Sunday, May 24, 2015

Changing Username and Password for Salesforce for Outlook Plug-In

This is possible however not in the most obvious place.  I would have expected the option to be in Microsoft Outlook however it is rather available by right-clicking on the tray icon in windows.

Once you click settings click on Change User
This will bring up the standard Salesforce login screen.  Login and then click allow to allow Outlook to use the Salesforce connection,

Friday, May 8, 2015

QuickStart: Creating a Custom Object

  1. Log into your sandbox or Developer organization.
  2. Click on Setup in the top right corner.
  3. Click Create => Objects
  4. Click New Custom Object.
  5. Enter Book for the label. Enter Books for the plural label. Click Save.
  6. Now let's create a custom field. 
  7. In the Custom Fields & Relationships section of the Book detail page, 
  8. click New. 
  9. Select Number for the data type and click Next. Enter Price for the field label. Enter 16 in the length text box. Enter 2 in the decimal places text box, and click Next. Click Next to accept the default values for field-level security. Click Save.