Blog: Salesforce #DataTipOfTheDay, Tips & Tricks, and Whatever Else

Get outta my Taskbar, Slack!

posted Aug 3, 2017, 10:14 AM by Ezra Kenigsberg   [ updated Aug 3, 2017, 11:07 AM ]

Q: "Why can't I minimize Slack to SysTray? I activated Slack's 'Leave app running in notification area when the window is closed' option. Why does the Slack app stay in my Taskbar?"

A: There's a separate setting, "Flash window when receiving a notification", that has to be turned off.

Lemme save 1E3 words:

Props to mak4k on Reddit for solving this thing that's been driving me nuts for months.

Less intrusive Google Calendar alerts

posted May 3, 2017, 9:55 PM by Ezra Kenigsberg

Q: "How do I prevent Google Calendar from annoyingly interrupting whatever I'm doing in Chrome?"

A: Turn on "Use browser notifications instead of interruptive alerts" in Calendar's Settings:

Here's a comparison of the two dialogs. The former is a modal dialog, the latter is a toaster pop-up.

Keeping all the Live Agent settings straight

posted Apr 26, 2017, 3:20 PM by Ezra Kenigsberg   [ updated Apr 27, 2017, 11:30 AM ]

Q: "Deployments, Settings, Configurations. . . how can I keep all the Live Agent stuff straight?"

A: Try the Live Agent "Object Model" and let me know what you think!

Put a single Google Drive file in multiple folders

posted Apr 19, 2017, 11:30 AM by Ezra Kenigsberg   [ updated Apr 19, 2017, 11:31 AM ]

Q: "How do I put a Google Drive file (a Doc/Sheet/Presentation, or any old file) in multiple folders?"

A: Shift+Z!

I don't know why the Google Drive people hid this very necessary function in such an obscure corner, but there it is. 

Once you press Shift+Z and select another folder for the file to live in, that single file will be accessible from multiple folders.

How can you know where a file is shared? Details pane!

Props to Digital Inspiration for the tip!

Set defaults for a new Google Sheet

posted Apr 10, 2017, 10:04 AM by Ezra Kenigsberg

Q: "How do I set my own defaults (eg, font, size, header rows) for a new Google Sheet?"

A: Two answers, depending on the version of Google Sheets you're using. 
If you're using a paid version of Google Apps, you can use a template:
  1. create a Sheet that has all the default settings you want, 
  2. navigate to your organization's Template Gallery, and
  3. click the "Submit Template" button to establish your Sheet as a template.
From then on, select "From a template" from the submenu of either
  • Drive's "New | Google Sheets" button or
  • Sheets' "File | New" command.
If you're using a free version of Google Apps:

Create a Sheet that has all the default settings you want.

From then on, navigate to that Sheet, then click "File | Make a copy".

When does Salesforce automatically create a Campaign Influence record?

posted Mar 23, 2017, 10:31 AM by Ezra Kenigsberg   [ updated Mar 23, 2017, 10:33 AM ]

Q: "When does Salesforce auto-create a Campaign Influence record?"

A: Salesforce automatically creates a Campaign Influence record--an association between an Opportunity with a Campaign--under these conditions.*
  1. Auto-Association must be active;
  2. a Contact is assigned an Opportunity Contact Role prior to the Opportunity's Close Date; and
  3. that same Contact is associated to a Campaign (as a Campaign Member).

* I'm not gonna get into Custom Campaign Influence Models here.

Accessing Campaign Influence records via API

posted Mar 22, 2017, 1:38 PM by Ezra Kenigsberg   [ updated Mar 23, 2017, 10:03 AM ]

Q: "How do I access Campaign Influence records via the API?"

A: Gotta carry out four steps:
  1. Turn on Customizable Campaign Influence.
  2. Assign user(s) the "CRM User" or "Sales Cloud" Permission Set Licence.
  3. Create a Permission Set that includes the "Campaign Influence" App Permission.
  4. Assign user(s) to that Permission Set.
Followup Q: "What does this do for me?"

Followup A: Buncha things.

  • Enables loading "associate this Campaign to this Opty" via the API
  • Enables credit for Campaigns to be broken out in percentages--instead of Primary Campaigns getting 100% credit 
  • On Campaign Page Layout: replaces old "Opportunities" Related List with "Influenced Opportunities" Related List, which shows
    • All influenced Optys, not just Primary Optys
    • Influence (%)
    • Revenue Share ($)
  • On Opty Page Layout: upgrades "Campaign Influence" Related List to show
    • Influence (%)
    • Revenue Share ($)
  • This REMOVES the "Add to Campaign" button from Opportunity's "Campaign Influence" Related List:*
  • This BREAKS the old Related Lists on your Campaign and Opportunity Page Layouts. Follow the steps here to set up the NEW AND IMPROVED Related Lists.
* This can be addressed by creating an unlocked Custom Campaign Influence Model, but that brings its own challenges (most notably, you gotta create homebrew Auto-Assign Rules using Workflow, Flow, Triggers, or--ye gods--Process Builder).

New Google Sheet, fast

posted Mar 14, 2017, 12:03 PM by Ezra Kenigsberg   [ updated Mar 15, 2017, 12:39 PM ]

Q: "How do I make a new Google Sheet, quickly?"

I just created an AutoHotKey shortcut for myself so that I can get spreadsheeting with Google Sheets almost as fast as I do with Excel. 

Gasp. After 25 years of Excel (and Lotus 1-2-3; and WordPerfect and Word; and Harvard Graphics and Freelance Graphics and PowerPoint)--will my default "I've gotta make a document" impulse be toward a cloud-based app?

Which reminds me: The History of VisiCalc is one of my favorite pages on the web. Nerdriffic!

* These are slightly-briefer versions of the Google URLs:

Bulleted and numbered lists: update

posted Dec 14, 2016, 10:03 AM by Ezra Kenigsberg   [ updated Dec 14, 2016, 10:09 AM ]

Q: "How do I create bulleted and numbered lists within a cell in Excel?"

A: Short answer: download this add-in, activate the add-in in Excel (File | Options | Add-Ins), and use the functions =BULLET() and =NUMBER().

Long answer: I posted about this three years ago (gosh, time flies). It took me that long to realize that I shoulda written it to accept quoted text within the cell, like this:
(in case you forgot, hard returns are entered in Excel by pressing Alt+Enter). The result looks like this:
I narrowed the column to show how nicely =BULLET() formats it. Check out those groovy hanging indents. Lovely!

The BULLET() function takes up to three arguments:
  1. (required) the text (typically a cell reference) to be shown in bulleted format
  2. (optional) nudge left indent for wrapped lines (default is 0)
  3. (optional) nudge right margin for all lines (default is 0; positive numbers make lines longer, negative numbers make lines shorter)
The NUMBER() function takes up to four arguments:
  1. (required) the text (typically a cell reference) to be shown in list-numbered format
  2. (optional) adjust the starting list number, 1, of the cell by X (default is 0)
  3. (optional) nudge left indent for wrapped lines (default is 0)
  4. (optional) nudge right margin for all lines (default is 0; positive numbers make lines longer, negative numbers make lines shorter)
Added bonus for Jira fans! Here's how ya do bullets embedded in numbered lists (and vice versa) in Jira:

Convert CSV (comma-separated value file) to TSV (tab-separated value file)

posted Oct 25, 2016, 9:36 AM by Ezra Kenigsberg

Q: "How do I convert a CSV (comma-separated value file) to a TSV (tab-separated value file)?"

A: On a Windows PC:
  1. Copy the code in this post.
  2. Open Notepad.
  3. Paste the code copied in step 1.
  4. Save the file as CSV2TSV.vbs into whatever directory contains your CSVs.
  5. In Windows Explorer, double-click CSV2TSV.vbs.
That should do it! Props to Frank for the question, and to Jojo for the answer!

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