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  • Sandrine
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3 replies

manually share record with user

Hello,
i dont see the option to manuallu share the lead to a user, how can i do it.
thansk for suggestion
SOLVED
2 replies

Execute trigger which not of record type X

Hello,

I have 2 record types (X and Y) on the Account object.

If i want to execute a trigger which is not X what condition i can use

thank you for suggestion
SOLVED
1 replies

Signing a pdf doc live with docu Sign and then sending an email

Hello,

I have a usecase for docusign, where a marketing guy/girl clicks on a doc and once the doc is opened a customer signs it and once signed, an email is sent.

What are various bricks or what is solution in decomposed maner.

Thank you for suggestion
SOLVED
1 replies

Using checkbox and text in docusign

Hello,

With docusign we can ofcourse do a signature, but are there other elements that a user can dodirectl on docusign.

like wirte his name, chekc box before sgning.

If yes, how is it implemented ?
0 replies

Docusign tags integration in VF

Hello,

How are Docusign tags integrated in Salesforce visualfrce pages ?

 
1 replies

Open a PDf file attached to a Opportunity in VF on click of a file

Hello,

On an Opportunity i have Files sections, where user can upload any file fr example PDF.

My usecase is that, when the user clicks on the file, the pdf opens in Visualforce page.

Is there any solution possible,

thank you in advance.

 
SOLVED
1 replies

Docusign integration with Salesforce Prerequisite and integration tutorial

Hello,

Is there any document where it shows integration of DocuSign with Salesforce.

Mainly
1) Configuration
2) DocuSign Tags
3) Customizations

are there any prerequisites
thank you in advance

SOLVED
1 replies

Blocking for conversion of lead for profile

Hello,
for the conversion of lead, can we block it for certain profiles.
Thank you for suggestion
SOLVED
1 replies

Find profile of lead owner, possible without query

Hello,

How can i get the profile of owner in an apex code.
Ideally from the old map of trigger.

I have Trigger.oldMap:
for(Lead l : Trigger.oldMap){
    l
}

Thank you for sugestion
SOLVED
1 replies

Add event in Activity tab

Hello,

I want to display "New event" next to "New task",

i have added the "New Event" in section ""Quick Actions in the Salesforce Classic Publisher" and "Salesforce Mobile and Lightning Experience Actions"


tst

How can i add event to tab ?
thank you fir suggesion
0 replies

Merge two orgs

Hello,

I have a usecasetomerg two salesforc org. and data

Usecase 1) Send and receive data like webservice comunication.
Questiion: is there any simpler way to send data between two salesforce instead of writing Webservice

Usecase 2) display data of lead in another salesforce org

Thank you for suggestion
SOLVED
1 replies

Display popup on button click on record and send the values to backend for further operation s

Hello,

I want to display a custom button on a record. I use lighting. 
once the button  is clicked,  I want to display a popup which has a pickiest with value 1, 2. And a button tick, when the pick list is clicked  I want to send the value to apres class.

How can I implemeimplement case in lightning. 

Thanks for suggestions 
SOLVED
2 replies

SOQL for finding Lead from Contact

Hello,

When a lead is converted, how can i find out the lead whcih is associated with the Contact.
I want t find out the leadfrom the contact.

Wthank you for suggestion
0 replies

Popup to show some picklist and when choice is made send data to back end

Hello,

I want to have a popup on lead and when a button is clicked and to show 2 picklist, and ones the picklist is clicked i want to send that information toa apex class.
I am using lightning, how can i implement this usecase, 
I head about lightning web component, if some implementation guidlines, woule help me

Thanks
 
SOLVED
3 replies

User not able to see record after manual share of lead by apex code

Hello,

I have a lead, whcih i shared mannually to a user by apex code using/
below link.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_creating_with_apex.htm

User-added imageI can also see that lead is shared with user.
But when user see it it shows inssufiecuient proveliges.

what can be reason ?
SOLVED
1 replies

Territory Management option not available

Hello,

I dont find the option of Territory Management in quick find box .
Is there any step i am missing,

Thanks
SOLVED
1 replies

Profile setting for user to see the leads created and owned by him + territory manangement

Hello,

I want the user should see only leads created by him and if he is the owner.

What setting in my org i need to make to satisfy this usecase.

Profile:
Role: 
Sharing setting:
Permission sets:
Terriotary management: (If i want to implement territory whatsetting i need to make)

Also What is the difference between createdBy and owner ?

Thank you for sugestion
1 replies

Will the user see the record he doenst have access to

Hello,

If a user doesnt not have accessibility to certain record types, will he still those records ?

Thank you for sugestion
0 replies

Terriotary implementation in exisiting org

Hello,

I want to implement a territory management in my exssiting org
the terrirotary will depend on the postal code.
How is role and terirory related ?

Will the implementation have any impact on exsisting org

Thank you for sugestion
0 replies

does 2 way authentification works with browser on tablet

Hello,

I have auser who wants to use the salesforce from tablet.
He will use it on the google chrome.

If i implement " Two-Factor Authentication" , is it possible to use visa tablet on browser, or he needs to install the salesforce1 app

2 way authentification

thank you for suggestion
 
SOLVED
3 replies

How test a swagger in postman

Hello,

When somone gives a swagger, What else do we need to do to do testing in Postman.

is there any authentcation key i should ask ?

I imported the swagger and i directly clicked on send
I get below error
{
    "code": "500",
    "name": "Internal Gateway Error",
    "message": "error unknown
}
 
SOLVED
2 replies

process builder error message | DUPLICATES_DETECTED: Click on the links below to view or edit the potential duplicate records.

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 !
SOLVED
3 replies

How to override the Account page (recent accounts) Page

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
SOLVED
1 replies

Activate account as "Customer portal account"

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 !
SOLVED
3 replies

Object Settings option is not available in certain profiles

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
SOLVED
5 replies

Executing triggers for 100000 Records

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
SOLVED
5 replies

populating child value from parent with help of trigger

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
SOLVED
1 replies

Price book & Products | check access to people

Hello,

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

Thank you
SOLVED
4 replies

Force user to choose a picklist

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!
 
SOLVED
3 replies

getting data from webservice link

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
SOLVED
3 replies

tutorial to integrate Web service API using rest

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
SOLVED
2 replies

Calculating Distance between two places

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
 
SOLVED
9 replies

converting report in to PDF in Apex class

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
SOLVED
1 replies

show dependency for custom object

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.
SOLVED
5 replies

VF page inside dashboard

Hello,

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

locating dashboard

Hello,

How to check the number of dashboard created in salesforce.
 
SOLVED
3 replies

User not able to see record after manual share of lead by apex code

Hello,

I have a lead, whcih i shared mannually to a user by apex code using/
below link.
https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_bulk_sharing_creating_with_apex.htm

User-added imageI can also see that lead is shared with user.
But when user see it it shows inssufiecuient proveliges.

what can be reason ?
SOLVED
3 replies

Steps to take for creation of new record type in an exisitingorg

Hello,

What are the stpeps tofollow, tocreate a new record typein an exsiting org for 2 years.

Thank you for suggestion !
SOLVED
3 replies

When a button is clicked, call a method in class by passing few parameters

Hello,

I have certain fields on my paglayout. X, Y, Z.

I want to ad a button on the page, say..Custom button.

When "Custom button" is clicked, i want to call a APEXclassName.FunctionName(Value of CustomField X, Value of CustomField Y, Z).

I want to execute like this.

How cani implement the same

Thank you in advance
SOLVED
2 replies

constructing a nested JSON from the SOQL query

Hello,

I am making a SOQL quesry to object contact and lead.

From the values i get from the SOQL query, i will construct need to construct a JSON

I have multiple tree, like example below:
https://json.org/example.html 
{
    "glossary": {
        "title": "example glossary",
		"GlossDiv": {
            "title": "S",
			"GlossList": {
                "GlossEntry": {
                    "ID": "SGML",
					"SortAs": "SGML",
					"GlossTerm": "Standard Generalized Markup Language",
					"Acronym": "SGML",
					"Abbrev": "ISO 8879:1986",
					"GlossDef": {
                        "para": "A meta-markup language, used to create markup languages such as DocBook.",
						"GlossSeeAlso": ["GML", "XML"]
                    },
					"GlossSee": "markup"
                }
            }
        }
    }
}

How can i construct a JSON from SOQL responce?
SOLVED
2 replies

Error while converting lead "Unable to convert lead that is in use by workflow."

Hello,

When i am trying to convert lead, i have below error:
  
Unable to convert lead that is in use by workflow.

when i check in debug logsi dont see any errors, i only have few logs saying it entered managed package..
Can someone guide me ?

 
SOLVED
3 replies

Reply to gives the HTML tags

Hello,

I have email template that user receives.
When the user replies to this email, they get the HTML tags too.

How can i get rid of HTML tags in this case ?
 
SOLVED
2 replies

Processbuilder posting on chatter group | error that group isarchived - but group is active

Hello,

I have a process builder where it posts on chatter. the process builder is giving error sayig that the chatter group is archived.
but when i check the group,it is active.

Howcan i debug this issue ?
thankyou for advice
SOLVED
3 replies

Putting URL on the Page - dynamic link (if possible)

Hello,

How can i add a URL link to a VF page layout and is it possible that it can be dynamic as i wanted to do url passing.

thank you in advise
SOLVED
4 replies

EmailTemplate text appears in different color to few users

Hello,

I have an emailTemplate.

When the email is sent to the clients, first word HELLO, which is in bold appears to be in different color to some users.

What can be the reason for this unusual behaviour ?
SOLVED
4 replies

error You must specify a verified Org Wide Email Address for this sender type

Hello,

I have below error when deploying a process builder with the email alert
You must specify a verified Org Wide Email Address for this sender type

what canbe the workaround ?
SOLVED
2 replies

responseof distance server size limit exceeded 


 


Hello,

I have "organisation wide adress" but sometimes, when users sends the email: he gets this error message.
  
responseof distance server
552 size limit exceeded

Thanks for advise
SOLVED
7 replies

Restrictions for dashboard filters

Hello,

I was trying to add a "dashboard filter" in lighning.
I am getting only "date" fields for filter.

What are limitations for dashboard filter ?

Thank you for inputs 
SOLVED
3 replies

Not able to find archived chater group in Lighning

Hello,

I am using lightning.

How can see the archived chatter groups ?
Are than any impacts to acivate or diactivate a chatter group ?

Thank you for suggetion
2 replies

Undelivered emails from salesforce | Reason ?

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.