Archive for March, 2008

MapQuest Developer Site & Blog

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If anyone has an interest in developing on the MapQuest mapping platform, I wanted to point you to a few resources. Their API works in many contexts (server-side API, JavaScript API, ActionScript API). Their API may not have the street cred that Google has, but it’s a really solid platform to work with and on par with the competition and superior in some cases.

If you develop on the MapQuest platform, please drop me a line in the comments and share your thoughts.

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Salesforce on the iPhone

Salesforce demonstrates a sample Salesforce application built on the Apple iPhone SDK.

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Opportunity Roll-Up Summary Recommendations

Salesforce released Opportunity Roll-Up Summary fields on the Account object in the Spring 08 release. This is a pretty useful feature and below are some recommendations to help you get started using them.

One of the major benefits of this feature is that you now get quick answers on the Accounts you are selling to without having to run an Opportunity report and get multiple records for the same Account. If you sell to a customer multiple times throughout the year, that customer will be represented once in an Account report, but will be represented multiple times (once for each sale) in an Opportunity report.

Create the Fields

To get started, create a new Account field and choose the Roll-Up Summary option and click Next.

rollup_summary_newfield.jpg

Next, give it a name. I’d like to recommend a naming convention because you will probably create multiple of these. My personal naming convention is used in the example fields below. For the API name, you should also use a naming convention. This will help keep these fields together when viewed in Eclipse or Explorer.

After clicking Next, your options are to COUNT, SUM, MIN, MAX information from the Opportunity. Below is a table with some ideas for fields you that might be useful:

Field Name Rollup Type Field to Aggregate Filter Criteria
$ Opportunities (Open) SUM Amount Closed = False
$ Opportunities (Open – This Year) SUM Amount 1) Closed = False
2) Close Date = THIS YEAR 1
$ Opportunities (Won) SUM Amount Won = True
$ Opportunities (Lost) SUM Amount 1) Won = False
2) Closed = True
# Opportunities (Open) COUNT N/A Closed = False
# Opportunities (Open – This Year) COUNT N/A 1) Closed = False
2) Close Date = THIS YEAR
# Opportunities (Won) COUNT N/A Won = True
# Opportunities (Lost) COUNT N/A 1) Won = False
2) Closed=True
Using Formulas on the Rollups

One really nice thing about these Rollup fields is that you can use their results in your regular formula fields. Using the rollup fields I mentioned above, we can use formula fields on the account to create the fields such as:

  • Win Rate (%) = # Opportunities (Won) / (# Opportunities (Won) + # Opportunities (Lost))
  • Avg Win Amount = $ Opportunities (Won) / # Opportunities (Won)
Using the Roll-Ups

Now those rollup fields can come in handy in reporting to do things like:

  • Filter for all sold-to Accounts: $ Opportunities (Won) > 0
  • Filter for all Accounts with Open Opportunities: # Opportunities (Open – This Year) > 0

Another possiblity is in, say, an application that allows you to map your Salesforce.com data. Adding the $ Opportunities (Won) field onto the query page makes generating a map of all sold-to accounts a breeze.

arrowpointemaps_AllWonAccounts.jpg

What about you? How are you using Roll-Up Summary fields?

1 [back] – Other date filters include THIS QUARTER, THIS MONTH, LAST MONTH, NEXT YEAR, NEXT QUARTER, etc. Refer to the Salesforce help for more. These date filters are particularly useful for rollup summary fields.

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Google Docs Integration Coming to Salesforce?

Steve posted yesterday about a possible gMail integration that’s coming to Salesforce. This was based upon a button option in the Activity History related list on Page Layouts.

Well, I think I found another one. I was uploading a new package today and I saw this…

google_doc_integration.jpg

Is an integration with Google Docs coming?

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Arrowpointe’s Open Source Project

google_code.pngAt Google Code, I created an Arrowpointe Open Source Project. This will be the official home for code I develop and want to share with the community. The first submission into this project is my Akismet Web2Lead work that checks Salesforce.com web-to-lead submissions, determines whether or not they are spam and then sends the information to Salesforce with the spam result appended to the data. I hope to add many more things over time.

Some quick links:

Note to other developers with similar projects at Google Code: Let’s agree on a labeling convention for our projects. Based upon browsing existing projects, the following labels are common among projects related to Salesforce.com: salesforce, apex, force.com, salesforce.com. Unless anyone has a better idea, let’s stick with those. Or maybe Salesforce will recommend a convention for us to use (hint hint)?

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