The tag has no wiki summary.

learn more… | top users | synonyms

2
votes
0answers
14 views

How to format/convert Phone Number fields to I164 format in Salesforce

I am looking for any recommendation on #phone number #cleanup on contacts. Is there any app which cleanup Salesforce contact phone number and put them in international format (I164), so that CTI can ...
1
vote
0answers
28 views

After deleting the records from recycle bin does it resides in your org some where else?

I have created one account and then i deleted it. Its in recycle bin and then i run the following code and i got the list size as 1. list<Account> acc = new list<Account>(); acc = ...
2
votes
1answer
52 views

Triggered Send - passing nested data

Is there any good solution for sending nested (not flat) data to triggered send? Suppose I want to send a transaction confirmation email. Ideally, I would like to send a json (or json-like) object ...
1
vote
1answer
27 views

Dependent list box menus, values in Exacttarget Data extensions

I need to create a landing page collect prospect data. In the page I have to create to drop down menus (HTML: Select). The first one is to select car brand and the second one to select the model of ...
1
vote
1answer
39 views

Data Relationships, Data Filters and Automation Studio

I've created a User-Initiated Email that is using a Data Filter. That Data Filter is using a Data Relationship. When I try to fire an email send via Automation Studio, the job sits there running for ...
3
votes
1answer
99 views

Can we load 20 k PDFs in attachment object like we load data using dataloader

Our client has a requirement to load his agreement PDFs & word docs inside salesforce account -> agreement -> notes & attachment. I am looking for fastest solution like Dataloader insert but i ...
1
vote
0answers
47 views

Data Loader : the operation has fully completed there were 0 successful inserts and 2 errors

I have problem when I insert file .csv via data loader after mapping I get : the operation has fully completed there were 0 successful inserts and 2 errors I don't know what's the problem exactly. ...
0
votes
0answers
17 views

Sticky Knowledge Base Filters

We are using Filters within our Knowledge Base to filter based on the Data Categories set for each article. For example, Product Version data category will filter on all KB articles set with the ...
1
vote
0answers
14 views

Match SFDC records against external master list looking for missing elements

My team is in the process of migrating support tickets from ZenDesk to Salesforce. We have roughly 1,000 or so tickets with a unique number. Some made it into Salesforce, others didn't. We'd like to ...
0
votes
0answers
19 views

Master detail filter on transaction object based on M-D relation of master data

I have two custom object having Master detail relationship. These objects contain master data in my org Say Challenges and Actions. Here Challenges is master and Actions is detail object. Now i have ...
0
votes
0answers
36 views

Missing required lookup field when transferring data from org to org using API and External Id

I am migrating data using PHP Toolkit from one org to another using the source org Id as the External Id in the destination org. The problem is that any data with a lookup field does not get upserted ...
-2
votes
1answer
45 views

i want tool to exchange data between oracle db to salesforce?

i tried to import data from oracle db to salesforce , i want a tool is available in salesforce let me know it helps in my project. Thanks, prince
1
vote
1answer
49 views

Dataloader converts text field with value of 0001 to 1 with Update operation

I have a requirement where I need to provide a company no. to all accounts i.e. unique. Currently I have 50 accounts and they don't have company no. and the format of the company no. be same as auto ...
1
vote
0answers
44 views

need help on how to Import phone number into salesforce using data loader

I'm trying to insert phone number using data loader as (XXX)-XXX-XXX format, but upon insert into sales force the number is displaying as XXXXXXXXX format.What i need to do to display phone number as ...
0
votes
0answers
23 views

Displaying key/pair data

I have four objects which allow me to record events, rsvp contacts attending the event and store any additional details for each given event. My schema is as follows: Contact (Id, Name) <-- ...
0
votes
0answers
14 views

How do you create a simple spreadsheet of easily manipulatable data and access it in a Site Page or Widget (via data connections?)?

I'm not familiar with SalesForce at all, just started reading a lot of the documentation. I was asked to help make some improvements on a friends website though and there are blocks of content on the ...
0
votes
1answer
16 views

What are the data validation when upload data

Wanted to see if anyone knows what rules ET use to validate email address when it imports?
0
votes
2answers
33 views

Dealing with legacy data violating validation rules

In a traditional database, constraints will be applied to all data in the database. In Salesforce, however, validation rules only apply to data that has changed. As I update my schema, I also update ...
1
vote
2answers
127 views

Delete Dataset in Salesforce Analytics Cloud

I have a dataset that is redundant with a newer dataset kept current by integration. The dataset name is a duplicate and causes errors within other functions in the app. I know how to rename the ...
1
vote
2answers
79 views

How can I sync data Magento to ExactTarget?

I would like to simplify moving people who register on my Magento websites into ExactTarget. Currently, we use Magento's built-in forms to collect information. Export it, edit it, and import into ...
1
vote
1answer
44 views

data loader concatenate transform data from csv without changing csv

we have a scenario where we will be getting input data in csv files. we need to load these in custom objects in salesforce. we do not want to edit these csv files. there are scenarios where we need to ...
0
votes
1answer
33 views

Unable to import using Wizard or Loadder

can i import data using wizard or loadder without matching id,name,email to account or contact? or can you suggest option to do so other way I am trying to import account from csv having ...
1
vote
1answer
43 views

Data movement across two salesforce instances

I have use case where I need to move data across SF1 table to SF2 table. I want this data movement in a real time. Is there a way I can use any messaging queues. Right now we are using informatica to ...
2
votes
1answer
61 views

Can Salesforce function as a “data warehouse?”

I am attempting to integrate on-premises software with our Salesforce Org. Our timekeeping system uses a PostgreSQL database to store time entries committed by staff. Salesforce's role is relegated to ...
2
votes
2answers
73 views

How to load data into salesforce when I've run out of licenses?

I have 10 saleforce.com licenses assigned to Sales Rep. Data admin needs to upload leads to salesforce how can he upload the data as there are only 10 licenses available?
1
vote
0answers
28 views

reduced latency and improved transaction speed since new data centre opens

I wonder if there is a direct reduction in transaction time for EU based customers as a result of the new data centre that opened in the UK last week (w/c 27th Oct '14), we have noticed a reduction in ...
0
votes
0answers
99 views

Using for LOOP function and grouping columns to columns

A question out to the group that I hope someone might be able to shed some light on, I've made a custom report that is pulling from multiple data extensions to populate results - clicks, click rate, ...
1
vote
0answers
52 views

ExactTarget - How to post a record to a data extension that has no primary key?

I have a data extension with the following fields: recordId - number recordKey - text - length: 50 recordValue - text - length: 50 None of the above fields are primary key, because they can occur ...
0
votes
1answer
77 views

Will changing the field type from text area (long) to rich text area lose data?

The documentation says Changing from Text Area (Long) to any type except Email, Phone, Text, Text Area, or URL does that mean rich text are will also retain the data?
0
votes
1answer
31 views

Can I manipulate SalesForce data using VisualForce

To preface: I'm unfamiliar with VisualForce and the Apex language (prior to a little research yesterday). The problem: I'd like to retrieve data from a SalesForce entry (in this case an Account), use ...
0
votes
1answer
139 views

ExactTarget: Synchronizing ExactTarget and Salesforce Contacts - Best practice?

Hello ExactTarget and Salesforce experts, This time, I need a little help in understanding how ExactTarget and Salesforce work together... In this question I will be referring to a previous ...
0
votes
2answers
834 views

Import excel csv data using apex class

I have an excel file with a lot of records, and I need to import these records to a salesforce object by implementing a class and a visualforce page in order to use it in the future if needed. So, I ...
3
votes
1answer
50 views

Store/Search IP Addresses in a Custom Object

I needs to be able to store/search IP addresses/ranges for customers in a custom object so the addresses can be pushed to a third party system that grants access to a website via an institution's IP ...
1
vote
3answers
194 views

ExactTarget: Common data loading strategies?

Dear ExactTarget specialists, I am trying to get a hang of how the ExactTarget Marketing Cloud works, and I am struggling in finding information on a seemingly basic task: Loading data into the ...
0
votes
0answers
16 views

Is it possible to retro-fit a converted lead to a campaign?

Looking to see if it is possible to re-create the data relationship of attaching a "campaign member" on a converted lead... Is it possible to get a permission temporarily granted to allow inserting ...
2
votes
1answer
390 views

International Phone Number Cleansing/ Handling/ Formatting [closed]

I am in the United States, but this is a truly global concern - formatting phone numbers. Situation: We accept "Leads" from all over the world. We have been concentrating on North America in recent ...
2
votes
1answer
166 views

How to preserve relationships upon data import?

I've set up lookup and master-detail relationships between objects in Salesforce, and I have SQL-exported CSVs of legacy data which mirror these relationships. How do I preserve the existing ...
2
votes
2answers
289 views

Is there a consequence to being over data storage limit?

Our organization is at about 170% of our data storage limit. Is there any consequences of this? Or will Salesforce just not care about the limit?
0
votes
0answers
12 views

Is a Enterprise license needed for Data Import

We are Enterprise level SalesForce. We need data import in custom objects done. Do the people doing the data import need an Enterprise level access? Or, what is the lowest level we would require ...
1
vote
3answers
368 views

How to move all data and metadata from Sandbox to Developer Edition?

How to move all org data (Objects, records, Apex classes, VF pages, Triggers, Validation Rules) from Sandbox to Developer Edition?
1
vote
1answer
75 views

Apex Unit testing of Criteria Based Sharing

I have a requirement that uses criteria based sharing. I wish to unit test this requirement. I have seen this SE post that says that we can not test Criteria based sharing and I have seen the help ...
1
vote
0answers
45 views

Data access to subordinates

I am stuck at the following question:- Org wide default settings for accounts is private. A manager resides above the team in the role hierarchy. The manager wants to share some of the account details ...
0
votes
0answers
572 views

Error While Uploading Data Via Dataloader :Too many retries of batch save in the presence of Apex triggers with failures:

I am Getting this Error While Uploading Data by Dataloader. Too many retries of batch save in the presence of Apex triggers with failures: when triggers are present partial save requires that some ...
3
votes
0answers
75 views

How are real-world products modelled?

In Salesforce you define an object with a strongly typed set of properties and Salesforce will give you list views, details pages and create pages for free. By "reflecting" over the property types, it ...
1
vote
1answer
87 views

Populating a Datagrid with information retrieved from a Data Extension

I used the base app generator to create an app within which I have a Fuelux Datagrid that I would like to populate with information from a data extension. I followed the sample ...
2
votes
4answers
1k views

Copy Data from Production to Sandbox after sandbox refresh

We have a developer sandbox which is refreshed quite frequently. There are some some seed objects that need to have data so that the sandbox becomes usable. I am trying to develop a script which will ...
1
vote
1answer
45 views

Trouble combining Data Extension data with List Data in AMPscript

I'm trying to combine both Data Extension data and List data into AMPscript for inserting content into an email. At the most basic level, I find someone's browse history from a table that stores ...
2
votes
1answer
81 views

In Site.com, can I access URL variables inside of {!} brackets

I can access fields from an Object inside a Data Repeater, with code like {!account__r.Account_name} etc. How can I access a URL parameter this way, as I can in Visual Force with ...
2
votes
1answer
220 views

Size of “Weekly Export” vs. “Data Storage” is different, why?

Re: This is a duplicate question: At best is a related question, not a duplicate. The other question has nothing to do with comparing Salesforce's account of data within and outside of its system. ...
1
vote
0answers
153 views

Guidelines for Salesforce Database (Objects) design

What are the best practices for Salesforce Database structure (Object structures)? . It is very difficult to query data from a highly normalized structure. As in we cannot follow the RDBMS (Oralce Db, ...