The tag has no usage guidance.

learn more… | top users | synonyms

1
vote
0answers
9 views

What kind of companies are usually using Group or Professional Salesforce editions?

How big are the companies which are using G/P editions? Is there any market segments they mostly operate in? Thanks.
0
votes
1answer
14 views

Validation Rule on Stage picklist and Loss Reason picklist

We have Loss reason as dependant picklist for Stage. Whenever stage is "closed lost", we wanted to capture loss reason. We have put the following validation rule @Opportunity, AND( ISNULL( ...
1
vote
1answer
10 views
1
vote
0answers
22 views

How to setup Products and Price books ? - Complex Scenario (Professional Edition) [closed]

All SF lovers, We wanted to use SFDC products/pricebooks to setup products & services and planning to go with Professional Edition. For Services, we have a standard delivery fee for the services ...
0
votes
2answers
21 views

Will there be any performance difference in professional edition from developer edition?

I have been working on a VF page (developer org) where it shows some 1000 records and it is taking around 14 secs to show up the complete data even after using pagination. So, i had a doubt will there ...
0
votes
0answers
25 views

leads and custom object

I have a custom object spaces. in the lead I get to choose many spaces(via lookup who has interest in spaces) but in the spaces object there are also different leads which are interested in one space. ...
0
votes
0answers
32 views

Temporary variables in formulas

I need to calculate rating for custom field having datatype Formula,It's value depend on three other field values and need to calculate value on the basis of rule. For this I need Temporary variables ...
1
vote
1answer
22 views

Salesforce Professional, Profiles

Just curious, my organization has some requirements to limit certain users from creating specific records etc within the standard objects of salesforce. Currently, because we are on professional ...
0
votes
0answers
5 views

Is there a way to integrate salesforce professional edition with a third party application temporarily without buying API acess from sfdc?

Greetings, am a newbie to sfdc just started learning and exploring its features. I have another cloud crm application with data in it. I want make the 2 systems get integrated for testing or ...
1
vote
1answer
20 views

What happens to customizations when you change versions of SFDC

I am working on an implementation that is starting with group edition. It is possible that at some point in the future, the client will need to upgrade to Pro Edition. What happens to all of the ...
1
vote
1answer
20 views

Question about scheduled reporting in professional edition

I see that the limitations are: Scheduled reporting in PE says 1 per hour * *Up to a possible max of 200, total. Need a little help clarifying what that limit means. Thank you!
0
votes
1answer
51 views

Salesforce database storage is 3.8 GB out of 1 GB, hows that possible?

I am using PE and was inserting custom object records through API, there were around 3 millions of record. I thought storage limit will exceed but instead it is using 382% of storage. Can any one let ...
0
votes
0answers
30 views

Managed package install error - requested install failed

I am trying to install the package in PE, It gives me below error. Your requested install failed. Please try this again. None of the data or setup information in your salesforce.com organization ...
1
vote
0answers
47 views

Need help with Visual Force and a Mail Merge Word Document

Just upgraded to Office 365 and unfortunately Salesforce native MailMerge functionality is not supported. We are an operation of 3 users on a Professional Edition. So most Apps are needing Enterprise ...
1
vote
1answer
37 views

Formula field based on time-range

am currently using Professional Edition and I have a requirement where I need to report on only Active Accounts. An active account is an account that does not have a new opportunity created in the ...
3
votes
1answer
52 views

Developer Professional Edition Org Signup

Can someone point me to where you sign up for a Developer Professional Edition Org so I can test my package in PE. I used to know where you did this before they changed things around. Thanks in ...
0
votes
0answers
40 views

Sms Integration in Professional Edition

I have a professional edition of salesforce and want to do sms integration so that sms can be sent from contact detail page. The sms service provider has supports two urls, one that for sending Sms ...
0
votes
1answer
91 views

PE Standard User cannot view Visualforce page due to Insufficient Privileges

I'm working on a professional edition with API enabled and I have a VF page rendering as PDF, with a standard Quote controller. When users with the Standard User profile try to view this VF page they ...
2
votes
3answers
124 views

Mass Deleting Records in Custom Objects in Professional Edition?

How do I mass delete records in a custom object in Professional edition?
1
vote
1answer
78 views

Apex Authorization error during installing app in Profession Edition

We are trying to install an app (manged package that already passed sf security review) in Profession Edition. But it is giving "Apex is not supported in Professional Edition" error. We want to raise ...
1
vote
1answer
26 views

Sending an apex class from a dev account to a professional edition account

So right now, I have made a package which contains a class that is needed to make a visualforce page on a professional edition account work. What is the best step to send get that class over to the ...
1
vote
2answers
214 views

How to restrict a user's access for accounts they do not own

I have a roles hierarchy like in the image attached. One Sales Manager and UNDER this role, two other roles: Sales_Europe and Sales_US. Assigned to these two roles, i have two users: user_a (Role: ...
0
votes
1answer
106 views

Migrating Sandbox changes to Production - Professional Edition

I am looking for a way to migrate the changes I made in my sandbox into my production environment.. I am using the Professional Edition, which adds a level of complexity. Please advise.
-1
votes
1answer
39 views

What are the capabilities of Salesforce Professional Edition in comparison to Group Edition ? I need all the details

What are the capabilities of Salesforce Professional Edition in comparison to Group Edition ? I need all the details. If some one can provide detailed information ??
2
votes
1answer
26 views

What happens with my app when it contains a lookup to Campaign and we use the app in Group Edition

Image I create an app that contains a lookup field to Campaign. The field is not mandatory, and is only used when a user wants to use it. Can a user install the app with a Group Edition license? If ...
3
votes
1answer
229 views

Rendering a custom object vf page as pdf in salesforce1 chatter

we use sfdc pe. We have a custom object where we render invoices as pdf and display it on browser in desktop edition. However same functionality does not work in salesforce1. I recently realized ...
2
votes
1answer
342 views

How do I deactivate a picklist option in Professional Edition?

I have a picklist on Opportunities called "Demo Set By", which lets us recognize the Sales Development Executive who set up a demo (not the same as the owner of the opportunity, which is the Account ...
1
vote
1answer
48 views

List of object access in Professional Edition

I have Professional Edition. I have installed one App and I have one VF page which has one picklist with a list of Contact, Account, Opportunity and Lead out of these I am able to access only Contact ...
0
votes
1answer
42 views

Can I pull field data from an Event into its related Account? (Professional Edition)

Our company uses Events to represent demos of our SaaS product. We have several custom fields on the Event object where the person scheduling the demo leaves notes for the person who will run the ...
3
votes
2answers
237 views

Show/Hide Custom Button for Admin/Standard Users with Professional Edition

I have button 'Sync Account to TRAVERSE' that syncs salesforce account to Traverse ERP. I want this button only visible for Admin Users not standard and other users. I am facing difficulty to make ...
1
vote
1answer
43 views

Page Layout Migration to Professional Edition via AppExchange product

I have an App avaiable in AppExchange which contains "page layout" for contact and account also as one its component. When I install this app in Other Edition the page layout is getting migrated but ...
0
votes
0answers
151 views

Hide App and Tabs in Professional Edition Salesforce

Is there any way to hide tabs and App from the professional edition?
2
votes
1answer
507 views

Custom sort on product related list on opportunity in professional edition

I have a standard product related list on opportunity which needs to be sorted based on a custom field. Also I need the sort to persist, so that if another quotation is generated from the Oppty, the ...
2
votes
0answers
73 views

Copy custom objects from developer to professional edition

We need to start a Salesforce project with a Professional Environment. I thought to create a development environment to realize the custom objects, the visualforce pages and everything the customer ...
3
votes
1answer
81 views

Test environment in professional edition

In a professional edition environment we haven't access to the sandboxes. So we can't have test sandbox for the end users. Is there any alternatives to have two different environments both accessible ...
2
votes
1answer
269 views

Enable API in Professional Edition by Managed Package from AppExchange

I have released an App on AppExchange. I am able to install that App on my Professional Edition but API is not enabled by defualt in PE. I read one article that shows , I can enable that with Manged ...
1
vote
1answer
120 views

How can I add a contact I do not own to the Opportunity Contact Role

After configuring Opportunity Contact Role related list, Users can only choose contact they own although they have read access to other contacts. I need them to be able to select any contacts. What ...
2
votes
2answers
2k views

API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner

How to enable the API for PE salesforce ? currently I am getting error like "API_DISABLED_FOR_ORG: API is not enabled for this Organization or Partner" but I can see the some calls are used
1
vote
3answers
594 views

How to enable Quotas in Professional Edition collaborative forecast

I am trying to setup quotas to PE collaborative forecast. When I go to the customize - forecast - setup section, I do not see the "Show Quotas" checkbox as described in the documentation (page 14) ...
3
votes
2answers
595 views

Does professional edition Support Sandbox

Is it possible to create Sandbox for PE. I think its not, but just want to double check
2
votes
1answer
165 views

Install Canvas app managed package to Professional and Group edition

I developed a canvas app that display a custom section in the account's page, so that I uses: canvas app virtualforce page page layout profiles (to assign which users can see the application) I ...
0
votes
1answer
178 views

How do we import Products in Salesforce for professional edition [closed]

Could you please help me with how do we import Products in Salesforce for professional edition
4
votes
1answer
406 views

Custom Settings GetOrgDefaults with Professional Edition

So I have code along the lines of the following inside a managed package, and in one client org it's causing a null dereference exception. double d = 100; d *= ...
4
votes
2answers
1k views

How to post to Chatter from Visualforce using Javascript

Hi I'm creating a Visualforce intented for mobile devices, and I would like to know if it is possible to use the javascript canvas api to post to Chatter. I've seen one example in here ...
0
votes
1answer
198 views

Can we connect to external api through Salesforce Professional Edition?

Can we connect to external api through Salesforce Professional Edition? if not is there any other way around from only professional edition?
1
vote
2answers
209 views

Know the pricing for additional features in salesforce?

How do I know the pricing for additional features in salesforce for professional edition as we want to include workflow and approval processs in PE?
2
votes
1answer
356 views

Will a 30 Day ISV Trail allow me to install an application onto a Professional Edition?

getting a bit strained from reading tons of documentation and not really knowing what to search for. I have created a Developers Force Free edition and created an application that uses Apex Classes ...
3
votes
1answer
598 views

Using custom objects with accounts

This is my first time working with salesforce and I'm having a hard time finding information on what I can and can't do. I have professional edition. Here's what I'm trying to do: I have a group of ...
4
votes
1answer
832 views

What features do we get by enabling Web Services API in Professional Edition?

Our client has got Professional Edition and has purchased Web Services API in it. So, I would like to know what are the different features (any document that provides these details) that come by ...
5
votes
5answers
924 views

Integrating Salesforce with AS400

I am looking to integrate Salesforce (Professional Edition) with AS400 and would like to see any modifications made on records in AS400 should instantaneously reflect in Salesforce and vice versa. For ...