I have a requirement where a customer has pushed one email to Account object (outlook integration). Now he wants to associate same email to opportunity object . Is there any way he can do it directly in salesforce?

how can I create salesforce report on Account object chatter feed which displays text chatter posts and field changes both.
Similar report I need for meeting notes obect as well

Hi All, I have a client requirement where they want to see all child accounts chatter posts  on Parent Account record page.  So If parent account A has child accounts B and C. Chatter posts from B and C should be visible on A.
How can I achieve this using using flow or PB please advise?

I have a requirement where community Portal users(Technician Manager) need to create a payment application record with all the cost details entered by (Technician)[Group of work orders]

Once the Payment application record is created, it goes for adjustment between Technician Manager and Internal Manager(web app user) for cost adjustment.

Any recommeded component or app exchange tool, kindly suggest.
 

Hi All,

I have a requirement to implement a button on Account. when user clicks on that button, it validates few mandatory fields fields like - Gender, Date of Birth and Primary Address. If user populates all the fields, this button converts the record from 'ABC' record type to 'XYZ' record type.

I created a custom button 'Convert', which is calling a flow in the backend. In that flow, I  build a screen component which is displaying text based on the empty mandatory fields:
But user experience is not really good, it shows somwthing like below:

I want to display this message dynamically something like below:
(If all the other mandatory fields are filled except Gender, Salutation)

'Kindly fill Gender and Salutation'

Thanks in Advance

There is a validation message which has been written on Account object
Validation Rule:

Rule NameProspect_Status_InactiveActive
Error Condition FormulaAND(
NOT( $Setup.Bypass_Validation_Rules__c.Prospect_Status_Inactive__c),
OR(RecordType.DeveloperName = 'Prospect_Corporate_Trust',
RecordType.DeveloperName = 'Prospect_Individual'),
ISPICKVAL(Prospect_Status__c, 'Inactive'),
NOT(ISCHANGED(Prospect_Status__c))

)
Error MessageCannot edit Prospect in Inactive Status

This message is working fine on Account object but when I am trying to update any of the associated object, it gives below message for each activity action, can somebody please help me to understand this

Thanks in Advance

I need to create a custom button on Account  , when user clicks that button, it should kick a Lightning flow which then turns the record type for Account. Can somebody please point me to the solution as in how to build it.

I need to expose a visualforce page on a custom object( Support Request) when SLA is breached for that support Request.
When Today date>= SLA Due Details, visualforce component on the Support Request page should show below message
"SLA Breached, please treat this on priority"

I have created below VF page and trying to expose on the page layout:

<apex:page standardController="Support_Request__c"> if (SLA_Details__c == null) { ApexPages.addmessage(new ApexPages.message(ApexPages.severity.WARNING,'SLA Breached')); return null; } </apex:page>

But its not working fine, Kindly suggest

 Below is the Code Snippet. Kindly guide me how to change it to Lightning
{!requireScript("/soap/ajax/33.0/connection.js")}
{!requireScript("/soap/ajax/33.0/apex.js")}

sforce.connection.sessionId = '{!$Api.Session_ID}';

var g_current_opportunity_record = null;
var offer_no = "{!Opportunity.Offer_No__c}";
var current_date = new Date();
var current_year_str = current_date.getFullYear().toString();
var g_current_year_short = current_year_str.substring(current_year_str.length-2);
var g_current_opportunity_year_short = null;
var opp_level = "{!Opportunity.nat_Level__c}";
try
{
if (offer_no == null || offer_no == "")
{
var result = sforce.connection.query("SELECT Id,Offer_No__c FROM Opportunity WHERE Id = '{!Opportunity.Id}'", {
onSuccess : opp_record_query_success,
onFailure : query_failure
});
}
else
{
alert("Error: Offer Number already exists for this opportunity");
}
}
catch (error)
{
console.log(error);
}

function opp_record_query_success(result)
{
console.log(result);

var records = result.getArray("records");
g_current_opportunity_record = records[0];


// Get the number of existing opportunities with

if (opp_level == "Budgetary")
{
var result_num_of_opps = sforce.connection.query("SELECT Offer_No__c FROM Opportunity WHERE Offer_No__c LIKE '"+current_year_str+"-%'", {
onSuccess : opp_count_query_success,
onFailure : query_failure
});}
else
{
var result_num_of_opps = sforce.connection.query("SELECT Offer_No__c FROM Opportunity WHERE Offer_No__c LIKE '"+current_year_str+"-%'AND RecordTypeId = '01280000000BcrZ' " , {
onSuccess : opp_count_query_success,
onFailure : query_failure
});}
}

function opp_count_query_success(result)
{
var records = result.getArray("records");
var max_serial_number = 0;

for (var i = 0; i < records.length; i++)
{
var opp_number_str = records[i].Offer_No__c;
var curr_serial_number = null;

if ((opp_number_str != null) && (opp_number_str != ""))
{
// 2016.0850
var opp_num_frags = opp_number_str.split("-");
curr_serial_number = parseInt(opp_num_frags[1]);

if (curr_serial_number > max_serial_number)
{
max_serial_number = curr_serial_number;
}
}
}

// Assemble the code


code2 = max_serial_number+1;

if (opp_level == "Budgetary")
{
var code = ""+current_year_str+"-"+PadZeroesLeft(code2,4);
}
else
{
var code = ""+current_year_str+"-"+PadZeroesLeft(code2,4);
}
var opp_to_update = new sforce.SObject("Opportunity");
opp_to_update.Id = g_current_opportunity_record.Id;
opp_to_update.Offer_No__c = code;

var opp_update_result = sforce.connection.update([opp_to_update]);

if (opp_update_result[0].getBoolean("success"))
{
location.reload();
}
else
{
console.log("Could not update the Offer Number");
console.log(opp_update_result);
}
}

function query_failure(error)
{
console.log("An error has occurred: " + error);
}

function PadZeroesLeft(target_num, length)
{
var target_str = target_num.toString();
var zero_pad = "";
for (var i = 0; i < length - target_str.length; i++)
{
zero_pad += "0";
}

return zero_pad+target_str;

I have created a report in Salesforce org, which fetches 60 records. I have shared that report with one community user.

Now when I logged in with that community user, under Reports, he can view only those cases where he is assigned as contact name , basically only 18 records not all 60 records which ideally he should.

I have already shared all the accounts with that user and under My cases , he can view all those cases and when he switches to this report, this reports filters all the data where he is not assigned as 'contact name'

Encountering below issue when a community user try to send email to (email to case service address) to create case in Salesforce.

EXTERNAL: Do not click links or open attachments if you do not recognize the sender.

The following errors were encountered while processing an incoming email:

CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY : CaseTrigger: execution of AfterInsert

caused by: System.DmlException: Update failed. First exception on row 0 with id 5000y00001dtyPHAAY; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY, CaseTrigger: execution of AfterUpdate

caused by: System.DmlException: Update failed. First exception on row 0; first error: MISSING_ARGUMENT, Id not specified in an update call: []

Class.TriggerHandler_Case.runAllAfter: line 270, column 1
Class.TriggerHandler_Case.afterUpdate: line 212, column 1
Class.TriggerHandler.run: line 47, column 1
Trigger.CaseTrigger: line 11, column 1: []

Class.serviceConsoleUtils.setEntitlement: line 125, column 1
Class.TriggerHandler_Case.ProcessServiceConsoleEntitlements: line 369, column 1
Class.TriggerHandler_Case.afterInsert: line 174, column 1
Class.TriggerHandler.run: line 45, column 1
Trigger.CaseTrigger: line 11, column 1
 

I have a requirement where a customer has pushed one email to Account object (outlook integration). Now he wants to associate same email to opportunity object . Is there any way he can do it directly in salesforce?

Hi All,

I have a requirement to implement a button on Account. when user clicks on that button, it validates few mandatory fields fields like - Gender, Date of Birth and Primary Address. If user populates all the fields, this button converts the record from 'ABC' record type to 'XYZ' record type.

I created a custom button 'Convert', which is calling a flow in the backend. In that flow, I  build a screen component which is displaying text based on the empty mandatory fields:
But user experience is not really good, it shows somwthing like below:

I want to display this message dynamically something like below:
(If all the other mandatory fields are filled except Gender, Salutation)

'Kindly fill Gender and Salutation'

Thanks in Advance

There is a validation message which has been written on Account object
Validation Rule:

Rule NameProspect_Status_InactiveActive
Error Condition FormulaAND(
NOT( $Setup.Bypass_Validation_Rules__c.Prospect_Status_Inactive__c),
OR(RecordType.DeveloperName = 'Prospect_Corporate_Trust',
RecordType.DeveloperName = 'Prospect_Individual'),
ISPICKVAL(Prospect_Status__c, 'Inactive'),
NOT(ISCHANGED(Prospect_Status__c))

)
Error MessageCannot edit Prospect in Inactive Status

This message is working fine on Account object but when I am trying to update any of the associated object, it gives below message for each activity action, can somebody please help me to understand this

Thanks in Advance

I need to expose a visualforce page on a custom object( Support Request) when SLA is breached for that support Request.
When Today date>= SLA Due Details, visualforce component on the Support Request page should show below message
"SLA Breached, please treat this on priority"

I have created below VF page and trying to expose on the page layout:

<apex:page standardController="Support_Request__c"> if (SLA_Details__c == null) { ApexPages.addmessage(new ApexPages.message(ApexPages.severity.WARNING,'SLA Breached')); return null; } </apex:page>

But its not working fine, Kindly suggest

I'm trying to get through the service cloud superbadge, and challenge 3 is giving me this issue

"We can't find Entitlements on the Case Lightning Page. Ensure Entitlements are visible on Cases in Lightning."

I've got entitlements on the case record page, via the parent account, and I've got entitlements history via the parent Entitlement Name.. 

What is it actually looking for? 

I will be having email alerts sent to clients and I want their replies to go to an Email Service address. But I can't simply make that long address the "From" address because that must be an org-wide approved email address, which you cannot do with an email service address. 

So, it's been suggested to me to use an org-wide approved address (sales@company.com etc) and simply set up that email account to automatically forward all of its mail to the long email service address. However, I can't use the long email service address as a destination address in the forwarding process either. Gmail needs to send a verification to whatever email will be used and I cannot perform an approval for the email address, or at least I don't know how to.

How can I accomplish this ? 

Thank you.