• Sandrine
  • ALL STAR
  • 5420 Points
  • Member since 2015

  • Chatter
    Feed
  • 0
    Best Answers
  • 16
    Likes Received
  • 0
    Likes Given
  • 573
    Questions
  • 254
    Replies
Hello,

On my dashboard :
All the reports on dashboard are coming from only two Objects: Leads and Opportunity;
Presently it has a filter by date on the daashbaord (Q1 : How can i change it to some other field ? )

Lead
- Custom_field_X
Opportunity
- Custom_field_X

-Values possible for "Custom_field_X" are "abc" or "pqr"

- Field os of type text 
 
Q2) I am not able to see the field on the dashboard filter ?
I checked this link :
https://success.salesforce.com/answers?id=90630000000h3juAAA
but my field visibilitty is OK.

Q3) How can i detect if and the report is of custome repoort typeand my field is added to the report page layout ?

Q4) What is the difference between "set field level securiy" and "view field accesibility" for the field? 
my field is visible in "field level seting" but its hidden in "field accesibility" does it make the diffrence ?

Thank you for suggestion !
Hello,

When we change the role of a person from system admin to other,
I assume that he will defintely see less data, but what all considerations to take ?

Thanks for tips
Hello,

How can i create a list view to show:
1) All tasks that are assigned to single user ?
2) Is it possible to create a list view for all emails in the tasks?

Thanks for suggestion
Hello,

I want to implement the email to case for an object "opportunity" and also for an "custom object"
The working will be same as email to case.

How can i implement it for Opportunity ?

Thank you for any suggestions

Thank you for suggestion
Hello,

Are there any salesforce tools to manage the names of the resources or any general rules o follow to name the classes, VF, Lightning components, laysouts, etc

thank you for any inputs
Hello,

From a diferent system, i want to connect to salesforce to send some data and retrieve some data.

Things to consider
1) Creating a user on salesforce for the user, who will connect to salesforce (is it always necessary to give system admin ?)
2) Communication will be by REST

What other inputs to consider before building such interface ?

Thank you for suggestion
Hello,

I was creating a dashboard filter like in below link:

https://help.salesforce.com/articleView?id=dashboard_filters_editing.htm&type=5

I was not able find a "custom field" which is of text type.
However i can find the few other fields, what can be the reason ? and how can i allow this field to be displayed
 
Hello,

How can we deploy a dashboard and reports concerned together from one sandbox to another ?

 
Hello,

I have use case to filted a dashboard based on criteria.

more details:
I have a dashboard which indirectly relate to Reports.

All the reports on dashboard are coming from only two Objects: Leads and Opportunity;

Object Lead
- Custom_field_X

Object Opportunity
- Custom_field_X

Both the custom field on the two objects have same API name and same values inside.
Values possible for "Custom_field_X" are "abc" or "pqr"

Is there any way filter all the dashboards by Custom_field_X="abc" or Custom_field_X="pqr" 

What can be possible solutions possible ?

PS: i am using lightning and not classic

Thank you for suggestion
Hello,

I want to expose a Class as a REST Service and looking for learning materials for the same

I fould below link with well defined steps,
 
@RestResource(urlMapping='/Account/*')
global with sharing class MyRestResource {
    @HttpGet
    global static Account getRecord() {
        // Add your code
    }
}

https://trailhead.salesforce.com/content/learn/modules/apex_integration_services/apex_integration_webservices

Are there any other examples i could refer to learn more on this subject ?
Hello,

How can i add the "authentication oauth" for a call of webservice ?

 
Hello,

I want to send email from apex class:

How can i send it ?

Thank you for advise

 
Hello,

When the email is not delivered to the client, i receive the undelivered emails.

Whatt can be the reason of it ? Below is email i receive

An error occurred while trying to deliver the attached email.
You can send the following information to the owner of clientemail@i-8zvz2orfz1ywy.0y.eu11.apex.salesforce.com.

An internal error occured

An internal error occured
---------------

The attached email could not be processed because:

EmailHandlingFailedException: code=550, Unable to parse or decode the contents of the email.

 
Hello,

I want to expose my salesforce Org to OpenSale, what steps should i follow ?

Thank you for your advise
Hello,

I have a usecase like below, 
1) Clickin on a button will open a VF page
2) This page will contain a list of records with the a CHECK box adjacent to them
3) Once few check box is selected, and a button is clicked on bottom. The selced records are updated.

How can i implement this in lightning ?
(i have never developed in lightning)

Thank you for advise 
Hello,

- I want to develope a solution where i can communicate with a third party application.
- the communication will be in two way.

1) I should call the third party system (i suppose i should call a webservice, i have done this one before)
2) should expose the salesforce o the third party system (never tried it)

Can someone guide me he concept behind 1 & 2, what do they mean in Salesforce  ?
Also, wha are they called in salesforce, so i can find some corresponding code on inernet ?

Thank you very much in advance
 
Hello,

I have been developing in Salesforce classic since 3 years.
Now i working on project for lighning.

Which all modules can i sart to learn quickly to develop in lightning.

Thank you for suggestions



 
Hello,

The last two exams i passed are
2nd last: Salesforce Certified Platform App Builder - Transition Exam (WI18)
last: Salesforce Certified Platform App Builder - Spring '18 Release Exam

I no more see any maintainance exam to register.
Can someone guide me how to pass the maintainence exam

Thank yoou in advace
Hello,

How can i calculate time between last modified date and present modified date and get the time in minutes.
where can i store t, in number field or text field.

thank for suggestion
Hello,

In my case object, i want to track a time from when the status changes to A or B and count it until the status is not changed to C and if the status is set to C,i need to halt the times, what are ways i could achieve it.

thank you for your suggestions.

 
Hello,

I have below errror message i received from a process builder.

Error Occurred: The flow tried to update these records: null. This error occurred: DUPLICATES_DETECTED: Click on the links below to view or edit the potential duplicate records.. For details, see API Exceptions.

what can be reason

thanks for suggestion !
Hello,

I am looking for way to override the standard Recent account pages.
User-added image
Basically, I want to remove the New button, and keeping rest as it is.
I donot want to consume new tab

Thanks for suggestion
Hello,

I have a few account records, few of the accounts are ticked as "Customer account"/portal accounts
What does it signifies, and what is its importance ?

How can i make testing of its usability, like i want to know if it is was really useful to make this account as customer account ?

thank yo for suggestion !
Hello,

For the profiles related to chatter name, like chatter free user, chatter external user, there is no option for "Object setting", there a re only optione for "Apex class access", etc.

How can i access the object settings for this profiles
Hello,

While updating records using data loader, do the triggers execute ?

If not, what are other ways of updating records where i can make sure that the triggers execute.

Thank you for suggestions
Hello,

I have a currency field on my object with name Price__c i want to populate it from the field (ParentPrice__c ) of parent (Parent__c) 

how can i achieve it in trigger,
thanks for suggestion
Hello,

How can you check access to users or profiles for price books ?

Thank you
Hello,

I have a picklist with values A, B, C in them,

I want to force the user to chooseat least one of the choice.
Is there any standard way or should i implement any validation rule ?

Thank you for suggestion!
 
Hello,
 
https://servicesgateway.com/{version}/rest/{service}
 <ConfigElement name="cAccount" Url="https://servicesgateway.com/1/rest/searchByName" ContractID="XXXX" UserPrefix="XXXXXXX" UserID="XXXXX" Password="XXXXX" AppID="XXX" Version="1" />

I have a above link, which is link for web service.

I want to get the data from this link.

What are steps to do so using REST 

Thanks
Hello,

I am looking for a tutorial to integrate a wed service using rest method.

I have webservice which sends XML request and get XML response.
I am looking for tutorial to integrate a simple exsisitng web service, later i will modify for me.

thanks
Hello,

How is it possible to calculate distance between two points given the lattitude and longitude.
Also, are there other geolocalization apps i can have a look

Thanks
 
Hello,

I am using joined report

Is it possibel to take a screenshot of a report (or converting report in to pdf)and get it in apex.

I will later use it to email by scheduler

thank you
Hello,

I have a custom objects.
There are few rows created for this custom object.

How cna i know where all is this custom object used.
Hello,

How is it possible to include a visualforce page along with the dashboard. The dashboard will also have other reports as well
Hello,

How to check the number of dashboard created in salesforce.
 
Hello,

Are there any salesforce tools to manage the names of the resources or any general rules o follow to name the classes, VF, Lightning components, laysouts, etc

thank you for any inputs
Hello,

When the email is not delivered to the client, i receive the undelivered emails.

Whatt can be the reason of it ? Below is email i receive

An error occurred while trying to deliver the attached email.
You can send the following information to the owner of clientemail@i-8zvz2orfz1ywy.0y.eu11.apex.salesforce.com.

An internal error occured

An internal error occured
---------------

The attached email could not be processed because:

EmailHandlingFailedException: code=550, Unable to parse or decode the contents of the email.

 
Hello,

- I want to develope a solution where i can communicate with a third party application.
- the communication will be in two way.

1) I should call the third party system (i suppose i should call a webservice, i have done this one before)
2) should expose the salesforce o the third party system (never tried it)

Can someone guide me he concept behind 1 & 2, what do they mean in Salesforce  ?
Also, wha are they called in salesforce, so i can find some corresponding code on inernet ?

Thank you very much in advance
 
Hello,

In my case object, i want to track a time from when the status changes to A or B and count it until the status is not changed to C and if the status is set to C,i need to halt the times, what are ways i could achieve it.

thank you for your suggestions.

 
Hello,

I have picklist A, Piclkist B with below values
picklist_A__C
  1
  2

Picklis_ B__C
 A
 B

When the value is 1 then A is selected automatically and when the value is 2 then the value B is selected by default

thanks for suggestion !
Hello,

I have two account which have a certain Account hierarcy with them.

I want to put one of the account below the other, what impacts shoud i need to consider.
and where can i check technically for impacts if any
thanks for suggestion!
Hello,

I have two picklist alrady exsisting since 1 year.
they are not dependent on each other.

I want to make them dependent.

I wanted to know, what will happen to the dependent picklist values.

I want to conserve the old values too.
I assume that controlling picklist wil not be affected much but what about dependent picklist

thaks for suggestion
Hello,

I want to execute a processbuilder when a button is clicked, 
my custom button is like below
User-added image

thanks you for suggestion
Hello,


User-added image

I am creating a list button like above, 

Below is the thing i put in button
/001/e
&retURL=%2F001%2Fo
&cancelURL={!Opportunity.Id}
&ent=Account
In standard creation wizard for creation of Account:
​
The user has many record types to choose:

so the first URL appearing for record selection is like below:

https://axyz.cs82.my.salesforce.com/setup/ui/recordtypeselect.jsp
?ent=Account
&retURL=%2F001%2Fo
&save_new_url=%2F001%2Fe%3FretURL%3D%252F001%252Fo

Once the first record is selected, the URL is like below:

https://xyz.cs82.my.salesforce.com/
001/e
?retURL=%2F001%2Fo
&RecordType=012D0000000kZUw
&ent=Account

I want to have the same behavior for record selection:

Am i missing something in my button ?
Hello,

Is it possible to overide this button only for certain profiels and for rest profiles i dont want to overriride

User-added image

 
Hello,

I have object like below
 
Account
  CustField1__c [Lookup to object CustObj1__c]

CustObj1__c
  Name [Text] Standard field
  CustomField2__c [Text]

I populated the name of the EEF, if it it present on Account.
If( CustomField2__c  == 'EEF')
  Then On Account CustField1__c = "Name of EEF"
I have used a combination of Flow and process builder for that.

Everythuing works well but I have catched the exception and i get below error
An error has occurred on the flow :
The flow tried to update these records: null. This error occurred: MALFORMED_ID: CustomField2__c () : id value of incorrect type: SomeValue. For details, see <a href='https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_calls_concepts_core_data_objects.htm#'>API Exceptions</a>.
I wonder how to correct this error.






 
Hello,

I want to realize below use case in Apex code

1) go to below url www.wxyztest.com/abcd
2) convert that webpage to Pdf
3) Attach that Pdf to a Quote

I am more interested in the forst two parts.

thanks for suggestion !
Hello,

When i search something in search box from Portal, i can see the people in the salesforce.
How can i block it ?

Thaks for suggestion !
Hello,

Is it possible to limit the number of characters of a text area ?

I want to limit the number of columns too..like for example
123456
123456
13455
133555

Max only 6 characters are allowed on vertically
Hello,

I have a vf code like below
<apex:outputText value="{!caseObj.Asset.SerialNumber}"/>
Serial number is a standard field Text(80)

I want to disply first 8 characters on one line and the rest characters on other line, like below
 
A0123456
789105SDFDS

How can i achieve it with minimal code.

thanks for suggestions
 
Hello,

Is there any tool i could use check code coverage and the ines covered like we see in Dev console.

I am uable to check code coverage lines in my dev org. hence finding alternative.

thanks for suggestion !
 
Hello,

I want to execute a test function in test class.

Before executing fucntion i want to create a user with a licence "partner community", how is it posible to achieve ?

thanks for suggestion !
Hello,

I am overriding a button.

 get below error message
"|EXCEPTION_THROWN|[EXTERNAL]|System.SObjectException: SObject row was retrieved via SOQL without querying the requested field: CustomObject__c.Name"

I making no query

What can be the reason ?