I made a mistake on a trailhead exercise, is there any way to get my DE account fixed so I can finish the module?
https://douglascayers.wordpress.com/2016/05/29/salesforce-preserve-related-lists-and-chatter-on-lead-conversion/ I will ask Doug on twitter if he ever found a solution.
There is a free app on the AppExchange (Lead Convert Chatter) that will move over all of the Chatter feed (including files ) into the newly created Contact.
I have not personally used this app but I have been told that it works.
I need a little help with a button hack. I know this is not a support process for lightening but it is the solution we would like to use. The custom action is not an option either.
This is what I have so far.
IF(AND(NewAgreementPreparation__c = "Ready for SO Papering", SMBAgreementCreated__c = FALSE), HYPERLINK ("https://uat.cs3.my.salesforce.com/setup/ui/recordtypeselect.jsp?ent=01IE0000001Hoeu&save_new_url=%2Fa1X%2Fe%3F&retURL=/Opportunity.Id", IMAGE("/resource/Apttus__Button_Generate", "New Agreement"), "_self"),NULL)
Problems I am having:
The return URL is not working correctly. I want to return to the opportunity if you click cancel.
I would like to have the Account Name fill in the Account Name on the record it is creating. This is the field ID CF00NE0000006CDl
I would like to have the Opportunity fill in the Related Opportunity field (this is look up to field to the opportunity object). The field ID is CF00NE0000006CDm
Can you please try the below one.
IF(AND(NewAgreementPreparation__c = "Ready for SO Papering", SMBAgreementCreated__c = FALSE), HYPERLINK ("https://uat.cs3.my.salesforce.com/setup/ui/recordtypeselect.jsp?ent=01IE0000001Hoeu&save_new_url=%2Fa1X%2Fe%3F&retURL=%2F"+Opportunity.Id+"&CF00NE0000006CDl="+Account.name+"&CF00NE0000006CDl_lkid="+Account.id+"&CF00NE0000006CDm="+Opportunity.name+"&CF00NE0000006CDm_lkid="+Opportunity.id, IMAGE("/resource/Apttus__Button_Generate", "New Agreement"), "_self"),NULL)
It will be very nice to have the assistant remembering you task overdue or expiring in the next days.
Have I to wait the next realease or can it be updated and released soon (before autumn 16)?
Here attached a picture. Thank and Best Regards,
Error:Field Related_Implementation_Checklist__r does not exist. Check spelling. (Related field: Formula)
There is a lookup relationship ship establish, so I tried to pull the field in to create this formula:
Error: Field Related_Implementation_Checklist_LU__r does not exist. Check spelling. (Related field: Formula)
How can I do this?
How do I recreate this in Lightning?
UserFeed represents a single feed item in the feed displayed on a Chatter user profile feed. A user profile feed shows changes to a user record for fields that are tracked in feeds, as well as posts and comments about the record. A user feed shows recent changes to a user record for any fields that are tracked in feeds, as well as posts and comments about the record. It is a useful way to stay up-to-date with changes made to users in the organization. This object is available in API version 18.0 and later.
Is there a way that a chatter post on the opportunity is automatically listed as a last activity? If yes, does this influence the last modification date of the opp., too? Thanks in advance.
If you really need to do that and have access to the Process Builder, you might be able to create an Activity record when a Chatter post is made.