We have an external application which relies on there always being one Lead or Contact record for each of its users. If a user's record is deleted in SFDC, it causes problems with that user's access to the external app. Because the external app is what creates the majority of SFDC Leads and Contacts for us, we are able to reduce duplicates. However, occasionally we will import leads from third parties via the Import Wizard or Data Loader, so we will end up with duplicates (that is, leads that have the same email address as registered users from our external app). The existence of duplicates in itself does not cause a problem, but when one of our SFDC users does a Find Duplicates and Merge through the UI, the potential exists for the Lead that is critical to the external app to be deleted (that is, if it is not selected as the master record).
We are trying to eliminate the possibility of this procedural error, but our developer is having trouble. Due to a language barrier, I am posting this message on his behalf. According to him:
"I still trying to find the better way how SalesForce can automatically prevent wrong operations (merging DB added -> Manually added). But it seems like SalesForce person will need to control the process by himself. The problem – Lead have not trigger for OnMerge event. When Leads are merging the two events will be raised and associated triggers will be executed: OnDelete (for non Master Leads) and OnUpdate (for Master Lead) and only one place where I can do something related to merging: in OnAfterDelete trigger MasterRecordId field of deleted Leads setting up to master Lead’s ID. So, I can load master Lead and compare values of some fields of master Lead and deleted Lead. But it does not give a guarantee that values of important fields (VisitorId, VisitorStatus for example) will not be changed. Maybe you can ask someone in SalesForce how we can control merging process? Triggers cannot give us necessary flexibility or I just cannot find the way."
Have any of you had experience with controlling the merge interface, and so you know of a way that it can be controlled so a specific record is always the master record, and certain of its field values can never be overwritten (i.e., the user would be unable to select corresponding fields on the other leads to appear on the final merged lead)?
Is it possible to create a lead field -- either through the UI or with Apex* -- that would show the number of all other unconverted leads with the same domain name in the email field? I don't want to de-dupe these leads, just for each lead to show how many leads from the same company exist.
Aside from the conversion status, I would possibly need to filter on Lead Status and Last Modified Date.
Thanks for any help!
*Unfortunatley, I know nothing about Apex except having done the "Hello World" exercise.
Yearsago, FileMaker Pro had a field type called "Lookup" which essentially copied and pasted into itself the current value of a field in a related object. I am trying to do the same thing in SFDC.
I have a custom object called "VF_Invoice" which is the child to Opportunity. I want to click the "New" button above the "VF Invoice" related list and create a record that pre-populates fields based upon the current values of Opportunity fields, but I don't want those field values to change if their counterparts on the Opportunity record change. Ideally, these pre-populated VF Invoice fields could then be edited manually by the user if needed.
Is this possible? I am very new to Apex code (my only programming experience is some CGI with Perl), so any examples with as much explanation as possible would help.
Yearsago, FileMaker Pro had a field type called "Lookup" which essentially copied and pasted into itself the current value of a field in a related object. I am trying to do the same thing in SFDC.
I have a custom object called "VF_Invoice" which is the child to Opportunity. I want to click the "New" button above the "VF Invoice" related list and create a record that pre-populates fields based upon the current values of Opportunity fields, but I don't want those field values to change if their counterparts on the Opportunity record change. Ideally, these pre-populated VF Invoice fields could then be edited manually by the user if needed.
Is this possible? I am very new to Apex code (my only programming experience is some CGI with Perl), so any examples with as much explanation as possible would help.
I am trying to create a custom formula that takes the Case Owner Role and determines a geographical location of that Case Owner. I've tried the following, but according to Salesforce Support, the $UserRole.Name is actually the current user, not the Case Owner. Any help would be appreciated.
CASE ($UserRole.Name,"Product Support 1 (Denver)" ,"Denver", "Product Support 2 (Denver)" ,"Denver", "Ratings Product Support (Denver)" ,"Denver", "Manager Client Services (Denver)" ,"Denver", "Manager Product Support 1 (Denver)" ,"Denver", "Manager Product Support 2 (Denver)" ,"Denver", "Sales Inquiry (Denver)" ,"Denver", "Manager Client Services - Europe" ,"London", "Manager Product Support - Europe" ,"London", "Product Support - Europe" ,"London", "Support - Pacific" ,"Asia-Pacific", "Support - Japan/Korea" ,"Asia-Pacific", "Support - Asia" ,"Asia-Pacific","New York")
