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Map picklist values in formula of Process Builder
Hello Friends,
Your thoughts on my issue is highly appreciable.
The scenario what I am trying to do here using Process Builder is updating child accounts when there is update on Parent account.
I have a custom picklist field Org Type (not used global picklist value set) on Account object. I am trying to set this value to all child accounts in the hierarchy where there is update the same field on Parent account.
I tried all these methods.
1st: I tried directly mapping field reference field [Account].Parent.Organization_Type__c to child account field.
2nd: Used a formula with CASE (shown below) using both TEXT([Account].Parent.Organization_Type__c) and withouth TEXT.
CASE(TEXT([Account].Parent.Organization_Type__c),
"Sole Proprietorship", "Sole Proprietorship",
"Partnership", "Partnership",
"Unincorporated", "Unincorporated",
"Limited Liability Company", "Limited Liability Company",
"Other", "Other",
"")
The issue is the custom picklist field update on Parent is not at all updating on child records. Am I doing something wrong here?
Your thoughts on my issue is highly appreciable.
The scenario what I am trying to do here using Process Builder is updating child accounts when there is update on Parent account.
I have a custom picklist field Org Type (not used global picklist value set) on Account object. I am trying to set this value to all child accounts in the hierarchy where there is update the same field on Parent account.
I tried all these methods.
1st: I tried directly mapping field reference field [Account].Parent.Organization_Type__c to child account field.
2nd: Used a formula with CASE (shown below) using both TEXT([Account].Parent.Organization_Type__c) and withouth TEXT.
CASE(TEXT([Account].Parent.Organization_Type__c),
"Sole Proprietorship", "Sole Proprietorship",
"Partnership", "Partnership",
"Unincorporated", "Unincorporated",
"Limited Liability Company", "Limited Liability Company",
"Other", "Other",
"")
The issue is the custom picklist field update on Parent is not at all updating on child records. Am I doing something wrong here?
YiQin He How to close lightning quick action modal dialog
Hi,
I created a lightning component as a quick action button. In the component, I have a cancel button that I want it closed when user clicks.
But the problem is that I cannot find any document explain how to close the modal dialog. This is the ui code:
I created a lightning component as a quick action button. In the component, I have a cancel button that I want it closed when user clicks.
But the problem is that I cannot find any document explain how to close the modal dialog. This is the ui code:
<aura:component controller="ContactController" implements="force:lightningQuickActionWithoutHeader,force:hasRecordId" >
<style>
.changeRecordTypeRow {
margin-top: 1.5rem;
margin-bottom: 0;
margin-left: 0;
margin-right: 0;
}
.changeRecordTypeLeftColumn {
float: left;
text-align: right;
padding-right: 1.5rem;
width: 35%;
font-size: .8125rem;
color: rgb(84, 105, 141);
}
.changeRecordTypeRightColumn {
float: right;
text-align: left;
width: 65%;
}
.modal-body
{
height:auto !important;
padding:0;
}
.forceChatterLightningComponent .bodyWrapper{height:100%;width:100%;padding:0;box-sizing:border-box}
</style>
<div class="modal-header slds-modal__header">
<h2 class="title slds-text-heading--medium" >Change Contact Type</h2>
</div>
<div class="scrollable slds-modal__content slds-p-around--medium">
<div class="changeRecordTypeRow">
<fieldset class="slds-form-element">
<div class="changeRecordTypeLeftColumn">
<legend class="form-element__legend slds-form-element__label">Select a record type</legend>
</div>
<div class="changeRecordTypeRightColumn slds-form-element__control">
<span class="slds-radio">
<input type="radio" id="radio_PrimaryContact" name="recordType" />
<label class="slds-radio__label" for="radio_PrimaryContact">
<span class="slds-radio--faux"></span>
<span class="slds-form-element__label">Primary Contact</span>
</label>
</span>
<span class="slds-radio">
<input type="radio" id="radio_SecondaryContact" name="recordType" />
<label class="slds-radio__label" for="radio_SecondaryContact">
<span class="slds-radio--faux"></span>
<span class="slds-form-element__label">Secondary Contact</span>
</label>
</span>
</div>
</fieldset>
</div>
</div>
<div class="modal-footer slds-modal__footer">
<div class="forceChangeRecordTypeFooter">
<button type="button" class="slds-button slds-button--neutral .slds-modal__close" aura:id="btnCancel" >
Cancel
</button>
<button type="button" class="slds-button slds-button--brand" aura:id="btnSave">
Save
</button>
</div>
</div>
</aura:component>
Does anyone have similar experience? Thanks in advance.
Best Answer chosen by YiQin HeYiQin HeHi Karthik,
Thanks for the reply. I've already found the solution.
Call this method $A.get("e.force:closeQuickAction").fire() will close the modal dialog.
Yiqin
Thanks for the reply. I've already found the solution.
Call this method $A.get("e.force:closeQuickAction").fire() will close the modal dialog.
Yiqin
Spencer_Berk Deployment error when installing the Marketing Cloud for Nonprofit app - Key Error: 'rest_instance_url'?
I am trying to install the Marketing Cloud for Nonprofits app but I'm recieving the following deployment error: Key Error: "rest_instance_url". I couldn't find anything on google. Any suggestions on how to fix?
Best Answer chosen by Spencer_BerkSwetha (Salesforce Developers) HI Spencer,
This error is specific to the package you are trying to install. The package's internal details are not visible to the subscribers(end users). Therefore you will need to reach out to the package provider with the error details so they can help with the fix.
On a general note,"rest_instance_url" is one of the response parameters when Marketing Cloud returns an access token
Reference: https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/access-token-s2s.html#access-token-request
This error is specific to the package you are trying to install. The package's internal details are not visible to the subscribers(end users). Therefore you will need to reach out to the package provider with the error details so they can help with the fix.
On a general note,"rest_instance_url" is one of the response parameters when Marketing Cloud returns an access token
Reference: https://developer.salesforce.com/docs/marketing/marketing-cloud/guide/access-token-s2s.html#access-token-request
rest_instance_url : Your tenant’s REST base URL for making REST API calls.Hope this helps you. Please mark this answer as best so that others facing the same issue will find this information useful. Thank you
Pooja Nekkalapudi How to auto -populate user look up field on the case object?
How to auto -populate user look up field on the case object? using the Web Email field on case object
I have a web email or SuppliedEmail standard fiel which holds the email address of the user
Using this field I want to auto populate the respective user lookup
I have a web email or SuppliedEmail standard fiel which holds the email address of the user
Using this field I want to auto populate the respective user lookup
Best Answer chosen by Pooja Nekkalapudi
trigger CaseTrigger on Case(before insert, before update){
List<String> emails = new List<String>();
Map<String, Id> userEmailToIDMap = new Map<String, Id>();
for(Case c: trigger.new){
emails.add(c. SuppliedEmail);
}
List<USer> users = [SELECT Id, Email from user where Email IN :emails];
for(User u : users){
userEmailToIDMap.put(u.Email, u.Id();
}
for(Case c:trigger.new){
if(userEmailToIDMap.get(c.SuppliedEmail) != null){
c.Owner = userEmailToIDMap.get(c.SuppliedEmail);
{
}
}Default Value for Picklist not Working
I have set Default value for a Picklist, but to my luck it is not working, don't know the reason for the same.
Can anyone help me with any workaround? Even Custom Picklists are not working with default values on Account. Although it is working for Contact.
Default Value:
New Account Page:
Best Answer chosen by Somya TiwariKhan Anas (Salesforce Developers) Hi Somya,
Greetings to you!
You have record types enabled for Account. Each record type has its own Default. You have to set the default under each record type.
Go to Setup -> Object Manager -> Account -> Record Types -> Open Record Type - Not Edit -> Picklist value to set default
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
Greetings to you!
You have record types enabled for Account. Each record type has its own Default. You have to set the default under each record type.
Go to Setup -> Object Manager -> Account -> Record Types -> Open Record Type - Not Edit -> Picklist value to set default
I hope it helps you.
Kindly let me know if it helps you and close your query by marking it as solved so that it can help others in the future. It will help to keep this community clean.
Thanks and Regards,
Khan Anas
Andrew Thompson 18 Unable to switch to Lightning
I'm using a free developer account with Trailhead but there is no option to switch to Lightning as described in the modules. Am I missing something obvious?
Best Answer chosen by Andrew Thompson 18Nagendra (Salesforce Developers) Hi Andrew Thompson 18,
If you want to switch from salesforce classic to lightning experience please find the below navigation and screenshots.
Click on the lightning Experience button which is given in the above screen shot.
Lightning Experience==>A new window opens==>Come to the bottom of the page ==>Enable lightning experience feature
After enabling the lightning experience now come to your user name on the top right of the screen, under developer console you find an option of switch to lightning experience as shown below.
Please mark my solution as the best answer if it helps you.
Best Regards,
Nagendra.P
If you want to switch from salesforce classic to lightning experience please find the below navigation and screenshots.
Click on the lightning Experience button which is given in the above screen shot.
Lightning Experience==>A new window opens==>Come to the bottom of the page ==>Enable lightning experience feature
After enabling the lightning experience now come to your user name on the top right of the screen, under developer console you find an option of switch to lightning experience as shown below.
Please mark my solution as the best answer if it helps you.
Best Regards,
Nagendra.P
Lokesh Boganatham ended with error spawn C:\WINDOWS\system32\cmd.exe ENOENT
Hi guys, When i am starting to connect my org and visualforce, i am getting the below error.
Starting SFDX: Authorize an Org
22:50:06.500 sfdx force:auth:web:login --setalias vscodeOrg --instanceurl https://login.salesforce.com --setdefaultusername
22:50:06.501 sfdx force:auth:web:login --setalias vscodeOrg --instanceurl https://login.salesforce.com --setdefaultusername
ended with error spawn C:\WINDOWS\system32\cmd.exe ENOENT
I am following this document for setup. please help
Starting SFDX: Authorize an Org
22:50:06.500 sfdx force:auth:web:login --setalias vscodeOrg --instanceurl https://login.salesforce.com --setdefaultusername
22:50:06.501 sfdx force:auth:web:login --setalias vscodeOrg --instanceurl https://login.salesforce.com --setdefaultusername
ended with error spawn C:\WINDOWS\system32\cmd.exe ENOENT
I am following this document for setup. please help
Best Answer chosen by Lokesh BoganathamLukesh Karmorehello Lokesh,
Please Refer this video it solve my issue, follow full procedure : https://www.youtube.com/watch?v=pRkcutdeMfY&t=934s
Hope it solve your query and mark the best so it help others.
Thanks
Please Refer this video it solve my issue, follow full procedure : https://www.youtube.com/watch?v=pRkcutdeMfY&t=934s
Hope it solve your query and mark the best so it help others.
Thanks
Shruthi GM 6 I am facing this error in Platform developer 1 Spring 19 maintenance exam
"Your Apex code contains field level access checks that are redundant now that you've added 'WITH SECURITY_ENFORCED'. Please check your code again."
Code is:-
@RestResource(urlMapping='/secureApexRest')
global with sharing class SecureApexRest {
@HttpGet
global static Contact doGet(){
Id recordId = RestContext.request.params.get('id');
Contact result;
if (recordId == null){
throw new FunctionalException('Id parameter is required');
}
if (Schema.SObjectType.Contact.isAccessible()
&& Schema.SObjectType.Contact.fields.Name.isAccessible()
&& Schema.SObjectType.Contact.fields.Secret_Key__c.isAccessible()){
List<Contact> results = [SELECT id FROM Contact WHERE Id = :recordId WITH SECURITY_ENFORCED];
if (!results.isEmpty()) {
result = results[0];
}
} else{
throw new SecurityException('You don\'t have access to all contact fields required to use this API');
}
return result;
}
public class FunctionalException extends Exception{}
public class SecurityException extends Exception{}
}
Kindly suggest me what exactly I need to change in the code.
Thanks inadvance.
Code is:-
@RestResource(urlMapping='/secureApexRest')
global with sharing class SecureApexRest {
@HttpGet
global static Contact doGet(){
Id recordId = RestContext.request.params.get('id');
Contact result;
if (recordId == null){
throw new FunctionalException('Id parameter is required');
}
if (Schema.SObjectType.Contact.isAccessible()
&& Schema.SObjectType.Contact.fields.Name.isAccessible()
&& Schema.SObjectType.Contact.fields.Secret_Key__c.isAccessible()){
List<Contact> results = [SELECT id FROM Contact WHERE Id = :recordId WITH SECURITY_ENFORCED];
if (!results.isEmpty()) {
result = results[0];
}
} else{
throw new SecurityException('You don\'t have access to all contact fields required to use this API');
}
return result;
}
public class FunctionalException extends Exception{}
public class SecurityException extends Exception{}
}
Kindly suggest me what exactly I need to change in the code.
Thanks inadvance.
Best Answer chosen by Shruthi GM 6Refer this link
https://success.salesforce.com/answers?id=9063A000000lSPsQAM
You dont have to provide access to any fields. If you read the challenge, you just have to edit the query to include the new WITH SECURITY_ENFORCED attribute, and remove other field level security checks.
You need to put the query in a try/catch statement, and catch the System.Query Exception.
Use this code
https://success.salesforce.com/answers?id=9063A000000lSPsQAM
You dont have to provide access to any fields. If you read the challenge, you just have to edit the query to include the new WITH SECURITY_ENFORCED attribute, and remove other field level security checks.
You need to put the query in a try/catch statement, and catch the System.Query Exception.
Use this code
@RestResource(urlMapping='/secureApexRest')
global with sharing class SecureApexRest {
@HttpGet
global static Contact doGet(){
Id recordId = RestContext.request.params.get('id');
Contact result;
if (recordId == null){
throw new FunctionalException('Id parameter is required');
}
List<Contact> results;
try{
results = [SELECT id, Name, Secret_Key__c FROM Contact WHERE Id = :recordId WITH SECURITY_ENFORCED];
}catch(QueryException e){}
if (!results.isEmpty()) {
result = results[0];
}
return result;
}
public class FunctionalException extends Exception{}
public class SecurityException extends Exception{}
}
Manj_SFDC Platform Developer 2 Certification
Hi everyone,
I am completed the Multiple choice questions for Platform Developer 2 as well as the super badges, can someone help me to understand how do I get the certificate.
Thanks
I am completed the Multiple choice questions for Platform Developer 2 as well as the super badges, can someone help me to understand how do I get the certificate.
Thanks
Best Answer chosen by Manj_SFDCPlease check below post. That will help you
1) http://certification.salesforce.com/platformdeveloperII
2) http://certification.force.com/pkb/articles/Public_KB/Changes-to-Platform-Developer-II
Congrats - you’re on the path to earning PDII! What happens next? In order to grant you the PDII credential, we’ll need to link your Webassessor and Trailhead accounts. Here’s the process:
Step 1 - Link Your Accounts: Once you complete the requirements in Trailhead, we will send you an email with instructions on how to link your accounts. Click here (http://certification.force.com/pkb/articles/Public_KB/Link-Your-Trailhead-and-Webassessor-Accounts)for more details about this process.
Step 2 - We Grant You the Credential: Once you’ve successfully linked your accounts, and you’ve completed all requirements for PDII, we will grant you the credential within 1 week. You will receive an email notification with your certificate and logo which you can then proudly display!
Note: Your credential certified date will reflect the date your credential was issued in Webassessor.
1) http://certification.salesforce.com/platformdeveloperII
2) http://certification.force.com/pkb/articles/Public_KB/Changes-to-Platform-Developer-II
Congrats - you’re on the path to earning PDII! What happens next? In order to grant you the PDII credential, we’ll need to link your Webassessor and Trailhead accounts. Here’s the process:
Step 1 - Link Your Accounts: Once you complete the requirements in Trailhead, we will send you an email with instructions on how to link your accounts. Click here (http://certification.force.com/pkb/articles/Public_KB/Link-Your-Trailhead-and-Webassessor-Accounts)for more details about this process.
Step 2 - We Grant You the Credential: Once you’ve successfully linked your accounts, and you’ve completed all requirements for PDII, we will grant you the credential within 1 week. You will receive an email notification with your certificate and logo which you can then proudly display!
Note: Your credential certified date will reflect the date your credential was issued in Webassessor.
What is the best way to get ListViews and related filters?
I need to fetch ListViews and related filters, say for Account object. I know StandardSetContoller has methods - getListViewOptions() and getFilterId() methods which are helpful. However, the maximum record limit for StandardSetController is 10,000 records. In my case there are records more than 10,000. How do I implement this so that I can handle records more than 10,000?
Best Answer chosen by Vaibhav ShettiUnfortunately I don't think there is a way to do this. The limitation of the StandardSetController is a hard and fast limit of 10K. We cannot do anything.
I think you will have to use the REST API to access the SOQL behind a list view and build our own UI.
Here is an Apex Class - https://github.com/shrutis22/Record-Lookup/blob/master/src/classes/ListViewAPI.cls that I used a long ago to accomplish this.
Using the Apex Class + REST API, you can get the SOQL query behind the LIST VIEW. You can then use OFFSET and LIMIT to show more records.
I think you will have to use the REST API to access the SOQL behind a list view and build our own UI.
Here is an Apex Class - https://github.com/shrutis22/Record-Lookup/blob/master/src/classes/ListViewAPI.cls that I used a long ago to accomplish this.
Using the Apex Class + REST API, you can get the SOQL query behind the LIST VIEW. You can then use OFFSET and LIMIT to show more records.
[Account].Parent.Organization_Type__c (DID NOT WORK)
[Account].Organization_Type__c (WORKED PERFECT)