WeDid: Automate Installation Job from Closed Opportunity

Challenges The business organisation runs an electrical appliance shop. The typical sales cycle for this business includes: sales to convert leads to account/opportunities sales to close won successful opportunities coordinator to receive a notification from sales coordinator to manually create an installation record (custom object) and link to the closed won opp to track on…

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WeDid: Implementing Page Wizard

Challenges The business organisation runs a Gym service centre. Customers have to pre-book their gym activity in advance so that the classes can be arranged. It uses Salesforce to track the following details: customer health status in a custom object type of classes with health hazard identifier in a custom object schedules for the classes…

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WeDid: Cross Object Page View With Extensible Filters Via Custom Button/Tab

Challenges The customer runs a flower shop that includes delivery service. Getting complete information of the buyer and sales order are important so that the goods are sent at a timely manner.At the end of the day, the customer needs: extended filter such asĀ filter by client, order delivery date, order salespersonĀ for specific records to mass…

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Salesforce: Restrict Button Execution

If you have a button in a page layout and you only want Administrator to see it, how can you do that?   Option #1: Page Layout Use different page layout for a different profile. Show the button only in Administrator page layout   Option #2: Visualforce You can create a validation at your controller…

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