Salesforce: Compact Layout

Compact layouts are used to display a record’s key fields at a glance in Salesforce1 app. Using compact layouts, we can indicate which fields should appear in a record’s highlights area. These layouts were designed with touchscreen mobile devices in mind, where space is limited and users need to find important information quickly.

We can include up to ten fields, but only four of those will appear in the record highlights on a mobile device. The 1st field will be show as title at the top of the page in a larger font than the rest of the page, the 2nd-4th fields will be show under the first field separate with dot.

Sample of Compact Layout setup for a custom object called Kota

This is how it looks like in Salesforce1 app.

Instead of the record name, since we put Type 1 as first field, so Type 1 will be the title.


Few notes for Compact Layout:

• Each record type can have only one compact layout assigned to it. However, a compact layout can be associated with multiple record types, no assignment by Profile in the Compact layout.
• Users who don’t have access to certain fields in Salesforce won’t see them on the compact layout.
• A compact layout must contain at least one field.
• A compact layout can only contain fields from its object. This can include a formula field that is a cross-object reference to another object.
• Removing a field from a page layout doesn’t remove it from the object’s compact layout. The two layout types are independent.
• In the full Salesforce site, compact layouts determine which fields appear in the Chatter feed item that appears after a user creates a record with a publisher action, this will not happen when user create the record from Salesforce website, or even from Salesforce1 app with New button. This also doesn't related to Feed Tracking.

Reference:

• Compact Layout Overview
• Introducing Compact Layouts

Convert Lead in Salesforce1 app

As of Summer '15 release, Salesforce introduce ability to Convert Lead in Salesforce1 mobile app. If you are admin, you can enable it from: Setup - Customize - Leads - Settings, and check Enable Conversions on the Salesforce1 App.

When this is enabled, in Lead detail page in Salesforce1 app, notice a new icon "Convert".

A few items to note when convert Lead using Salesforce1 mobile app and the difference with full website:

Account 
If the Company name is match or partially match to existing Account Name, it will show in the Convert Lead page, otherwise Account name in Lead conversion page will be blank. You have option to choose an existing Account or create a new Account.

To select existing Account, tap magnifying glass icon in Account Name and search by account name.

To create a new Account, tap the magnifying glass icon in Account Name, then click New button and enter Account information. Once save, it will bring you back to Lead conversion page and the new Account created should be populated.

Opportunity

Contact

screenshot from website:

Follow-up Task

Reference:

• What happens when Lead is converted in Salesforce.com?
• Salesforce1 - Convert Leads functionality
• Convert Leads to Contacts (Generally Available)

Salesforce: Logo for Branding

There are a few logo you can define in Salesforce for your corporate branding. Here is area where you can define your corporate logo and image characteristics needed.

Apps Logo
Instead of showing Salesforce logo with release logo, if you create custom app, you can define your own company logo.

This is the logo your user will see at top left within Salesforce web application, when they select an app from top right corner (if user have access to multiple app).

• You have to upload the image into Document and make sure "Externally Available Image" is selected
• The image size must be less than 20 KB, otherwise it will be not shown as available logo
• Preferred image in transparent background in PNG or GIF format
• Image larger than 300 x 55 pixels will be scaled to fit

Salesforce1 app
When user open Salesforce1 app from mobile device, as admin, we can define logo on the loading page.

• You do not need to upload the image into Document, but Salesforce will auto store the image into Document folder named "Salesforce1 Branding Resources"
• The image size must be less than 200 KB
• You can define background color
• Maximum image size 400 x 560 pixels 

Chatter Email

When user receive Chatter notification email, as admin, we can define the footer logo, sender name, sender email address and footer text. For logo:

• You have to upload the image into Document and make sure "Externally Available Image" is selected
• Preferred image in transparent background in PNG or GIF format
• Image less than 150 x 50 pixels 

Salesforce MVP Summit 2015

The third Salesforce MVP Summit is held on 13-14 May 2015. I am very lucky and honored able to attend this Summit and meet with all smart and awesome people around Salesforce technology. This is my second Summit after being awarded as Salesforce MVP last year. The event is held in a luxury hotel in the beautiful city of San Francisco.

We are scheduled with 2 days fully packed agenda from 7.15 AM to 9.00 PM (breakfast to dinner).

Salesforce never stop amaze me with the welcome gift, snacks and day-by-day goodies.

The summit start with kick-off by Erica Kuhl and Holly Goldin, continue with Strength Finder workshop.

As MVP, all of us signed NDA, which mean we are not allowed to share all information presented in the Summit, this mean I can't share it in this blog.

To add more surprise in this Summit, for the first time Salesforce Chairman & CEO Marc Benioff made an appearance in MVP Summit. Marc and Parker Harris (Salesforce Co-Founder) graciously sit for over an hour for Q&A with us, furthermore Alex Dayon (President, Products) also in the room.

Thanks Salesforce to held this event, it was a great moment to meet and speak with all people passionate with Salesforce technology, 140+ MVP from 10 countries.

After a full pack of inspirations, I am heading to my company US Regional Head Office in Arizona for the first time, and this is what I found along the road...

Twitter hash-tag: #MVPSummit2015

Throwback: Salesforce MVP Summit 2014

Blog from other MVP and Partner:

• 2015 Salesforce MVP Summit - Shell Black
• Greetings from the MVP Summit 2015 - Wizard News
• What it Means to Be a Salesforce MVP: Outside Looking In - Apttus
• 3rd Annual Salesforce MVP Summit - Admin Hero
• Salesforce MVP Summit 2015 - absi

Salesforce: Subtab App in Profile Page

If you happen to see having extra tabs in your Salesforce Chatter People page, in additional of the default tab: Profile Feed, Profile Overview, and Recognition, it may be added unintentionally (from Web Tabs or Visualforce Tabs) or added when you install a product from AppExchange without realizing it.

Here are the steps to remove them:
- Go to Setup | Create | Apps
- Scroll down and look for Subtab Apps
- You should see App Labels as Profile (Self) and Profiles (Others)

Profile (Others) - The tabs displayed when users view someone else's profile

Profile (Self) - The tabs displayed when users view their own profile

So, if we add 1 subtab added in Profile (Self)

This is how it looks when the user view their own profile

Reference:

• Managing Subtab Apps
• What is a Subtab App?

Salesforce: Update User Manager

Manager field in User object in Salesforce is pretty special, it can be used as approver when a user submit for approval. But, when user go to their Advanced User Details, from click User Name | My Settings | Personal | Advanced User Details, when user click Edit button Manager field is read-only.

After finding more on this field, only user with Manage Users and Manage Internal Users permission allowed to update this field. The reason behind, if users could modify this field, the concern is that they might update their manager to a friend who would approve time off request or expense charge.

In our case, for some reason and our Salesforce system is not linked to HR system, so user need to update their manager field manually for a time-period, before it locked.

Solution: 

1. Custom "Hierarchical Relationship" field + Workflow + Field Update
Fail, this is because Field Update on Manager do not allow to dynamically update the value from other field, only to a defined user.

2. Custom "Hierarchical Relationship" field + Process Builder + Update Records

Success - How this works?

1. Create a new Hierarchical Relationship custom field name "Report To" in User object

2. Make this field available in User page layout and not read-only

3. User update their own Manager through this field from Advanced User Details

4. Process Builder will update standard Manager field from "Report To"

Last message, do not forget to activate the Process :)