Raghu
  • Member for 4 years, 11 months
  • Last seen more than 2 years ago
Financial Transactions for Person Accounts
1 votes

The best solution i would suggest for your requirement is that you may turn on the business accounts, person accounts in your salesforce instance. You can records individuals, individuals of community ...

View answer
How to enable/see Org Sync Log tab in Salesforce
Accepted answer
1 votes

Please check if you have permissions to see Org sync tabs . Also see the below link to userguide , https://resources.docs.salesforce.com/200/latest/en-us/sfdc/pdf/organization_sync.pdf

View answer
How to connect Salesforce to Quickbooks?
0 votes

You could use any integration tool from appexchange & choose free version . Some tools have free version which support one way integration between salesforce & quickbooks like customr sync &...

View answer
Unable to show chatter messages in SF communities
0 votes

It’s because the administrator has restricted chatter permission on the profile level, If you are an administrator you should enable them from the Adminster- > Manage Users -> Profiles.

View answer
Insufficient privilege error on integrated app
0 votes

You are most likely missing the profile level permission while creating permission set.

View answer
How to prevent spamming of guest users? (best practices)
0 votes

Please follow the article to know more about captcha https://developer.salesforce.com/page/Adding_CAPTCHA_to_Force.com_Sites

View answer
Security Question for Customer Portal Profile Users
Accepted answer
0 votes

As of now there is no second layer security for customer portal but hopefully Salesforce will be releasing this functionality in future releases

View answer
Product Scheduling on existing opportunities
0 votes

You can use Data loader and do the mass update on the product scheduler.

View answer
Alter Lead Assignment Notification when lead created by the LMA (License Management App)
0 votes

After you login to your Salesforce instance, navigate to Setup and in local search text area. You should search for web-to-lead and check the web-to-lead setting by which you can figure out how ...

View answer
Protected custom settings data are not available for another user in installed managed package
0 votes

Make sure to turn off the org default and try running the vf page with custom settings to fetch the data.

View answer
Grouping field doesn't show up in summary report after adding it?
0 votes

If your report type is custom then you should select the IMP number to be shown in the report. While report creation all the fields which you wanted to shown on report should be selected to the right ...

View answer
Related list editing record by owner only
0 votes

Remove Modify All Data from the Setup->Sharing setup on the object you wish to remove the edit permission apart from the record owner. Or the other way is to restrict the other users apart from ...

View answer
Capture mass email responses in lead
0 votes

You'll have to copy your email to salesforce unique mail id the BCC field while you are triggering your bulk email so that whenever an receiver sends out the response it will get attached to the ...

View answer
Parameters determining the batch processing speed
0 votes

The parameter used for batch processing speed is the number of records in an object / table that it is being read from, the bytes size of the row, the total bytes of the table/object data and the ...

View answer
Selectively disable Parenthetical Currency Conversion
0 votes

If your calculated currency field is a required field then you can hide it but the problem you will not be able to create a new record for that particular object. If the field you are trying to hide ...

View answer
How do I import contacts onto a Shared Publication List?
0 votes

You can use data loader to import or export data to the required object in salesforce

View answer
Sandbox Record Access Insufficient Priviledges
0 votes

Salesforce administrator has all the privileges that are required to modify any record, you must check if there are any permission sets defined to block your access and try to remove them. Let me ...

View answer
Lead Conversion data population
0 votes

Looks like you need to further look at permission sets for that user & see if there is write access to those fields on Opportunity.

View answer
How to create a "referral" integration in Salesforce?
0 votes

There are five paths to integration in salesforce which are as follows , Native desktop connectors AppExchange Marketplace Native ERP connectors Integration partner ecosystem Developer toolkits For ...

View answer
How to create a case from email?
0 votes

There are different ways to create from email in salesforce, Since you have tried using “Set up Email To Case” option in salesforce , you can follow the following step by step guide https://help....

View answer
mass field creation & migration
0 votes

You can make use of Change sets are Available in Enterprise, Unlimited, Free, and Database.com Editions. Make sure you have following permissions for your profile in new org. If you still dont see it ...

View answer
combining salesforce and website tracking data
0 votes

What is the master side data . In case if it is website then you can just upsert the records into salesforce based on some externalid .

View answer
Salesforce chatter to yammer data migration
0 votes

You can certainly make use of any iPaaS tools / ETL from app-exchange by which you can maintain data integrity ,eliminate duplicates . Also you can download attachments from salesforce to local ...

View answer
why creating the opportunity record fails when a donor submit a donation on click & pledge platform?
0 votes

Have you tried contacting pledge support . Looks like they might need to change the field size in salesforce.

View answer
what is the best way to integrate salesforce with microsoft ax?
0 votes

Looks like it is better to use some tools from app-exchange since they would have tested it out well so that you it would be robust & less down time.

View answer
I need a suitable app to transfer contacts from outlook to salesforce automatically
0 votes

I see that there are apps on appexchange in Order to achieve your requirement for automatic email & contacts integration

View answer
Ability to delete case status change feed posts on case whenever a case status changed using process builder
0 votes

Add one more row in the filter where case status =“True ” and apply filter logic in such a way to execute both of the conditions.

View answer
Is there an integration between salesforce and infor sun systems?
0 votes

You can make use of any etl tools which has api driven methods of integration with source & target system . There are some tools like DBsync , dell bhoomi which does integration between financial ...

View answer
How salesforce supports inquiry management?
0 votes

There are couple of ways to achieve this . Below are some of the Options, 1) JIRA sevice desk to create Enquiry/requests & sync it back to CRM 2) Create a customer portal Object /model to ...

View answer
Salesforce and AWS RDS
0 votes

You can certainly make use of one of the integration/replication tool to backup or archive your data on Amazon RDS databases . As per my understanding downloads/inserts to RDS from Other server/...

View answer