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Showing posts from May, 2014

SalesForce Order Contract Number Not Required Field

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In SalesForce, to make the "Contract Number" field of the "Order" object not a required field. Go to

Setup > Build > Customize > Orders > Page Layout



Click the properties wrench next to the Contract Number field:



Uncheck the Required checkbox:



That's it.  Not very intuitive, but easy enough to change.


Hope this helps,
Aaron Hoffman


Google Analytics Scheduled Emails Not Working

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When using Google Analytics it is very helpful to send daily and weekly reports. Google Analytics has the ability to schedule these reports to be emailed, but like many other people (see here: https://productforums.google.com/forum/#!topic/analytics/1JqNpbSDYac) I was having an issue getting these reports to actually send.

Some of them were working and others were not.  Ultimately I was able to determine that the reports that were not working were being sent to someone other than myself. I was able to resolve the issue by only sending reports to myself, then setting up a forward rule in my email to forward the reports to the appropriate people.



Annoying, yes, but it works. However this way you do get the added benefit of tracking that they are in fact sent, and you can reference the email later and get replies directly from the email.

These emails/reports still seem to be actually sent/generated at random times throughout the day (my last 5 days: 4pm, 1pm, 2pm, 8pm, 7pm), I'm not …

SalesForce API Tutorial .NET DeveloperForce.Force NuGet Package

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Below is a guide to getting started with the SalesForce API using the .NET DeveloperForce.Force NuGet package.

(GitHub Source to supplement this blog post: https://github.com/aaronhoffman/SalesForceApiTutorial)
(SalesForce API documentation: http://www.salesforce.com/us/developer/docs/api/)
(GitHub Repo: https://github.com/developerforce/Force.com-Toolkit-for-NET)

Steps:

1. Make sure the API is turned on for your Organization.

The API must be activated as part of your license. You'll have to pay for API access per seat (for every user) even if you'll only have one integration.

I was told by one SalesForce rep that you can check on the status of this feature on the Setup > Company Profile > Company Information page under the Feature Licenses section, but the API is currently enabled for my organization and I see nothing there... so I can't confirm this.  Ultimately, I had to open a support ticket to get it turned on and working for my organization.


2. Create a new "…