Keeping on top of job changes
Last Updated on Thursday, 31 July 2008 12:43 Written by Steve Thursday, 31 July 2008 12:43
Keeping data in a CRM up to date is really hard work. One of the things that happens all the time is that people change jobs. Whenever we hear of a job change, we go to Salesforce.com and record it.
Recording a job change is a two-step process:
- Edit the Contact record to show the new place of employment and other details that have changed.
- Record the fact that this person used to work at their original place of employment–that’s good history you don’t want to lose.
To speed things up, and make sure we don’t lose that history, we created some VisualForce to make recording Job Changes a snap. Watch the video:
We use it every day and we love it. It’s a task-based UI that really nails what it’s trying to do. VisualForce seems amazingly suited for these kinds of streamlining tools–they are relatively easy to create and maintain.
Dave Manelski took this on as his first VisualForce project and he did a great job! After he was done I decided that I wanted to put the email, phone and address fields so the user could change that data in the middle of the task. Because of the architecture of VisualForce, it was a snap. It took about 2 minutes to add those fields, have them editable and have the data land in the right place.
Is it possible to get the visualforce code for this? We been looking for this for a long time.