Questions tagged [help]

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8
votes
1answer
57 views

How to deliver large volumes of help content for a managed package?

We have been using ZIP static resources included in our managed packages for help content. These are exported from Confluence and linked into our managed packages via Visualforce pages (so that $...
6
votes
1answer
187 views

how to monitor user training for my org

as an administrator I wanted to see what users have completed what modules in the help & training section. Is there a way to report on this or is there a special section within Help & Training ...
5
votes
1answer
73 views

Support: How to go straight to cases-list on a client org? How to clone cases?

Today I noticed a change in the Help&Training section. Last Friday (2015-10-23) it was more Aloha now it looks more Lightning. But... the clickpath to the cases list is very long and time ...
4
votes
1answer
880 views

GIF functionality in Chatter

Is there a way to enable GIF files to display and run in the activity feed of Chatter?
4
votes
1answer
71 views

Help link on Salesforce1

Is Help link available on salesforce1.If so where do I need to customize it?
4
votes
1answer
7k views

Redirect to new lightning page be clicking button. Setting parameters to component in new page

I have lightning component which I put into lightning page using App Builder. The component display table with field history tracking like in the Salesforce Classic. Also there is a button on ...
4
votes
1answer
602 views

API SMS Contact - Retrieve Subscription Status - Exact Target

So, I am using this page as a reference for retrieving subscriptions for an array of mobile numbers: https://code.exacttarget.com/api/contacts-subscriptions The page seems to differ from other API ...
3
votes
2answers
6k views

What is Salesforce? [closed]

Because of things I do at work, I have become aware of Salesforce. So I decided to join this site to learn about it. I searched on my favourite search engine with the phrase "what is salesforce" and ...
3
votes
2answers
515 views

Apex if statement to test if user has a company email address

After some serious help, I've achieved what I was hoping to achieve in my code. However, now I need to add one more piece. Essentially, I need to test if the User being added has an email address ...
3
votes
1answer
10k views

List has no rows for assignment to SObject - Test Class

Another one of these, I know. I have been looking at similar errors for the last few hours with no luck. I tried using a "Try" "Catch" workaround with no luck, I tried using an Array, I tried making ...
3
votes
4answers
121 views

Limit hover help on field to single page layout; don't show on other page layouts

I was wondering if it's possible to display an help text linked to a field to one page layout only. I need to use a different help text according to the page layout. Would it be possible?
3
votes
1answer
44 views

Confirmation that Spring '19 Custom Help Sections/Items are fairly basic

In Classic, a Visualforce page or an SObject displayed using layouts could have help information associated with it, accessed through the top right corner of the page. We used a zipped static resource ...
3
votes
2answers
17k views

How to start learning salesforce with a sample project

I am new to crm , so i don't know how logically use salesforce for developerment. I read some tutorial, learned visual force and experiment some task mention in the tutorial. But there is lack of ...
3
votes
1answer
1k views

How to submit a support case?

It appears the SalesForce website does not work! If I go here (I have tried this in multiple browsers) https://help.salesforce.com/ and click Contact Support -> Open a Case, it redirects me to https:/...
3
votes
1answer
2k views

Using getSelected() method of StandardSetController class

I am new to salesforce. My purpose is to display all the values of the selected checkboxes on one page, to the pther VF page. I studied that this can be done by getSelected() method. But I am unable ...
2
votes
1answer
156 views

Apex coding for a newbie

Not sure if this is the right place but thought I'd ask the question. I have no coding experience whatsoever and looking to get involved in this as this is something that interests me greatly. Can ...
2
votes
2answers
172 views

Documents in Customer Communties

Am trying to add help link in a visualforce page which points to pdf uploaded in documents tab.But looks like documents is not available in Communities.What's an alternative for adding this help ...
2
votes
1answer
828 views

Follow Up Error! Insert Failed. portal account owner must have a role: []

Okay, after running into a plethora of errors, I tried attacking this a different way. This is the error I'm currently getting: System.DmlException: Insert failed. First exception on row 0; first ...
2
votes
0answers
295 views

what is “quickcard” in salesforce?

Use the quickcard (section “Import an Object”) to require ISML and guard in your controller. i can't find quickcard keyword in eclipse and what is meaning of quickcard in ecplise . The first bold ...
2
votes
0answers
783 views

Not able to login to salesforce help

I'm not able to use sso to log into the help section of salesforce. Do you have any idea what I'm doing wrong? Salesforce displays the following error message: We can’t log you in because of an ...
2
votes
1answer
36 views

Why does trigger create two projects in production but not in sandbox?

I've created this trigger to create a project upon an opportunity being closed won. In our sandbox the trigger is performing properly. However, in production it is creating two projects for one ...
2
votes
0answers
33 views

List of context-sensitive help parameters?

As documented here: https://help.salesforce.com/HTViewHelpDoc?id=replacing_online_help.htm&language=en_US, it is possible to override the base URL to which the "Help for this Page" links for ...
1
vote
1answer
419 views

Custom help page for controller extension?

I've got a custom object and a Visualforce page with a controller extension for that object. I've replaced the object's help page with a Visualforce page so I can show documentation on how the object ...
1
vote
1answer
41 views

Customise the help link on standard homepage components?

There is a help link on Homepage components (see screenshot). I know that you can use the Help settings to redirect this link to a different URL. Is it possible to customise the parameters appended ...
1
vote
2answers
431 views

What exactly the getter and setter method does? [duplicate]

How and why getter adn setter methods are used in apex? For Ex: What does this line of code does? Public String companyname{get;set;} And where in your code these methods be ideally used?
1
vote
1answer
518 views

Help with triggers to update a picklist value in cases from the asset name

I'm looking to create a trigger that will populate a picklist field from the asset name. Like If asset name starts with X, then set value Y. I tried with field updates but it won't fire until i save ...
1
vote
1answer
246 views

Rootstock (for Salesforce) Support

Does anyone know of any resources that support the ERP/MRP product Rootstock inside Salesforce beyond their "Customer Resource Center"? no Community/etc on their website; almost nothing (currently) ...
1
vote
1answer
28 views

Is it possible to use text from InboundEmail as a trigger for workflow?

I was wondering if it is possible to use a text or a key word from email subject or body to trigger a workflow that updates the date field. Can this be done only through apex? If so, is it related to ...
1
vote
1answer
173 views

get Object name in custom help page?

I've edited a custom object to include a reference to a custom help page. That page is a VF page with a controller class. For "Context-Sensitive Help Setting" I have "content Name" = "myCustomPage". ...
1
vote
1answer
76 views

How can I Hide the button on (activity history Standard layout)based on the field selected on Accounts

I have 3 fields on Account and 3 different buttons on contacts On Account If Field A has value then Button 1 should appear to the User On Account If Field B has Value then Button 2 Should appear ...
1
vote
1answer
64 views

How Do I Mark Something as Acknowledged?

I am new to Salesforce and I was just asked to mark an activity as acknowledged, after I have just finished printing out and mailing out envelopes regarding a ticket-return donation to my office. ...
1
vote
0answers
126 views

From a field set, retrieve field's help text

I have code that retrieves the fields in a field set. I can retrieve the fields' labels. However, I want to be able to retrieve the fields' help text. Is there a way to do this? Schema.FieldSet ...
1
vote
2answers
254 views

Email Segment - Click Behavior Query Help

I'm trying to build a segment based on click behavior, but I'm not that familiar with SQL and running into issues. I'm hoping that someone here might be able to help :) Essentially, I'm looking to ...
0
votes
1answer
930 views

What to Study for 401 Developer Exam [duplicate]

Hello I am wondering what is the most up to date Study Materials for the latest version of the 401 Exam. i have been to all usual Sources like the trailhead or workbooks but i am curious if anyone ...
0
votes
2answers
449 views

Help link is not working

I want to log a case in salesforce but when I click on Help link then it does nothing and returns following URL https://help.salesforce.com/hthome?err=1. Whenever I hit Create Case icon I am redirect ...
0
votes
1answer
66 views

run quick action from batch

I am new to Apex but thanks to the community I learn quickly. I have been looking for a solution to my problem for a few days that is why I am talking to you. i want to run a custom quick action in &...
0
votes
1answer
583 views

How to open a ticket? [duplicate]

How to open a ticket in salesforce to get personalized support? this web https://help.salesforce.com has an option called "Open a Case". But, despite I'm authenticated, it gets me to https://help....
0
votes
1answer
276 views

Can I save any files that I have modified while running a program on Heroku?

I'm running a discord bot which uses the quick.db npm package. Quick.db saves to a .sqlite file, which was handy since I could edit some code and restart the program without the file being completely ...
0
votes
1answer
2k views

Salesforce Lightning:Displaying Custom Banner Component on case record page when Case Owner is not equal to login user

I have to Displaying Custom Banner Component on case record page when Case Owner is not equal to login user. For that i created lightning component. But problem is every time I have to reload the page ...
0
votes
1answer
261 views

DELETE Dependencies REST API DELETE_FAILED

When attempting to use REST API to delete multiple object records like so: h t t p s://org.my.salesforce.com/services/data/v42.0/composite/sobjects?ids=0010x000000000,a1r0x000000001,a1m0x000000002,...
0
votes
2answers
7k views

Adding 'does not contain' logic to trigger

My current Apex Trigger places the last activity subject into a custom field I created for both leads and opportunities. I am rather unfamiliar with triggers and I am still unsure exactly what I can ...
0
votes
0answers
31 views

How to find which sandbox a user was created in?

A friend asked me how to figure out which sandbox their user was created in because the username is not being allowed to be reused. Attempts to use Forgot Your Password? at test.salesforce.com have ...
0
votes
1answer
35 views

Pull extra CRM Data into a Distributed Marketing Data Extension

I am building a Distributed Marketing Email that needs to have the senders contact information and ideally a photo. (Phone, Fax, Name, Title, Email, etc.) Is there a clean way to gather that from the ...
0
votes
0answers
58 views

omni channel cases placed in queue after changing the owner

i have a logic in place when case owner is changed that case should drop off from Skills Backlog in omni channel supervisor which is working fine in trial but not in prod. Tried all possible ways but ...
0
votes
0answers
789 views

First error: Script-thrown exception - in the Apex Job Que after migrating an Apex Trigger and Apex class into a testing production sandbox

I have just used changesets to move an Apex Class & Trigger into a production testing sandbox. When I create a new contact in my development sandbox, I can click a checkbox which then calls the ...
0
votes
0answers
25 views

Error log in to help salesforce

Maybe this is not the place to ask this. In a Production org, I try to open the link of Help, but it takes me to this two URL before log me out in the help.salesforce.org page. ...
0
votes
1answer
1k views

Anyway to clear the omni channel Queue based backlog?

I have off an on been working on implementing omni channel and at one point I thought I had it working in sandbox so I moved it over to production. It didn't work and I had to stop agents from using ...
0
votes
0answers
45 views

Can a “Help Settings” Visualforce page set on a custom object be surfaced in Lightning Experience?

Our custom objects have their "Help Settings" attributes set up to reference Visualforce pages that in turn display HTML content from a static resource included in our managed package. This material ...
0
votes
0answers
46 views

Lightning Dashboard

Is it possible in Lightning dashboards to have a little circled I or similar feature that provides more information about what the report is displaying? I know you can have a similar feature on fields ...
0
votes
1answer
74 views

How to open a case with the Premier Support Number?

I have found a my premier suppor number for my org. How do I open it/ attach it with the ticket case (so I can get support quicker) I have been told it is quicker as its a paid service we have.