Non Profits Bay Area

Notes from the May user group meeting

New features in the Summer 08 release
We got a preview from Lindsey Anderson of some of the upcoming features in the Summer 08 release. These include public tagging, inline list editing, drag and drop columns in list views, multi day events, Visual Force, Salesforce.com for Google Apps (which has already been widely announced), and enhancements for mobile users. Salesforce lists these features, plus others, that are coming in Summer 08. Get more information on the Salesforce blog. Finally, Steve Andersen has a write up of the features from a nonprofit perspective.

Follow the NPSF group
The Nonprofit Salesforce group on Google is a good learning resource. If you're not an experienced Salesforce user you may want to lurk and just read the postings as many of the participants are consultants and higher-level users. Regardless, it's still a good source for following questions and answers.

Mass closing tasks
As mentioned at the meeting, here is a handy way to close a bunch of tasks at once using a list button. This code comes from Anand Sethupathy, based on previous work from Steve Andersen and Evan Callahan, courtesy of the NPSF group mentioned below. To use this button, create a view on Activity to show all relevant open tasks. Then create a Close Task list button to execute the Javascript below:

{!REQUIRESCRIPT("/soap/ajax/10.0/connection.js")}

var selected = {!GETRECORDIDS($ObjectType.Task)};

if (selected[0] == null) {
    alert("You must select at least one Task to run this function.")

} else {

   // Close all selected tasks
    for(i=0;i < selected.length;i++) {
        var t = new sforce.SObject("Task");
        t.id = selected[i];
        // Update task status to "Completed"
        t.Status = "Completed";
       // Run the Update on Tasks
       var result = sforce.connection.update([t]);

}

   // refresh the view
    window.location.reload();

Coming soon
Bryan Coddington offered to give us a reporting tip sheet. Look for it here in the near future.

TrackBack

TrackBack URL for this entry:
http://www.typepad.com/services/trackback/6a00d83451cfb869e200e5523e88528833

Listed below are links to weblogs that reference Notes from the May user group meeting:

Post a comment

If you have a TypeKey or TypePad account, please Sign In