• jaw999
  • NEWBIE
  • 145 Points
  • Member since 2012

  • Chatter
    Feed
  • 3
    Best Answers
  • 2
    Likes Received
  • 0
    Likes Given
  • 46
    Questions
  • 182
    Replies
Can we change default schedule dates for revenue schedules to something other than close date?
Close date is not helpful at all for us as a default date. I would be happy if we could even default the schedule to be first of month.
When you use the standard global action New Contact in the Outlook sidepanel it will pre fill informaiton from the selected email - email address, first and last name - to save you a couple steps in adding a new contact from an email. On a new task or event, it will copy the subject line.
Can we access the email info in a custom action creating a custom object that references a standard object?
If the email matches a contact in Salesforce, I want it to load into the Contact field (id reference) on my custom object. thanks
  • November 07, 2016
  • Like
  • 0
I have a defined wave dataset. The object has a new field I would like to use for lenses, dashboards, etc. How do I update the dataset to incorporate this new field? thanks
  • October 07, 2016
  • Like
  • 0
I feel like this should be easier and I am missing something.
My data set is based on a custom object, links to Opportunity, links to Account.
I have a dashboard I want to embed in Account. Only 1 dataset on this dashboard.
Example from help:

 
{
        "service": {
            "AccountId": ["$Id"],
            "Industry”: ["$Industry"]
        }
    }



My attempt:

 
{
        "Acct_Opp_RSS_RSSA": {
            "CustomObject__c.Opportunity__c.AccountId": ["$Id"]
            
        }
    }


Do I need to address other dimensions if I have no interest in filtering by them?
 
  • September 26, 2016
  • Like
  • 0
Personal tags, a nice way for users to mark shared records as "mine" don't show in Feed view page layouts.
They don't show in Lighnting UI. 
Does anyone have a method to use them or an alternative method for users to mark records - I am thinking Contacts mostly - as "mine" for easy reference?
"The new Home page must be called 'Sales Home'."
Can't even find it?
namecheck
SMS verification is enabled for my org. I still get email verifications. How do I change to get text only? I chose email in the past but cannot find the change back option and I feel like an idiot. Cannot find how to switch. 
I have two picklists. One controls the other.
In my visualforce edit page, the dependent field always shows all options no matter what is selected in the controlling field.
I am confused if this is something I need to code for.
Some links seem indicate that regular apex:inputfield should handle the restrictions.
Examples:
http://salesforce.stackexchange.com/questions/5439/how-can-we-write-dependent-picklist-through-apex-code/
https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_dependent_picklists.htm

Am I misunderstanding this?

My simple test page always shows all choices available in the dependent field.

    
<apex:page standardController="Opportunity">
        <apex:form >
            <apex:pageBlock mode="edit">
                <apex:pageBlockButtons >
                    <apex:commandButton action="{!save}" value="Save"/>
                </apex:pageBlockButtons>
                <apex:pageBlockSection title="Dependent Picklists" columns="2">
                <apex:inputField value="{!Opportunity.Global_Entity_Type__c}"/>
                <apex:inputField value="{!Opportunity.SubType__c}"/>
                </apex:pageBlockSection>
            </apex:pageBlock>
        </apex:form>
    </apex:page>
  • January 15, 2016
  • Like
  • 0
Is this possible? It seems out of the box not an option in the lighting New Event process.
  • November 16, 2015
  • Like
  • 0
This must not be a new idea. 
A salesperson starts to enter an Event, realizes their Contact isn't yet added to the CRM, and would like to add on the fly. 
Can we do this without canceling the entry and losing all that they have started to enter?
Things I have tried - 

 - a visualforce link to a New Contact page,  
 - a custom link to New Contact 
 - a custom button to New Contact

these all WON'T appear on the Edit screen. Any solutions? thanks all
  • September 28, 2015
  • Like
  • 0
I want to dumb down the multi person calendar events in Salesforce so a Salesperson can go to the invitees on the bottom and just enter all the people - users and contacts in one place.

If one adds contacts there, the event does not show in the Contact's related list. The EventRelation field IsParent defaults to FALSE, but updating it to TRUE makes this appear in the Contact's related lists.

Are there other considerations I am missing?

My trigger is below. One thing I can't do yet is limit my query to related contacts. Can't use LIKE '003%' in the id query.

Also, it doesn't seem to be updating. Am I missing the update...


 
trigger EventAttendeeCollector2 on Event (after insert, after update) {

    For (Event EVT:trigger.new){

        List <eventRelation> Erelates =[select RelationId from eventRelation where eventID=: EVT.id and IsInvitee = TRUE and IsParent=False]; 

        system.debug('ERELATES______________________________________'+ERELATES);

       for (eventRelation Link:Erelates){
           link.isparent=true;
           }

    }

}

 
  • September 22, 2015
  • Like
  • 0
Is it possible to use fee publisher to create an event with attendees?
Is it ? Just wondering. Users do a lot from the publisher on an Account page, but they'd like to do this to. 
  • September 21, 2015
  • Like
  • 0
Is this possible after recent lockdown of the homepage? I am being asked to redirect users to a Visuaforce page. Setting it the default as their app tab is not adequate. They should be blocked from the home tab completely. thanks!
  • September 09, 2015
  • Like
  • 0
Getting all the useful info from approval history. I can get most, but a couple elude me - like the name of the Approval step! See:
 
<messaging:emailTemplate subject="Lead Final Approval" recipientType="User" relatedToType="Lead">

<messaging:htmlEmailBody >

//lots of other Lead fields

<p><b>Approval History:</b></p>
<table border="1" >
    
    <apex:repeat var="cx" value="{!relatedTo.ProcessSteps}">
        <tr>
             <td>Assigmed to: {!cx.OriginalActor.name}</td>
             <td>Actual Approver: {!cx.Actor.name}</td>
             
             <td>Step Name-ID(cx) : {!cx}</td>
            <td>Step Status: {!cx.StepStatus}</td>
            <td>Approvals Completed:{!cx.ProcessInstance.CompletedDate}</td>
            <td>Process:{!cx.ProcessInstance.ProcessDefinition.name}</td>
           
         
            
          <td>Comments:{!cx.Comments}</td>
        </tr>
         
    </apex:repeat>                 
</table>
<p />
</messaging:htmlEmailBody>
</messaging:emailTemplate>

The big problem line is <td>Step Name-ID(cx) : {!cx}</td>
It produces an id with an 04h prefix, so it's the Step, but how to the the NAME of the step?
I am just getting output like this for that line:Step Name- : 04hq0000000GkgFAAS
{!cx.name} for example does not compile. Thanks
  • March 20, 2015
  • Like
  • 0
I have a couple visualforce pages that show a title in my browser 'Documentations' that I can't figure out why.

Here's an example of one page:

    
I have a couple visualforce pages that show a title in my browser 'Documentations' that I can't figure out why.

Here's an example of one page:

    <apex:page standardController="Opportunity"  showHeader="true" sidebar="false" title="Prospect">  
      
    
         <style>
          .activeTab {background-color: #236FBf;  color:white; background-image:none}
          .inactiveTab { background-color: white; color:black; background-image:none}
       </style>
       <apex:tabPanel switchType="client" selectedTab=" tabdetails" id="OpportunityTabPanel" tabClass="activeTab" inactiveTabClass="inactiveTab">   
       
       
        <apex:tab label="Details" name="OpportunityDetails" id="tabdetails">
             <apex:detail relatedList="false" title="true"/>
          </apex:tab>
       
       
       <apex:tab label="Approval Process" name="Approval" id="tabApproval">
             <apex:relatedList list="ProcessSteps" ></apex:relatedList>
    
          </apex:tab>
          
          
           <apex:tab label="Activity History" name="Activities" id="tabActivities">
             <apex:relatedList list="activityhistories" ></apex:relatedList>
    
          </apex:tab>
          
       
        <apex:tab label="Chatter Feed" name="Feed" id="Feed">
              <chatter:feed entityId="{!Opportunity.Id}"/>
          </apex:tab>
      
        <apex:tab label="Connecitvity" name="Comm" id="Comm">
              <apex:include pageName="OppCommRoutingMDConnect"/>
          </apex:tab>
      
      </apex:tabPanel>
    </apex:page>

Here's one example of in browser:User-added image

I have not renamed Opportunity object.

The word Documentations does not even appear in this page or its sub pages!
  • January 23, 2015
  • Like
  • 0
We are starting to run Leads through an Approval process and want to report on them (of course!).

Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, which is not relevant to our process - Company is the meaningful field. Others would be nice, too. Any work around appreciated, thanks.
  • December 09, 2014
  • Like
  • 0


I have a private feature VF page on an Account. Our Account sharing model is Public Read with Edit rights given via Account Teams.

I want to display this VF page only to:

- Account Team Members
- 'Global Access People' defined on their User record
- Anyone else with Edit access, using UserRecordAccess

My latest attemp fails, does not return true for me as someone who has Edit access- 

public class AccountUserRecordAccessChecker2{

   public ApexPages.StandardController sc;
    public AccountUserRecordAccessChecker2(ApexPages.StandardController sc) {
        this.sc = sc;
    }

    
public boolean renderELEMENT(){
    if ([select count() from User
            where Id = :UserInfo.getUserId() and Admin_Team__c = true] > 0) {
        return true;
    }
    if ([select count() from AccountTeamMember
            where UserId = :UserInfo.getUserId() and AccountId = :sc.getId()] > 0) {
        return true;
    }
    if([
  SELECT
    MaxAccessLevel,
    RecordId
  FROM
    UserRecordAccess
  WHERE
    UserId = :UserInfo.getUserId() AND
    RecordId = :sc.getId()
  LIMIT 1
  ].size() > 0)
{
    return true;
}
    else {
    return false;
    }
   
}

}

Right now, no queries even fire when I load the page with this:
<apex:page standardController="Account" extensions="AccountUserRecordAccessChecker2"  rendered="{AccountUserRecordAccessChecker2.renderELEMENT}" >

Also, I can't get a system.debug to compile in the class. 


  • September 15, 2014
  • Like
  • 0
I'd like to get the workaround equivalent to the posted code, but it does not seem possible to run a count on the UserRecordAccess object?


if ([select count() from UserAccessRecord
            where UserId = :UserInfo.getUserId() and AccountId = :sc.getId()] > 0) {
        return true;
    }


  • September 12, 2014
  • Like
  • 0
I have a private feature VF page on an Account. Our Account sharing model is Public Read with Edit rights given via Account Teams.

I want to display this VF page only to:

- Account Team Members
- 'Global Access People' defined on their User record
- People up the Role hierarchy from the Account Team

I wanted to check the user's AccountShare access thinking if it was Edit it would show all those people but Role superiors only show READ access even when they actually CAN EDIT (odd).

Is there a simpler way to accomplish my goal? So far it eludes me.

I can get the first two checks (thanks people who have helped) but am not sure how to integrate the Role check:


 
public class AccountRoleChecker {
   
      private ApexPages.StandardController sc;
        public AccountRoleChecker(ApexPages.StandardController sc) {
            this.sc = sc;
        }
   
       
    private Boolean checkUser(){
        if ([select count() from User
                where Id = :UserInfo.getUserId() and Admin_Team__c = true] > 0) {
            return true;
        }
        if ([select count() from AccountTeamMember
                where UserId = :UserInfo.getUserId() and AccountId = :sc.getId()] > 0) {
            return true;
        }
       
       
        return false;
    }
   
   
    private static Set<ID> getAllSubRoleIds(Set<ID> roleIds) {
   
        Set<ID> currentRoleIds = new Set<ID>();
   
        // get all of the roles underneath the passed roles
        for(UserRole userRole :[select Id from UserRole where ParentRoleId
             IN :roleIds AND ParentRoleID != null]) {
            currentRoleIds.add(userRole.Id);
        }
   
        // go fetch some more rolls!
        if(currentRoleIds.size() > 0) {
            currentRoleIds.addAll(getAllSubRoleIds(currentRoleIds));
        }
   
        return currentRoleIds;
    }
   
   
   
    }

  • August 15, 2014
  • Like
  • 0
Trying to do what the title says. Class:

public class AccountTeamChecker {
    private ApexPages.StandardController sc;
    public AccountTeamChecker(ApexPages.StandardController sc) {
        this.sc = sc;
    }
    // Returns true if the user is an account team member
    public Boolean renderELEMENT{
        get {
            if (renderELEMENT== null) {
                renderELEMENT= [
                        select count()
                        from AccountTeamMember
                        where AccountId = :sc.getId()
                        and UserId = :UserInfo.getUserId()
                        and AccountAccessLevel in ('Read', 'Edit', 'All')
                        ] > 0;
            }
            return renderELEMENT;
        }
        private set;
    }
}

VF Page:

<apex:page standardController="Account" extensions="AccountTeamChecker" rendered="!renderELEMENT">
 
  <apex:pageBlock title="Rendering">
    RENDERED!
  </apex:pageBlock>
</apex:page>

Do not even get any queries rows on my debug logs. What's not firing? thanks!
I redirect users from std Account page to a VF page.
the tab featuring <apex:outputPanel >  <chatter:feedWithFollowers entityId="{!Account.id}"/> </apex:outputPanel> 
no longer works - users cannot post into the Chatter. 
Triggers for logged activities can still push to the account.
The Enter a Meeting (New Event) publisher Action still works ok.

If I revert to default Account pages Chatter works ok (but obviously we don't want this).

Any suggestions? 
  • March 07, 2014
  • Like
  • 1
I have a trigger to feed to Chatter Event activities. It predates Salesforce's chattering of activites and I'd like to keep it.

It works when I use the manual web interface. Upon investigating  debugs now the 

 The WhatId is blank during the trigger run but when I pull the event later in the Excel Connector, the WhatId is not blank - it has been associated.

The trigger runs after insert and associates via the field WhatId - what I need to use. AccountId field is also blank during the trigger run.

Any suggestions?
Do I need to run a batch after this, later than the 'after insert"?
How can the event be inserted and associated but return a null WhatId?
  • January 14, 2014
  • Like
  • 1
Can we change default schedule dates for revenue schedules to something other than close date?
Close date is not helpful at all for us as a default date. I would be happy if we could even default the schedule to be first of month.
"The new Home page must be called 'Sales Home'."
Can't even find it?
namecheck
SMS verification is enabled for my org. I still get email verifications. How do I change to get text only? I chose email in the past but cannot find the change back option and I feel like an idiot. Cannot find how to switch. 
Hi Folks,

I wanted to query metadata components( Fields, Objects, Validation Rules, Workflow Rules, Approval Process..etc) by using SOQL query in Apex. So, Could you please anyone check let me know do we have any workaround for this.

i'm just curious about whether is it possible by using Query or not.

Thanks,
Anil
My scenario is to display all the dashboard in the homepage. For this i wrote visualforce page and then i added to home page component. It showing all the dashboard in the homepage when we click the dashboard its not redirecting to dashboard page. Can any one help me out to solve this issue. Thanks in advance.
 
<apex:page showheader="false" sidebar="false">
<apex:outputPanel id="SalesfunnelDashboard" >
     <script>
     window.location.href="https://cs51.salesforce.com/01Z4B0000000FwO?isdtp=vw";
   
       
     </script>
     </apex:outputPanel>
</apex:page>

 
Hi,
I have 4 APEX classes that are stopping me from uninstalling a package.

Can someone walk me though the steps to remove these objects/and references so i can remove the package?

Thanks you!


Apex ClassSyncBatcherComponent is in use by another component in your organization. Cirrus_Files_Asset
Apex ClassCirrusFilesTestsComponent is in use by another component in your organization. Cirrus_Files_SolutionTests
Apex ClassSyncBatcherComponent is in use by another component in your organization. Cirrus_Files_Solution
Apex ClassCirrusFilesTestsComponent is in use by another component in your organization. Cirrus_Files_AssetTests
I have two picklists. One controls the other.
In my visualforce edit page, the dependent field always shows all options no matter what is selected in the controlling field.
I am confused if this is something I need to code for.
Some links seem indicate that regular apex:inputfield should handle the restrictions.
Examples:
http://salesforce.stackexchange.com/questions/5439/how-can-we-write-dependent-picklist-through-apex-code/
https://developer.salesforce.com/docs/atlas.en-us.pages.meta/pages/pages_quick_start_dependent_picklists.htm

Am I misunderstanding this?

My simple test page always shows all choices available in the dependent field.

    
<apex:page standardController="Opportunity">
        <apex:form >
            <apex:pageBlock mode="edit">
                <apex:pageBlockButtons >
                    <apex:commandButton action="{!save}" value="Save"/>
                </apex:pageBlockButtons>
                <apex:pageBlockSection title="Dependent Picklists" columns="2">
                <apex:inputField value="{!Opportunity.Global_Entity_Type__c}"/>
                <apex:inputField value="{!Opportunity.SubType__c}"/>
                </apex:pageBlockSection>
            </apex:pageBlock>
        </apex:form>
    </apex:page>
  • January 15, 2016
  • Like
  • 0
Is this possible? It seems out of the box not an option in the lighting New Event process.
  • November 16, 2015
  • Like
  • 0
I want to dumb down the multi person calendar events in Salesforce so a Salesperson can go to the invitees on the bottom and just enter all the people - users and contacts in one place.

If one adds contacts there, the event does not show in the Contact's related list. The EventRelation field IsParent defaults to FALSE, but updating it to TRUE makes this appear in the Contact's related lists.

Are there other considerations I am missing?

My trigger is below. One thing I can't do yet is limit my query to related contacts. Can't use LIKE '003%' in the id query.

Also, it doesn't seem to be updating. Am I missing the update...


 
trigger EventAttendeeCollector2 on Event (after insert, after update) {

    For (Event EVT:trigger.new){

        List <eventRelation> Erelates =[select RelationId from eventRelation where eventID=: EVT.id and IsInvitee = TRUE and IsParent=False]; 

        system.debug('ERELATES______________________________________'+ERELATES);

       for (eventRelation Link:Erelates){
           link.isparent=true;
           }

    }

}

 
  • September 22, 2015
  • Like
  • 0
I am working on a simple visualforce page that creates a task. The issue I am running into is that we have turned on  the Activity Setting "Allow Users to Relate Multiple Contacts to Tasks and Events". So instead of getting the pop up window to select up to 50 contacts I get the standard pick one and your done contact picker. Thoughts?

User-added image

User-added image
Hi,
i Need to call a dashboard on visualforce page and that visualforce page will be used as component in  home/home.jsp.The code that i have wriiten is

<apex:page showheader="false" sidebar="false">
< apex:outputPanel id="SalesfunnelDashboard">
<script>
self.location.href="https://ap2.salesforce.com/01Z28000000E4Jo?isdtp=vw" [^]
</script>
< /apex:outputPanel>
< /apex:page>

However this code is calling the dashboard page but it own url. i mean dashboard is not shown on the component rather it is shown on its own url.

Thanks..
I have a two picklist values.
1.Country  2.State
if i select the india then the  state picklist shoud have states belongs to india.Like that Us also

Can Any one help me.If possible provide the code

Thanks 
I'm trying to setup a workflow rule that writes the values of custom fields created directly in my organization to fields that exist on a visualforce page in a managed package. The workflow rule criteria is set to "created and everytime the record is edited."

The workflow rule works as expected when on a standard page; but the workflow rule isn't triggered when I edit fields on the visualforce page.

Is there a limitation preventing workflow rules from triggering when a visualforce page is being used for both the edit and detail views of the record? If so, is there a work around? I would prefer not to use an apex trigger for this particular task.

Thank you for your help.
is it possible to put the Items to Approve component from Home Tab to a visualforce page? how?
  • February 21, 2014
  • Like
  • 1