Tag Archives: documentation

Get Started with Salesforce Identity

Get Started with Salesforce Identity Features

Learn how Salesforce Identity features fit together to provide coordinated user authorization management and access to third party apps. Start using My Domain, connected apps, and the App Launcher together for a streamlined user experience. And, find out more about other features like Identity Connect for Active Directory user synchronization, custom login pages, two-factor authentication, mobile apps, and reporting. Continue reading

Watch and Learn: New Videos for Summer ’13

forecasting

The Doc team’s video makers put out an astonishing 13 new videos for Summer ’13!  Enjoy!

Forecast Accurately with Collaborative Forecasts
Find out how to maneuver around Collaborative Forecasts so that you can reach your sales goals.

Chatter in Apex
Learn how to create a custom user interface that displays two Chatter feeds side by side in Salesforce. In this demo, you’ll use Chatter in Apex to get the news feeds of the communities that are live in a Salesforce organization. You’ll also build a Visualforce component and a Visualforce page to display the feeds. Get the source… Continue reading

New Force.com Formula Tip Sheet – Reduce Your Formula Size!

formula

Ever created a formula you were happy with, only to have it run up against the formula size limits? Did it have too many characters, or was its compile size too big?

If you need help streamlining your formulas, we’re pleased to announce our newest tip sheet for Summer ’13:

Tips for Reducing Formula Size

Inside, you’ll find tips and tricks for slimming down your formulas, both in number of characters and compile size, as well as example code, including:

  • how to minimize the number of references to other formula fields
  • how to minimize

A Writer’s Guide to Surviving Agile Software Development

agile_words

Many writers are trying to figure out how to meet deadlines, write quality documentation, and stay sane as their software companies switch from the traditional “waterfall” method of development to the increasingly popular Agile methodology. An industry of consultants caters to making developers and product managers successful with Agile, but there is limited—if any—information on how writers can cope in such an environment. How do we know? Because in 2006, salesforce.com switched to Agile. Our Documentation and User Assistance team found few resources to help us work with Agile, even though our executives, managers, and Agile coaches were determined to help us succeed. From our experience, we… Continue reading

Open CTI—Say Goodbye to CTI Adapters

OpenCTI150x88

The latest  computer-telephony integration (CTI) offering from Salesforce is Open CTI.  It differs dramatically from previous Salesforce CTI offerings in that it doesn’t require users to install CTI adapter programs on their machines to use Salesforce with phone systems.  That’s right—no more client applications are necessary to use the features of a CTI system with Salesforce.

So how should you get started with Open CTI?  Look no further than the Open CTI Developer’s Guide (link opens Web page).  The guide explains that Open CTI is a browser-based JavaScript API, and it includes all the methods and code samples you… Continue reading

Preview the Spring ’13 Developer Docs

Spring 13 release

Spring ’13 is on its way! Check out the Developer docs and release notes for the upcoming Spring ’13 release. Continue reading

The Spring ’13 Preview Release Notes Are Out!

Spring is here!

The weather outside is frightful, but Spring is right around the corner. Spring ’13, that is.

Here are just a few things we’ll be delivering in this release.

User-Focused Help
We broke up the huge 4000+ page “How to be Successful with Salesforce” user guide into 14 new downloadable guides, divided by role, Salesforce product area, and experience level. Now  you can download only the guides that are relevant to you.  The new guides include “Salesforce Basics” for new users, “Set Up and Maintain Your Salesforce Organization” for administrators, “Collaborate with Everyone” for Chatter users, “Enhance Salesforce with… Continue reading

The New Service Cloud Workbook: Build Help Desks for Support Agents

Service Cloud Workbook

The Service Cloud Workbook shows you how to set up multiple channels and integrate them with a help desk so that agents can respond to customers from any channel. First you’ll learn basic Service Cloud features. Then you’ll explore more challenging features that require code, such as Open CTI, Custom Console Components, and the Service Cloud Console Integration Toolkit. Continue reading

Let’s Be Clear: Workflow Rule Evaluation Criteria

Screenshot of the Evaluation Criteria area of the UI.

We know that workflow rule evaluation criteria can be confusing. So, in Winter ’13, we simplified the text and reordered the options to show the simplest one first, and the most complex one last.  NOTE: The default setting hasn’t changed, but it’s now the last option in the list.

However, based on customer feedback on those changes, we changed the text again in Winter ’13 to be more descriptive. We also added the “How do I choose?” link back in, but it now points to a more relevant help topic.

Old Text:

Interim Text:

Platform Developer Help – No Login Required

If you’re a Salesforce platform developer, you’ve probably seen our developer guides, tip sheets, cheat sheets and other doc available on Developerforce. But there’s also developer documentation available in the online help, that is, the help available from within the application. Previously, the only way you could access that online help was by logging in to the application.

But not any more! Now you can view the product online help from here–without logging in! If you’re looking for a particular topic or if you’re not a current customer and want to check out the online help, now you can… Continue reading