• Roslyn McGinty
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Is there a way to display dashboard in a visualforce page? I want to display a table kind of dashboard which i have in my dashboards folder and display it in the visualforce page in my site/portal. Any thoughts?



  • February 08, 2010
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I have a user who just installed the Office Connector from inside SF (in the Desktop Integration section of Personal Setup), and it appears to have installed a version 4.0 of the toolkit.


He's getting the "Can't find project or library" error that others have reported getting as a result of a mismatch between Version 2.0 of the toolkit and Version 6.16 of the Excel Connector.


Has there been an updated version of the Excel Connector that will work with Version 4.0 of the toolkit? If not, how do I downgrade him back to Version 3.0, since the only version that will download from SF setup is version 4.0?  


This is not the most technical of users, and I'm supporting him from 200 miles away, so I can't just go to his computer and do it for him. So asking him to go to the Developer Toolkit type sites and figure out what to do is asking for disaster. Please help!

We have several RecordTypes for our Contacts.  For our "Study Contact" page layout, all the appropriate detail fields are there, and we have a related list that shows Contacts that the current Contact has referred to us.  I want to hide the default New button on this related list and replace it with a "New Referral" button.  Clicking the "New Referral" button should invoke the New action, but set the RecordType to "Study Contact" behind the scenes and bypass the "Select Contact Record Type" page.
I have looked everywhere for examples, and managed to put together the following... but it still shows the "Select Contact Record Type" page.   I am putting the RecordType parameter in the parameter array and also including it directly on the URL just in case....  Help?
//First construct the new URL
var newUrl = "{!URLFOR( $Action.Contact.NewContact, null,
retURL=$Request.retURL], true)}&RecordType={!Contact.RecordType}";
//Then redirect the user to it

This is run in an Execute Javascript button.
I have tried putting the RecordTypeId value in there directly too (rather than use Contact.RecordType), but to no avail.
I'm also trying to automatically link the new Contact with the referrer Contact, and trying to pre-populate the Account ID.
Thank you for your help,

Is there a tool in salesforce that can mass upload documents (excel files) to specific Accounts, instead of manually uploading it from Notes and Attachments section?
Thanks and regards,
  • April 09, 2007
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