Blog

Pledge Rollup Unmanaged Package

Some non-profits want to rollup pledges (donations with StageName=’Pledged’). NPSP provides user-defined rollups for ‘Posted’ donations.

Daizylogik has built an unmanaged package for Pledge Rollups on Accounts and Contacts for the current and previous calendar and fiscal years. It also, rolls up the Payments for pledges.

You can install it from here:
https://login.salesforce.com/packaging/installPackage.apexp?p0=04t61000000gOV2
The source code is available here: https://github.com/daizylogik/DZ_DEV.git

Post Installation Instructions:
1. add the following fields to the Account and Contact page layout:
Pledge_Payment_Amt_Recvd_Current_CY__c
Pledge_Payment_Amt_Recvd_Current_FY__c
Pledge_Payment_Amt_Recvd_Previous_CY__c
Pledge_Payment_Amt_Recvd_Previous_FY__c
Total_Pledges_Current_CY__c
Total_Pledges_Current_FY__c
Total_Pledges_Previous_CY__c
Total_Pledges_Previous_FY__c

2. Edit the Search Layout for the Opportunities, and the add the Calculate Pledge Totals button, so you can run the rollups on demand.

3. If you would like to schedule the rollup job, use the PledgeRollupBatch class.

by Vladimir Martinov

 

How to Override the Edit Button Based on Record Type

This is how you can override the Edit action for Book__c custom object. If the record type is Alpha you will be directed to a new page, otherwise you go to the standard edit page.

<apex:page standardController="DaizyLogik__Book__c" action="{!URLFOR(
CASE(DaizyLogik__Book__c.RecordType.Name, 'Alpha', $Page.BookAlpha,
'/' + DaizyLogik__Book__c.Id + '/e?nooverride=1'),
DaizyLogik__Book__c.Id) }">

<apex:variable value=”{!DaizyLogik__Book__c.RecordType.Name}” var=”recTypeName”/>
</apex:page>

by Vladimir Martinov

 

Successful Salesforce implementation with a distributed team

It is becoming more commonplace these days for the team doing the Salesforce implementation to not be physically co-located. In fact, it is very likely that your next Salesforce project will involve a physically distributed team. How can you adapt your project management, design, development and overall project communication style to deliver a project of this nature and be successful at it?

1. Communicate
It is crucial to pick tools that facilitate communication among the team members during regular project meetings and at all times during the course of the project. The choices for online communication tools are quite diverse these days but I find that the best criteria for choosing the right one are: audience and price.

How to check if a Salesforce object has changed

When working with Apex triggers, it will sometimes be useful to know whether your
object has changed. You can write a function where you check every field by hard-coding them, but there is a more elegant way to accomplish this:


private static boolean hasChanged(YourObjectClass oldObject, YourObjectClass newObject) {

boolean changed = false;
Map fieldsMap = Schema.SObjectType.YourObjectClass.fields.getMap();
for (String key : fieldsMap.keySet()) {
Schema.DescribeFieldResult result = fieldsMap.get(key).getDescribe();

if (oldObject.get(result.getName()) != newObject.get(result.getName())) {
changed = true;
break;
}

}
return changed;
}

by Vladimir Martinov