There is a lookup on the Opportunity teams to Employee role but it still doesnt show when I try to create a report type. I have tried adding the Empl role object via lookup in the report type but no luck.

Any idea how this can be achieved?

I hae an apex class that converts the reports to a pdf and sends an email to the user.

Here is the Apex Class -
public class ReportChartController{

    public String reportId { get; set; }

    public List<Report> reportIdList {get;set;}
    
    public List<SelectOption> reportOptionList {get;set;}
    
    //retrive list of reports
    public ReportChartController(){
        reportIdList = new List<Report>();
        reportOptionList = new List<SelectOption>();
        for(Report rpt : [select Id,Name,FolderName from Report where FolderName='Print Folder']){
            System.debug('Report Name :'+rpt.Name);
            reportIdList.add(rpt);
            reportOptionList.add(new SelectOption(rpt.Id,rpt.Name));
        }
    }
        
    public PageReference reportSelectionChange(){
        System.debug('Selected Report '+reportId);
        String url = '/apex/ReportPDF?rptid='+reportId;
        PageReference pageRef = new PageReference(url);
        pageRef.setRedirect(false);
        return new PageReference(url);
    }
    
    public void sendEmail(){
        String email = UserInfo.getUserEmail();
        System.debug('Report ID :'+reportId+' Email: '+email);
        ReportUtils.sendReportExcelAttachment(reportId, email);
    }
    
    public void emailPDF(){
        String email = 'test@usbank.com';
        System.debug('Report ID :'+reportId+' Email: '+email);
        ReportUtils.sendReportPDFAttachment(reportId, email);
    }    
  }

Can someone help me in completing the test class.

Here is the test class-
​@isTest
public class ReportChartController_Test {
    
    static testMethod void reportSelectionChange()
    {
        test.startTest();
        List<Report> report_Obj  =  [SELECT Id,FolderName,Name from Report];
       // System.assertEquals(true,report_Obj.size()>0);
        ReportChartController rc = new ReportChartController();
        rc.reportId = (String)report_Obj.get(0).get('Id');
        rc.reportIdList = report_Obj;
        rc.reportOptionList = new List<SelectOption>();
              
        rc.reportSelectionChange();
      //  rc.sendEmail();
       // rc.emailPDF();
        test.stopTest();     
    }
  }

Thanks,
Kushi

There is a lookup on the Opportunity teams to Employee role but it still doesnt show when I try to create a report type. I have tried adding the Empl role object via lookup in the report type but no luck.

Any idea how this can be achieved?

Hi,

I tried to user appexchange for this like EasyDescribe/Schema surfer but it doesn't include description... Any ideas?

Thanks!

Hi All
I have a requirement like i have 20 user which have manager aslo.when i am creating record it will display record owner ,but want to populate manager of that perticular user..How can i map this 

Hi, 

  I need to create a formual field based on a date which quater it belongs to and the week 

  Example : Date = 1-Jan-2018 I need a formula to display as Q4-W1
                   Date = 1-Feb-2018 I need a formula to display as Q1-W1
                   Date = 8-Feb-2018 I need a formula to display as Q1-W2
                   Date = 1-May-2018 I need a formula to display as Q2-W1
                   Date = 8-May-2018 I need a formula to display as Q2-W2

Please suggest me how to get this done in using salesforce formula.

Thanks
Sudhir

Does salefsorce dataloader support bulk api 2.0?

HI All,

Actually my requirement is whenever case is created or closed a case , at that time i want calculate fiscal quarter based on calendar.
Below function is working using formula filed. but i have sturck . please let me know how to write a condtion for whenever case is created or closed a case on Maintance record type.

For your refrence here i am enclosing my code.
 

CASE(
    MONTH(TODAY()),

    1, "Q1",
    2, "Q1",
    3, "Q1",

    4, "Q2",
    5, "Q2",
    6, "Q2",

    7, "Q3",
    8, "Q3",
    9, "Q3",

    "Q4"
)

Please help me on this.

Thanks,
Chanti.​

I am developing this in SFDC.
I have a custom field whose type is URL.
I noticed that if I do the following, I can set the url of the case record.
myCase.customField = 'xxx.salesforce.com/recordid_of_othercase/d'
I would like to create 5 links of 5 different recordids in this custom field instead of having just one link for one recordid.
Q1. Can I do this in one custom field in some way or should I create 5 custom fields and fill each field with recordid?
Q2. I heard that I can change the way the url looks, having caseNumber field instead of a long url. What is the exact format of the code for this?
Thank you.

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

While the API docs have a lot of great examples using cURL, I don't see an example of how to actually obtain the access token. I tried the following with no joy:

 

 

curl grant_type=authorization_code \
  client_id=MY-CONSUMER-KEY \
  client_secret=MY-CONSUMER-SECRET \
  https://na5.salesforce.com/services/oath2/token

 

 

Thanks

 

Jeff Douglas

Appirio, Inc.

http://blog.jeffdouglas.com

 

Author: The Salesforce Handbook

When someone takes the time/effort to repspond to your question, you should take the time/effort to either mark the question as "Solved", or post a Follow-Up with addtional information.  

 

That way people with a similar question can find the Solution without having to re-post the same question again and again. And the people who reply to your post know that the issue has been resolved and they can stop working on it.