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  • Kevin - App-X
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2 replies

SF Partner considering SF3 for client deployment - any words of advice?

we are a sfdc partner and we have a client with mac users.

they would like to sync contacts and appts between mac and sfdc

we are considering recommending sf3 but we want to understand user experiences because we may be responsible for helping them troubleshoot if we run into problems.

they are using Kerio Connect as a mail/contacts/calendar server

 

 

1 replies

Case from Opportunity -error trying to modify S-Controls for dummies example

Hi,

I am trying to create a case (and other object after I figure this out) from an opportunity.
 
I found an example that was similar from the Dreamforce 06 session "S-Controls for Dummies".
 
I modified this a little to try to close an opportunity and auto generate a case from it.  There appears to be an error in the java script that is not allowing for the creation of the case.  The opportunity stage is getting updated but create case is not happening.  Once I get this to work, I am going to try to create some tasks associated with the case.  An alternative would be to create a template case with the appropriate tasks added.  Is it possible to invoke the "clone" action on a case and then include child tasks that are associated with it?
 
Thanks!
 
kevin
 
 
type="text/javascript"></script>
<script language="JavaScript">
var oppId = '{!Opportunity.Id}';
var accountId = '{!Opportunity.AccountId}';

function onLoad() {
//Login to Salesforce.com via AJAX
sforceClient.init("{!API.Session_ID}", "{!API.Partner_Server_URL_60}");
//alert("logged in");
window.setTimeout(";", 1000);
//Check to see if we are standalone or hosted in scontrol
if (sforceClient.getSessionId().indexOf("API_Session_ID") != -1) {
document.getElementById("divLoginBox").style.display = "block";
} else {
//Continue with our initialization
closeOpp();
}
}
function closeOpp() {
var bean = new Sforce.Dynabean("Opportunity");
bean.set("Id",oppId);
bean.set("StageName","Closed");
//bean.set("RecordTypeId","Closed");
bean.save();
//alert("closed Opp");
createCase();
}
 
function createCase() {
var beanCase = new Sforce.Dynabean("Case");
beanCase.set("AccountId",accountId);
beanCase.set("Status","New");
beanCase.set("Origin","Web");
var saveResult = sforceClient.Create([beanCase])[0];
//alert("SaveResult ="+saveResult);
var caseId = saveResult.id;
 
top.window.close();
parent.parent.frames.location.replace("/"+caseId+"");
}

</script>

<script type="text/javascript">
setTimeout("onLoad();",2000);
</script>
<body>
<center>
<br>
<table width="100%">
<tr>
<td align=center><span class="moduleTitle">Closing Opportunity and Creating Case...Please Wait</span>
</td>
</tr>
<tr>
<td>&nbsp;</td>
</tr>
<tr>
<td align=center>
<img src="/img/waiting_dots.gif" border="0" width=156 height=34>
</td>
</tr>
</table>
</center>
</body>
 
 
1 replies

Invitation to Test New Server-side Exchange to Salesforce Synchronization

 

I invite desktop community members to test a new Microsoft Exchange and Salesforce integration we released in October. Riva delivers server-side, transparent synchronisation, integration and interoperability between Salesforce and Exchange - NO Outlook plug-ins required!  Riva provides transparent synchronization of address books, appointments and tasks with direct access to opportunities, quotes, etc. from your Outlook, Outlook WebAccess, BlackBerry, etc. clients.  Riva even allows you to SmartConvert emails into opportunities and assign emails to opportunities, cases, quotes, etc. directly from Outlook.

 

http://www.omni-ts.com/newsroom/exchange-crm-integration.html

 

I would look forward to receiving feedback from community members.

 

Best regards,

 

Aldo Zanoni

CEO, Managing Director

Omni Technology Solutions, Inc.

http://www.omni-ts.com

  • October 31, 2009
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3 replies

Need a couple of S-Controls built

Hi,
 
I need atleast one and possibly a couple more S-Controls built.
 
If you know what you're doing should be pretty quick - you may already have some of this done.
 
First need is for a form to collect info for a new opportunity in a pop up form.  
 
User clicks "New Opportunity" button and a form pops up.
Collect basic info on the opportunity from a couple of standard fields (account, amount, close date) and atleast one custom field which will be a pick list.  This is likely to change (ie more/different fields added) so it needs to be built in a flexible manner
 
Once the info is collected, submit action on the form should create the opportunity record.  When creating the opportunity, the value in the custom pick list and the name of the account should be concatenated and placed in the Opportunity Name field. 
 
The user should be taken to the Opportunity Detail screen for the new opportunity - not the Opportunity Edit Screen.
 
If this one works out well, I'll probably have you build another S-Control that works in a similar fashion.  This will be a little more complicated though because it will collect info for the Account Object as well as a custom object that is a child to an account.  The script will need to create the Account Object, then the custom object and then take the user to the detail record of the custom object that was created.
 
All of this can be done remotely...please provide screen shots of similar Scontrols and an hourly rate and estimate of the time to complete the first one.
 
Thanks
 
Kevin