In my last post on Salesforce, I talked about the methodology I use when tackling a Salesforce implementation. One of the key points to my methodology is to do code only where it is absolutely necessary (In fact, this is my methodology when using almost any product).

I came across a situation for a client that I knew would require a trigger – the business requirement is that they enter the names of the two people involved in the purchase into the lead. These two people (Person A and B) must exist as separate Contacts in their own right but be joined as part of this purchase (Person A may then make another purchase with Person C at another time). For this scenario, the standard Salesforce Convert Lead to Opportunity button could not be used.

[Read more…]

I’m a bit of a way on the path to becoming a Salesforce Consultant (not quite certified yet, but that’s just because I have to sit for the exam). I love Salesforce and what you can do with it, but then sometimes you just come unstuck over the smallest of details and think that it is the worst piece of software in the world.

I’m a database designer first and foremost, so I think in normalisation terms – I knew how to design databases before I even knew what normalisation was (“Oh, really, it has a name?”), and it irks me to de-normalise but I do understand that it is sometimes necessary for business reasons (yes, I’m not talking about data warehousing or noSQL data models either).

So when you come across something as simple as being able to report on every aspect of the data in your database, and find that it just can’t be done in Salesforce (and yet, it can be done quite easily in Access 2007+), then you need to re-think your design. (And while I’m in a ranty mood, I just can not believe that Salesforce have not even acknowledged this to be an issue let alone provided some options or even done anything to fix it!).

So, I’m coming to the conclusion that it just takes a bit of re-thinking about how you are going to achieve the requirements of your client in Salesforce and here are some tips I’ve thought about along the way:

• Challenge the Requirement – yep, I said it – requirements are NOT set in stone. Sometimes people may think their requirements are absolutely necessary, but if you can discuss it, throw some ideas around and maybe think of another way around it, then there might just be another way to achieve what they want.
• Look in the App Exchange – first up, see if someone else has had this problem and has done 90% of the work for you already. Even if it is paid app, it is probably going to be more robust than anything you can make and be more cost effective.
• Create Procedures rather than Solutions – this is sort of the cheapskates way around things – can’t afford that fantastic app that does all the things that you want? OK, then if we have to replace that with 5 steps, that are documented well, that the user has to do each time they need to do this, is that OK? Sometimes the answer may be yes, and sometimes you can use that thinking to justify the ROI of the App purchase price per month.
• Create a Formula Field – Formula fields in Salesforce are very powerful and can be used in many ways. Did you know that you can’t do a Global search for the text inside a lookup field (eg the Account Name on a Case)? No? Well it sucks that you can’t! So create a text formula field that references the Account.Name that is linked on the Case, make it not visible to the users, but it can still be used for search. I can also use a formula field for reporting – eg link the Account’s State field into the Case via a formula, so I can quickly summarise Cases by State.
• Create a Workflow Rule – Similar to formula fields, create a text field that is updated by a Field Update workflow to put data where you want it to be. Eg, you can’t do field level auditing on long text fields (it will tell you when the field changed and who changed it but not what it was changed from or to). So create a Audit field and populate it each time the long text field is changed. I have documented a solution on this blog.
• Create a Button or a Link – A lot can be accomplished with a button or a link. Yes, you could write a trigger to create a new record in Object X, but then you have to code it, write test classes for  it and maintain it. If it’s not that critical to the process, that it requires all that coding, then just create a button with a URL to prepopulate the fields on Object X. I even put things in the pre-population data that will cause an error so that the users need to stop and think about what they are creating this record for, and what else do they need to update. Other great links you can create are a link to Google Maps with a search query or a link to look up the ABR website based on the Account Name or ABN
• Add a Visualforce Page to a Standard Form – Creating Visualforce pages is easy and is not a big maintenance headache like coding is. Where I used this to great success is on a child detail record form – I wanted to show some of the field values from the header record (this is one of those infuriating things that should be easy out of the box, but it’s not). Create a simple visualforce page containing just those few fields, and style it to look like the regular detail page, and then add that visualforce page as a section in the standard form. You could even embed details from an external website into a Visualforce page (eg an image of the product the client has purchased from your web site).
• De-normalise – Yes, when it comes to the crunch, throw all your instincts out and de-normalise. I’m going to use this idea to get around the issue with reporting on multi select picklists.  I have a picklist with 50 values in it, all that need to be reported on. Based on the historic data most Cases only choose 2 or 3 of the available options, so I will create 3 fields, each based on a lookup to the list of options and then report on ‘Field1=XYZ or Field2=XYZ or Field3=XYZ’ to show all Cases that have chosen that option (using URLs to pre-populate the report parameters really helps with this too).
• Use External Systems – You know what? Salesforce is not perfect and may not be the one and only one system that you use. If I do want to do the reporting the way it has previously been done, I know that Access can do it, so I can just export the data to Access when that report needs to be done, and run the report in Access. Yes, it’s a bit more fiddly but there are some great export tools to make it easier.
• Change the Process – Yes, I know, quite unthinkable to have to change your processes to work with software – but this is not bespoke software designed especially for you. You will get 95% of the benefit out of using Salesforce so it’s OK to challenge the other 5% and possibly change your processes. It would be a shame to walk away from a Salesforce implementation because it just can’t do a few minor things in your procedures.
• “Suck it and See” – You might come up with a solution that is not 100% the way you want it to work but maybe it will be OK. Flag it as something to come back to in 6 or 12 months to see if it is still a major headache for the client or it is just something they have learned to live with or have even forgotten about. Sometimes a requirement that is thought to be a “must have” at the beginning could have come about due to a poorly designed old system or a lack of understanding of how Salesforce works – and by the time Salesforce is bedded into the organisation that requirement may not be as important as it was before. Just don’t forget to re-visit it and ask the question in 6 months time.

You may have noticed that none of these solutions involve coding. Yes coding is one way to tackle the problem, but hopefully it’s the last resort. It’s not that I don’t advocate coding as a solution, it is just expensive, time consuming and difficult to maintain. It is great if you are a large organisation and have an in-house team of developers who are going to maintain it and tweak it as your requirements change, but if that is the case, why are you using Salesforce?

Actually I think these ideas would work with any “platform” product that you evaluate for you or your client’s organisation, whether it be Microsoft CRM, SharePoint, Confluence or any ERP system. These systems will get you to a point – where you take it from there is up to you.

I might add some more things to this post in the comments as I think of them.