• Ricki Reay
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Hi All,

I am working within Financial Services Cloud and trying to gather as much information as possible on the Last/Next Interaction Date fields. As of now, it is set up so that these fields update based on AdvisorTasks and AdvisorEvents, however I notice that this SF article (https://help.salesforce.com/articleView?id=000317198&language=en_US&type=1&mode=1)says that these fields will only be updated for Events and Tasks where task subtype = Call. 

Can I expand this so that all tasks, regardless of the subtype, impact these fields? Are there examples of other metadata types that can be added? Is there any way for me to have the activities on related leads impact these fields on the account (note: in FSC there is a custom lookup(acount) on the leads object called "Related Account" already).

Thanks in advance for any and all help/insight.

Ricki
Hello,

I am working with a developer on a button that pushes several demographic fields from the account object in Salesforce to an external system through API. The form where users will be filling out field values and pressing update is built within a lightning component. It was tested in a sandbox org. and was working, but since it has been pushed into production, the button is no longer worker for any user other than the developer who created the component and pushed it into SF. 

When any user but the developer tries to update the fields and push it into the external system, the push (from the backend where the developer is checking) shows no values (i.e. it is reading the fields as null even though users are putting in updated values) and therefore, nothing is being updated in the external system. I tried to see if there were any differences in permissions between the developer's user account and the other accounts we have been testing with, but have not found any. If anything, the other user accounts we are testing with have more permissions/access within the produciton SF org. than the developer's user account. Additionally, the developer has confirmed that nothing on the component's code has changed since the testing done in the sandbox.

I am wondering if any of you have any suggestions or insight on where I may look to try and troubleshoot this error? Is there any obvious reason why the push is only working for the developer and no other user? Why would the fields being pushed be showing null even when users are filling them in with updated values?

Thanks in advance for any and all help/insight.

Ricki
Hi everyone,

I have been working on this for the past week or so and have made absolutely no headway, despite trying to follow some other similar posts on this forum and the SF community forums. Here is the situation:

The org. I am working in uses the Financial Services Cloud managed package. With this package, the Lead object is renamed to "Leads and Referrals" and each of these records have the ability to be linked to an existing account record through a custom Lookup(Account) field titled "Related Account". The business requirement I am trying to fulfill is for a note to be generated on the existing account record everytime a new Lead and Referral record is created that is linked to the existing account. I am able to do it no problem if the Enhanced Notes are not enabled, but the org. I am working with is very active in using Enhanced Notes and do not want to take away that functionality.

Can anyone help me with creating a trigger or flow that would allow for me to create a new ContentNote record and link it to the existing account upon the creation of a related Lead and Referral reccord?

Thank you in advance. I really want to get this figured out - so any and all advice is greatly, greatly appreciated.

Look forward to hearing all of yours' insights!

Ricki
Hi there,

I am trying to give users custom help resources in the "?" menu within our training (sandbox) Salesforce instance. However, all non System Admin users are getting an error message everytime I turn the custom help resources functionality on (note: we are using Lightning), regardless of what resources I link...I even tried just linking "https://www.google.com".

They are not getting this error in Production, just all of our sandbox orgs. Please help, as I can not find anything on this error in the trailblazer community forums.

Thanks in advance,

Ricki

User-added imageUser-added image

 
Hi there,

I am working on customizing my organization's login page's right side image. I followed a tutorial article posted by someone that explained how to use the SF > Set Up > Site to create a secure HTTPS url and then format the image on a Visualforce page to use on the Site. 

I have done this, and everything works great, expect the image does not dynamically stretch in length. If the browser is fully maximized, the image does fill the screen, however, if it is minimized to not fill the screen there is a blank white space underneath it (see image attached). I have tried to change the visualforce coding of the page, but cannot get it to work. 

Any help and insght to fix this issue is greatly appreciated.
Thanks in advance,

Ricki

For reference, here is the VF page code I have in place currently. The image I want to show and fill on the right side of the login page is saved as a Static Resource in my SF org as "LifeBeyondBanking".
<apex:page showHeader="false" sidebar="false" >
<apex:image id="LifeBeyondBanking" value="{!$Resource.LifeBeyondBanking}" width="100%" height="100%" alt="Company Name - Life Beyond Banking"/>
</apex:page>


Blank space underneath right side URL image (coded on VF and hosted on SF site)
Hello All, 

I am working on deploying a custom APEX trigger on the Case object that automatically initiates my org's active case assignment rules whenever a new case is created (except cases created with the record type name = "Member Concern"). In our configured org., we are having users create most new cases through Action Buttons, which unfortunately has the limitation that it cannot default the assignment rules and therefore, I require this apex trigger.

Here is my current trigger code that I have tested in my sandbox org: 
trigger AssignmentRulesonCaseTrigger on Case (after insert) {
    List<Id> caseIds = new List<Id>{};
    Id RecordTypeId = Schema.SObjectType.Case.getRecordTypeInfosByName().get('Member Concern').getRecordTypeId();
    if(trigger.IsAfter && trigger.isInsert ){
        for (Case theCase:trigger.new)
        {
            if(theCase.RecordTypeId != RecordTypeId)
            {
                caseIds.add(theCase.Id);
            }
        }        
        List<Case> cases = new List<Case>{};
        
        if(caseIds.size() > 0)
        {
            for(Case c : [Select Id from Case where Id in :caseIds])
            {
                Database.DMLOptions dmo = new Database.DMLOptions();
                dmo.assignmentRuleHeader.useDefaultRule = true;
                c.setOptions(dmo);
                cases.add(c);
            }
            Database.upsert(cases);
        }
    }
 }
I am very new to Apex and I am having difficulty navigating the creation of a custom test class that will allow me to deploy the above trigger into Production. Could someone provide me guidance/assistance on how to write a test class that will provide the coverage needed to deploy this trigger?

Thanks in advance - any and all help is GREATLY appreciated.

Ricki
 
Hi there,

I am working on deploying a custom APEX trigger on the ContentDocumentLink object that checks a custom checkbox field called Has_Attachment__c on a custom object called "Advice" (Advice__c) when a file has been uploaded within a record. 

Here is my current Trigger code:
trigger ContentDocumentLinkTrigger on ContentDocumentLink ( after insert, after update, after delete ) {

    List<ContentDocumentLink> cdls = ( Trigger.new == null ? Trigger.old : Trigger.new );

    Set<ID> parentIds = New Set<ID>();

    for ( ContentDocumentLink cdl : cdls ) {
        parentIds.add( cdl.LinkedEntityId );
}

    for ( List<Advice__c> adviceToUpdate: [ SELECT Id, ( SELECT Id FROM ContentDocumentLinks LIMIT 1 ) FROM Advice__c WHERE Id IN :parentIds ] ) {
        
        for ( Advice__c q : adviceToUpdate) {
            q.HasAttachment__c = true ;
        }

        update adviceToUpdate;

    }

}
Evidently, now that I am trying to move it into my Production org., I am required to have at least 75% code coverage. I am very new to Apex and I am having difficulty finding the right resources to help me create a test class.

Could anyone provide some assistance with creating an test class for my trigger above that will allow me to deploy it into Production? 

Thanks in advance for any and all help. I really appreciate it.

Ricki
 
Hi there,

I am working on a custom APEX trigger that validates whether users have attached a file to a record in a custom object. 

Custom Object: Advice

Context: users must upload a file to their Advice records in order to recieve credit for the record - this is a requirement for reporting. I have created a custom checkbox field called, "Has Attachment" (API: HasAttachment__c) on the Advice object and implemented a trigger that sets HasAttachment__c = true when a file is uploaded. However, I am now trying to add on to the trigger so that it sets HasAttachment__c = false if the file is subsequently deleted. That is, if the record becomes empty again (no file) after there previously was a file uploaded, then the checkbox would be = false.

Here is my trigger code so far...it is on the Content Document Link object: 
 
trigger ContentDocumentLinkTrigger on ContentDocumentLink ( after insert, after update, after delete ) {

    List<ContentDocumentLink> cdls = ( Trigger.new == null ? Trigger.old : Trigger.new );

    Set<ID> parentIds = New Set<ID>();

    for ( ContentDocumentLink cdl : cdls ) {
        parentIds.add( cdl.LinkedEntityId );
}

    for ( List<Advice__c> adviceToUpdate: [ SELECT Id, ( SELECT Id FROM ContentDocumentLinks LIMIT 1 ) FROM Advice__c WHERE Id IN :parentIds ] ) {
        
        for ( Advice__c q : adviceToUpdate) {
            q.HasAttachment__c = true ;
        }

        update adviceToUpdate;

    }

}
If anyone could provide any help, suggestions or guidance, it would be GREATLY appreciated. Thanks in advance.
I am trying to create a trigger that automatically fires my org's case automation rules (i.e. auto assigns it to the Case Queue so that we can use the quick actions which do not have the "Use Active Assignment Rules" feature yet to create cases). However, there is one case type that does not go to a Case Queue and therefore, I do not want to it automatically use active assignment rules as it will automatically assign it to our Default Case Owner.

My current trigger is:
trigger AssignmentRulesonCaseTrigger on Case (after insert) {
List<Id> caseIds = new List<Id>{};
if(trigger.IsAfter && trigger.isInsert ){
for (Case theCase:trigger.new)
caseIds.add(theCase.Id);        
 List<Case> cases = new List<Case>{};
for(Case c : [Select Id from Case where Id in :caseIds])
 {
 Database.DMLOptions dmo = new Database.DMLOptions();
 dmo.assignmentRuleHeader.useDefaultRule = true;
c.setOptions(dmo);
     
 cases.add(c);
             
}
Database.upsert(cases);
        }
 }
I want to make a condition saying that the trigger does not fire if the case record type is = "Member Concern" or the specific Record Type ID associated to this record type.

How do I go about doing so?

Thanks in advance for any and all help. It is GREATLY appreciated.

 
Hi there,

My organization is currently testing Single Sign-On using Azure and our Active Directory. We are using it in our sandbox environment as of now, but have run into some difficulty with bypassing the login page. Currently, as the administrator, I have the ability to hide the Salesforce login, but it still makes users click a button and then sign on using the Active Directory (AD) sign in. I am not able to hide both the Salesforce standard login (user/password required) and the button which directs users to the external login service. 

I am working with my IT team, going through Azure's guide to setting up SSO in Salesforce. However, we cannot figure out if we will be able to completely bypass the login. Ideally, we want it so that when users login to our computers (using their Active Directory username and password) and open up our Salesforce domain, it will take them directly to our organization's Salesforce homepage and not require them to do any login-related steps.

Any help and insight is greatly appreciated. Thanks in advance.

Ricki
Hi there,

I am looking for a way to display help text for users submitting cases to our IT department that would show up and change depending on what picklist value is selected (for the field "Problem Type" which has values such as: "Mobile Phone," "Computer Hardware," Computer Software," "Reset Password," "Outlook", "Printers/Copiers", etc.). 

Currently, using another system (not Salesforce, but we are looking to migrate IT cases to Salesforce) users are given instructions depending on the "Problem Type" selected, such as what to include in the notes section of the case or steps to take prior to submitting the case. Therefore, I am looking to have this dynamic text show up prior to the case being submitted. Ideally, it would show up right under the "Problem Type" picklist on the record creation/edit form.

Does anyone have any ideas for how I would be able to achieve this functionality? I am hoping there is a OOTB/AppExchange solution, but open to all ideas.

Thanks in advance,

Ricki
Hello,

I am working with a developer on a button that pushes several demographic fields from the account object in Salesforce to an external system through API. The form where users will be filling out field values and pressing update is built within a lightning component. It was tested in a sandbox org. and was working, but since it has been pushed into production, the button is no longer worker for any user other than the developer who created the component and pushed it into SF. 

When any user but the developer tries to update the fields and push it into the external system, the push (from the backend where the developer is checking) shows no values (i.e. it is reading the fields as null even though users are putting in updated values) and therefore, nothing is being updated in the external system. I tried to see if there were any differences in permissions between the developer's user account and the other accounts we have been testing with, but have not found any. If anything, the other user accounts we are testing with have more permissions/access within the produciton SF org. than the developer's user account. Additionally, the developer has confirmed that nothing on the component's code has changed since the testing done in the sandbox.

I am wondering if any of you have any suggestions or insight on where I may look to try and troubleshoot this error? Is there any obvious reason why the push is only working for the developer and no other user? Why would the fields being pushed be showing null even when users are filling them in with updated values?

Thanks in advance for any and all help/insight.

Ricki
Hello,

I am working with a developer on a button that pushes several demographic fields from the account object in Salesforce to an external system through API. The form where users will be filling out field values and pressing update is built within a lightning component. It was tested in a sandbox org. and was working, but since it has been pushed into production, the button is no longer worker for any user other than the developer who created the component and pushed it into SF. 

When any user but the developer tries to update the fields and push it into the external system, the push (from the backend where the developer is checking) shows no values (i.e. it is reading the fields as null even though users are putting in updated values) and therefore, nothing is being updated in the external system. I tried to see if there were any differences in permissions between the developer's user account and the other accounts we have been testing with, but have not found any. If anything, the other user accounts we are testing with have more permissions/access within the produciton SF org. than the developer's user account. Additionally, the developer has confirmed that nothing on the component's code has changed since the testing done in the sandbox.

I am wondering if any of you have any suggestions or insight on where I may look to try and troubleshoot this error? Is there any obvious reason why the push is only working for the developer and no other user? Why would the fields being pushed be showing null even when users are filling them in with updated values?

Thanks in advance for any and all help/insight.

Ricki
Hi there,

I am working on deploying a custom APEX trigger on the ContentDocumentLink object that checks a custom checkbox field called Has_Attachment__c on a custom object called "Advice" (Advice__c) when a file has been uploaded within a record. 

Here is my current Trigger code:
trigger ContentDocumentLinkTrigger on ContentDocumentLink ( after insert, after update, after delete ) {

    List<ContentDocumentLink> cdls = ( Trigger.new == null ? Trigger.old : Trigger.new );

    Set<ID> parentIds = New Set<ID>();

    for ( ContentDocumentLink cdl : cdls ) {
        parentIds.add( cdl.LinkedEntityId );
}

    for ( List<Advice__c> adviceToUpdate: [ SELECT Id, ( SELECT Id FROM ContentDocumentLinks LIMIT 1 ) FROM Advice__c WHERE Id IN :parentIds ] ) {
        
        for ( Advice__c q : adviceToUpdate) {
            q.HasAttachment__c = true ;
        }

        update adviceToUpdate;

    }

}
Evidently, now that I am trying to move it into my Production org., I am required to have at least 75% code coverage. I am very new to Apex and I am having difficulty finding the right resources to help me create a test class.

Could anyone provide some assistance with creating an test class for my trigger above that will allow me to deploy it into Production? 

Thanks in advance for any and all help. I really appreciate it.

Ricki
 
Hi there,

I am working on a custom APEX trigger that validates whether users have attached a file to a record in a custom object. 

Custom Object: Advice

Context: users must upload a file to their Advice records in order to recieve credit for the record - this is a requirement for reporting. I have created a custom checkbox field called, "Has Attachment" (API: HasAttachment__c) on the Advice object and implemented a trigger that sets HasAttachment__c = true when a file is uploaded. However, I am now trying to add on to the trigger so that it sets HasAttachment__c = false if the file is subsequently deleted. That is, if the record becomes empty again (no file) after there previously was a file uploaded, then the checkbox would be = false.

Here is my trigger code so far...it is on the Content Document Link object: 
 
trigger ContentDocumentLinkTrigger on ContentDocumentLink ( after insert, after update, after delete ) {

    List<ContentDocumentLink> cdls = ( Trigger.new == null ? Trigger.old : Trigger.new );

    Set<ID> parentIds = New Set<ID>();

    for ( ContentDocumentLink cdl : cdls ) {
        parentIds.add( cdl.LinkedEntityId );
}

    for ( List<Advice__c> adviceToUpdate: [ SELECT Id, ( SELECT Id FROM ContentDocumentLinks LIMIT 1 ) FROM Advice__c WHERE Id IN :parentIds ] ) {
        
        for ( Advice__c q : adviceToUpdate) {
            q.HasAttachment__c = true ;
        }

        update adviceToUpdate;

    }

}
If anyone could provide any help, suggestions or guidance, it would be GREATLY appreciated. Thanks in advance.
I am trying to create a trigger that automatically fires my org's case automation rules (i.e. auto assigns it to the Case Queue so that we can use the quick actions which do not have the "Use Active Assignment Rules" feature yet to create cases). However, there is one case type that does not go to a Case Queue and therefore, I do not want to it automatically use active assignment rules as it will automatically assign it to our Default Case Owner.

My current trigger is:
trigger AssignmentRulesonCaseTrigger on Case (after insert) {
List<Id> caseIds = new List<Id>{};
if(trigger.IsAfter && trigger.isInsert ){
for (Case theCase:trigger.new)
caseIds.add(theCase.Id);        
 List<Case> cases = new List<Case>{};
for(Case c : [Select Id from Case where Id in :caseIds])
 {
 Database.DMLOptions dmo = new Database.DMLOptions();
 dmo.assignmentRuleHeader.useDefaultRule = true;
c.setOptions(dmo);
     
 cases.add(c);
             
}
Database.upsert(cases);
        }
 }
I want to make a condition saying that the trigger does not fire if the case record type is = "Member Concern" or the specific Record Type ID associated to this record type.

How do I go about doing so?

Thanks in advance for any and all help. It is GREATLY appreciated.

 
Hi. 

We create "tasks" as reminders and also run reports on tasks. Sometimes those reminders are added in as notes for future reference (but we can't run reports on notes). So, sometimes things are entered in as tasks for reporting reasons.

What we want to do:
Create a checkbox on the task record that says "Create Note"
Once the task is complete, a note will be created on the record. Is there a way to do this? 
On the task itself, there's a "related to [record type] [lookup field]
Name [Contact/Lead] [Lookup Field]
We would want to create the note based on the record indicated on the task.

I created the custom field on the task already. I'm in the process builder, but can't seem to figure it out.

Thank you.