• sales4ce
  • NEWBIE
  • 400 Points
  • Member since 2010

  • Chatter
    Feed
  • 15
    Best Answers
  • 1
    Likes Received
  • 0
    Likes Given
  • 166
    Questions
  • 246
    Replies

I have a trigger that works like I want.

If I want to deply it it production, do I have to write a test method for it? I have not written a class for it so how should I proceed?

 

Thank you

Hi,

 

For a trigger, we need to check if the user running the code is the system administrator.

 

Now, we do the following:

 

Profile prof = [select Name from Profile where Id = :UserInfo.getProfileId() ];
    
    // If current user is not a System Administrator, do not allow something
    if (!'System Administrator'.equalsIgnoreCase(prof.Name)) {
        // you are not authorized
    }

 

The problem with this code is that if you have a non-english org or your user has his language set to non-english that this check will not work. (for example a French or Dutch org)

 

Is there another way to check if a profile is of type system administrator?

 

Thanks in advance for your responses.

 

Koen

I was wondering if there is a way to send a email using the email field of a custom object using apex. I have tried a lot of differnt techniques and nothing seems to be working for me. Can someone please give me a clue as to how I can accomplish this. 

Hi to all,

 

How we can access our own created objects. (Like Account ) I created one Book Object .

 

<apex:page standardController="Book"  sidebar="false">
    <apex:form >
        <apex:inputField value="{!Book.Book_Name}"/>
        <apex:inputField value="{!Book.Author_Name}"/>
        <apex:inputField value="{!Book.Price}"/>
    <apex:commandButton action="{!save}" value="Save!" />
    </apex:form>    
</apex:page>

 

The Error is Error: Book does not exist

 

Thanks and Regards

                               Vino X

Hi,

 

I have configured a field dependency in my Case Object, but when i put in my VF page it doesn't work the way it does in the standard page layout. Both the fields show all picklist values. No dependency is working.

 

Following is my VF code to include those two fields in the VF page.

 

Controlling Field: Department

Dependent Field : Case Reason

 

<apex:inputField required="true" value="{!Case.Department__c}"/>
         <apex:inputField required="true" value="{!Case.Case_Reason2__c}">

 

 

Hi,

 

I have a scenario like the system should create a case from email automatically, when it receives the email to support engineer email id from customer.

 

It seems system can create a case when it receives particular configured email id using email service.

 

is there anyway to do this?

Hi All,

 

I have a trigger for which I have written testmethod. The code coverage of trigger is not increasing. I'm New to this thing.

 

The following is the trigger code for which I wrote Test method.

 

datetime myDate =  datetime.newInstance(2009, 07, 02);
      if(trigger.new[i].Field1__c ==   'No' && trigger.new[i].CreatedDate > myDate){
        if(trigger.new[i].Field2__c != trigger.new[i].Field3__c){
          trigger.new[i].adderror('The Field two and three should be equal');
        }
        
      }

 

The test method which I wrote is :

 

public static testMethod void OppBeforeUpdate1(){
    Opportunity newOpp = new Opportunity();
    newOpp = setupOpp(); // In this method I have Inserted an Opportunity, Account, Contact.
    newOpp.Field1__c = 'No';
    newOpp.Field2__c = 'Gas';
    newOpp.Field3__c = 'Electricity';
    update newOpp; // Updating the Opportunity.
}

 

 

When I'm Clicking "Run Test" on the Classes folder.

 

Under the trigger a warning message is displaying like "Line 30 , Column 30 Not Covered"

 

Any help regarding this will be appreciated.

 

 

Thanks in Advance.

  • December 14, 2010
  • Like
  • 0

Hi,

When the SOQL-query in the code below returns more than 100 records I get following error message:

 

System.LimitException: Too many DML rows: 184

 

public void rollupAccountLocationUpdate(List accountLocations) {
// Rollup updates to account locations to the opportunity line item "Last Modified Date" field    
        List<OpportunityLineItem> opportunityLineItemsToUpdate = new List<OpportunityLineItem>();
        for (OpportunityLineItem opportunityLineItem : [Select Id From OpportunityLineItem Where Account_Location__c In : accountLocations]) {
    	    opportunityLineItem.Last_Modified_Date__c = system.now();
    	    opportunityLineItemsToUpdate.add(opportunityLineItem);
        }
        Database.SaveResult[] results = Database.update(opportunityLineItemsToUpdate, false);
}

 

As I understand it, the update command should be able to take 1000 records.

This class is called by a trigger. Could that be the reason?

 

Ideas and suggestions are welcome!

 

BR / Niklas

 

Can anyone suggest, how ca we delete apex class from production.

please provide step-step process to delete it from prod. through Force.com Eclipse.

  • October 29, 2010
  • Like
  • 1

Hi

 

I have an standard contact object and related custom object application.When the admission status in the application changes to accepted , status on the contact object also changes to accepted.When this change takes place, I need the record type of the contact record to change as well....How can i do this using trigger....Any suggestions to kick start this would be really appreciated....

thank you

 

 

  • August 26, 2010
  • Like
  • 0

I'm sure this is easy to do but couldn't find what I needed in my searches.  Looking to trigger an e-mail to the Account Owner when someone else does one of the following:  updates the account record, updates or add a contact record, or adds an opportunity record.  should be easy -- hoping you can share the code or point me to a similar thread where I can start.

 

Thank you,

Joe Alcodray

Is it possible to build a workflow to automatically convert a lead to a contact & account?

Is it possible to build a workflow to call an existing s-control that is currently attached to a button?

 

Thanks

Hi,

 

I need to load data into two objects. I am able to load data into one object using the data loader. The second object has a master-details relationship with the first object so I need to have the unique record id of the records of first object in the CSV file. How can I add those record id's to my CSV file?

  • July 23, 2010
  • Like
  • 0
I would need guidance or direction for integartion flow specifically using Single sign on approach.
we have salesforce setup with ADFS for SSO and also the onprem application with same ADFS for SSO.
we want to integrate Salesforce with onprem application without prompting the user to login again using API.

Is OAuth2.0 Saml Bearer flow thw way to for this approach? i am just unclear how to setup the SAML Bearer flow in this context.

This blog post talks about the setup,but i am unsure how to use the Apex code in this context. Any pointers would be much appreciated.

 
we have a customer service community portal and would like to use the chat functionality. we have enabled the live agent functionality , but the we want the chat button/window display to only specific customers (Segmented as "Gold", "Silver", "Bronze" status) accessing the portal. can we customize the chat button be visible to only segmented customers like "Gold"?
I want to check if i am thinking in right direction and if not would like some guidance on approach. My use case is as follows: A user will upload an excel/csv file using a force.com unauthenticated sites. However, we would like to ensure that right user is uploading by doing a pseudo user validation like entering a pin which upon validation allows user to file upload screen to upload the csv file. This will then need to parse the file and upsert after performing few file checks. can we use flows to capture the user pin and validation and there by invoke a visualforce page from flow for file upload and insert?
Thanks !

Hi,

 

in one of our interface, we use Jquery pop up which pulls existing open opportunities. If there are no open opportunities, the user has to navigate away and create opportunities and then come back to the interface and add that newly created opportunity via the Jquery pop up.

 

How can we create a New Opportunity from within the jquery pop up window?

 

Any help is highly appreciated.

 

Thanks,

Sales4ce

Hi,

 

I have a use case that i am stuck and need some pointers.

We have a VF page that has Opportunities displayed via a Pagblock table. for every row , i am trying to create a Link "add Contact Roles" to add Contacts to that opportunity about their role. can anyone help me point in the right direction on solving this. Any code snippets would be highly appreciated.

 

Thanks,

Sales4ce

Hi,

 

I was wondering for the below use case Visual workflow is a good candidate to build the solution. I appreciate any inputs on best ways to approach this.

 

use case:

 

We want to track sales related acitvity. Not the standard way ( using Activities).

 

Every sales call for a given account is associated with one or More contacts (related to the account) and One or More Opportunities( related to the account). The users needs a single interface to manage this. can visual workflow a good candidate for this ?

 

Thanks,

Sales4ce

 

Hi,

 

I have a custom object called Visit__c, which is a child of standard Account Object. Visit_Contacts__c is a Junction object between Visit__c and Standard Contact Object.

I have created a VF page to to associate multiple contacts with a single visit record.

 

The user selects the account record and then clicks on the "add contact(s) " button. This action should open a dialog and display all contacts associated with the customer record selected with check boxes. The user selects the check box to add the contact(s) to visit__c record.

 

I am having trouble in creating the dialog and adding those contacts to the visit record. can any one help me with some pointers or sample code. any help is highly appreciated.

 

<apex:page standardController="Visit__c" 
title="{!$ObjectType.Visit__c.Label} Edit: {!IF(ISNULL(_Visit__c.Id), 'New ' & $ObjectType.DDS_Visit__c.Label, DDS_Visit__c.Name)}" >
    
    <!-- Include reference for jQuery -->
      <apex:includeScript value="{!URLFOR($Resource.jQuery,'js/jquery-1.7.2.min.js')}"/>
      <apex:includeScript value="{!URLFOR($Resource.jQuery, 'js/jquery-ui-1.8.19.custom.min.js')}"/>
      <apex:stylesheet value="{!URLFOR($Resource.jQuery, 'css/ui-lightness/jquery-ui-1.8.19.custom.css')}"/>
      
   <script type="text/javascript">
   
       var j$= jQuery.noConflict();
       
       j$(document).ready(function(){
           j$('#openContactDialog').click(function(){
               j$('#contactListDialog').dialog({
               buttons:{'Ok': function(){ j$(this).dialog("close");},'Cancel':function(){}
               }, modal:true,title:"contacts",width:800, closeOnEscape:true, draggable:false, resizable:false,show:"fade",position:"center"});
           });
       });
       
       
        function openContactListDialog() {
        j$("#contactListDialog")
            .find("input:checked")
                .each(function() {
                    this.checked = false;
                })
            .end()
            .dialog("open");
    }
   </script>
  
  <!-- section header -->
  <apex:sectionHeader title="{!$ObjectType.Visit__c.Label} Edit"
        subtitle="{!IF(ISNULL(Visit__c.Id), 'New ' & $ObjectType.Visit__c.Label, Visit__c.Name)}" />
  
  <apex:outputText rendered="false" value="{!Visit__c.OwnerId}" />
  
  <apex:form id="customerForm" rendered="{!ISNULL(Visit__c.Customer_Name__c)}">
     <apex:pageBlock title="Select {!$ObjectType.Account.Label}" mode="edit">
     
         <apex:pageBlockButtons location="bottom">
             <apex:commandButton value="Next"/>
             <apex:commandButton value="Cancel" action="{!cancel}" immediate="true"/>             
         </apex:pageBlockButtons>
         
         <apex:pageBlockSection columns="1" collapsible="false">
             <apex:inputField value="{!Visit__c.Customer_Name__c}" required="true"/>             
         </apex:pageBlockSection>
     
     </apex:pageBlock>
  
  </apex:form>
  
  <apex:form id="visitForm" rendered="{!NOT(ISNULL(Visit__c.Customer_Name__c))}">
      <apex:pageBlock title="{!$ObjectType.Visit__c.label}" mode="edit">
      
          <apex:outputPanel layout="block" >
          
          <!-- TO DO: container for error messages -->
          
          </apex:outputPanel>
      
          <apex:pageBlockButtons >
              <apex:commandButton value="Save"/>
              <apex:commandButton value="Cancel" action="{!cancel}" immediate="true"/>
          </apex:pageBlockButtons>
         
         <apex:pageBlockSection collapsible="false" showHeader="true" title="Information">
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Customer_Name__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Customer_Name__c}"/>
             </apex:pageBlockSectionItem>
             
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Visit_Type__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Visit_Type__c}"/>
             </apex:pageBlockSectionItem>
             
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Visit_Stage__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Visit_Stage__c}" required="true"/>
             </apex:pageBlockSectionItem>
         
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Visit_Date_Time__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Visit_Date_Time__c}" required="true"/>
             </apex:pageBlockSectionItem>
         </apex:pageBlockSection> 
          
     
      
      
      <apex:pageBlockSection title="Contacts: Who did you talk to or Who will you talk to" showHeader="true" columns="1" collapsible="false">
          <apex:outputPanel layout="block">
              <div>
                  <input type="button" value="Delete"/>
                  <input type="button" value=" Add Contact(s)" id="openContactDialog" />
              </div>
          
          </apex:outputPanel>
      
      </apex:pageBlockSection>
    </apex:pageBlock>
  </apex:form>
  <div id="contactListDialog" style="display: none;">
        <apex:form id="contactListForm">
        
            <apex:outputPanel styleClass="dataGrid" layout="block" >
                <table id="contactListTable" border="0" cellspacing="0" cellpadding="0">
                    <thead>
                        <tr>
                            <th class="first" scope="col"><img src="/s.gif" alt="" border="0" width="1" height="1" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.Name.Label}" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.title.Label}" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.Phone.Label}" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.Email.Label}" /></th>
                        </tr>
                    </thead>
                    
                </table>
            </apex:outputPanel>
        </apex:form>
    </div>
      
</apex:page>

 

Thanks,

Sales4ce

Hi,

 

How can we capture sales reps visits to a account. this should have the capability to associate multiple contacts and multiple opportunities?

 

Any ideas?

 

Thanks,

Sales4ce

Hi,

 

how can i capture time off (like Vacation, sick leave) for a sales rep and associate that to activity management. The activities are tracked by a custom object and not salesforce standard task and event objects.

 

for example: when we run activities report, it should also include that sales rep was on vacation.

 

Any ideas?

 

Thanks,

Sales4ce

 

 

Hi, Is there a way to associate sales activity with more than one contact and one opportunity at a given time. Example: if i am sales rep and i walk into a customer and talk to 3 different people and discuss 3 different opportunities, is there a way to log this information through single interface? Any ideas/ help would be highly appreciated. Thanks, sales4ce

Hi,

 

I have a custom object called Visit__c, which is a child of standard Account Object. Visit_Contacts__c is a Junction object between Visit__c and Standard Contact Object.

I have created a VF page to to associate multiple contacts with a single visit record.

 

The user selects the account record and then clicks on the "add contact(s) " button. This action should open a dialog and display all contacts associated with the customer record selected with check boxes. The user selects the check box to add the contact(s) to visit__c record.

 

I am having trouble in creating the dialog and adding those contacts to the visit record. can any one help me with some pointers or sample code. any help is highly appreciated.

 

<apex:page standardController="Visit__c" 
title="{!$ObjectType.Visit__c.Label} Edit: {!IF(ISNULL(_Visit__c.Id), 'New ' & $ObjectType.DDS_Visit__c.Label, DDS_Visit__c.Name)}" >
    
    <!-- Include reference for jQuery -->
      <apex:includeScript value="{!URLFOR($Resource.jQuery,'js/jquery-1.7.2.min.js')}"/>
      <apex:includeScript value="{!URLFOR($Resource.jQuery, 'js/jquery-ui-1.8.19.custom.min.js')}"/>
      <apex:stylesheet value="{!URLFOR($Resource.jQuery, 'css/ui-lightness/jquery-ui-1.8.19.custom.css')}"/>
      
   <script type="text/javascript">
   
       var j$= jQuery.noConflict();
       
       j$(document).ready(function(){
           j$('#openContactDialog').click(function(){
               j$('#contactListDialog').dialog({
               buttons:{'Ok': function(){ j$(this).dialog("close");},'Cancel':function(){}
               }, modal:true,title:"contacts",width:800, closeOnEscape:true, draggable:false, resizable:false,show:"fade",position:"center"});
           });
       });
       
       
        function openContactListDialog() {
        j$("#contactListDialog")
            .find("input:checked")
                .each(function() {
                    this.checked = false;
                })
            .end()
            .dialog("open");
    }
   </script>
  
  <!-- section header -->
  <apex:sectionHeader title="{!$ObjectType.Visit__c.Label} Edit"
        subtitle="{!IF(ISNULL(Visit__c.Id), 'New ' & $ObjectType.Visit__c.Label, Visit__c.Name)}" />
  
  <apex:outputText rendered="false" value="{!Visit__c.OwnerId}" />
  
  <apex:form id="customerForm" rendered="{!ISNULL(Visit__c.Customer_Name__c)}">
     <apex:pageBlock title="Select {!$ObjectType.Account.Label}" mode="edit">
     
         <apex:pageBlockButtons location="bottom">
             <apex:commandButton value="Next"/>
             <apex:commandButton value="Cancel" action="{!cancel}" immediate="true"/>             
         </apex:pageBlockButtons>
         
         <apex:pageBlockSection columns="1" collapsible="false">
             <apex:inputField value="{!Visit__c.Customer_Name__c}" required="true"/>             
         </apex:pageBlockSection>
     
     </apex:pageBlock>
  
  </apex:form>
  
  <apex:form id="visitForm" rendered="{!NOT(ISNULL(Visit__c.Customer_Name__c))}">
      <apex:pageBlock title="{!$ObjectType.Visit__c.label}" mode="edit">
      
          <apex:outputPanel layout="block" >
          
          <!-- TO DO: container for error messages -->
          
          </apex:outputPanel>
      
          <apex:pageBlockButtons >
              <apex:commandButton value="Save"/>
              <apex:commandButton value="Cancel" action="{!cancel}" immediate="true"/>
          </apex:pageBlockButtons>
         
         <apex:pageBlockSection collapsible="false" showHeader="true" title="Information">
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Customer_Name__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Customer_Name__c}"/>
             </apex:pageBlockSectionItem>
             
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Visit_Type__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Visit_Type__c}"/>
             </apex:pageBlockSectionItem>
             
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Visit_Stage__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Visit_Stage__c}" required="true"/>
             </apex:pageBlockSectionItem>
         
             <apex:pageBlockSectionItem >
                 <apex:outputLabel value="{!$ObjectType.Visit__c.fields.Visit_Date_Time__c.Label}"/>
                 <apex:inputField value="{!Visit__c.Visit_Date_Time__c}" required="true"/>
             </apex:pageBlockSectionItem>
         </apex:pageBlockSection> 
          
     
      
      
      <apex:pageBlockSection title="Contacts: Who did you talk to or Who will you talk to" showHeader="true" columns="1" collapsible="false">
          <apex:outputPanel layout="block">
              <div>
                  <input type="button" value="Delete"/>
                  <input type="button" value=" Add Contact(s)" id="openContactDialog" />
              </div>
          
          </apex:outputPanel>
      
      </apex:pageBlockSection>
    </apex:pageBlock>
  </apex:form>
  <div id="contactListDialog" style="display: none;">
        <apex:form id="contactListForm">
        
            <apex:outputPanel styleClass="dataGrid" layout="block" >
                <table id="contactListTable" border="0" cellspacing="0" cellpadding="0">
                    <thead>
                        <tr>
                            <th class="first" scope="col"><img src="/s.gif" alt="" border="0" width="1" height="1" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.Name.Label}" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.title.Label}" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.Phone.Label}" /></th>
                            <th scope="col"><apex:outputText value="{!$ObjectType.Contact.Fields.Email.Label}" /></th>
                        </tr>
                    </thead>
                    
                </table>
            </apex:outputPanel>
        </apex:form>
    </div>
      
</apex:page>

 

Thanks,

Sales4ce

Hi,

i need some help in designing a solution, a custom activity tracker for sales reps on the Account object..
Back Ground:

Sales Reps do two kinds of activities: 
1) Visiting a Customer and talking about Opportunities 
2) Visiting a Customer and servicing the products ( Non-selling activities) ( example: if a Product the customer is already buying from us is on a back order, they discuss with the customer which should be captured as an activity).
On a customer visit, the sales rep might talk to more than 1 contact. they should have the ability to associate multiple contacts to the visit/activity.
if they discuss about an opportunity, ability to add contact roles as well to the opportunity.
 
They should also have the ability to associate any existing opportunities to their visit as the opportunity moves along its sales cycle.
i am uncertain where to start, the solution should have a single interface to capture this and also be mobile ready and integrated with outlook for calendar management.
do we need visual flow to do this or customize the acitivity object? any ideas to get started would be highly appreciated.
Thanks,
sales4ce

 

Hi,

 

we have a need for a goal planning on a account. Is there any App already available for this need.

 

Use Case: Account Manager's can plan on their accounts (Like No of visits they make to a customer) and any related activities track their progress and display on the account .

 

example: i plan to visit Customer X for 15 times. Any activities related to visits should reduce the count and show the progress.

 

if this needs a Apex/VF solution , can any one help me design this.

 

Thanks for the help in advance.

 

Thanks,

Sales4ce

Hi,

 

I have a VF page that displays results using a pagebloctable tag.

How can i sort the results based on the column header.

 

Can any one point me in the right direction.

 

Thanks,

Sales4ce

Hi,

 

I have a custom solution which displays records based on the criteria in the form of a data table.

Now, how can i export the results in Visualforce page to excel?

 

I would have a link/button that reads "Export to Excel" and should export the results.

 

Any ideas on how to accomplish this?

 

Thanks,

Sales4ce

Hi,

 

I have a requirement where i need to pass the contactId to VF page as a query parameter using cURL? can anyone help me understand the process and steps to accomplish this.

 

Thanks,

Sales4ce

Hi,

 

i am not sure how to accomplish and where to start for this requirement. 

 

Use-Case:

 

1) Build a Custom Calendar that would link their activities to a Custom Activity Object. We have a custom object to track our activities.

    Every activity has a Stage with two values " Planning" and "Complete".

2) based on the stage value we want to color code the calendar ( Like "Green" for "Planning" and "Red" for "Complete" stage value).

3) Have this calendar as a component on their Home Page and ability to create the custom activity record from the calendar.

 

Any pointers would be of great help.

 

Thanks,

Sales4ce

Hi,

 

I have a VF page with a controller extension. The page takes the input from users and when clicked on the Save button, should save and redirects the user to home page.

 

Lately from 2 users, they input the information and click Save, Nothing is happening. I did a webex to confirm if it was a User error, but to my surprise it was behaving the way they said.

 

Any reasons for this type of behavior? any pointers on this would be great.

 

Thanks,

Sales4ce

Hi,

 

Can we create a webtab that would login into a different system using salesforce session Id??

If so can anyone point me in the right direction??

 

Thanks,

Sales4ce

 

Hi,

 

we would be doing a single signon with Sales Performance management (SPM) tool. User's logged into SFDC should also be able to login to SPM system as well. The SPM would be a tab in SFDC.(Should this be a visualforce tab??)

Can any one guide (steps involved like where to start) me the process how this can be accomplished.

 

Thanks,

Sales4ce

I want to check if i am thinking in right direction and if not would like some guidance on approach. My use case is as follows: A user will upload an excel/csv file using a force.com unauthenticated sites. However, we would like to ensure that right user is uploading by doing a pseudo user validation like entering a pin which upon validation allows user to file upload screen to upload the csv file. This will then need to parse the file and upsert after performing few file checks. can we use flows to capture the user pin and validation and there by invoke a visualforce page from flow for file upload and insert?
Thanks !

Hi,

 

I was wondering for the below use case Visual workflow is a good candidate to build the solution. I appreciate any inputs on best ways to approach this.

 

use case:

 

We want to track sales related acitvity. Not the standard way ( using Activities).

 

Every sales call for a given account is associated with one or More contacts (related to the account) and One or More Opportunities( related to the account). The users needs a single interface to manage this. can visual workflow a good candidate for this ?

 

Thanks,

Sales4ce

 

Hi!!

Please, is there a way to display tasks related to contacts in the page of their account???

thanks for help.

Hey,

 

So here is the scenario:

 

I have a custom object that is running the workflow rule: Object A

When I create a record for Object A, I would like the ID of that record to be the field update on the related Contact Record.

 

Is this possible to acheive? I have not been able to see a way to do so without code.

 

Thanks,

Kyle

Hi,

 

we have a need for a goal planning on a account. Is there any App already available for this need.

 

Use Case: Account Manager's can plan on their accounts (Like No of visits they make to a customer) and any related activities track their progress and display on the account .

 

example: i plan to visit Customer X for 15 times. Any activities related to visits should reduce the count and show the progress.

 

if this needs a Apex/VF solution , can any one help me design this.

 

Thanks for the help in advance.

 

Thanks,

Sales4ce

I have a website where I POST data from a form to salesforce.  The purpose is for a newsletter so I save the guys name and email address.  The problem I have is that they are being transfered as "Leads" and we have to manually convert them to "Contacts" in salesforce which is easy, but a pain.  Is there a way to automatically send the POST as a Contact rather than a Lead?  Here is my code:

 

	$lead['oid']='*****';
	$lead['retURL']='http://archive.cyark.org';
	$lead['email']='joe@domain.com';
	$lead['Lead Source']='Front Page Email List';
	do_post_request("http://www.salesforce.com/servlet/servlet.WebToLead?encoding=UTF-8", $lead);

 What do I do? Do I need to include another key/value pair in the data to signal that it should be a Contact rather than a Lead?  Is there another address that I need to POST the data to?

 

Any help in this matter would be appreciated.

Hi,

 

I have a custom solution which displays records based on the criteria in the form of a data table.

Now, how can i export the results in Visualforce page to excel?

 

I would have a link/button that reads "Export to Excel" and should export the results.

 

Any ideas on how to accomplish this?

 

Thanks,

Sales4ce

I'm  new to SFDC so please forgive me if this has been asked and answered.

 

I need to get data out of SFDC and into an Oracle database where I can run quires to combine the data from SFDC with other sources (like SAP). I also want to set up the data extraction from SFDC so that it is done on a daily basis without human intervention. I have in mind getting something like a flat file from SFDC that I can read into Oracle using PL/SQL. If there is a way to connect directly to SFDC from Oracle that would be great.

 

So my question is what is the best way to accomplish what I am describing above. How do I get data from SFDC and into an Oracle table? How do I schedule this process so it runs once each day?

 

Thanks for you help!

Hi,

 

I am having the issue that when using Web Services (PHP) triggers and assignment rules are not executed.

 

2 examples:

 

Lead assignment:

 

When I created a Lead assignment rules are not working, all the fields are correctly populated but the assignment rules are not working.

 

The same with opportunity triggers, I have added a user exception:

 

If the user that modifies the record is “XXXXX” then the trigger shouldn´t work, but the trigger keeps getting fired??

 

Any ideas why is this happening?

 

Thank you!!

 

  • August 03, 2011
  • Like
  • 0

Hi,

 

Can we create a webtab that would login into a different system using salesforce session Id??

If so can anyone point me in the right direction??

 

Thanks,

Sales4ce

 

Hi,

 

we would be doing a single signon with Sales Performance management (SPM) tool. User's logged into SFDC should also be able to login to SPM system as well. The SPM would be a tab in SFDC.(Should this be a visualforce tab??)

Can any one guide (steps involved like where to start) me the process how this can be accomplished.

 

Thanks,

Sales4ce

How can I modify the below code to pull from the current user instead of the name from the PM__c field?

 

u = [Select Extension, Email From User  where Name = :j.PM__c limit 1];

Hi,

 

I am unable to create dependent picklist on Idea Object. Is this possible?

If not possible, why was this not documented.i tried looking for it, but i did not find it on boards, help or documentation.

 

Also, can't i override the ideas home tab/page with a VF page??

 

Can anybody point me in right direction.

 

Thanks,

Sales4ce

Hi,

 

I have setup data loader from command line as mentioned in this article.

http://www.developerforce.com/media/Cheatsheet_Setting_Up_Automated_Data_Loader_9_0.pdf

 

I am  running into the issues. I do not understand what the below messages meant. can any one point me in the right direction.

 

Microsoft Windows [Version 6.1.7600]Copyright (c) 2009 Microsoft Corporation.  All rights reserved.
C:\Windows\system32>cd C:\Program Files\salesforce.com\Apex Data Loader 22.0\bin

C:\Program Files\salesforce.com\Apex Data Loader 22.0\bin>process.bat "C:\Program Files\salesforce.com\Apex Data Loader 22.0\test\" csvLeadInsertProcess

Usage: java [-options] class [args...]         

                              (to execute a class) 

                     or  java [-options] -jar jarfile [args...]         

                              (to execute a jar file)
where options include:   

    -client       to select the "client" VM   

   -server       to select the "server" VM   

-hotspot      is a synonym for the "client" VM  [deprecated]                 

                     The default VM is client.
    -cp <class search path of directories and zip/jar files>   

   -classpath <class search path of directories and zip/jar files>                 

                           A ; separated list of directories, JAR archives,                 

                           and ZIP archives to search for class files. 

  -D<name>=<value>                  set a system property   

-verbose[:class|gc|jni]                  enable verbose output 

  -version      print product version and exit   

-version:<value>                  require the specified version to run   

-showversion  print product version and continue 

  -jre-restrict-search | -jre-no-restrict-search                  include/exclude user private JREs in the version search   

-? -help      print this help message   

-X            print help on non-standard options   

-ea[:<packagename>...|:<classname>]   

-enableassertions[:<packagename>...|:<classname>]                  enable assertions 

  -da[:<packagename>...|:<classname>]   

-disableassertions[:<packagename>...|:<classname>]                  disable assertions   

-esa | -enablesystemassertions                  enable system assertions   

-dsa | -disablesystemassertions                  disable system assertions   

-agentlib:<libname>[=<options>]                  load native agent library <libname>, e.g. -agentlib:hprof                    see also, -agentlib:jdwp=help and -agentlib:hprof=help    -agentpath:<pathname>[=<options>]                  load native agent library by full pathname    -javaagent:<jarpath>[=<options>]                  load Java programming language agent, see java.lang.instrument
C:\Program Files\salesforce.com\Apex Data Loader 22.0\bin>

 

I have no idea what it meant and all i know id that my process did not create the Leads from my csv file.

Any help is highly appreciated.

 

Thanks,

Sales4ce

Hi,

 

I was not sure how to accomplish this. Can we access a Visualforce page without logging into SFDC using the VF page URL?? If so, can any one let me know the process.

 

Thanks,

Sales4ce

Hi,

 

I am unable to figure out how i can write test methods to cover code for my wrapper/inner class.

Can any one point me in the right direction?

 

Thanks,

Sales4ce