James Loghry
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Homepage: http://www.edlconsulting.com
Jabber/GTalk: jwl007
AIM: EDLJames
Posts by James Loghry
Dependent picklists in Salesforce
Mar 23rd
Virtually every site I’ve worked with in recent years has had need for dependent drop downs of some nature.
Usually implementing a dependent drop down consists one of two options: Outputting every option into a JavaScript method, or invoking an Ajax call to get the next set of options. The disadvantage to both of these options is usually a bulky mechanism the developer must write in order to provide a simple UI component.
Salesforce provides a dependent picklist feature, which in keeping with their no-software mantra, eliminates any need for a custom ajax or javascript solution. Define a dependent picklist and reference it in your page layout or Visualforce page. Salesforce takes care of everything else under the covers.
Leads, Campaigns, and Workflow
Mar 4th
Using Salesforce Apex, establishing a relationship between leads and campaigns should be as simple as setting the campaign id on a standard field on the lead. After all, if you take a look at a lead’s detail page, the lead has a lookup to campaigns. Unfortunately, establishing that relationship is a bit convoluted.
The relationship is actually dictated by a campaign member object. The campaign member object is a junction with a many-to-many relationship between leads and campaigns (or contacts and campaigns). Once the lead is created, to add it to a campaign, a campaign member object must be created linking the lead to its campaign. This campaign member then complicates any workflow centered around leads and campaigns.