Monday, February 25, 2013

Mass add member to Chatter group give 5,000 chatter free licenses, it is good for organisation to use Chatter for collaboration as it is free. But, adding hundreds or thousands of user as member into many Chatter group is not fun, if do it manually.

If you are Salesforce admin, here tip to make your life easier :)
You can use Data Loader to mass add member to Chatter group.
1. Open Data Loader and select Insert
2. Select "Show all Salesforce objects"
3. Select "Chatter Group Member"

4. Map "CollaborationGroupId" to Chatter Group Id and MemberId to User Id

Done, easy...?

Saturday, February 16, 2013

Chatter: can user delete feed or comment?

Sometimes we need to delete feed or comment post to Chatter, but can user (read: not system administrator) delete it?

Yes, you can delete posts and comments that you made in these areas: on the Chatter feed on your profile, on records you own, and on posts and comments you’ve made in other feeds. Deleted posts or comments will disappear and you can’t restore it (from Recycle Bin). Users with the Modify All Data permission or Moderate Chatter permission can delete all posts and comments.

Here a quick summary:
  • User can delete their own post or comment
  • User can delete other people post to their feed
  • User cannot delete other people feed

But, if you are group owner of a group, you can do more things within the group:
  • User can edit group setting
  • User can edit group information
  • User can edit group description
  • User can delete people comment to group
  • User cannot delete feed on group change

Extra: use @username to show your post on user feed, even that people is not following you, the followers of that user will see that feed as well.

Friday, February 1, 2013

Salesforce: batch upload Quota in Forecasts (Customizable)

For those using Customizable Forecast, admin can use Apex Data Loader to mass create or update it Quota field in  REVENUEFORECAST object.

Here fields you need to take care when create new quota: "OWNERID","CURRENCYISOCODE","QUOTA","STARTDATE"
  • OWNERID, this refer to quota for particular user (sales rep) on specific quarter.
  • CURRENCYISOCODE, the currency set for particular record (if you enable multi-currency in your org).
  • QUOTA, the amount of quota set for particular record.
  • STARTDATE, would be first date for corresponding quarter, example: 1/1/2013, 4/1/2013, 7/1/2013. But  my instances, I am not sure why, I have to put start date 1 quarter after the correct quarter, example: for Q1 2013, I need to put as 1/4/2013, after it created, it will show as 1/1/2013 in query. Anyone has this issue? - This has been resolved, it caused by Time Zone setting in Data Loader, see this blog.
  • CLOSED, this field is summary of won amount owned by a user in particular quarter, it is not updated-able.
For Update, it is the same as you update other object, you need to provide Id of Revenue Forecast. Revenue Forecast is not delete-able, you will get this error "entity type cannot be deleted" if you try to delete, usually I just set Quota to 0 and you can skip quota with amount equal to 0 in report.

To run report on quota, select "Customizable Forecasting: Forecast Summary" in report type, then it is  similar with any other Salesforce on the configuration.