We have created a few different opportunity product page layout intended to be used based on the type of opportunity. Is there a way to control what page layout to use no matter what user profile ?

 

Also, can the multilineitem.jsp page(s) be replaced by a new visualforce page(s) ?

 

Thanks

 

Nathalie

While creating/editing a custom object record, Id like users to be able to click a link or button that would open a new window. Is it possible to add such component to the edit page? And if so, what would be the best way to do it, ideally without creating a whole new Visualforce page... 

 

Thanks !

 

Nathalie

 

 

Anyone using the free appexchange Address Advantage from Salesforce Labs ?

 

We are experiencing problems with this app. It works just fine for a while, than sudently starts malfunctioning. The only fix we've found is to uninstall the package, re-install and re-do the customizations (app is in English; our users are French).

 

Below is a screen shot of the error we get:

 

Clicking OK closes the Address popup, which is a big problem for us since most users don't have the right to edit the address directly on the page layout.

 

Note that we have translated some states/provinces values, but it seems unprobable to be causing the bug.

 

Any idea or experience with this app will be greatly appreciated !

 

Thanks

I'm running into an unexpected behavior when converting leads.

 

We use 3 different processes/recort types for leads.

 

Users have default process/record type set to A so users don't have to chose when creating a new lead. They should move the lead to type B and then type C as they work on it. Type C is the only one where the associated page layout displays the CONVERT button.

 

The problem is, when users hit the CONVERT button, the conversion page only offers the converted status associated with the initial process/record type A (which status was identified as the "converted" one only because a process must have at least one converted status; it is not intended to be used when converting leads).

 

Has anyone experienced the same problem ? Is there something we're fogetting to set up, better ways to use processes/record types or a workaround ?

 

Thanks !

 

Nathalie

Is there a way to not display the Name field of a custom object in the create/edit page layout?

 

We want to populate the Name field using a blend of info from other fields, so we can enforce naming convention (such as XYZ-[Account Name]-[date]). Have already created an S-control that does it uppon clicking the Save button. Now the only thing is we have to ask users to ignore the mandatory Name field... which really isn't intuitive since they are used to not leave any mandatory field blank.

 

Any idea ?

I have very limited programing skills and would like feedback telling me if what we are trying to do can be done or not.

 

There's a "Negotiated discount rate" field on Accounts. We need to make sure reps aren't giving more discount than what was negotiated, or if they need to, make sure their manager has approved such discount. How can we compare the discount entered by a rep against the discount on the account record ? I thought of an s-control that could go grab the account's discount and then do a simple validation... Can such s-control run as soon as the Account lookup field is populated on an opportunity record, in edit mode ? If not, what would you suggest to be a good user-friendly process to grab the account's discount and compare it against the discount entered on a new opportunity record ?

 

Note that we can't overwrite the create new opportunity button on the account page to pre-fill data on the opportunity record. Users have to create opportunities from various objects depending on the type of opportunity (such as from a Project custom object). Ideally, we'd like a process that would work for any scenario, no matter the starting point of the new opportunity.

 

Many thanks for your help !

 

Hello all,

 

We have a bunch of custom objects for which we'd like to have relevant record names automatically populated. The auto number option fills the "auto" need, but using numbers makes searching and finding the right record more difficult for users. Are there other options ? Being able to name record based on, for example, the related record name + current month would be awesome. Any help and suggestion will be appreciated.

 

Thanks !

While creating/editing a custom object record, Id like users to be able to click a link or button that would open a new window. Is it possible to add such component to the edit page? And if so, what would be the best way to do it, ideally without creating a whole new Visualforce page... 

 

Thanks !

 

Nathalie

 

 

Is there a way to not display the Name field of a custom object in the create/edit page layout?

 

We want to populate the Name field using a blend of info from other fields, so we can enforce naming convention (such as XYZ-[Account Name]-[date]). Have already created an S-control that does it uppon clicking the Save button. Now the only thing is we have to ask users to ignore the mandatory Name field... which really isn't intuitive since they are used to not leave any mandatory field blank.

 

Any idea ?

I have very limited programing skills and would like feedback telling me if what we are trying to do can be done or not.

 

There's a "Negotiated discount rate" field on Accounts. We need to make sure reps aren't giving more discount than what was negotiated, or if they need to, make sure their manager has approved such discount. How can we compare the discount entered by a rep against the discount on the account record ? I thought of an s-control that could go grab the account's discount and then do a simple validation... Can such s-control run as soon as the Account lookup field is populated on an opportunity record, in edit mode ? If not, what would you suggest to be a good user-friendly process to grab the account's discount and compare it against the discount entered on a new opportunity record ?

 

Note that we can't overwrite the create new opportunity button on the account page to pre-fill data on the opportunity record. Users have to create opportunities from various objects depending on the type of opportunity (such as from a Project custom object). Ideally, we'd like a process that would work for any scenario, no matter the starting point of the new opportunity.

 

Many thanks for your help !

 

hi click on setup->Customize->Activities->Activity Custom Fields-> While creating fields i do not get lookup data type. Can someone help me out please 

 

Thanks!

Hello all,

 

We have a bunch of custom objects for which we'd like to have relevant record names automatically populated. The auto number option fills the "auto" need, but using numbers makes searching and finding the right record more difficult for users. Are there other options ? Being able to name record based on, for example, the related record name + current month would be awesome. Any help and suggestion will be appreciated.

 

Thanks !