0
votes
0answers
3 views

What is the best practice method to summarize contact information to leads?

Here's the business case. I want to have a reportable field on a lead that displays the number of contacts for, say, a city field match. This value could be used in reports, dashboards, snapshots, ...
0
votes
1answer
5 views

Can I create a report with only summarized data?

My client currently has a report that they only want to see summaries of. Currently we see: But they only want to see the total number of records summarized and the Summarized Dollar amount. I ...
0
votes
0answers
2 views

trigger to update date field on object B, when date field changes on object A

I need a trigger on object A. It should only run when CloseDate__c changes and it should populate Start_Date__c on object B. By the way, CloseDate__c is a field in object A Start_Date__c ...
1
vote
0answers
4 views

Web2Case / Email2Case - Image attachments feature?

Being the only admin in my company, it's my responsibility in my org to implement cases for our tech ticket process. Our products are highly technical and detailed so many questions come up that ...
0
votes
0answers
4 views

URL Scheme to open VF page in Salesforce 1 iOS app

Is it possible to open a VF page in Salesforce1 iOS app coming from a link in an email? If not, do you have any workaround ideas to make this work?
0
votes
1answer
6 views

Is there any reason why this Workflow will not trigger?

Why does my Workflow return false when it appears to hit the correct condition? I have included the WF formula and redacted log output below. AND(CONTAINS($Setup.Email_Offices__c.Offices__c , ...
2
votes
1answer
8 views

Using an Activity context in Journey Builder Data Bindings

The custom-activity-deskapi-node example application helpfully demonstrates how a Data Binding Interaction context can be used to pass a caseId value from an outArgument in a Custom Activity to an ...
2
votes
1answer
10 views

Using outArgument values as an inArgument values in a Journey Builder Custom Activity

The custom-activity-deskapi-node example application helpfully demonstrates how two Custom Activites can be used to pass outArguments from one 'create-case' Custom Activity: "outArguments": [ { ...
0
votes
0answers
13 views

PUSHING ATTACHMENT THROUGH APEX WEB SERVICES

Could someone please, help with this. I integrated an app with RemedyForce and everything is working fine. Now, I need to send any attachment that is attached with every record the other app. How can ...
0
votes
1answer
12 views

How to freeze a pageBlock?

Most of the posts I went through talk about freezing a column in a pageBlockTable and seems like there is now a new 'floating headers' feature in one of the recent releases. But, I would like to ...
1
vote
0answers
3 views

Create a new object with a Checkbox using Office Toolkit 4

I'm trying to create a new object inside a Console C# App using Framework 3.5, Visual Studio 2010 and Office Toolkit 4. This object has a Checkbox field, with false as its default value. After ...
2
votes
1answer
18 views

Passing apex var to controller

<apex:form > <apex:variable value="{!0.00}" var="total1"/> <script> document.getElementsByClassName('t1')[0].innerHTML = '{!total1}'; </script> ...
0
votes
2answers
12 views

Page Layout Change Set Not Changing once deployed

I have been struggling with a change set. I included the fields and the profiles plus the page layout, yet when I deploy it, the change to the Case page layout don't automatically change. The fields ...
0
votes
0answers
2 views

How to retrieve ExtendedProperties from a Subscriber

I am trying to retrieve subscriber for a custom Profile Center. I using RetrieveRequest (java): public Subscriber retrieveSubscriber(String email, final List<String> fields) { final ...
0
votes
1answer
9 views

Future Call out execution order for same object

How to control the order in a future callouts for the same object. In the Account object I need to make two call outs inafter insert trigger. Now being future notation my second call out is getting ...
1
vote
1answer
11 views

Why am I getting “Error: Unknown property 'Opportunity_Package__cStandardController.Opp_Package_Rel__c' ” from this Visualforce page?

I am currently in the process of making a system for easily adding packages from a list into our Opportunities. This visualforce page needs to be accessible to use as a list button, but ever since ...
2
votes
0answers
14 views

Creating a DE record when uploading content in Exact Target

Is it possible to create a DE record when you upload an image to the library in Exact Target with the URL of the image that I can call in a lookup?
1
vote
1answer
26 views

For Loop Iterating last Value only in Visualforce

I have a SObject list that I am iterating through, so my var="standardOppFields" I created a loop to generate a value for each opportunity. I want to display both the standard fields AND the custom ...
0
votes
0answers
10 views

Approval process [on hold]

​Hello everyone. I have a few questions about an approval process I'm creating with the different approvals specified below. Here's my questions: Since line managers are direct managers, that ...
0
votes
1answer
10 views

Can you search Opportunity Contact Roles in the Search Menu?

This brings up the Contact he is associated with and I know you can get to Contact Roles there, but my client wants to be able to find the Opportunities directly and go into them without any extra ...
0
votes
0answers
5 views

How does a Community & Site get linked to a guest profile?

I want to deploy a guest user profile to production without deploying the site it is related to. I then need to link this profile to the site in production. Is this possible? Advisable? Inconceivable? ...
0
votes
1answer
8 views

Dun & Bradstreet integration

We are implementing Salesforce for a customer whose customers are other businesses.B2B. We are thinking of integrating with Dun & Bradstreet. When sales reps create accounts, we want to give them ...
0
votes
1answer
14 views

Opportunity Picklist stage validation [on hold]

IF i have two object OPPORTUNITY and "ITEMS" and have Master detail relationship between them ..Lets say their is two fields ITEM NAME and ITEM CODE in ITEM Object...So my question is IF I am ...
1
vote
1answer
17 views

Why Label of a field fetched via code gives a different value than what is displayed on Page Layouts?

I have tried fetching field Labels dynamically in my Visualforce page and apex class through Field Describe, but its been really annoying for me to fix this situation where field Labels are ...
0
votes
0answers
10 views

Apex approval processes and the Approval Process ERD - ProcesssInstanceWorkItem

How should I conceptualize the ProcessInstanceWorkItem in this ERD? https://www.salesforce.com/developer/docs/api/Content/sforce_api_erd_process.htm What is it's role in doing Approval Processes by ...
0
votes
0answers
14 views

Knowledge database

My company managed to made salesforce customization for the sales agents, but not all sales agents are aware for all the scenarios that can occur. So, because of that I am trying to find app or ...
0
votes
0answers
14 views

How to query for articles without a data category?

I can query articles with specific data categories, for example: SELECT Title FROM KnowledgeArticleVersion WHERE PublishStatus='online' WITH DATA CATEGORY Geography__c ABOVE usa__c But what if I ...
-1
votes
0answers
12 views

How to importing the person Accounts in salesforce? [duplicate]

how to solve the above scenario .please give any screen shots related our requirement.
0
votes
1answer
10 views

Data Access restrictions to Salesforce objects via Apex Web Service

I'm going through this article : https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_web_services_methods_exposing.htm Have few questions regarding access to field/objects/record by ...
0
votes
3answers
13 views

how to convert the number of days of year into Date in salesforce

I'm stuck with a requirement here. I have a Julian date of the format "115090". Here.. 1 - denotes the century i.e 20th Century. 15 - denotes the year of the century i.e. 2015. (Until this part I'm ...
0
votes
0answers
6 views

How to remove Salesforce ReadOnly or inaccessible Fields form a TalenD schema automatically?

I use TalenD for an ETL job to copy data from Production to Sandbox. The basic approach is described in this nice article here: ...
0
votes
0answers
15 views

How to import the person Accounts in salesforce? [on hold]

How to solve the issue.please give me any ideas.
0
votes
2answers
18 views

SOQL: How to query for identical field values? ( SELECT form Object WHERE field1 = field2 )

I found a redundant Owner field in an Org, which I want to check if it's matching the standard Owner field or not. A very simple SOQL query - at least I thought: SELECT ...
1
vote
0answers
19 views

How to get the Same product Name to be displayed only once in a year

Can any one help me out in this.The Scenario is the product name get repeated in different quarters(Say q1,q2,q3,q4) and need to filter by adding its quantity and Amount.I get the Quantities and ...
1
vote
3answers
22 views

How to get SObject type from object Id using REST API?

I have an object id that is a "parent id" of a specific Attachment object (e.g., b3KD0000119wDTlMAN). I'd like to understand what type this object belongs to, to query for it's details. It can also be ...
1
vote
0answers
12 views
-3
votes
1answer
20 views

Test class error [on hold]

i have to pass the test class but the error is not resolving iam not bale to find the error can you please help what i have to do to pass this test class System.DmlException: Insert failed. First ...
1
vote
3answers
30 views

How to catch the field not in SOQL query error in a test class?

Is there any way to get this error: "Object row was retrieved via SOQL without querying the requested field: Any_Field_Name " in a test class so that if a new field has been added to the page, I can ...
1
vote
1answer
14 views

how to display help icon in VF page for non sobject input

I have a VF page which display inputfields from a custom setting. I am using the "Help Text" in the field definition to display the help text. Now i also need to show a checkbox which is used to ...
0
votes
1answer
16 views

Display dashboard in VF Page

I want top display dashboard in VF page. When I am trying to do it using blank window appear. <apex:iframe src="/01Z28000000Hdzo" > Right now I am doing as per follows. Page - ...
0
votes
0answers
3 views

What does portal field do in a Auth. Provider

What does portal field do in a Auth. Provider. And as salesforce is recommending community over portals, is portal field going to replace by community field.
0
votes
0answers
20 views

I have created apex email service class

I have created apex email service class it working fine and i have cofigure with admin.My class create task under that .But i want to do this for all user's in my org.I mean to say if they get email ...
1
vote
0answers
17 views

When do records commit to database in Salesforce

All , I have a question on order of executions. I understand, the order of execution https://www.salesforce.com/us/developer/docs/apexcode/Content/apex_triggers_order_of_execution.htm I am facing ...
1
vote
0answers
9 views

ASP.net HTTP request with patch method

Example for creating Account curl https://na1.salesforce.com/services/data/v20.0/sobjects/Account/customExtIdField__c/11999 -H "Authorization: Bearer token" -H "Content-Type: application/json" -d ...
1
vote
0answers
5 views

Determine whether current user session is a managed package support user session?

Salesforce only shows debug logs from managed packages if you're logged in via the appropriate "grant support access" feature from your licensing org's licensing console. That's okay so far... My ...
0
votes
1answer
21 views

Unable to save records in Order and Quote through Visualforce page

I'm creating a VF page for Standard objects Order and Quote which will be a replacement for standard new record creation page layout. Since both objects have mandatory Account and Opportunity fields, ...
0
votes
1answer
8 views

How to monitor how many days from due date?

I have a field which is Due Date, and one checkbox Within 10 days.It is a formula field to set to true if the Due Date-Today()==10.But is this field going to be change overtime for example maybe today ...
0
votes
1answer
15 views

What is the diffrence between formula field and Rollup summary in Salesforce?

i have a confusion on whether to go for formula fields or roll up summary fields in some situations. As we can calculate the aggregate values in formula fields also, why/when should we go for Roll up ...
0
votes
1answer
10 views

Can we customize the visibility of a custom tab based on custom link click?

I have a VF page in Opportunities page layout which has external links. When clicked on this link, I want a custom visualforce tab to appear. And once, the "close" button on this visualforce page is ...
0
votes
0answers
11 views

Workflow no trigger for specific date criteria?

If I state DATEVALUE(Due_Date__c)==Today() in workflow criteria it works but why this one is not working? DATEVALUE(Due_Date__c)==DATE(2015,01,02) I want to update for specific Jan 1 ...

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