I am not able to remove the Optional section on the bottom of the cases page layout that our support agents use. I'm not able to drag it off of the layout.
If that is not possible, how can I remove the "Assign using active assignment rules" and "Send notification email to contact" check boxes that appear in the Optional section? Support agents are not using these at all, yet they are required, and our support agents have to scroll down to uncheck the boxes before they can save a case record.
If anyone has a suggestion, please let me know!
If you have System admin profile then edit layout and remove it from layout.i f profile is different then may be you don't have access to edit layouts.
Setup-->case-->page louout--->case layout--> layout properties-->check /uncheck checkboxes
Overall Aim: If Case Owner changes x number of times, an Email Alert will be triggered.
This is what I have created in Sandbox so far but it do not seem to be working:
A Number Type field called: Owner_Count__c
WFR: ISCHANGED( OwnerId )
WFR Action - Field Update: Contains this in the Formula Value Owner_Count__c + 1
From my understanding, this should create a count, adding 1 each time the Case Owner changes.
However the count never seems to change, it just remains blank.
Any help with this is extremely appreciated as I'm up against a deadline!
If you want the WFR to fire for existing records, make sure you set a 0 value for the Count field for all of those records.
We went back and forth with SFDC Premier Support on this and it ended up with an issue on our end having to do with proxy settings.
Final resolution was: SSO authentication attempts that may not be handling the liveagent requests well, as we see a loop occur with the SAML authentication when the issue arises.
Whitelist Domains - (add this to both the Console app in Salesforce and to the Network Whitelisting):
*. salesforceliveagent.com (Necessary if you are using Live Agent, Omni or SOS)
*.salesforce-communities.com (Necessary if you are using Communities or Site.com)
Add IP Address to Network whitelisting: 22.214.171.124
Live Agent communication occurs over ports 80 and 443, so ensure these aren't blocked.
Hope this helps!!
I'm relatively new to Salesforce... not a developer, but I have a background in power user type stuff in SharePoint/Microsoft stack. So not entirely clueless, but also struggling a bit to understand the Salesforce lingo and structure :-)
I've been creating a custom SF app which generally works quite well. But I've run into a problem on a Visualforce page I created, which I just can't seem to get past, after days of searching the forums and documentation, and trying different things - I hope someone can help...
The standard controller I'm using for my "WorkOrder" page is a custom object called WorkOrder, and it has a related object called Piece (i.e. each WorkOrder has multiple Pieces). I'm displaying all of the Pieces for a given Work Order, based on the id being passed in the URL from a button on the Work Order page. I want the Pieces to be displayed in order by Shop Ticket #, but they're in some random order I can't make out. Here's what I've done so far:
- I see some references in the forums to using a custom controller to sort items, but that's not an option for me because I'm on Professional Edition.
- I learned from my research that items within a PageBlockTable are sorted by default in the order of the "current view", and if I create a list view of Pieces where the first column is Shop Tkt #, then if I'm using the Piece controller, this works great. But I need to use the Work Order controller, because I'm displaying all the pieces related to a single Work Order.
- I can see how a SOQL query would be easy (ORDER BY), but I can't find a way to use SOQL outside of a custom controller... Is my understanding correct on this? i.e. is it possible to use SOQL inline somehow within a VF page (not in separate Apex code which I can't do because of my SF edition)? Or can something be passed in the URL of the VF page?
It seems to me this should be an easy thing to do - like there should be a Sort attribute in the Column or something. As far as I can tell from my research, there's not a solution, but I hope I'm missing something...?
Thanks for any help!
And yes, if you need more help I would suggest that you will 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.
Case Comments are to be reserved and to be available for all those who see the case, it's meant for more important things AND for the owner of the case mostly.
Chatter is nice to have when co-workers are to interact and advise each other on that case. Or, for the case owner to notify his/her manager about a special issue hapenning on that specific case.
So, I would say, you would want to use both. Case owners are to record their information on case comments. External ineractions with users other than the owner can be chattered.
Please mark this answer as the best answer if it answered your question, thanks!
I am planing to give ADM201 Exam within this week.
As preparation alone not sufficient for the exam I need MOCK exam papers for ADM201 which will help me to clear this exam.
If you have MOCK Exam papers for ADM201, please provide me.
Provided the user with the standard platform license has the appropriate permission on Accounts (Read/Edit), no one can stop him/her from logging an activity on the Account. Sharing settings will also be a consideration here but the platform license type definitely allows for the above.
You should be able to test this out by logging in as a user that has been setup with a platform license.