We're experiencing data storage issues (not to be confused with file storage issues) in Salesforce and can't find any third party apps that can help.
Mainly it's our activities. We have a tremendous amount of activities for 2010 and will have even more in 2011. We've already purchased additional data storage from salesforce but it's getting quite pricey.
Has anyone exported activities older than 1 year old to an external database, then added a visualforce component pointing to that database so you can still have some visibility into your old activity, but without the storage issues?
Eloqua does this as a part of their email marketing product. It's just a visualforce page that directs back to Eloqua's site. Anyway, I'm not sure how to even start something like that and hoped someone else had already done something similar.
I created a custom object to track "Events". When an event is created in SF, a workflow creates 10 tasks associated with that event. I'm trying to calculate a % complete based on a few important fields and the number of completed tasks for that event. I can get the % complete for the fields, but I'm having trouble finding a way to calculate the number of complete activities. Any advice?
I picked up the following Tip during a SFDC presentation and it works great on the Contact record. It creates a button on the Contact object, which when clicked, creates an activity in the Contact record and sets up a reminder task in 2 days.
I need to modify it to do the same on a Case object. Can anyone help me modify the code so that it does the same in a Case, i.e. creates an activity that a VM was left, and creating a reminder task when clicked?
Code is at the end of the next section.
Need: Track all activities to contacts within Salesforce and save time by having one click logging of left voicemails
Business Case: Sales reps can quickly log voicemail calls and receive a reminder task a few days later to follow up on the voicemail.
Business Value: Make more calls, improve productivity in high call volume type environments
Left Voicemail Custom button instructions
To set 1 custom buttons on the contact record – LVM
select Setup| Appsetup | Customize | Contacts | Custom Buttons and Links | select new custom button
Create a button label name (LVM) in the display type select the Detail page button option
select behavior type - Display in existing window without sidebar or header
select content source – URL
add the Code: (modify the code to fit your instance)