Friday, 15 December 2017

Santa Force is Coming to Town

Santa Force is Coming to Town

Santa

Introduction

This post comes all the way from Lapland, from the workshop of Santa Force. a long time Salesforce user. This Salesforce instance has received some enhancements to help with the unique problems of this unique non-profit, which we’ll take a closer look at.

Customisations

There are a few additional fields on user, which don’t necessarily make a lot of sense when viewed in isolation:

Screen Shot 2017 12 15 at 09 59 47

However, they are vital for a formula field :

 

Screen Shot 2017 12 15 at 10 01 33

 

So as you can see, you’d better watch out, not pout and not cry. This might seem an odd requirement, but the help text tells you why:

 

Screen Shot 2017 12 15 at 10 02 06

 

 

On to Santa Force now, he’s making a list view. The elves created one a few days ago, but there’s some issues with it - the name doesn’t look right and there’s a few fields missing.

 

Screen Shot 2017 12 15 at 10 37 42

 

Santa Force clones the list view, renames it and adds the required fields:

 

Screen Shot 2017 12 15 at 10 36 55

 

This is much better - he’s making a list view, he’s checked it twice and can now see who has been naughty or nice.

 

There’s also a process builder that works off another custom field on the contact record - a checkbox field labelled Asleep?

 

Screen Shot 2017 12 15 at 10 41 39

 

So Santa Force knows if you are sleeping, and knows if you are awake, because it is posted to his chatter feed:

Screen Shot 2017 12 15 at 10 17 35

 

 

Finally, there’s one more field on contact - Goodness.  Santa Force can look at this field and determine if you’ve been good or bad - there’s also some useful help text that will guide a contact’s behaviour if they view this though the community.

 

Screen Shot 2017 12 15 at 10 19 03

 

Why?

The key question is what is all this information being gathered for? Checking the calendar, we can see that it’s for an event scheduled for 24th December:

 

Screen Shot 2017 12 15 at 10 22 16

 

As you can see, Santa Force is Coming to Town!

Happy Christmas everyone and thanks for reading the Bob Buzzard Blog.

 

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