I really appreciate your time to make this post here but I would like to inform you that this community is focused on help with declarative configuration changes and non-programmatic solutions.
You have a better chance of getting relevant answers if you post it on one of the following forums [lots of talented developers out there who must have worked on similar problems before.
StackExchange [http://salesforce.stackexchange.com (http://salesforce.stackexchange.com)]
Official Developer Forum [https://developer.salesforce.com/forums]
For any configuration changes and point and click design solutions, feel free to post in this community and we will be glad to help you out.
Hope this helps.
I have a client that has asked me to migrate all her files and data from an old desktop computer to a new one. Her old Outlook data, for some reason, is in OST format. I have asked her if the computer used to be in an office environment connected to a server and she said no but who knows.
Anyway I was wondering if anybody knows of a free program to convert ost to pst. I need pst for her new Outlook on her new computer.
** I would suggest to try demo version before purchasing the software.
i'm searching something to add to Salseforce that allow me to create a page accessible without having a license and log in for my customer to fill in or modify a form with their information, than i manage the data that they send to populate the entity Account.
there is something that can please me?
You can make use of Force.com site and expose pages for the guest user to modify the data:
This will require some custom development skills and there is a restriction on a number of times the site is accessed.
Another option is creating a community but that requires extra licenses.
Choose your option based on business needs
I have 19 accounts/profiles in the success community, from past projects, different orgs etc. Can anything be done?
Ideally I'd like just one - is it possible to merge or delete?
Creds for some of these accounts are long forgetten....
"There is currently no way to move the activity (answers, ideas, etc) from one profile to another profile. That content will continue to exist and be available to other to see and will be linked to the old profile. Users who tried to access that old profile would get an error message that it is no longer available. Being able to pull activity created by multiple users together onto one user is the gist of merging user profiles and is what we are unable to do right now"
I just ran the Salesforce Optimizer report and was shocked to see that I had 610 unused reports (reports that have not been viewed in the past 12 months). However, when looking through the list, I saw several reports that are being used for dashboards, dashboards that I know are being viewed. So, can I assume then that no one has clicked through the dashboard component and viewed the report directly?
Also, in my Salesforce Optimizer report there were a few dashboards listed as unused. I confirmed with one user that her dashbaord actually is viewed on a daily basis but only on her home page, not on the Dashboards tab.
With these small quirks with the report I suggest that you really evaluate each report or dahsboard for actual use before deleting!
Maybe this might help, you need to edit the layout of the Email Action by removing the Text Body and add the HTML Body to the layout. Save the layout and you should be able to see the rich text editor.
Note: The email action can be found here : Cases => Buttons, Links, and Actions
My org has created a community for the customers.
I need to enter as a customer to see what they see in order to create the adequate rules in their profile.
The question is the following: If I use my credentials can I enter this community?
I have assigned in the community a customer community profile but yet that account doesn't have access to the community portal.
PS.I have also assigned a permission set (community license) for this profile
What am I missing?
Is there a way to have color emojis/emoticons in a custom picklist ? I am able to copy paste the simple non-color emoticons though.
I have seen couple of instances where I saw color emoticons in the picklist.
Please let me know.
I have this code and I am not 100% sure why it is not creating the case. I have looked up lots of other code and the documentation but I still do not see why it is not creating the case when doing the live agent. Any Advice would be great.
I am setting up a process with Process Builder. I have a Job (Object) where i want to check if a value has changed.
- I have set to start the process when the record is created or edited. Allow process to evaluate a record multiple times in a single transaction set to yes.
- I have defined the criteria to a filter contion that evaluates if MyField1 Is Changed = True
- Action: Update MyField2 with the value of MyField1
How could i get MyField2 populated both when MyField1 is updated or filled in for the first time?
Are you using the 'Filter Conditions are met' or 'Formula Evaluates to True' option for your Criteria?
Sounds like 'Filter Conditions': then create two criteria - 1) Field1 IsChanged =TRUE -OR- 2) Field1 WasSet =TRUE.
and dont' forget to change the Filter Considitons to 'Any of the consitons are met (OR)'
If using 'Formula': then use something like OR( ISNEW(), ISCHANGED( Field1)).
If you get stuck please try to post screenshots, and if this works please remember to mark 'Best Answer' so that your question gets closed for the community. Thanks!