Questions tagged [professional-edition]

This tag can be used to group all queries related to Salesforce Professional Edition

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31 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. ...
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0answers
500 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
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1answer
74 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 ...
2
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1answer
310 views

How to use profiles in Professional edition

I have a professional edition is there any work around for using profiles. I am well aware of using permission sets, but it only has a maximum of two licenses available.
1
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1answer
62 views

Cannot create new page layouts for account in Professional Edition

I am unable to create new page layouts for professional edition. Is there a work around to make that happen.
1
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1answer
101 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
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1answer
88 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
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1answer
67 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 ...
1
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1answer
193 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
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1answer
89 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 ...
4
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1answer
285 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
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1answer
191 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
1k views

Mass Deleting Records in Custom Objects in Professional Edition?

How do I mass delete records in a custom object in Professional edition?
1
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1answer
106 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
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1answer
40 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
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2answers
4k 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: ...
1
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1answer
346 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
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1answer
51 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
30 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
563 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
2k 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
88 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
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1answer
64 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
701 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
51 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
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0answers
225 views

Hide App and Tabs in Professional Edition Salesforce

Is there any way to hide tabs and App from the professional edition?
2
votes
2answers
1k 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
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0answers
187 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
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1answer
106 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
467 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
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1answer
201 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
6k 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
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3answers
1k 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
3answers
2k 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
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1answer
218 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
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1answer
395 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
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1answer
1k 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 *= (Global_Settings__c.GetOrgDefaults()....
4
votes
2answers
2k 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 (https://...
0
votes
1answer
406 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
326 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?
3
votes
1answer
571 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
798 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
1k 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 ...
7
votes
4answers
2k 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 ...
5
votes
2answers
941 views

OnClick JavaScript in PE

On a project for a client I am using a field on Opps as part of a conditional formula field on Opps Prod. The result of that formula needs to be able to be summed from all Opp Prods, and the total ...
1
vote
1answer
3k views

Integrating our 3rd party application with Salesforce

We integrate search across clouds, including GMail, Yahoo, Dropbox etc.. and plan to include support for Salesforce. We want to enable integration in such a way that users can seamlessly access read ...
1
vote
3answers
2k views

API Access returns 'disabled' on Professional Edition + API Access addon

I have access to several Salesforce Professional accounts with the API Access addon purchased. I also have a Connected App which I've created which I've oauth'd with Users with System Administrator ...
1
vote
1answer
419 views

Enabling API access for GE/PE Edition: How to Append Partner Token to clientId for SOAP Call Salesforce?

I have received a partner token from Salesforce which needs to be appended in SOAP header, I am using following code to authenticate a valid session, but I am not sure where I need to append partner ...
2
votes
1answer
2k views

What is the difference between sales cloud enterprise edition and platform enterprise edition?

I have reviewed the sales cloud and platform edition comparisons. There is no direct comparison but from my understanding platform enterprise is the same as sales enterprise minus the standard CRM ...
1
vote
3answers
255 views

Can I get this custom grid to work on Pro Edition?

I have an inline VF component grid on the Contacts page layout that I implemented using VF page and custom Apex class. The grid works absolutely fine in the Enterprise Edition; the main code for the ...