

How can we execute Modal Flows from a button in the "object action bar"? Flow Button Toolbar Component in action In this article I share a component that shows as a toolbar in the Record Page and allow to execute a Flow from a Modal Window. Objective We will create a component that will allow us to insert several buttons in a line, each button will execute a selected Flow in a modal window. Because we are inserting the toolbar in a record page, each Flow will get only as an input value, the recordId. Flow Button Toolbar Component Desing I made this component because I couldn't find a way to add a Flow action button to the object's record page when the Chatter Feed Tracking is enable for that object. The problems I tried to solve were: Execute a Flow in a modal window with a button to "cancel and close" the flow screen (by default, there is no button to "cancel" a Flow).  Start the execution of the Flow from ...

You just need 4 tools to create an SVG for a Component Power Point Create a drawing that will be your Component SVG icon. For instance, I made the one below for my KPI Integer Component . KPI Integer Component PPT drawing   MS Paint Copy the drawing you did in the PPT file and paste it in MS Paint. Click outside the pasted image and change the size to 80 pixels (square). Save it. Changing size in MS Paint Convertio Go to Converio and follow the steps to load and convert the file in an SVG. Download the file.  Open it in a Text Editor Use a text editor to open the SVG file already downloaded. Copy the content and paste it in the Component SVG file. You end up with ... Component SVG <?xml version="1.0" standalone="no"?> <!DOCTYPE svg PUBLIC "-//W3C//DTD SVG 20010904//EN" "http://www.w3.org/TR/2001/REC-SVG-20010904/DTD/svg10.dtd"> <svg version="1.0" xmlns="http://www.w3.org/2...

  "I found several articles about the Millennials and their characteristics and that leads me to try to identify how the CRM should be for them. Hope you enjoy reading it." Top Content Abstract The adult Customer in the next 10-20 years What should be the base of the CRM Strategy? How the Business participate in the CRM Strategy? What is the IT architecture needed? 1. IT support to Customer Information 2. IT support to the Business processes 3. IT support to Marketing 4. IT support to Data Analysis The IT Strategy for CRM Resources and Acknowlegement Wrap-up   Abstract The corporate CRM Strategy for the next 10 or 20 years should address the millennials challenges. In this article I share some reasons why the following IT projects should be part of the strategy as action plans: Customer Single Point of Reference : a MDM project to unified the customer personal data and use it as corporate reference. Customer Web Profile : one or more ...

How can we display KPIs in any place of the Record Page? Using a very simple component to show KPIs Lightning Componets and Flows are a very powerful set of tools that allow us to simplify the application configuration and ease the maintenance. In this article I share a simple component that use a Flow to count records of any Object and show the number as a KPI. Objective We will create a component and a very simple Flow that will allow us to show the number of records of any object related (at any level) to the active object in the current Record Page. Component structure   Specification Name Label Type Required Default Description label Label String false Message The text label that display in the KPI after the (number) description Tooltip String false Show more info on mouse over iconName Icon String false Provide a valid SLDS icon ...