I want to be able to link two account recordss together to show two organisations are related in someway, but not through the account hierarchy.

 

I have tried creating a "junction Object" and displaying a related list but this only shows one side of the relationship. (I have used this very successfully for creating relationships between contacts and organisations, but these are two different objects)

 

Has anyone got any ideas on how to link two Accounts so you can see the relationship from either account page layout. 

I am trying to connect to gmail imap servers using emailtocase.

The setup goes OK but I am getting an error which looks like the
process is refused connection to the gmail server. I have had the
config files checked by salesforce.com tech support and they said they
were OK.

Has anyone tried this process, or a similar one before? Does it work?

Has anyone any ideas why I might not be able to connect.

Here is a clip from the error log I get when running the process.

2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  - Scheduling poll process against
imap.googlemail.com
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    Port    : default
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    UserID  : [email address]
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    Password:
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    Interval: 10 minute(s)
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    InBox   : Inbox
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    ReadBox : Sent Mail
2008-04-02 08:48:14,370 7163 [main] INFO
com.sforce.mail.EmailService  -    ErrorBox: Drafts
2008-04-02 08:48:14,370 7163 [main] INFO  com.sforce.SalesforceAgent
- Service imap.googlemail.com:0:[email address]:Inbox
successfully registered
2008-04-02 08:48:14,370 7163 [main] INFO  com.sforce.SalesforceAgent
- com.sforce.mail.EmailService  loaded as a timer service.
2008-04-02 08:49:29,268 82061 [Timer-0] ERROR
com.sforce.mail.GenericClient  - Unable to connect to mail service.
Service: imap.googlemail.com
User: [email address]

Message: Operation timed out;
  nested exception is:
        java.net.ConnectException: Operation timed out

End of LOG

The email address has been changed to protect privacy

I have been testing email to case but cannot seem to get it working. The error I get from the SalesforceAgent file is below:

Any one any ideas why this is failing? It says "File Not Found: C:\\EmailAgent\\email2case.txt" but this file ins in the EmailAgent Directory.

Thanks!

Log extract start

2008-03-30 23:40:00,999 141  [main] INFO  com.sforce.SalesforceAgent  - Loading configuration file sfdcConfig.txt

2008-03-30 23:40:00,999 141  [main] INFO  com.sforce.SalesforceAgent  - Parsing config file: C:\\EmailAgent\\email2case.txt

2008-03-30 23:40:00,999 141  [main] ERROR com.sforce.SalesforceAgent  - File Not Found: C:\\EmailAgent\\email2case.txt : C:\EmailAgent\email2case.txt (The system cannot find the file specified)

java.io.FileNotFoundException: C:\EmailAgent\email2case.txt (The system cannot find the file specified)

    at java.io.FileInputStream.open(Native Method)

    at java.io.FileInputStream.<init>(Unknown Source)

    at java.io.FileReader.<init>(Unknown Source)

    at com.sforce.SalesforceAgent.readFile(SalesforceAgent.java:286)

    at com.sforce.SalesforceAgent.loadConfig(SalesforceAgent.java:267)

    at com.sforce.SalesforceAgent.main(SalesforceAgent.java:125)

2008-03-30 23:40:00,999 141  [main] INFO  com.sforce.SalesforceAgent  - Unable to create configuration for service: com.sforce.mail.EmailService with file C:\\EmailAgent\\email2case.txt

Lof extract end

I am working on a help line app for a non profit who take calls from people to give advice and guidance.

When a person calls we need to create a case and a contact record. We create new case and then lookup the contact using the contact name look up button. We then hit new to create a new contact in the pop up window that appears. However not all the fields we want to populate are in that pop up window. Is it possible to customise that pop up window so we can populate additional fields on the contact record at the same time?

Also is there a way to get the Organisationto to default to Individual as with our callers they never need to be associated with an organisation ?

Would also welcome any suggestions as to how others have managed this work flow.

I am investigating using Email to case but on reading the documentation noted it needs an IMAP Mail Server and the agent has to be behind the orgs firewall. My organisation uses Google Mail. I know Gmail now has IMAP capabilities.

Has anyone any expereince of using EMail to case with Google Mail. Is it even possible?? Is there a workaround?
Also, what is the minimum infrastructure required to run the agent. Can it be on a PC?

Any views and comments welcome.

Thanks

ak

When I use BR() in a Formula field to create a line break the value looks fine ion screen but when used in a report that is exported to excel the line break gets translated to "_BR_ENCODED_". 

 

The same thing does not happen when the report goes to Excel via the Printable View button but that can't substitute for the Export option.

 

One other post seemed to indicate this this was addressed way back in Winter 07' but that does not seem true now. 

 

The Export to CSV via reporting also replaces the line break with the "_BR_ENCODED_" test string.

 

Anyone know if this is a bug or SF really intended for it to work this.  Also, anyone have a work around to this problem?  Would have thought it would be more common given there is no native Address data type and lots of people would be creating formula based formatted address fields.

 

Thanks

I want to be able to link two account recordss together to show two organisations are related in someway, but not through the account hierarchy.

 

I have tried creating a "junction Object" and displaying a related list but this only shows one side of the relationship. (I have used this very successfully for creating relationships between contacts and organisations, but these are two different objects)

 

Has anyone got any ideas on how to link two Accounts so you can see the relationship from either account page layout. 

I am trying to connect to gmail imap servers using emailtocase.

The setup goes OK but I am getting an error which looks like the
process is refused connection to the gmail server. I have had the
config files checked by salesforce.com tech support and they said they
were OK.

Has anyone tried this process, or a similar one before? Does it work?

Has anyone any ideas why I might not be able to connect.

Here is a clip from the error log I get when running the process.

2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  - Scheduling poll process against
imap.googlemail.com
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    Port    : default
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    UserID  : [email address]
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    Password:
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    Interval: 10 minute(s)
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    InBox   : Inbox
2008-04-02 08:48:14,369 7162 [main] INFO
com.sforce.mail.EmailService  -    ReadBox : Sent Mail
2008-04-02 08:48:14,370 7163 [main] INFO
com.sforce.mail.EmailService  -    ErrorBox: Drafts
2008-04-02 08:48:14,370 7163 [main] INFO  com.sforce.SalesforceAgent
- Service imap.googlemail.com:0:[email address]:Inbox
successfully registered
2008-04-02 08:48:14,370 7163 [main] INFO  com.sforce.SalesforceAgent
- com.sforce.mail.EmailService  loaded as a timer service.
2008-04-02 08:49:29,268 82061 [Timer-0] ERROR
com.sforce.mail.GenericClient  - Unable to connect to mail service.
Service: imap.googlemail.com
User: [email address]

Message: Operation timed out;
  nested exception is:
        java.net.ConnectException: Operation timed out

End of LOG

The email address has been changed to protect privacy

I have been testing email to case but cannot seem to get it working. The error I get from the SalesforceAgent file is below:

Any one any ideas why this is failing? It says "File Not Found: C:\\EmailAgent\\email2case.txt" but this file ins in the EmailAgent Directory.

Thanks!

Log extract start

2008-03-30 23:40:00,999 141  [main] INFO  com.sforce.SalesforceAgent  - Loading configuration file sfdcConfig.txt

2008-03-30 23:40:00,999 141  [main] INFO  com.sforce.SalesforceAgent  - Parsing config file: C:\\EmailAgent\\email2case.txt

2008-03-30 23:40:00,999 141  [main] ERROR com.sforce.SalesforceAgent  - File Not Found: C:\\EmailAgent\\email2case.txt : C:\EmailAgent\email2case.txt (The system cannot find the file specified)

java.io.FileNotFoundException: C:\EmailAgent\email2case.txt (The system cannot find the file specified)

    at java.io.FileInputStream.open(Native Method)

    at java.io.FileInputStream.<init>(Unknown Source)

    at java.io.FileReader.<init>(Unknown Source)

    at com.sforce.SalesforceAgent.readFile(SalesforceAgent.java:286)

    at com.sforce.SalesforceAgent.loadConfig(SalesforceAgent.java:267)

    at com.sforce.SalesforceAgent.main(SalesforceAgent.java:125)

2008-03-30 23:40:00,999 141  [main] INFO  com.sforce.SalesforceAgent  - Unable to create configuration for service: com.sforce.mail.EmailService with file C:\\EmailAgent\\email2case.txt

Lof extract end

I am investigating using Email to case but on reading the documentation noted it needs an IMAP Mail Server and the agent has to be behind the orgs firewall. My organisation uses Google Mail. I know Gmail now has IMAP capabilities.

Has anyone any expereince of using EMail to case with Google Mail. Is it even possible?? Is there a workaround?
Also, what is the minimum infrastructure required to run the agent. Can it be on a PC?

Any views and comments welcome.

Thanks

ak

I was reminded by the Data Loaders' original author (the infamous Lexi) today that the more recent versions only have minor functionality improvements in them, so rather than waiting for the source of those versions to get released, I went ahead and built a new OSX version of the data loader source that is there. This is v7.0 of the data loader, it includes export, insert, update, and upsert. (but not the FK externalId support). I think makes it about 2 revs out of date, but i think is still useful anyway. You can grab a copy from my blog