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Microsoft Dynamics CRM - Independent Sales Rep Access

Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working? 

The following steps will help you achieve this via the use of Access Teams:

Unknown Project Type GUID

I received an error opening a CRM project in visual studio: “Unknown project type GUID 4C25E9B5-9FA6-436c-8E19-B395D2A65FAF.” That GUID is related to a MS CRM developer toolkit. It’s not supported on MS CRM 2013, MS CRM 2015 or MS CRM 2016, so what do you do?

Getting a List of Salesforce Items Without a View

Sometimes, when I’m doing some customizations in Salesforce, I want to see a list of accounts, contacts, leads, etc., but I don’t want to go through the hassle of creating a view. I have to add that it’s not really difficult to create a view, but sometimes you just want to see the data quickly. (There’s also a quick way to get to a form to add a new item as well.) If you want to see or enter the data for a specific record type quickly all you have to do is enter a URL in a specific format: 

Salesforce SOQL with Both Owner and RecordType Name

I was recently working on a data integration from an external system to I was using the developer console to query the number of records by owner and record type for accounts to compare the numbers against the source system. 

Date Comparisons in Dynamic SOQL Queries

When you start development in Salesforce using Apex classes you might struggle at first with building dynamic SOQL queries, specifically when it comes to comparing non-string values - in this example, dates. To start, we have a statement like this which will query active "Resources" objects:

List<Resource__c> resources = Database.query('Select Id, Name FROM Resource__c WHERE Status__c = \'Active\'');

Sequential Data Mapping in Informatica

Data migration tasks often require us to move records that are dependent on each other or linked with foreign keys. Since those connections are mostly modeled with the primary keys of those entities, we are forced to migrate those records in a particular order. We need to get the IDs of the entities in the new system, first, before we can use those keys to link them with their dependent entities. A common example would be the migration of accounts, including their associated contacts. We first move the accounts over to the new system.

Salesforce Global Picklists Are Coming!

As a technical consultant, you see the various CRM systems up close & personal as well as learn where one system excels relative to the others. In general, one is not necessarily better than other; it often comes down to a customer’s unique set of requirements.

Triggering an Event in Another System Immediately from Salesforce

I’ve been working on integrations between Salesforce and another system. Our standard “pattern” has been to use outbound messages to send a message to our ETL software. It’s been working well – at least until we hit an integration where the performance wasn’t fast enough because it involves a shopping cart operation, often times with someone on the phone waiting for an immediate answer.