Salesforce Snowbird

Salesforce Reports in Conga Templates Conga is great Document generation system for Salesforce that is very powerful. One of the great things about Conga is the ability to pull data into any document using Salesforce Reports. This makes the document generation capabilities even more useful for many scenarios. In the next few minutes I will walk you through building out a Report, Button, and Word template to make Conga work with Salesforce Reports and pull data into your template. Let’s start with the Idea, what is it you really want to show up in your documents. In this example, we will use a Travel Agency. We want to pull up a document that outlines the Trip and shows a list of all booked destinations for the trip along with who on the trip is doing what. In more basic, we want to see who is going on the trip, and what each person is scheduled to do. Lets start by building the report to show this information. It would look similar to the following: Once you have ...

SETTING A DEFAULT LIST VIEW   Tabs are the main interface to get to your records within Salesforce. When you click on a tab, the first thing you are presented with is the “Recently  Viewed“ list  which may be good for  for  many users, often power, or super users, this recently viewed list is not helpful and causes extra clicks and steps in their workflow. If you are one of these users and wish to slip the “Recently Viewed” list, here are some tips to be considered as Salesforce has not given us a method to mark a list view as the default for these tabs. I will show you some tips below on how to have better access to the List Views you want with fewer clicks. For this example, I will be using a custom object called Projects. If using Salesforce Classic: The first tip I will give you is a custom Tab with a Visual Force page that is designed to take you to the last List View you looked at. This ca be helpful as many people only use one or 2 list views...